Symphony Financial, Ltd. Co.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 914,261
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 371 | 914,261 | 13F-HR | Symphony Financial, Ltd. Co. |
| Q1 2026 | 4/30/2026 | 315 | 755,031 | 13F-HR | Symphony Financial, Ltd. Co. |
| Q4 2025 | 2/11/2026 | 286 | 744,485 | 13F-HR | Symphony Financial, Ltd. Co. |
| Q3 2025 | 10/31/2025 | 270 | 821,686 | 13F-HR | Symphony Financial, Ltd. Co. |
| Q2 2025 | 8/15/2025 | 257 | 763,195 | 13F-HR/A - RESTATEMENT | Symphony Financial, Ltd. Co. |
| Q2 2025 | 8/11/2025 | 823 | 19,909,552 | 13F-HR | Symphony Financial, Ltd. Co. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 438 K | 47.9% | 79.63 K | 0 | 79.63 K |
| ETFs | 466.4 K | 51.0% | 74.66 K | 0 | 74.66 K |
| Debt | 9.797 K | 1.1% | 4.944 K | 0 | 4.944 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
914,261
Holdings
371
QoQ value change ($000)
159,230
(21.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.