13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002031979
Total reported value
$222.6M
$222.6M
100 檔
29.8%
During the Q3 2025 filing period, Symphony Financial Services, Inc. (CIK: 0002031979) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $222.6M across 100 reported positions.
In Q3 2025, Symphony Financial Services, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 8.52% | -2.04% | +7.81% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 7.91% | +1.55% | +1.04% | |
| 3 | USMC | Principal US Mega-cap ETF | ETF-Other | 7.87% | +0.31% | +1.30% | |
| 4 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 5.84% | -0.18% | -0.06% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.60% | -0.11% | -12.51% | |
| 6 | PAVE | Global X US Infrastructure | ETF-Other | 5.14% | +0.33% | +5.88% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.16% | -0.50% | +2.46% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.04% | -1.35% | |
| 9 | AIRR | First Trust Rba American Ind | ETF-Other | 4.00% | +0.37% | +0.34% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.34% | +0.23% | +10.70% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | -0.03% | +0.03% | |
| 12 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.60% | +0.08% | +9.72% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.34% | -0.13% | -0.63% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.20% | +0.01% | +0.11% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.05% | +3.41% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | -0.02% | -2.58% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.77% | +0.42% | +6.26% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.13% | -1.94% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | -0.03% | +8.34% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.35% | -1.57% | EXIT | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.31% | -1.18% | EXIT | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.31% | -0.05% | -1.66% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | +0.03% | +2.24% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.05% | -0.54% | |
| 25 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.66% | -0.08% | +398.30% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.14% | -0.43% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.52% | +0.10% | -0.04% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.08% | +0.77% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.15% | -4.20% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.25% | -1.47% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.02% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.08% | +41.73% | |
| 33 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.48% | -0.09% | — | |
| 34 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.47% | -0.05% | +0.10% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | +1.61% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.08% | +83.70% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.08% | +58.63% | |
| 38 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.42% | -0.01% | +11.92% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.01% | +130.00% | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.38% | -0.01% | +0.45% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.38% | -0.01% | +4.49% | |
| 42 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 0.38% | -0.01% | +9.48% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.32% | -0.02% | -3.32% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.07% | +0.60% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.31% | -0.09% | +10.21% | |
| 46 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.30% | -0.02% | -0.04% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.03% | — | |
| 48 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.29% | -0.01% | -2.77% | |
| 49 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.29% | +1.44% | +12.88% | |
| 50 | BKCG | Bny Mellon Con Growth ETF | ETF-Other | 0.29% | -0.01% | -2.43% |
According to official SEC Form 13F filings, Symphony Financial Services, Inc. reported a total U.S. public equity portfolio value of $222.6M across 100 disclosed positions in Q3 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 29.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
IJH
市值: $910.2K
Top Position Liquidated / Trimmed
UNH
前期市值: $387.9K
During Q3 2025, Symphony Financial Services, Inc.'s top holdings by market value included PYLD (8.5%)、BUFR (7.9%)、USMC (7.9%). The largest single position, PYLD, represented 8.5% of total portfolio value.
In Q3 2025, Symphony Financial Services, Inc. made 50 total portfolio adjustments, initiating 17 new buys, adding to 20 positions, trimming 9 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.