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CIK: 0002031979
Total reported value
$222.6M
$222.6M
102 檔
31.8%
According to the latest 13F quarterly dataset, Symphony Financial Services, Inc. managed an equity portfolio of $222.6M at the end of Q4 2025, spanning 102 distinct U.S. exchange-listed positions.
In Q4 2025, Symphony Financial Services, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.32% | -2.04% | +27.91% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 8.18% | +1.55% | +5.90% | |
| 3 | USMC | Principal US Mega-cap ETF | ETF-Other | 8.03% | +0.31% | +6.61% | |
| 4 | PAVE | Global X US Infrastructure | ETF-Other | 5.04% | +0.33% | +2.64% | |
| 5 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 4.75% | -0.18% | -14.38% | |
| 6 | AIRR | First Trust Rba American Ind | ETF-Other | 4.34% | +0.37% | +12.03% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.04% | -0.04% | -1.27% | |
| 8 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.95% | -0.50% | -0.25% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.25% | +0.23% | +1.07% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.85% | -0.03% | -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% | -0.13% | -4.56% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.17% | +0.01% | +1.61% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.95% | -0.02% | -0.33% | |
| 15 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 1.91% | +0.71% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.05% | +1.08% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.66% | +0.42% | -2.09% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.13% | +0.23% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | -0.03% | +0.10% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.44% | -0.11% | -72.96% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.43% | -1.57% | EXIT | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.28% | -0.05% | +2.66% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.23% | -1.18% | EXIT | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.12% | +0.03% | +4.64% | |
| 25 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.07% | +0.40% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.05% | +0.05% | |
| 27 | AKRE | Akre Focus ETF | ETF-Other | 0.86% | -0.68% | EXIT | |
| 28 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.68% | -0.08% | +9.11% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.08% | +4.95% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.08% | +25.47% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | +0.10% | +8.88% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.02% | +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% | -0.09% | +1.38% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | +16.21% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.46% | -0.14% | -11.34% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.08% | +1.53% | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | +1.58% | |
| 39 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.44% | -0.05% | +0.03% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.42% | -0.01% | +7.68% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.15% | +912.39% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.08% | — | |
| 43 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.37% | +0.05% | +150.13% | |
| 44 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.36% | +1.44% | +27.12% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.36% | -0.01% | +6.45% | |
| 46 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.32% | -0.02% | +0.80% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.07% | -3.52% | |
| 48 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.31% | -0.01% | -8.79% | |
| 49 | OUSA | Alps Oshares US Quality Divi | ETF-Other | 0.30% | -0.01% | -17.22% | |
| 50 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.30% | -0.01% | -2.14% |
| # | 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 |
According to official SEC Form 13F filings, Symphony Financial Services, Inc. reported a total U.S. public equity portfolio value of $222.6M across 102 disclosed positions in Q4 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 31.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
JSMD
市值: $3.7M
Top Position Liquidated / Trimmed
NVO
前期市值: $265.7K
During Q4 2025, Symphony Financial Services, Inc.'s top holdings by market value included PYLD (10.3%)、BUFR (8.2%)、USMC (8.0%). The largest single position, PYLD, represented 10.3% of total portfolio value.
In Q4 2025, Symphony Financial Services, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 28 positions, trimming 10 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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