13F filer

Symphony Financial

As of Sep 30, 2026 Filed Oct 22, 2026 CIK 1800687 SEC filings ↗

13F Value

$1.12B

Positions

358

Top Position

NVDA5.5%

Top 5

19.5%

Latest filing changes

vs Jun 30, 2026

1 IEFA iShares Core MSCI EAFE ETF +208.0%+$24.1M

2 NVDA NVIDIA +33.7%+$15.5M

3 IEMG iShares Core MSCI Emerging Markets ETF +275.7%+$14.6M

4 AVUV Avantis U.S. Small Cap Value ETF +59.1%+$9.8M

5 MSFT Microsoft +36.2%+$9.6M

Holdings358

#
1	NVDA NVIDIA	5.5%	$61.5M	+33.7%	267.5K	4.3%	Common Stock
2	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	4.1%	$45.7M	-0.4%	493.3K	4.9%	ETF
3	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	3.5%	$38.9M	+11.9%	314.0K	3.6%	ETF
4	MSFT Microsoft	3.2%	$36.2M	+36.2%	70.3K	2.1%	Common Stock
5	AAPL Apple	3.2%	$36.1M	+31.5%	108.2K	2.5%	Common Stock
6	IEFA iShares Core MSCI EAFE ETF	3.2%	$35.7M	+208.0%	367.8K	1.3%	ETF
7	AVDE Avantis International Equity ETF	2.8%	$31.6M	+3.7%	348.2K	3.3%	ETF
8	AMZN Amazon	2.4%	$26.5M	+20.5%	106.8K	2.3%	Common Stock
9	AVUV Avantis U.S. Small Cap Value ETF	2.4%	$26.4M	+59.1%	223.3K	1.9%	ETF
10	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.0%	$22.2M	-4.0%	29.0K	2.5%	ETF
11	SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF	1.9%	$21.5M	+28.9%	664.8K	1.9%	ETF
12	PULS PGIM Ultra Short Bond ETF	1.9%	$21.5M	-0.2%	434.1K	2.4%	ETF
13	IEMG iShares Core MSCI Emerging Markets ETF	1.8%	$19.9M	+275.7%	245.6K	0.6%	ETF
14	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 56,966 reported quantity $19,783,515 reported value	1.8%	$19.8M	+22.0%	57.0K	1.8%	Common Stock
15	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1.6%	$18.4M	+1.4%	300.1K	2.0%	ETF
16	IWM iShares Russell 2000 ETF	1.6%	$17.8M	+26.8%	63.9K	1.6%	ETF
17	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.5%	$17.3M	+25.9%	46.2K	1.5%	ETF
18	AVEM Avantis Emerging Markets Equity ETF	1.5%	$16.6M	+3.9%	176.5K	1.8%	ETF
19	AVGO Broadcom	1.5%	$16.5M	+32.5%	46.6K	1.4%	Common Stock
20	IGF iShares Global Infrastructure ETF	1.4%	$15.4M	+58.3%	250.2K	1.2%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing42

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.