Symphony Financial Services, Inc.

Q3 2025 13F-HR Holdings

Location
Akron, OH
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
100
Total value ($000)
$185,803
Net value change ($000)
+18,419 (11.0%)
New positions
11
Sold out positions
3
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
USMC 1,377 10.4%
AAPL 1,375 22.5%
PYLD 1,311 9.0%
PAVE 1,298 15.7%
AIRR 1,197 19.2%
IWY 1,155 22.9%
SPHY 979 391.6%
IJH 910 NEW
PAA 883 NEW
NVDA 869 17.8%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -1,482 -12.5%
V -251 -6.3%
ULST -215 -100.0%
BSX -215 -100.0%
FCNCA -203 -100.0%
NFLX -159 -14.2%
NVO -104 -28.1%
UTF -75 -7.9%
SBUX -75 -20.5%
HON -65 -11.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type