Symphony Financial, Ltd. Co.
373 holdingsFiling period: 2026-06-30Current AUM: $938.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 495.2K | $44.6M | $45.1M | 4.81% | +13.9K | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 200.1K | $39.1M | $41.5M | 4.42% | +17.1K | 2026-06-30 |
| 3 | SPYG | SPDR SERIES TRUST | 280.6K | $33.0M | $33.1M | 3.52% | +5.8K | 2026-06-30 |
| 4 | AVDE | AMERICAN CENTY ETF TR | 335.8K | $29.9M | $30.8M | 3.28% | +30.0K | 2026-06-30 |
| 5 | AAPL | APPLE INC | 82.2K | $23.3M | $26.7M | 2.84% | +4.6K | 2026-06-30 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 30.3K | $22.5M | $22.8M | 2.43% | +11.6K | 2026-06-30 |
| 7 | PULS | PGIM ETF TR | 435.1K | $21.6M | $21.6M | 2.30% | +23.1K | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 88.7K | $21.3M | $22.2M | 2.36% | +5.3K | 2026-06-30 |
| 9 | MSFT | MICROSOFT CORP | 51.6K | $19.0M | $25.4M | 2.70% | +5.6K | 2026-06-30 |
| 10 | SPYV | SPDR SERIES TRUST | 295.9K | $18.0M | $18.6M | 1.98% | +18.4K | 2026-06-30 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 140.4K | $17.5M | $17.4M | 1.85% | +7.5K | 2026-06-30 |
| 12 | SPIB | SPDR SERIES TRUST | 516.0K | $17.3M | $16.9M | 1.80% | +40.0K | 2026-06-30 |
| 13 | GOOGL | ALPHABET INC | 46.7K | $16.5M | $16.0M | 1.70% | +2.5K | 2026-06-30 |
| 14 | AVEM | AMERICAN CENTY ETF TR | 169.8K | $16.2M | $15.5M | 1.65% | +14.2K | 2026-06-30 |
| 15 | IWM | ISHARES TR | 50.4K | $15.1M | $14.3M | 1.53% | +4.1K | 2026-06-30 |
| 16 | SPHQ | INVESCO EXCHANGE TRADED FD T | 153.9K | $13.7M | $12.7M | 1.35% | +9.7K | 2026-06-30 |
| 17 | VTI | VANGUARD INDEX FDS | 36.7K | $13.5M | $13.6M | 1.45% | +584 | 2026-06-30 |
| 18 | IVV | ISHARES TR | 18.0K | $13.4M | $13.6M | 1.45% | +772 | 2026-06-30 |
| 19 | AVGO | BROADCOM INC | 35.2K | $13.1M | $11.8M | 1.26% | +1.2K | 2026-06-30 |
| 20 | IEFA | ISHARES TR | 119.4K | $11.5M | $11.7M | 1.25% | +9.2K | 2026-06-30 |
| 21 | GOOG | ALPHABET INC | 32.4K | $11.4M | $11.0M | 1.17% | +1.6K | 2026-06-30 |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | 214.7K | $10.9M | $10.8M | 1.15% | +34.9K | 2026-06-30 |
| 23 | JNJ | JOHNSON & JOHNSON | 42.1K | $10.9M | $11.4M | 1.22% | +400 | 2026-06-30 |
| 24 | IGF | ISHARES TR | 158.0K | $10.6M | $10.1M | 1.07% | +12.2K | 2026-06-30 |
| 25 | ANGL | VANECK ETF TRUST | 325.7K | $9.5M | $9.3M | 0.99% | +20.5K | 2026-06-30 |
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