DOSSIER · 13F-HR · Q2 2026

Symphony Financial Services, Inc.

$223M in tracked AUM across 105 positions as of Q2 2026.

SF
CIK 0002031979 · last filed Jun 30, 2026
Total AUM
$223M
as of Q2 2026
Holdings
105
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Symphony Financial Services, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BUFR
FIRST TRUST
$22M613K10.1%
02
PYLD
PIMCO ENHANCED
$19M718K8.6%
03
USMC
PRINCIPAL US
$19M250K8.3%
04
PAVE
GLOBAL X
$13M218K5.8%
05
AIRR
FIRST TRUST
$12M93K5.5%
06
KNG
FIRST TRUST
$10M208K4.7%
07
AAPL
APPLE INC
$8M28K3.6%
08
JMBS
JANUS HENDERSON
$8M168K3.4%
09
IWY
ISHARES RUSSELL
$7M23K3.0%
10
JSMD
JANUS DETROIT
$7M65K2.9%

Filing history

2026Q2Jun 30
$223M 14.3%
105 positionsView →
2026Q1Mar 31
$195M 0.1%
99 positionsView →
2025Q4Dec 31
$195M 38.3%
102 positionsView →
2025Q3Sep 30
$141M 15.8%
61 positionsView →
2025Q2Jun 30
$167M 40.7%
92 positionsLocked
2025Q1Mar 31
$119M 4.4%
54 positionsLocked
2024Q4Dec 31
$124M 5.8%
80 positionsLocked
2024Q3Sep 30
$118M 1.0%
82 positionsLocked
2024Q2Jun 30
$116M
85 positionsLocked