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CIK: 0002031979
Total reported value
$222.6M
$222.6M
92 檔
28.9%
According to the latest 13F quarterly dataset, Symphony Financial Services, Inc. managed an equity portfolio of $222.6M at the end of Q2 2025, spanning 92 distinct U.S. exchange-listed positions.
In Q2 2025, Symphony Financial Services, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 8.68% | -2.04% | -0.41% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 8.27% | +1.55% | +2.74% | |
| 3 | USMC | Principal US Mega-cap ETF | ETF-Other | 7.91% | +0.31% | +7.53% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.11% | -0.11% | -8.75% | |
| 5 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 6.46% | -0.18% | +0.82% | |
| 6 | PAVE | Global X US Infrastructure | ETF-Other | 4.93% | +0.33% | +1.38% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.45% | -0.50% | -2.14% | |
| 8 | AIRR | First Trust Rba American Ind | ETF-Other | 3.73% | +0.37% | +15.63% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.65% | -0.04% | -6.46% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.01% | +0.23% | +1.50% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | -0.03% | -2.04% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.50% | -0.13% | +0.89% | |
| 13 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.50% | +0.08% | +3.99% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.37% | -0.02% | +5.63% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.26% | +0.01% | +4.77% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.05% | -1.02% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.64% | +0.42% | +0.88% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.13% | +0.25% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | -0.03% | -0.39% | |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.39% | -0.05% | +0.33% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.27% | -1.57% | EXIT | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.17% | -1.18% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.05% | +0.48% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | +0.03% | +11.54% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.15% | -0.36% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.14% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.08% | -0.92% | |
| 28 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.57% | -0.05% | +2.93% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.25% | -2.56% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.51% | +0.10% | -0.06% | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | +2.25% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.46% | -0.01% | +6.10% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.40% | -0.01% | +15.69% | |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.39% | -0.01% | +1.83% | |
| 35 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 0.36% | -0.01% | +4.28% | |
| 36 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.34% | -0.01% | -1.37% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.33% | -0.26% | EXIT | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.07% | +0.05% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.07% | +46.71% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.32% | -0.02% | -0.22% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | -0.03% | -0.72% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.08% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.08% | — | |
| 44 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.32% | -0.02% | — | |
| 45 | BKCG | Bny Mellon Con Growth ETF | ETF-Other | 0.32% | -0.01% | -1.68% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.30% | -0.09% | +24.09% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.29% | +0.06% | -0.23% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | -6.95% | |
| 49 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.28% | +1.44% | +12.92% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.08% | -7.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AIRR | First Trust Rba American Ind | +0.8% | +15.63% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | -2.04% | Trim |
| 3 | USMC | Principal US Mega-cap ETF | +0.6% | +7.53% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | -1.02% | Trim |
| 5 | PAVE | Global X US Infrastructure | +0.3% | +1.38% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 7 | SMH | Vaneck Semiconductor ETF | +0.2% | +1.67% | Add |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.2% | +1.50% | Add |
| 9 | VGT | Vanguard Info Tech ETF | +0.2% | +0.88% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | +11.54% | Add |
| 11 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +3.99% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | -0.36% | Trim |
| 13 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 14 | UFOX | Defiance Connective Tech ETF | +0.2% | NEW | New buy |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +4.77% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.25% | Add |
| 18 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 19 | FCNCA | First Citizens Bcshs -cl A | +0.1% | NEW | New buy |
| 20 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | NEW | New buy |
| 21 | IYF | Ishares US Financials ETF | +0.1% | NEW | New buy |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +0.48% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | -0.92% | Trim |
| 25 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +55.12% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | -0.39% | Trim |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +46.71% | Add |
| 28 | IYW | Ishares Ustechnology ETF | +0.1% | -0.06% | Trim |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +2.74% | Add |
| 30 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +21.59% | Add |
| 31 | ITA | Ishares U.s. Aerospace & Def | 0% | -0.23% | Trim |
| 32 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | 0% | +12.92% | Add |
| 33 | PFE | Pfizer Inc | 0% | +24.09% | Add |
| 34 | SHW | Sherwin-williams Co/the | 0% | +15.69% | Add |
| 35 | UTF | Cohen & Steers Infrastructur | — | +2.93% | Add |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | — | +2.25% | Add |
| 37 | USMV | Ishares Msci USA Min Vol Fac | 0% | +7.56% | Add |
| 38 | V | Visa Inc-class A Shares | -0.1% | +5.63% | Add |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | +0.33% | Add |
| 40 | XLV | Ss Health Care Select Sector | -0.1% | -22.24% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -7.17% | Trim |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -22.42% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.1% | -2.56% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 45 | LOW | Lowe's Cos Inc | -0.2% | EXIT | Sold out |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | EXIT | Sold out |
| 47 | JMBS | Janus Henderson Mortg Backed | -0.5% | -2.14% | Trim |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.8% | +0.82% | Add |
| 49 | AAPL | Apple Inc | -1% | -6.46% | Trim |
| 50 | JAAA | Janus Henderson Aaa Clo ETF | -1.4% | -8.75% | Trim |
According to official SEC Form 13F filings, Symphony Financial Services, Inc. reported a total U.S. public equity portfolio value of $222.6M across 92 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PYLD, BUFR, USMC) accounted for 28.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVGO
市值: $533.1K
Top Position Liquidated / Trimmed
UNH
前期市值: $387.9K
During Q2 2025, Symphony Financial Services, Inc.'s top holdings by market value included PYLD (8.7%)、BUFR (8.3%)、USMC (7.9%). The largest single position, PYLD, represented 8.7% of total portfolio value.
In Q2 2025, Symphony Financial Services, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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