Symphony Financial, Ltd. Co.
Annual return '25
+20.9%
SPY '25
+17.7%
Alpha
+3.2ptsvs SPY
Invested
$755M
Holdings
314
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTM
SPDR SERIES TRUST
Q1 2026: Exited (was 591.8k shares)
5.0%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 98.7% (179.2k → 2.4k shares)
4.1%
03
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 279.3k shares)
3.5%
04
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 227.2k shares)
3.4%
05
$PULS
PGIM ETF TR
Q1 2026: Exited (was 330.2k shares)
2.7%
06
$AAPL
APPLE INC
Q1 2026: Sold 95.4% (74.3k → 3.4k shares)
2.6%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 98.7% (77.9k → 1.0k shares)
2.3%
08
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 41.0k shares)
2.3%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 57.5% (43.5k → 18.5k shares)
2.2%
10
$SPIB
SPDR SERIES TRUST
Q1 2026: Exited (was 451.2k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:10 UTC.