§ 13F · FUND PROFILE
Symphony Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $186M (13F)Positions · 100Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ENHANCED | 787K | $21M | 10.6% | +4% |
| 2 | BUFR | FIRST TRUST | 492K | $17M | 8.5% | +6% |
| 3 | USMC | PRINCIPAL US | 243K | $16M | 8.0% | +6% |
| 4 | PAVE | GLOBAL X | 209K | $11M | 5.4% | +1% |
| 5 | AIRR | FIRST TRUST | 91K | $10M | 5.2% | +6% |
| 6 | KNG | FIRST TRUST | 196K | $10M | 4.9% | +4% |
| 7 | JMBS | JANUS HENDERSON | 168K | $8M | 3.9% | ±0% |
| 8 | AAPL | APPLE INC | 28K | $7M | 3.7% | −3% |
| 9 | IWY | ISHARES RUSSELL | 22K | $5M | 2.8% | −5% |
| 10 | NVDA | NVIDIA CORP | 29K | $5M | 2.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYMPHONY SIGNAL
AC read
Symphony Financial Services, Inc. is a Other fund managing $186 million in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed