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Manager record

Symphony Financial, Ltd. Co.

Houston, TX · CIK 1800687 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.12BReported 13F valueQ3 2026 · as filed
358Holdings listed
+22.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $763.2M$763.2MQ2 2025257 holdingsQ3 2025: $821.7M$821.7MQ3 2025270 holdingsQ4 2025: $744.5M$744.5MQ4 2025286 holdingsQ1 2026: $755.0M$755.0MQ1 2026315 holdingsQ2 2026: $914.3M$914.3MQ2 2026371 holdingsQ3 2026: $1.1B$1.1BQ3 2026358 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$1.12B · 358 holdings listed · View original SEC filing ↗
Aug 04 2026 13F-HR · period Q2 2026

$914.26M · 371 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$755.03M · 315 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$744.48M · 286 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$821.69M · 270 holdings listed · View original SEC filing ↗
Aug 15 2025 13F-HR/A · period Q2 2025

$763.20M · 257 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$19.91B · 823 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology