Symphony Financial Services, Inc. — 13F holdings

Symphony Financial Services, Inc. reported 105 holdings worth $223M in its 13F filing for Q2 2026, filed July 22, 2026. That's up 14.3% from $195M in Q1 2026, when it reported 99 holdings. Its 10 largest positions make up 55.9% of the portfolio.

Symphony Financial Services, Inc.'s largest positions in Q2 2026

1. BUFR FIRST TR EXCHNG TRADED FD VI — $22.4M (10.1%) · added 25%
2. PYLD PIMCO ETF TR — $19.0M (8.6%) · cut 9%
3. USMC PRINCIPAL EXCHANGE TRADED FD — $18.5M (8.3%) · added 3%
4. PAVE GLOBAL X FDS — $12.8M (5.8%) · added 4%
5. AIRR FIRST TR EXCHANGE TRADED FD — $12.3M (5.5%) · added 2%
6. KNG FIRST TR EXCHANGE-TRADED FD — $10.5M (4.7%) · added 6%
7. AAPL APPLE INC — $8.07M (3.6%) · unchanged
8. JMBS JANUS DETROIT STR TR — $7.57M (3.4%) · unchanged
9. IWY ISHARES TR — $6.69M (3.0%) · added 6%
10. JSMD JANUS DETROIT STR TR — $6.54M (2.9%) · added 18%
11. NVDA NVIDIA CORPORATION — $5.72M (2.6%) · cut 1%
12. XMMO INVESCO EXCHANGE TRADED FD T — $5.64M (2.5%) · unchanged
13. ITOT ISHARES TR — $4.81M (2.2%) · unchanged
14. VGT VANGUARD WORLD FD — $4.26M (1.9%) · added 7%
15. COWZ PACER FDS TR — $4.09M (1.8%) · added 7%
16. BUFD FIRST TR EXCHNG TRADED FD VI — $4.07M (1.8%) · added 410%
17. JTEK J P MORGAN EXCHANGE TRADED F — $3.78M (1.7%) · added 6%
18. V VISA INC — $3.58M (1.6%) · unchanged
19. QQQ Invesco Qqq Tr — $3.45M (1.6%) · cut 2%
20. MSFT MICROSOFT CORP — $3.33M (1.5%) · added 9%

What Symphony Financial Services, Inc. bought in Q2 2026

12 new positions and 33 positions added to.

1. BUFR FIRST TR EXCHNG TRADED FD VI — added, about $4.45M
2. BUFD FIRST TR EXCHNG TRADED FD VI — added, about $3.27M
3. AVUV AMERICAN CENTY ETF TR — new position, about $1.26M
4. JSMD JANUS DETROIT STR TR — added, about $995K
5. PSN PARSONS CORP DEL — new position, about $865K
6. KNG FIRST TR EXCHANGE-TRADED FD — added, about $599K
7. PAVE GLOBAL X FDS — added, about $543K
8. USMC PRINCIPAL EXCHANGE TRADED FD — added, about $537K
9. AMD ADVANCED MICRO DEVICES INC — new position, about $407K
10. IWY ISHARES TR — added, about $363K

What Symphony Financial Services, Inc. sold in Q2 2026

6 positions sold out and 33 reduced.

1. SMH VANECK ETF TRUST — sold out, about $5.22M
2. USMV ISHARES TR — sold out, about $2.39M
3. PYLD PIMCO ETF TR — cut 9%, about $1.85M
4. AKRE PROFESIONALLY MANAGED PORTFO — sold out, about $1.33M
5. SDVY FIRST TR EXCHANGE-TRADED FD — cut 61%, about $343K
6. HONEYWELL INTL INC — sold out, about $252K
7. T AT&T INC — sold out, about $200K
8. PG Procter And Gamble Co — cut 19%, about $91.2K
9. NVDA NVIDIA CORPORATION — cut 1%, about $83.8K
10. QQQ Invesco Qqq Tr — cut 2%, about $76.6K

Symphony Financial Services, Inc. portfolio value by quarter

• Q2 2026: $223M in 105 holdings
• Q1 2026: $195M in 99 holdings
• Q4 2025: $195M in 102 holdings
• Q3 2025: $186M in 100 holdings
• Q2 2025: $167M in 92 holdings
• Q1 2025: $153M in 86 holdings
• Q4 2024: $124M in 80 holdings

What does Symphony Financial Services, Inc. own?

Its largest positions in Q2 2026 were BUFR, PYLD, USMC, PAVE, AIRR, out of 105 holdings worth $223M.

What did Symphony Financial Services, Inc. buy last quarter?

In Q2 2026 it opened 12 new positions and added to 33; the largest buys were BUFR, BUFD, AVUV.

What did Symphony Financial Services, Inc. sell last quarter?

In Q2 2026 it sold out of 6 positions and reduced 33, including SMH, USMV, AKRE.