13F Insight
DOSSIER · 13F-HR · Q1 2026

Symphony Financial Services, Inc.

Symphony Financial Services's pension fund based in San Francisco, CA — $195M in tracked AUM across 99 positions as of Q1 2026.

SF
Symphony Financial Services·San Francisco, CA·Pension Fund
CIK 0002031979 · last filed Mar 31, 2026
Total AUM
$195M
▲ 6.8%
vs prior
Holdings
99
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Symphony Financial Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PYLD
PIMCO ENHANCED
$21M787K10.6%
02
BUFR
FIRST TRUST
$17M492K8.5%
03
USMC
PRINCIPAL US
$16M243K8.0%
04
PAVE
GLOBAL X
$11M209K5.4%
05
AIRR
FIRST TRUST
$10M91K5.2%
06
KNG
FIRST TRUST
$10M196K4.9%
07
JMBS
JANUS HENDERSON
$8M168K3.9%
08
AAPL
APPLE INC
$7M28K3.7%
09
IWY
ISHARES RUSSELL
$5M22K2.8%
10
NVDA
NVIDIA CORP
$5M29K2.6%

Filing history

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