Symphony Financial, Ltd. Co.
RIA/Wealth
Symphony Financial, Ltd. Co. is a RIA/Wealth based in Houston, TX led by Wallace Carr Burgoyne, reporting $1.1B in AUM as of Q3 2025 with 46% ETF concentration.
PresidentWallace Carr Burgoyne
- Portfolio Value
- $819.6M
- Positions
- 269
- Top Holding
- SPTM at 6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Symphony Financial, Ltd. Co.'s portfolio (33.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $49.2M | 6.00% | -$788.1K Sold | — 613.2K shares | |
Semiconductors Technology | $43.6M | 5.32% | +$1.8M Bought | 0.00% 234.2K shares | |
ETF ETF | $33.9M | 4.13% | +$2.3M Bought | — 324.7K shares | |
Software - Infrastructure Technology | $26.9M | 3.28% | -$1.9M Sold | 0.00% 51.9K shares | |
Consumer Electronics Technology | $24.0M | 2.93% | +$63.5K Bought | 0.00% 94.3K shares | |
ETF ETF | $23.4M | 2.85% | -$2.8M Sold | — 96.1K shares | |
ETF ETF | $20.0M | 2.44% | +$991.7K Bought | — 201.1K shares | |
Specialty Retail Consumer Cyclical | $19.9M | 2.43% | +$396.3K Bought | 0.00% 90.8K shares | |
ETF ETF | $18.5M | 2.25% | +$2.0M Bought | — 208.9K shares | |
ETF ETF | $18.0M | 2.19% | +$2.2M Bought | — 530.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Symphony Financial, Ltd. Co.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Symphony Financial, Ltd. Co.
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