First seen by DFX
Sep 13, 2026
date not stated
Symphony Financial, Ltd. Co.: OUTSOURCED_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (A $1.35bn RIA whose advisory practices (Greensage Group, an LPL hybrid) offer ordinary financial planning and benefits consulting.)
First seen by DFX
Sep 12, 2026
date not stated
Symphony Financial, Ltd. Co. found on the SEC adviser roster (services_description)
Symphony Financial, Ltd. Co. reported $755,031,086 across 315 13(f) positions for the quarter ended 2026-03-31
Symphony Financial, Ltd. Co. increased Abbvie Inc 14,643 -> 24,387 shares ($3,363,424 -> $5,265,733)
Symphony Financial, Ltd. Co. increased Walmart Inc 40,190 -> 53,379 shares ($4,495,369 -> $6,588,016)
Symphony Financial, Ltd. Co. increased Ishares Inc 33,001 -> 51,578 shares ($2,219,475 -> $3,581,930)
Symphony Financial, Ltd. Co. opened a $2,601,313 position in Ishares Tr (39,384 shares)
Symphony Financial, Ltd. Co. reduced Vaneck Etf Trust 84,289 -> 9,809 shares ($4,307,589 -> $492,579)
Symphony Financial, Ltd. Co. reduced Ishares Tr 40,863 -> 29,645 shares ($2,709,220 -> $1,987,634)
Symphony Financial, Ltd. Co. increased Goldman Sachs Etf Tr 8,738 -> 28,958 shares ($873,317 -> $2,901,277)
Symphony Financial, Ltd. Co. reduced Spdr Series Trust 99,132 -> 30,114 shares ($5,800,153 -> $1,758,946)
Symphony Financial, Ltd. Co. reduced Salesforce Inc 11,970 -> 4,716 shares ($3,182,488 -> $881,042)
Symphony Financial, Ltd. Co. reduced Ishares Silver Tr 59,298 -> 37,300 shares ($4,085,643 -> $2,490,260)
Symphony Financial, Ltd. Co. increased American Centy Etf Tr 33,017 -> 155,627 shares ($2,549,216 -> $12,230,522)
Symphony Financial, Ltd. Co. reduced Unitedhealth Group Inc 12,464 -> 4,501 shares ($4,137,954 -> $1,203,867)
Symphony Financial, Ltd. Co. increased Visa Inc 16,178 -> 20,886 shares ($5,717,709 -> $6,252,912)
Symphony Financial, Ltd. Co. increased American Centy Etf Tr 227,230 -> 305,877 shares ($18,799,403 -> $25,479,118)
Symphony Financial, Ltd. Co. reported $744,484,968 across 286 13(f) positions for the quarter ended 2025-12-31
Symphony Financial, Ltd. Co. increased Spdr S&p 500 Etf Tr 18,641 -> 23,556 shares ($12,401,062 -> $16,115,796)
Symphony Financial, Ltd. Co. increased Netflix Inc 3,438 -> 22,005 shares ($4,070,385 -> $2,063,593)
Symphony Financial, Ltd. Co. increased GE Aerospace 7,534 -> 10,626 shares ($2,247,209 -> $3,307,250)
Symphony Financial, Ltd. Co. reduced Salesforce Inc 17,276 -> 11,970 shares ($4,152,940 -> $3,182,488)
Symphony Financial, Ltd. Co. reduced Spdr Series Trust 101,471 -> 68,099 shares ($8,990,700 -> $6,249,118)
Symphony Financial, Ltd. Co. reduced Philip Morris Intl Inc 21,195 -> 13,224 shares ($3,362,365 -> $2,137,900)
Symphony Financial, Ltd. Co. reduced Pepsico Inc 31,052 -> 15,892 shares ($4,357,248 -> $2,288,781)
Symphony Financial, Ltd. Co. increased Vanguard Index Fds 31,397 -> 41,564 shares ($10,288,844 -> $13,954,126)
Symphony Financial, Ltd. Co. reduced Home Depot Inc 19,551 -> 13,810 shares ($7,836,159 -> $4,780,403)
Symphony Financial, Ltd. Co. reduced Ishares Tr 96,069 -> 57,905 shares ($23,398,360 -> $14,334,322)
Symphony Financial, Ltd. Co. reduced Digital Rlty Tr Inc 13,416 -> 3,329 shares ($2,277,676 -> $520,672)
Symphony Financial, Ltd. Co. reduced Accenture Plc Ireland 9,712 -> 1,428 shares ($2,403,733 -> $385,011)
Symphony Financial, Ltd. Co. reduced Costco Whsl Corp New 6,153 -> 4,395 shares ($5,648,666 -> $3,803,213)
Symphony Financial, Ltd. Co. reduced Chevron Corp New 26,301 -> 16,369 shares ($4,063,991 -> $2,493,227)
Symphony Financial, Ltd. Co. reduced American Centy Etf Tr 201,123 -> 130,988 shares ($20,026,895 -> $13,456,629)
Symphony Financial, Ltd. Co. reduced Alphabet Inc 54,850 -> 39,823 shares ($13,358,600 -> $12,495,148)
Symphony Financial, Ltd. Co. reduced Adobe Inc 6,263 -> 2,409 shares ($2,225,108 -> $847,443)
Symphony Financial, Ltd. Co. reduced At&t Inc 117,879 -> 60,740 shares ($3,215,491 -> $1,506,942)
Symphony Financial, Ltd. Co. reduced Lyondellbasell Industries N 48,926 -> 17,747 shares ($2,380,677 -> $773,694)
Symphony Financial, Ltd. Co. reduced Cummins Inc 6,481 -> 4,815 shares ($2,746,532 -> $2,470,283)
Symphony Financial, Ltd. Co. opened a $4,307,589 position in Vaneck Etf Trust (84,289 shares)
Symphony Financial, Ltd. Co. reduced 3m Co 17,298 -> 6,423 shares ($2,686,418 -> $1,033,319)