Symphony Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Symphony Financial Services, Inc. held in its portfolio 94 assets valued at $195,059,082 (i.e. $195.06M).
The most valuable assets in the portfolio included: PIMCO ENHANCED ($20.14M), FIRST TRUST ($17.18M), and PRINCIPAL US ($15.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Symphony Financial Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PIMCO ENHANCED | 754685 | 20134994 | MULTISECTOR BD |
| FIRST TRUST | 498003 | 17174918 | NASDAQ CYB ETF |
| PRINCIPAL US | 228694 | 15654144 | US MEGA CP ETF |
| GLOBAL X | 205781 | 9834274 | US INFR DEV ETF |
| FIRST TRUST | 101898 | 9583893 | ETF |
| FIRST TRUST | 188523 | 9265924 | FT CBOE VEST S& |
| ISHARES RUSSELL | 27518 | 8528782 | ETF |
| APPLE INC | 29018 | 7888877 | COM |
| JANUS HENDERSON | 168814 | 7713122 | HENDERSON MTG |
| NVIDIA CORP | 29782 | 5554323 | COM |
| INVESCO S&P | 35644 | 4935211 | S&P MDCP MOMNTUM |
| PACER US | 72087 | 4337481 | US CASH COWS 100 |
| ISHARES CORE | 28528 | 4241847 | CORE S&P TTL STK |
| VISA INC | 10844 | 3803056 | COM |
| JANUS DETROIT | 45640 | 3722376 | ETF |
| MICROSOFT CORP | 7674 | 3711536 | COM |
| VANGUARD INFORMATION | 4306 | 3245494 | INF TECH ETF |
| INVESCO QQQ | 4757 | 2922490 | UNIT SER 1 |
| AMAZON COM | 12618 | 2912494 | COM |
| JANUS HENDERSON | 55436 | 2803967 | HENDRSON AAA CL |
| VANECK SEMICONDUCTOR | 7743 | 2788354 | SEMICONDUCTR ETF |
| WISDOMTREE US | 27982 | 2502449 | US QTLY DIV GRT |
| ISHARES MSCI | 25571 | 2407772 | MSCI USA MIN VOL |
| JPMORGAN U S | 23114 | 2081940 | ETF |
| JPMORGAN CHASE | 6408 | 2064897 | COM |
| PROFESSIONALLY MANAGED | 25682 | 1682432 | ETF |
| ISHARES U S | 23209 | 1497890 | ETF |
| STATE STREET | 56000 | 1325523 | PORTFLI HIGH YLD |
| ELI LILLY | 1124 | 1208240 | COM |
| BROADCOM INC | 3439 | 1190238 | COM |
| ISHARES TECHNOLOGY | 5383 | 1074913 | ETF |
| ISHARES CORE | 14847 | 979915 | ETF |
| EXXON MOBIL | 8112 | 976169 | COM |
| PLAINS ALL | 52496 | 942829 | Oil & Gas, Real Estate and REIT |
| VANGUARD S&P | 1470 | 921883 | ETF |
| LOCKHEED MARTIN | 1838 | 888733 | COM |
| META PLATFORMS | 1326 | 875282 | COM |
| INVESCO S&P | 11367 | 853119 | S&P500 QUALITY |
| COHEN & STEERS | 35337 | 851989 | COM |
| INVESCO S&P | 7995 | 818866 | S&P MDCP QUALITY |
| NETFLIX INC | 8089 | 758425 | COM |
| COSTCO WHOLESALE | 855 | 737393 | COM |
| PROGRESSIVE CORP | 3070 | 699181 | COM |
| WALMART INC | 5474 | 609864 | COM |
| SHERWIN WILLIAMS | 1848 | 598864 | COM |
| ALPS OSHARES | 10253 | 591595 | OSHARES US QUALT |
| EDWARDS LIFESCIENCES | 6875 | 586098 | COM |
| PFIZER INC | 23497 | 585061 | COM |
| ISHARES AEROSPACE | 2671 | 573356 | ETF |
| BNY MELLON | 14854 | 541003 | ETF |
| MASTERCARD INC | 918 | 524210 | COM |
| ALTRIA GROUP | 9006 | 519282 | COM |
| PROCTER & GAMBLE | 3358 | 481270 | COM |
| ENERGY TRANSFER | 26834 | 442486 | Oil & Gas, Real Estate and REIT |
| HONEYWELL INTL | 2254 | 439668 | COM |
| ALPHABET INC | 1325 | 414725 | COM |
| TESLA INC | 896 | 402949 | COM |
| INVESCO S&P | 2094 | 401078 | ETF |
| SPDR GOLD | 943 | 373722 | COM |
| MCDONALDS CORP | 1156 | 353176 | COM |
| INVESCO BLOOMBERG | 3897 | 350519 | BLOOMBERG PRICIN |
| STATE STREET | 5421 | 329021 | S&P BK ETF |
| STATE STREET | 2086 | 323585 | INDL |
| AT&T INC | 13021 | 323446 | COM |
| JOHN HANCOCK | 4675 | 306138 | MULTIFACTOR MI |
| DEFIANCE CONNECTIVE | 4767 | 304273 | ETF |
| RTX CORP | 1655 | 303570 | COM |
| INTEL CORP | 7891 | 291179 | COM |
| TOTALENERGIES SE | 4393 | 287413 | COM |
| HOME DEPOT | 823 | 283234 | COM |
| DELL TECHNOLOGIES | 2240 | 281998 | COM |
| STATE STREET | 1816 | 281116 | ETF |
| BLACKROCK SCIENCE | 6863 | 278243 | MF Closed and MF Open |
| STARBUCKS CORP | 3214 | 270626 | COM |
| ISHARES MSCI | 1341 | 266337 | ETF |
| HSBC HOLDINGS | 3346 | 263251 | COM |
| PGIM ACTIVE | 7132 | 253048 | ETF |
| JOHNSON & JOHNSON | 1220 | 252531 | COM |
| VANGUARD ULTRA | 5025 | 250446 | ETF |
| EATON CORP | 783 | 249500 | COM |
| GE VERNOVA | 378 | 247054 | COM |
| ISHARES CONSUMER | 2271 | 234255 | ETF |
| OMEGA HEALTHCARE | 5200 | 230588 | COM |
| BOEING COMPANY | 1030 | 223634 | COM |
| FIRST CITIZENS | 104 | 223203 | COM |
| ADVANCED ENERGY | 1050 | 219839 | COM |
| INTL BUSINESS | 741 | 219561 | COM |
| LOWES COMPANIES | 905 | 218289 | COM |
| NXG CUSHING | 5294 | 206737 | MF Closed and MF Open |
| ENTERPRISE PRODUCTS | 6262 | 200748 | Oil & Gas, Real Estate and REIT |
| GABELLI EQUITY | 31664 | 195366 | MF Closed |
| PIMCO CORPORATE | 13962 | 178159 | MF Closed |
| INVESCO FINANCIAL | 10184 | 144006 | FINL PFD ETF |
| AGILON HEALTH | 46650 | 32127 | COM |
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