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CIK: 0002031979
Total reported value
$222.6M
$222.6M
99 檔
33.0%
As reported in its official Q1 2026 Form 13F filing, Symphony Financial Services, Inc.'s tracked investment portfolio stood at $222.6M with 99 total positions.
Symphony Financial Services, Inc. executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 8 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.59% | -2.04% | +4.34% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 8.52% | +1.55% | +5.52% | |
| 3 | USMC | Principal US Mega-cap ETF | ETF-Other | 8.01% | +0.31% | +6.09% | |
| 4 | PAVE | Global X US Infrastructure | ETF-Other | 5.44% | +0.33% | +1.40% | |
| 5 | AIRR | First Trust Rba American Ind | ETF-Other | 5.18% | +0.37% | +5.65% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 4.90% | -0.18% | +3.98% | |
| 7 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 3.90% | -0.50% | -0.44% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.66% | -0.04% | -3.17% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.78% | +0.23% | -4.91% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | -0.03% | -2.60% | |
| 11 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.45% | +0.08% | -7.76% | |
| 12 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 2.23% | +0.71% | +19.90% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.15% | +0.01% | +3.18% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.97% | -0.13% | -14.89% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | -0.02% | -3.42% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.57% | -1.57% | EXIT | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.05% | +6.40% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.51% | -0.11% | +5.01% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.50% | +0.42% | -2.95% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.13% | +0.78% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.03% | -1.56% | |
| 22 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.30% | +0.40% | +37.71% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.30% | -0.05% | +2.65% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.18% | -1.18% | EXIT | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.11% | +0.03% | +9.28% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.05% | +9.04% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.25% | +6.19% | |
| 28 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.69% | -0.08% | +3.35% | |
| 29 | AKRE | Akre Focus ETF | ETF-Other | 0.68% | -0.68% | EXIT | |
| 30 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.60% | -0.09% | -0.45% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.08% | +6.31% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.50% | +0.10% | -0.20% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | -0.14% | -12.68% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.02% | -3.45% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.08% | -7.03% | |
| 36 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.47% | -0.05% | +0.27% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | -1.36% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.08% | -0.23% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | -0.63% | |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.43% | -0.01% | +0.91% | |
| 41 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.41% | +0.05% | +5.38% | |
| 42 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.39% | +1.44% | +7.00% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.08% | -2.64% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.15% | -8.20% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | -0.09% | +4.89% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.07% | -0.88% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.32% | +0.06% | +7.49% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.31% | -0.02% | +0.43% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.30% | -0.01% | -2.41% | |
| 50 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.30% | -0.02% | +0.11% |
According to official SEC Form 13F filings, Symphony Financial Services, Inc. reported a total U.S. public equity portfolio value of $222.6M across 99 disclosed positions in Q1 2026.
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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 33.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
SDVY
市值: $511.6K
Top Position Liquidated / Trimmed
INTC
前期市值: $291.2K
During Q1 2026, Symphony Financial Services, Inc.'s top holdings by market value included PYLD (10.6%)、BUFR (8.5%)、USMC (8.0%). The largest single position, PYLD, represented 10.6% of total portfolio value.
In Q1 2026, Symphony Financial Services, Inc. made 94 total portfolio adjustments, initiating 5 new buys, adding to 44 positions, trimming 37 holdings, and fully liquidating 8 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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