§ 13F · FUND PROFILE
Symphony Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $167.4T (13F)Positions · 92Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ENHANCED | 755K | $20.1T | 10.3% | +28% |
| 2 | BUFR | FIRST TRUST | 466K | $16.0T | 8.2% | +6% |
| 3 | USMC | PRINCIPAL US | 229K | $15.7T | 8.0% | +7% |
| 4 | PAVE | GLOBAL X | 206K | $9.8T | 5.0% | +3% |
| 5 | KNG | FIRST TRUST | 189K | $9.3T | 4.8% | −14% |
| 6 | AIRR | FIRST TRUST | 86K | $8.5T | 4.3% | +12% |
| 7 | AAPL | APPLE INC | 29K | $7.9T | 4.0% | −1% |
| 8 | JMBS | JANUS HENDERSON | 169K | $7.7T | 4.0% | ±0% |
| 9 | IWY | ISHARES RUSSELL | 23K | $6.3T | 3.3% | +1% |
| 10 | NVDA | NVIDIA CORP | 30K | $5.6T | 2.8% | −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 $167384.3 trillion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed