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Aryn Sands

Symphony Financial, Ltd. Co.

Assets Managed
$755.031M
Holdings
315
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
1.42%(2Q avg: -3.98%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Symphony Financial, Ltd. Co.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 315 positions.

Assets under management

The assets under management (AUM) of Symphony Financial, Ltd. Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 755.031M in assets, with a quarterly growth rate of 1.42% and a 2-quarter average growth rate of -3.98%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -18.67%
4.97%
$37.507M
481,279 shares@ $77.94 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.14%
4.14%
$31.241M
183,023 shares@ $170.7 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.6%
3.51%
$26.452M
274,823 shares@ $96.25 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 34.62%
3.38%
$25.479M
305,877 shares@ $83.3 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 24.75%
2.71%
$20.395M
411,953 shares@ $49.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.42%
2.56%
$19.322M
77,587 shares@ $249.05 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.01%
2.28%
$17.202M
83,383 shares@ $206.31 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -2.16%
2.26%
$17.004M
40,140 shares@ $423.62 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 5.72%
2.23%
$16.771M
45,978 shares@ $364.76 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 5.5%
2.12%
$15.938M
475,943 shares@ $33.49 avg price

1-10 of 315