Symphony Financial, Ltd.
Symphony Financial, Ltd. reported 358 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (5.5%), SPTM (4.1%) and SPYG (3.5%). Compared with Q2 2026, the fund opened new positions in XOM and ARES, added to NVDA, SPYG and MSFT, trimmed SPTM, SPY and PULS and sold out of XOM, PUSH and INTU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $61.5M | 5.5% | 268K | +67K (+34%) | 8 of 8 | |
| 2 |  SPTM Spdr Series Trust | $45.7M | 4.1% | 493K | −1,898 (−0%) | 8 of 8 | |
| 3 |  SPYG Spdr Series Trust | $38.9M | 3.5% | 314K | +33K (+12%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $36.2M | 3.2% | 70K | +19K (+36%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $36.1M | 3.2% | 108K | +26K (+32%) | 8 of 8 | |
| 6 |  IEFA Ishares TR | $35.7M | 3.2% | 368K | +248K (+208%) | 8 of 8 | |
| 7 |  AVDE American Centy ETF TR | $31.6M | 2.8% | 348K | +12K (+4%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $26.5M | 2.4% | 107K | +18K (+20%) | 8 of 8 | |
| 9 |  AVUV American Centy ETF TR | $26.4M | 2.4% | 223K | +83K (+59%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $22.2M | 2.0% | 29K | −1,212 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $8.8M | 65K |
 PUSH Pgim ETF TR | $1.8M | 36K |
 INTU Intuit | $906K | 3,404 |
 GBIL Goldman Sachs ETF TR | $848K | 8,469 |
HONEYWELL INTL INC | $819K | 3,528 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Symphony Financial, Ltd. 13F FAQ
What does Symphony Financial, Ltd. own?
Symphony Financial, Ltd. reported 358 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 22, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Symphony Financial, Ltd. buy and sell in Q3 2026?
Compared with Q2 2026: 32 new positions, 206 added to, 112 trimmed and 45 sold out. New positions include XOM and ARES. It sold all of XOM, PUSH and INTU.
When will Symphony Financial, Ltd. file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Symphony Financial, Ltd.'s portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.