§ 13F · FUND PROFILE
Symphony Financial Services, Inc..
AUM · $223M (13F)Positions · 105Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TRUST | 613K | $22M | 10.1% | +25% |
| 2 | PYLD | PIMCO ENHANCED | 718K | $19M | 8.6% | −9% |
| 3 | USMC | PRINCIPAL US | 250K | $19M | 8.3% | +3% |
| 4 | PAVE | GLOBAL X | 218K | $13M | 5.8% | +4% |
| 5 | AIRR | FIRST TRUST | 93K | $12M | 5.5% | +2% |
| 6 | KNG | FIRST TRUST | 208K | $10M | 4.7% | +6% |
| 7 | AAPL | APPLE INC | 28K | $8M | 3.6% | −1% |
| 8 | JMBS | JANUS HENDERSON | 168K | $8M | 3.4% | ±0% |
| 9 | IWY | ISHARES RUSSELL | 23K | $7M | 3.0% | +6% |
| 10 | JSMD | JANUS DETROIT | 65K | $7M | 2.9% | +18% |
§ 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 $223 million in assets. The fund runs a portfolio of 105 positions.
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