Symphony Financial, Ltd. Co. holds a diversified book of 371 stocks worth $914.3M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Columbia Core Bond ETF and trimmed SPDR Gold Shares. Their largest long position is SS SPDR P S&P 1500 Comp ETF at 5% of the equity book. Cloning the disclosed picks since 2025 would be +27% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1800687/holdings"
Use Arkolith to show Symphony Financial, Ltd. Co.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Symphony Financial, Ltd. Co.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Symphony Financial, Ltd. Co.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 79 / 80 | $597.7B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $184.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $182.1B |
| UBS Group AG | 79 / 80 | $173.1B |
| LPL Financial LLC | 79 / 80 | $111.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $97.7B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $94.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $21.2B |
Ranked by how many of Symphony Financial, Ltd. Co.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR PR SP1500 | $44.6M | 495.2K | 4.9% | ▲+2.9% Added · +14K sh | |
| 2 | Nvidia Corporation COM | $39.1M | 200.1K | 4.3% | ▲+9.3% Added · +17K sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $33.0M | 280.6K | 3.6% | ▲+2.1% Added · +6K sh | |
| 4 | American Centy ETF TR INTL EQT ETF | $29.9M | 335.8K | 3.3% | ▲+9.8% Added · +30K sh | |
| 5 | Apple Inc COM | $23.3M | 82.2K | 2.5% | ▲+6.0% Added · +5K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $22.5M | 30.3K | 2.5% | ▲+62% Added · +12K sh | |
| 7 | Pgim ETF TR PGIM ULTRA SH BD | $21.6M | 435.1K | 2.4% | ▲+5.6% Added · +23K sh | |
| 8 | Amazon Com Inc COM | $21.3M | 88.7K | 2.3% | ▲+6.3% Added · +5K sh | |
| 9 | Microsoft Corp COM | $19.0M | 51.6K | 2.1% | ▲+12% Added · +6K sh | |
| 10 | SPDR Series Trust ST STR P500VAL | $18.0M | 295.9K | 2.0% | ▲+6.6% Added · +18K sh | |
| 11 | American Centy ETF TR US SML CP VALU | $17.5M | 140.4K | 1.9% | ▲+5.7% Added · +8K sh | |
| 12 | SPDR Series Trust ST INTER BD ETF | $17.3M | 516.0K | 1.9% | ▲+8.4% Added · +40K sh | |
| 13 | Alphabet Inc CAP STK CL A | $16.5M | 46.7K | 1.8% | ▲+5.6% Added · +2K sh | |
| 14 | American Centy ETF TR AVANTIS EMGMKT | $16.2M | 169.8K | 1.8% | ▲+9.1% Added · +14K sh | |
| 15 | Ishares TR RUSSELL 2000 ETF | $15.1M | 50.4K | 1.6% | ▲+9.0% Added · +4K sh | |
| 16 | Invesco Exchange Traded FD T S&P500 QUALITY | $13.7M | 153.9K | 1.5% | ▲+6.7% Added · +10K sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $13.5M | 36.7K | 1.5% | ▲+1.6% Added · +584 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $13.4M | 18.0K | 1.5% | ▲+4.5% Added · +772 sh | |
| 19 | Broadcom Inc COM | $13.1M | 35.2K | 1.4% | ▲+3.6% Added · +1K sh | |
| 20 | Ishares TR CORE MSCI EAFE | $11.5M | 119.4K | 1.3% | ▲+8.4% Added · +9K sh | |
| 21 | Alphabet Inc CAP STK CL C | $11.4M | 32.4K | 1.2% | ▲+5.1% Added · +2K sh | |
| 22 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $10.9M | 214.7K | 1.2% | ▲+19% Added · +35K sh | |
| 23 | Johnson & Johnson COM | $10.9M | 42.1K | 1.2% | ▲+1.0% Added · +400 sh | |
| 24 | Ishares TR GLB INFRASTR ETF | $10.6M | 158.0K | 1.2% | ▲+8.4% Added · +12K sh | |
| 25 | Vaneck ETF Trust FALLEN ANGEL HG | $9.5M | 325.7K | 1.0% | ▲+6.7% Added · +20K sh | |
| 26 | SPDR Gold TR GOLD SHS | $9.1M | 24.8K | 1.0% | ▼−38% Reduced · −15K sh | |
| 27 | Exxon Mobil Corp COM | $8.8M | 64.8K | 1.0% | ▼−12% Reduced · −9K sh | |
| 28 | Ishares TR CORE S&P US VLU | $8.4M | 76.0K | 0.9% | ▲+2.1% Added · +2K sh | |
| 29 | SPDR Series Trust ST STR SP600SM C | $8.2M | 75.7K | 0.9% | ▲+6.9% Added · +5K sh | |
| 30 | Eli Lilly & Co COM | $8.1M | 6.6K | 0.9% | ▲+4.0% Added · +254 sh | |
| 31 | JPMorgan Chase & Co COM | $8.0M | 24.3K | 0.9% | ▼−7.2% Reduced · −2K sh | |
| 32 | Vanguard Scottsdale FDS VNG RUS1000VAL | $7.9M | 74.5K | 0.9% | ▲+5.0% Added · +4K sh | |
| 33 | Tesla Inc COM | $7.4M | 17.9K | 0.8% | ▼−0.1% Reduced · −24 sh | |
| 34 | Visa Inc COM CL A | $7.4M | 21.5K | 0.8% | ▲+3.0% Added · +631 sh | |
| 35 | Ishares TR MSCI USA QLT FCT | $7.3M | 33.6K | 0.8% | ▲+0.7% Added · +231 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $7.1M | 14.4K | 0.8% | ▲+0.5% Added · +71 sh | |
| 37 | Micron Technology Inc COM | $6.7M | 5.8K | 0.7% | ▲+5.1% Added · +284 sh | |
| 38 | Abbvie Inc COM | $6.6M | 26.1K | 0.7% | ▲+7.0% Added · +2K sh | |
| 39 | SPDR Index SHS FDS ST STR PO EX ETF | $6.6M | 131.5K | 0.7% | ▲+2.1% Added · +3K sh | |
| 40 | Altria Group Inc COM | $6.5M | 88.0K | 0.7% | ▲+3.2% Added · +3K sh | |
| 41 | Walmart Inc COM | $6.2M | 54.6K | 0.7% | ▲+2.3% Added · +1K sh | |
| 42 | Meta Platforms Inc CL A | $6.0M | 10.7K | 0.7% | ▲+14% Added · +1K sh | |
| 43 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $5.5M | 348.8K | 0.6% | ▲+5.8% Added · +19K sh | |
| 44 | Ishares Inc CORE MSCI EMKT | $5.4M | 65.4K | 0.6% | ▲+27% Added · +14K sh | |
| 45 | Invesco QQQ TR UNIT SER 1 | $5.2M | 7.1K | 0.6% | ▼−6.2% Reduced · −469 sh | |
| 46 | Bny Mellon ETF Trust CORE BOND ETF | $5.1M | 121.6K | 0.6% | ▲+5.4% Added · +6K sh | |
| 47 | Verizon Communications Inc COM | $5.1M | 116.1K | 0.6% | ▲+1.9% Added · +2K sh | |
| 48 | Columbia ETF TR I CORE BOND ETF | $4.7M | 155.3K | 0.5% | ▲New New position | |
| 49 | Merck & Co Inc COM | $4.6M | 35.7K | 0.5% | ▲+1.3% Added · +471 sh | |
| 50 | Sun Life Financial Inc. COM | $4.6M | 58.5K | 0.5% | ▲+0.1% Added · +86 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 371 | $914.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 315 | $755.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 286 | $744.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 270 | $821.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 257 | $763.2M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 90 | $168.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 222 | $636.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.