Symphony Financial, LTD. Co.
Symphony Financial, Ltd. Co. is an SEC-registered investment adviser founded in 2014 and headquartered in Houston, Texas. The firm offers comprehensive wealth management, financial planning, portfolio management, business planning, insurance, pension consulting, and multi-family office services. Serving approximately 2,600 clients, Symphony employs over 34 professionals and provides customized advisory solutions primarily for individuals, high-net-worth individuals, families, and small businesses.
Investment Strategy
Symphony Financial, Ltd. Co. delivers tailored investment advisory and wealth management services, focusing on comprehensive financial planning, portfolio construction, and risk management. The firm serves individuals, high-net-worth clients, and small businesses, investing primarily in publicly traded securities including equities, ETFs, and fixed income instruments. The approach emphasizes personalized advice, long-term financial objectives, and prudent diversification targeted to each client's risk profile and needs. Additionally, Symphony provides pension consulting and multi-family office services, with its advisory process grounded in thorough analysis and ongoing client engagement.
Latest 13F Filing Activity
Symphony Financial, LTD. Co. filed their most recent 13F report on Jun 30, 2025 disclosing 816 equity positions with a total 13F market value of $5B. The fund increased holdings in Invesco QQQ TR, Mckesson Corp., Comfort SYS USA Inc. among other positions. Symphony Financial, LTD. Co. reduced exposure to Vanguard BD Index FDS, Ishares TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (816)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 26.04% | $1.24B | 2,241,472 | $551.64 | $551.64 | +$1.24B |
M MCK | MCKESSON CORP | 1.98% | $94.0M | 128,337 | $732.78 | $732.78 | +$94.0M |
F FIX | COMFORT SYS USA INC | 1.85% | $87.7M | 163,589 | $536.21 | $536.21 | +$87.7M |
V VRSN | VERISIGN INC | 1.42% | $67.2M | 232,773 | $288.80 | $288.80 | +$67.2M |
M MELI | MERCADOLIBRE INC | 1.15% | $54.7M | 20,914 | $2613.63 | $2613.63 | +$54.7M |