Symphony Financial, Ltd. Co.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 744,485
- Description
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- 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 |
|---|---|---|---|---|---|
| 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 | 650.9 K | 87.4% | 0 | 76.45 K | -76.45 K |
| ETFs | 88.74 K | 11.9% | 0 | 1.04 K | -1.04 K |
| Debt | 4.095 K | 0.6% | 307 | 0 | 307 |
| Other | 752 | 0.1% | 0 | 25 | -25 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
744,485
Holdings
286
QoQ value change ($000)
-77,201
(-9.4%)
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.