Notify me when Symphony Financial, Ltd. Co. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 286 | $744,484,968 | +$49,453,395 | -$146,807,690 | -$97,354,295 | SPTM, NVDA, SPYG, MSFT, AAPL | 13F-HR | 11 Feb 2026, 15:25 |
| Q3 2025 | 270 | $821,686,118 | +$49,386,832 | -$81,154,982 | -$31,768,150 | SPTM, NVDA, SPYG, MSFT, AAPL | 13F-HR | 31 Oct 2025, 08:47 |
| Q2 2025 | 257 | $718,968,096 | +$538,616,866 | -$3,886,168 | +$534,730,698 | SPTM, NVDA, SPYG, MSFT, VTI | Restatement | 14 Aug 2025, 21:39 |
| Q1 2025 | 88 | $168,847,719 | +$12,673,923 | -$424,671,627 | -$411,997,704 | AVUV, NVDA, IEFA, IWM, SPYG | 13F-HR | 22 Apr 2025, 21:00 |
| Q4 2024 | 222 | $635,787,945 | +$58,156,817 | -$47,299,333 | +$10,857,484 | SPTM, NVDA, SPYG, MSFT, AGGY | 13F-HR | 24 Jan 2025, 10:15 |
| Q3 2024 | 224 | $604,248,327 | +$46,526,238 | -$11,539,734 | +$34,986,504 | SPTM, SPYG, NVDA, MSFT, AAPL | 13F-HR | 21 Oct 2024, 12:28 |
| Q2 2024 | 209 | $547,592,502 | +$132,771,979 | -$13,500,304 | +$119,271,675 | SPTM, SPYG, NVDA, MSFT, AAPL | 13F-HR | 17 Jul 2024, 20:50 |
| Q1 2024 | 192 | $429,154,288 | +$31,540,761 | -$93,079,088 | -$61,538,327 | SPTM, SPYG, MSFT, AGGY, NVDA | 13F-HR | 17 Apr 2024, 14:14 |
| Q4 2023 | 195 | $463,719,816 | +$126,992,586 | -$108,508,836 | +$18,483,750 | SPTM, AVUV, MSFT, AVDE, IJH | 13F-HR | 18 Jan 2024, 15:13 |
| Q3 2023 | 156 | $406,699,003 | +$68,232,821 | -$56,204,042 | +$12,028,779 | IJH, IEFA, IUSV, VTI, SPTM | 13F-HR | 07 Nov 2023, 16:35 |
| Q2 2023 | 183 | $407,317,066 | +$44,859,069 | -$45,770,220 | -$911,151 | SPYG, IJH, SPTM, IEFA, IUSV | 13F-HR | 12 Jul 2023, 17:27 |
| Q1 2023 | 202 | $386,090,935 | +$26,924,941 | -$31,618,274 | -$4,693,333 | SPYG, SPTM, IJH, QUAL, IUSV | 13F-HR | 03 May 2023, 17:12 |
| Q4 2022 | 187 | $378,011,629 | +$89,332,415 | -$38,482,829 | +$50,849,586 | IJH, SPYG, SPTM, QUAL, IUSV | 13F-HR | 26 Jan 2023, 16:46 |
| Q3 2022 | 189 | $305,826,000 | +$40,311,472 | -$50,246,992 | -$9,935,520 | SPYG, SPTM, IJH, MSFT, QUAL | 13F-HR | 27 Oct 2022, 18:22 |
| Q2 2022 | 179 | $338,167,000 | +$29,080,527 | -$59,162,113 | -$30,081,586 | SPYG, SPTM, IEFA, IJH, QUAL | 13F-HR | 18 Jul 2022, 17:17 |
| Q1 2022 | 192 | $424,158,000 | +$129,316,103 | -$41,289,949 | +$88,026,154 | SPYG, IEFA, IJH, QUAL, SPTM | 13F-HR | 13 May 2022, 14:24 |
| Q4 2021 | 174 | $344,900,000 | +$102,326,082 | -$51,764,338 | +$50,561,744 | SPYG, JPST, IEMG, QUAL, IJH | 13F-HR | 18 Jan 2022, 20:43 |
| Q3 2021 | 169 | $285,004,000 | +$29,469,681 | -$36,133,780 | -$6,664,099 | BND, JPST, SPYG, IEMG, QUAL | 13F-HR | 12 Oct 2021, 11:40 |
| Q2 2021 | 162 | $293,873,000 | +$21,607,090 | -$72,076,796 | -$50,469,706 | BND, JPST, SPYG, MSFT, IEMG | 13F-HR | 12 Jul 2021, 19:22 |
| Q1 2021 | 191 | $260,720,000 | +$63,553,733 | -$47,124,379 | +$16,429,354 | JPST, BND, MSFT, AAPL, VCIT | 13F-HR | 15 Apr 2021, 15:38 |
| Q4 2020 | 152 | $276,766,000 | +$51,207,571 | -$24,336,592 | +$26,870,979 | JPST, BND, SPYG, MSFT, AAPL | 13F-HR | 13 Jan 2021, 13:53 |
| Q3 2020 | 136 | $243,313,000 | +$49,842,149 | -$21,245,678 | +$28,596,471 | JPST, BND, SPYG, MSFT, AAPL | 13F-HR | 09 Oct 2020, 10:52 |
| Q2 2020 | 133 | $206,772,000 | +$60,302,151 | -$17,954,963 | +$42,347,188 | JPST, BND, MSFT, SPYG, AMZN | 13F-HR | 08 Jul 2020, 13:57 |
| Q1 2020 | 94 | $144,744,000 | $0 | $0 | $0 | JPST, BND, SPY, MSFT, USMV | 13F-HR | 06 May 2020, 18:01 |