CIK 2031979
Symphony Financial Services, Inc.
Institutional 13F holdings & portfolio
Holdings
102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PYLD | PIMCO ENHANCED | 755K | $1M+ | SH |
| BUFR | FIRST TRUST | 466K | $1M+ | SH |
| USMC | PRINCIPAL US | 229K | $1M+ | SH |
| PAVE | GLOBAL X | 206K | $1M+ | SH |
| KNG | FIRST TRUST | 189K | $1M+ | SH |
| AIRR | FIRST TRUST | 86K | $1M+ | SH |
| AAPL | APPLE INC | 29K | $1M+ | SH |
| JMBS | JANUS HENDERSON | 169K | $1M+ | SH |
| IWY | ISHARES RUSSELL | 23K | $1M+ | SH |
| NVDA | NVIDIA CORP | 30K | $1M+ | SH |
| XMMO | INVESCO S&P | 36K | $1M+ | SH |
| COWZ | PACER US | 72K | $1M+ | SH |
| ITOT | ISHARES CORE | 29K | $1M+ | SH |
| V | VISA INC | 11K | $1M+ | SH |
| JSMD | JANUS DETROIT | 46K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 8K | $1M+ | SH |
| VGT | VANGUARD INFORMATION | 4K | $1M+ | SH |
| QQQ | INVESCO QQQ | 5K | $1M+ | SH |
| AMZN | AMAZON COM | 13K | $1M+ | SH |
| JAAA | JANUS HENDERSON | 55K | $1M+ | SH |
| SMH | VANECK SEMICONDUCTOR | 8K | $1M+ | SH |
| DGRW | WISDOMTREE US | 28K | $1M+ | SH |
| USMV | ISHARES MSCI | 26K | $1M+ | SH |
| IWF | ISHARES RUSSELL | 5K | $1M+ | SH |
| JTEK | JPMORGAN U S | 23K | $1M+ | SH |
| JPM | JPMORGAN CHASE | 6K | $1M+ | SH |
| AKRE | PROFESSIONALLY MANAGED | 26K | $1M+ | SH |
| SPHY | STATE STREET | 56K | $1M+ | SH |
| LLY | ELI LILLY | 1K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| IYW | ISHARES TECHNOLOGY | 5K | $1M+ | SH |
| IJH | ISHARES CORE | 15K | $500K+ | SH |
| XOM | EXXON MOBIL | 8K | $500K+ | SH |
| PAA | PLAINS ALL | 52K | $500K+ | SH |
| VOO | VANGUARD S&P | 1K | $500K+ | SH |
| LMT | LOCKHEED MARTIN | 2K | $500K+ | SH |
| META | META PLATFORMS | 1K | $500K+ | SH |
| SPHQ | INVESCO S&P | 11K | $500K+ | SH |
| UTF | COHEN & STEERS | 35K | $500K+ | SH |
| XMHQ | INVESCO S&P | 8K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| COST | COSTCO WHOLESALE | 855 | $500K+ | SH |
| GRID | FIRST TRUST | 5K | $500K+ | SH |
| BUFD | FIRST TRUST | 25K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| IYH | ISHARES U S | 9K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS | 2K | $500K+ | SH |
| OUSA | ALPS OSHARES | 10K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES | 7K | $500K+ | SH |