Symphony Financial, Ltd. Co. Top Holdings and 13F Report (2026) About Symphony Financial, Ltd. Co.Investment ActivitySymphony Financial, Ltd. Co. has $1.12 billion in total holdings as of September 30, 2026.Symphony Financial, Ltd. Co. owns shares of 358 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 21.93% of the portfolio was purchased this quarter.About 4.23% of the portfolio was sold this quarter.This quarter, Symphony Financial, Ltd. Co. has purchased 371 new stocks and bought additional shares in 207 stocks.Symphony Financial, Ltd. Co. sold shares of 112 stocks and completely divested from 45 stocks this quarter.Largest Holdings NVIDIA $61,544,831SPDR Portfolio S&P 1500 Composite Stock Market ETF $45,713,978SPDR Portfolio S&P 500 Growth ETF $38,857,222Microsoft $36,231,315Apple $36,141,894 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $11,498,373 Holding03990B101 - Ares Management $2,072,342 Holding33740F565 - First Trust Innovation Leaders ETF $901,345 Holding088606108 - BHP Group $824,640 Holding37954Y319 - Global X MSCI Greece ETF $753,325 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 248,381 shares (about $24.09M)NVIDIA 67,438 shares (about $15.51M)iShares Core MSCI Emerging Markets ETF 180,240 shares (about $14.63M)EXXONMOBIL HOLDINGS CORP 70,599 shares (about $11.50M)Avantis U.S. Small Cap Value ETF 82,994 shares (about $9.82M) Largest Sales this Quarter iShares Core S&P 500 ETF 7,650 shares (about $5.89M)Mastercard 3,787 shares (about $2.11M)GOLDMAN SACHS ETF TR 18,440 shares (about $1.07M)SPDR S&P 500 ETF Trust 1,212 shares (about $927.40K)Netflix 12,704 shares (about $885.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSymphony Financial, Ltd. Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$61,544,831$15,513,420 ▲33.7%267,5405.5%TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$45,713,978$175,877 ▼-0.4%493,3284.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$38,857,222$4,127,412 ▲11.9%313,9903.5%ETFMSFTMicrosoft$36,231,315$9,632,225 ▲36.2%70,2683.2%TechnologyAAPLApple$36,141,894$8,666,704 ▲31.5%108,1753.2%TechnologyIEFAiShares Core MSCI EAFE ETF$35,665,100$24,086,894 ▲208.0%367,7743.2%ETFAVDEAvantis International Equity ETF$31,644,476$1,126,431 ▲3.7%348,2372.8%ETFAMZNAmazon.com$26,499,792$4,499,478 ▲20.5%106,7832.4%Consumer DiscretionaryAVUVAvantis U.S. Small Cap Value ETF$26,418,743$9,816,955 ▲59.1%223,3482.4%ETFSPYSPDR S&P 500 ETF Trust$22,222,378$927,399 ▼-4.0%29,0422.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$21,491,060$4,812,034 ▲28.9%664,8471.9%ETFPULSPGIM Ultra Short Bond ETF$21,469,404$46,337 ▼-0.2%434,1391.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$19,937,095$14,630,764 ▲275.7%245,6101.8%ETFGOOGLAlphabet$19,783,515$3,573,577 ▲22.0%56,9661.8%Communication ServicesSPYVSPDR Portfolio S&P 500 Value ETF$18,449,133$254,234 ▲1.4%300,0671.6%ETFIWMiShares Russell 2000 ETF$17,806,612$3,761,144 ▲26.8%63,8761.6%ETFVTIVanguard Total Stock Market ETF$17,297,217$3,563,131 ▲25.9%46,1761.5%ETFAVEMAvantis Emerging Markets Equity ETF$16,646,425$627,450 ▲3.9%176,4531.5%ETFAVGOBroadcom$16,497,826$4,045,007 ▲32.5%46,6181.5%TechnologyIGFiShares Global Infrastructure ETF$15,449,191$5,692,421 ▲58.3%250,2221.4%ETFSPHQInvesco S&P 500 Quality ETF$13,173,841$146,250 ▲1.1%155,6541.2%ETFJNJJohnson & Johnson$13,051,832$1,854,318 ▲16.6%49,0311.2%HealthcareMUMicron Technology$12,549,382$6,320,562 ▲101.5%11,7641.1%TechnologyPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$11,857,458$5,112,586 ▲75.8%613,2401.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$11,821,020$4,053,616 ▲52.2%115,1391.1%ETFGOOGAlphabet$11,797,631$637,160 ▲5.7%34,2361.1%Communication ServicesIUSViShares Core S&P U.S. Value ETF$11,635,787$3,237,209 ▲38.5%105,3121.0%ETFEXXONMOBIL HOLDINGS CORP$11,498,373$11,498,373 ▲New Holding70,5991.0%COM SHSMETAMeta Platforms$10,946,971$3,136,140 ▲40.2%15,0201.0%Communication ServicesJPSTJPMorgan Ultra-Short Income ETF$10,772,622$47,465 ▼-0.4%213,7961.0%ETFANGLVanEck Fallen Angel High Yield Bond ETF$10,184,661$1,070,407 ▲11.7%364,0060.9%ETFQUALiShares MSCI USA Quality Factor ETF$10,154,076$2,657,777 ▲35.5%45,5520.9%ETFGLDSPDR Gold Shares$9,204,854$294,755 ▼-3.1%24,0150.8%ETFLLYEli Lilly and Company$9,191,438$1,419,595 ▲18.3%7,8020.8%HealthcareVONVVanguard Russell 1000 Value ETF$9,030,391$892,990 ▲11.0%82,6700.8%ETFSPACE EXPLORATION TECHN CORP$8,916,998$5,216,641 ▲141.0%59,1670.8%CLASS A COM STKJPMJPMorgan Chase & Co.$8,301,191$163,976 ▲2.0%24,8060.7%FinanceMOAltria Group$8,073,389$2,088,416 ▲34.9%118,6490.7%Consumer StaplesTSLATesla$8,071,961$1,804,597 ▲28.8%23,0270.7%Consumer DiscretionaryIVViShares Core S&P 500 ETF$7,971,889$5,892,835 ▼-42.5%10,3490.7%ETFABBVAbbVie$7,687,651$803,144 ▲11.7%29,1370.7%HealthcareBRK.BBerkshire Hathaway$7,337,249$133,550 ▲1.9%14,6690.7%FinanceVVisa$7,124,580$653,966 ▼-8.4%19,7080.6%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$6,971,477$324,318 ▲4.9%137,8740.6%ETFCOLUMBIA ETF TR I$6,381,858$1,941,493 ▲43.7%223,2590.6%CORE BOND ETFWALMART INC$5,669,699$124,837 ▼-2.2%53,4100.5%COMGEGE Aerospace$5,425,611$2,269,518 ▲71.9%17,3250.5%IndustrialsCOSTCostco Wholesale$5,369,656$1,570,579 ▲41.3%5,8600.5%Consumer StaplesVZVerizon Communications$5,291,007$41,748 ▼-0.8%115,2050.5%Communication ServicesMRKMerck & Co., Inc.$5,262,263$22,809 ▼-0.4%35,5300.5%HealthcareAMATApplied Materials$5,157,672$2,847,923 ▲123.3%10,0820.5%TechnologyCVXChevron$5,136,741$1,211,830 ▲30.9%25,0430.5%EnergyAMDAdvanced Micro Devices$4,935,075$1,088,272 ▲28.3%8,1490.4%TechnologyQQQInvesco QQQ$4,905,002$317,622 ▼-6.1%6,6250.4%ETFBKAGBNY Mellon Core Bond ETF$4,793,158$84,347 ▼-1.7%119,4500.4%ETFPMPhilip Morris International$4,609,213$1,845,067 ▲66.7%24,0170.4%Consumer StaplesLAM RESEARCH CORP$4,580,109$2,211,821 ▲93.4%13,9920.4%COM NEWSLFSun Life Financial$4,467,146$122,057 ▼-2.7%56,9110.4%FinanceHDHome Depot$4,381,179$917,224 ▲26.5%15,3280.4%Consumer DiscretionaryMSMorgan Stanley$4,211,145$2,065,502 ▲96.3%22,2270.4%FinanceFIRST TR EXCHANGE-TRADED FD$4,208,620$755,012 ▲21.9%219,3800.4%WCM INTL EQUITYPALANTIR TECHNOLOGIES INC$4,062,183$1,809,530 ▲80.3%21,6070.4%CL AAMGNAmgen$3,878,882$61,967 ▲1.6%9,1390.3%HealthcareCMICummins$3,653,968$1,051,326 ▲40.4%7,0450.3%IndustrialsORCLOracle$3,567,027$122,878 ▲3.6%26,0680.3%TechnologyGE VERNOVA INC$3,473,778$1,884,699 ▲118.6%3,6310.3%COMRTXRTX$3,392,529$441,455 ▲15.0%18,2900.3%IndustrialsNEENextEra Energy$3,377,413$188,465 ▲5.9%44,4790.3%UtilitiesPGIM ETF TR$3,325,342$1,791,086 ▲116.7%64,8420.3%AAA CLO ETFCOPXGlobal X Copper Miners ETF$3,320,770$75,367 ▼-2.2%38,9060.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,241,916$188,814 ▲6.2%42,6500.3%ETFPANWPalo Alto Networks$3,229,790$378,994 ▼-10.5%8,1300.3%TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$3,205,793$2,089,638 ▲187.2%65,1840.3%ETFORealty Income$3,205,611$414,438 ▲14.8%58,7770.3%Real EstateMMM3M$3,188,950$2,090,196 ▲190.2%19,2860.3%IndustrialsFTNTFortinet$3,178,469$30,831 ▲1.0%17,8350.3%TechnologyUNHUnitedHealth Group$3,154,441$1,166,314 ▲58.7%8,5980.3%HealthcareTAT&T$3,140,524$1,387,401 ▲79.1%128,1380.3%Communication ServicesMUBiShares National Muni Bond ETF$3,107,649$200,699 ▼-6.1%30,7360.3%ETFMRVLMarvell Technology$3,095,295$1,744,480 ▲129.1%11,9750.3%TechnologyTXNTexas Instruments$3,075,763$280,717 ▲10.0%10,9130.3%TechnologyCATCaterpillar$3,069,086$1,351,674 ▲78.7%3,7510.3%IndustrialsDGROiShares Core Dividend Growth ETF$3,027,875$48,420 ▲1.6%39,8340.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,991,243$468,082 ▲18.6%73,1320.3%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$2,902,536$409,008 ▲16.4%27,9390.3%ETFPFEPfizer$2,825,136$1,673,170 ▲145.2%98,8680.3%HealthcareMCDMcDonald's$2,682,385$824,491 ▲44.4%11,5430.2%Consumer DiscretionaryMAMastercard$2,554,334$2,107,006 ▼-45.2%4,5910.2%FinanceKOCoca-Cola$2,541,648$267,546 ▼-9.5%29,1740.2%Consumer StaplesAXPAmerican Express$2,408,999$403,886 ▲20.1%7,9090.2%FinanceCRMSalesforce$2,401,582$1,191,814 ▲98.5%10,4340.2%TechnologyGDGeneral Dynamics$2,372,857$244,655 ▼-9.3%7,1480.2%IndustrialsPEPPepsiCo$2,312,992$188,381 ▲8.9%17,9140.2%Consumer StaplesISRGIntuitive Surgical$2,248,368$1,040,564 ▲86.2%5,5120.2%HealthcareHEALTHPEAK PROPERTIES INC$2,181,859$1,374,296 ▲170.2%109,1250.2%COMCAHCardinal Health$2,141,976$1,334,642 ▲165.3%9,6150.2%HealthcareLOWLowe's Companies$2,141,859$212,360 ▲11.0%11,4980.2%Consumer DiscretionaryWMWaste Management$2,106,028$11,943 ▼-0.6%10,2280.2%IndustrialsDUKDuke Energy$2,073,435$36,946 ▼-1.8%18,0710.2%UtilitiesARESAres Management$2,072,342$2,072,342 ▲New Holding17,7490.2%FinanceShowing largest 100 holdings. 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