Symphony Financial, Ltd. Co. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 358 distinct positions held by the firm.
The portfolio is diversified across various sectors, with significant weightings in large-cap technology and consumer companies. Apple Inc. is the largest holding, with 36,141,894 shares. Alphabet Inc. Class A and Class C shares follow, with 19,783,515 and 11,797,631 shares, respectively. Other notable technology positions include Amazon.com Inc. (26,499,792 shares), Microsoft Corporation (19,332,889 shares), and NVIDIA Corporation (6,212,510 shares).
Major financial institutions are also represented in the portfolio. Berkshire Hathaway Inc. Class B is held with 7,337,249 shares, while JPMorgan Chase & Co. is held with 8,301,191 shares. The filing also includes positions in energy companies such as Exxon Mobil Holdings Corp. (11,498,373 shares) and Chevron Corporation (5,136,741 shares).
In addition to individual stocks, the filing details significant investments in exchange-traded funds (ETFs). The Invesco S&P 500 Quality ETF is the largest ETF holding with 13,173,841 shares. Other major ETF positions include the iShares Core MSCI Emerging Markets ETF (19,937,095 shares), the iShares Core S&P 500 ETF (7,971,889 shares), and the Invesco ActiveExchange Traded Fund Optimum Yield (11,857,458 shares).
