Symphony Financial Services, Inc. — Q4 2025 13F Holdings

Name: Symphony Financial Services, Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002031979

Total reported value

$194.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PYLD	Pimco Multisector Bond Actv	ETF-Other	10.32%	+0.27%	+27.91%
2	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	8.18%	+0.34%	+5.90%
3	USMC	Principal US Mega-cap ETF	ETF-Other	8.03%	—	+6.61%
4	PAVE	Global X US Infrastructure	ETF-Other	5.04%	+0.40%	+2.64%
5	KNG	Ft Vest S&p 500 Dvd Arst Trg	ETF-Large Cap & Growth	4.75%	+0.15%	-14.38%
6	AIRR	First Trust Rba American Ind	ETF-Other	4.34%	+0.84%	+12.03%
7	AAPL	Apple INC	Stock-Tech	4.04%	-0.38%	-1.27%
8	JMBS	Janus Henderson Mortg Backed	ETF-Other	3.95%	-0.05%	-0.25%
9	IWY	Ishares Russell Top 200 Grow	ETF-Other	3.25%	-0.47%	+1.07%
10	NVDA	Nvidia CORP	Stock-Tech	2.85%	-0.25%	-3.28%
11	XMMO	Invesco S&p Midcap Momentum	ETF-Other	2.53%	-0.08%	-0.11%
12	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	2.22%	-0.25%	-4.56%
13	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.17%	—	+1.61%
14	V	Visa Inc-class A Shares	Stock-Financials	1.95%	-0.32%	-0.33%
15	JSMD	Janus Small Mid Cap Gr Alp	ETF-Other	1.91%	+0.32%	—
16	MSFT	Microsoft CORP	Stock-Tech	1.90%	-0.35%	+1.08%
17	VGT	Vanguard Info Tech ETF	ETF-Tech	1.66%	-0.16%	-2.09%
18	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.50%	-0.08%	+0.23%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	1.49%	-0.16%	+0.10%
20	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	1.44%	+0.07%	-72.96%
21	SMH	Vaneck Semiconductor ETF	ETF-Other	1.43%	+0.14%	+0.99%
22	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	1.28%	—	+2.66%
23	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	1.23%	-0.05%	-0.35%
24	IWF	Ishares Russell 1000 Growth	ETF-Other	1.12%	—	+4.64%
25	JTEK	Jpmorgan US Tech Leaders	ETF-Tech	1.07%	+0.23%	—
26	JPM	Jpmorgan Chase & Co	Stock-Financials	1.06%	—	+0.05%
27	AKRE	Akre Focus ETF	ETF-Other	0.86%	-0.18%	—
28	SPHY	Ss Spdr P High Yield ETF	ETF-High Yield	0.68%	—	+9.11%
29	LLY	Eli Lilly & Co	Stock-Healthcare	0.62%	-0.13%	+4.95%
30	AVGO	Broadcom INC	Stock-Tech	0.61%	—	+25.47%
31	IYW	Ishares Ustechnology ETF	ETF-Tech	0.55%	-0.05%	+8.88%
32	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.50%	—	+6.45%
33	XOM	Exxon Mobil CORP	Stock-Energy	0.50%	+0.25%	-0.60%
34	PAA	Plains All Amer Pipeline LP	Stock-Energy	0.48%	+0.12%	+1.38%
35	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.47%	—	+16.21%
36	LMT	Lockheed Martin CORP	Stock-Industrials	0.46%	+0.04%	-11.34%
37	META	Meta Platforms Inc-class A	Stock-Comm Services	0.45%	-0.07%	+1.53%
38	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	0.44%	—	+1.58%
39	UTF	Cohen & Steers Infrastructur	Stock-Other	0.44%	—	+0.03%
40	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	0.42%	—	+7.68%
41	NFLX	Netflix INC	Stock-Comm Services	0.39%	—	+912.39%
42	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.38%	+0.06%	—
43	GRID	First Trst Nasd Cl Edg Sgiif	ETF-Other	0.37%	+0.04%	+150.13%
44	BUFD	Ft Vst Lad Deep Buf Etf-usdi	ETF-Other	0.36%	—	+27.12%
45	PGR	Progressive CORP	Stock-Financials	0.36%	-0.06%	+6.45%
46	IYH	Ishares U.s. Healthcare ETF	ETF-Other	0.32%	—	+0.80%
47	WMT	Walmart INC	Stock-Consumer Staples	0.31%	—	-3.52%
48	SHW	Sherwin-williams Co/the	Stock-Materials	0.31%	-0.11%	-8.79%
49	OUSA	Alps Oshares US Quality Divi	ETF-Other	0.30%	-0.14%	-17.22%
50	EW	Edwards Lifesciences CORP	Stock-Healthcare	0.30%	—	-2.14%

1–50 of 102

Holding changes this quarter

Position changes disclosed by Symphony Financial Services, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PYLD	Pimco Multisector Bond Actv	+1.8%	+27.91%	Add
2	AIRR	First Trust Rba American Ind	+0.3%	+12.03%	Add
3	BUFR	Ft Vest Lad Buffervetf-usd I	+0.3%	+5.90%	Add
4	GRID	First Trst Nasd Cl Edg Sgiif	+0.2%	+150.13%	Add
5	LLY	Eli Lilly & Co	+0.2%	+4.95%	Add
6	USMC	Principal US Mega-cap ETF	+0.2%	+6.61%	Add
7	AVGO	Broadcom INC	+0.1%	+25.47%	Add
8	SMH	Vaneck Semiconductor ETF	+0.1%	+0.99%	Add
9	BUFD	Ft Vst Lad Deep Buf Etf-usdi	+0.1%	+27.12%	Add
10	RSP	Invesco S&p 500 Equal Weight	+0.1%	+58.16%	Add
11	CIBR	First Trust Nasdaq Cybersecu	+0.1%	+47.86%	Add
12	VOO	Vanguard S&p 500 ETF	+0.1%	+16.21%	Add
13	BUFQ	Ft Vst Lad Nsdq Buf Etf-usdi	0%	+25.99%	Add
14	IYW	Ishares Ustechnology ETF	0%	+8.88%	Add
15	T	At&t INC	0%	+46.29%	Add
16	SPHY	Ss Spdr P High Yield ETF	0%	+9.11%	Add
17	AAPL	Apple INC	0%	-1.27%	Trim
18	IWF	Ishares Russell 1000 Growth	0%	+4.64%	Add
19	IJH	Ishares Core S&p Midcap ETF	0%	+6.45%	Add
20	AMZN	Amazon.com INC	—	+0.10%	Add
21	ITOT	Ishares Core S&p Total U.s.	0%	+1.61%	Add
22	DGRW	Wisdomtree U.s. Quality Divi	0%	+2.66%	Add
23	QQQ	Invesco Qqq Trust Series 1	0%	+0.23%	Add
24	V	Visa Inc-class A Shares	-0.1%	-0.33%	Trim
25	MO	Altria Group INC	-0.1%	+0.60%	Add
26	XMMO	Invesco S&p Midcap Momentum	-0.1%	-0.11%	Trim
27	SHW	Sherwin-williams Co/the	-0.1%	-8.79%	Trim
28	META	Meta Platforms Inc-class A	-0.1%	+1.53%	Add
29	OUSA	Alps Oshares US Quality Divi	-0.1%	-17.22%	Trim
30	IWY	Ishares Russell Top 200 Grow	-0.1%	+1.07%	Add
31	PAVE	Global X US Infrastructure	-0.1%	+2.64%	Add
32	LMT	Lockheed Martin CORP	-0.1%	-11.34%	Trim
33	HD	Home Depot INC	-0.1%	-36.79%	Trim
34	NFLX	Netflix INC	-0.1%	+912.39%	Add
35	MSFT	Microsoft CORP	-0.2%	+1.08%	Add
36	NVDA	Nvidia CORP	-0.2%	-3.28%	Trim
37	KNG	Ft Vest S&p 500 Dvd Arst Trg	-1.1%	-14.38%	Trim
38	JAAA	Janus Henderson Aaa Clo ETF	-4.2%	-72.96%	Trim
39	JSMD	Janus Small Mid Cap Gr Alp	—	NEW	New buy
40	JTEK	Jpmorgan US Tech Leaders	—	NEW	New buy
41	AKRE	Akre Focus ETF	—	NEW	New buy
42	TTE	Totalenergies Se	—	NEW	New buy
43	NVO	Novo-nordisk A/s-spons Adr	—	EXIT	Sold out
44	TTEN	Totalenergies Se -spon Adr	—	EXIT	Sold out
45	MPC	Marathon Petroleum CORP	—	EXIT	Sold out
46	BA	Boeing Co/the	—	NEW	New buy
47	FCNCA	First Citizens Bcshs -cl A	—	NEW	New buy
48	AEIS	Advanced Energy Industries	—	NEW	New buy
49	SRV	Nxg Cushing Midstream Energy	—	NEW	New buy
50	EPD	Enterprise Products Partners	—	NEW	New buy