Symphony Financial, Ltd. Co. - Portfolio overview

Symphony Financial, Ltd. Co. has 349 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPTM - SPDR SERIES TRUST, 4.87%
2. NVDA - NVIDIA CORPORATION, 4.06%
3. SPYG - SPDR SERIES TRUST, 3.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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