Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Symphony Financial Services, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Symphony Financial Services, Inc. 13F Holdings (2026-03-31)
Creator: ko.io

Symphony Financial Services, Inc. (CIK 2031979) reported $194.8M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PYLD ($20.6M, 10.59%), BUFR ($16.6M, 8.52%), USMC ($15.6M, 8.01%), PAVE ($10.6M, 5.44%), AIRR ($10.1M, 5.18%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	PYLD	PIMCO ENHANCED	$20.6M	10.59%	787,442	Added
2	BUFR	FIRST TRUST	$16.6M	8.52%	491,555	Added
3	USMC	PRINCIPAL US	$15.6M	8.01%	242,619	Added
4	PAVE	GLOBAL X	$10.6M	5.44%	208,658	Added
5	AIRR	FIRST TRUST	$10.1M	5.18%	91,061	Added
6	KNG	FIRST TRUST	$9.5M	4.90%	196,035	Added
7	JMBS	JANUS HENDERSON	$7.6M	3.90%	168,065	Trimmed
8	AAPL	APPLE INC	$7.1M	3.66%	28,099	Trimmed
9	IWY	ISHARES RUSSELL	$5.4M	2.78%	21,771	Trimmed
10	NVDA	NVIDIA CORP	$5.1M	2.60%	29,008	Trimmed
11	XMMO	INVESCO S&P	$4.8M	2.45%	32,877	Trimmed
12	JSMD	JANUS DETROIT	$4.3M	2.23%	54,722	Added
13	ITOT	ISHARES CORE	$4.2M	2.15%	29,434	Added
14	COWZ	PACER US	$3.8M	1.97%	61,354	Trimmed
15	V	VISA INC	$3.2M	1.63%	10,473	Trimmed
16	SMH	VANECK SEMICONDUCTOR	$3.1M	1.57%	7,963	Added
17	MSFT	MICROSOFT CORP	$3.0M	1.55%	8,165	Added
18	JAAA	JANUS HENDERSON	$2.9M	1.51%	58,214	Added
19	VGT	VANGUARD INFORMATION	$2.9M	1.50%	4,179	Trimmed
20	QQQ	INVESCO QQQ	$2.8M	1.42%	4,794	Added
21	AMZN	AMAZON COM	$2.6M	1.33%	12,421	Trimmed
22	JTEK	JPMORGAN U S	$2.5M	1.30%	31,831	Added
23	DGRW	WISDOMTREE US	$2.5M	1.30%	28,723	Added
24	USMV	ISHARES MSCI	$2.3M	1.18%	24,765	Trimmed
25	IWF	ISHARES RUSSELL	$2.2M	1.11%	5,053	Added

Source: SEC Form 13F filings · as of 2026-03-31