Symphony Financial Services, Inc.

Q4 2025 13F-HR Holdings

Location
Akron, OH
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$195,059
Net value change ($000)
+9,256 (5.0%)
New positions
9
Sold out positions
7
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PYLD 4,299 27.1%
JSMD 3,722 NEW
JTEK 2,082 NEW
AKRE 1,682 NEW
BUFR 1,259 8.6%
AIRR 1,036 13.9%
USMC 1,029 7.0%
GRID 432 153.2%
AAPL 405 5.4%
LLY 391 47.9%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -7,608 -73.1%
KNG -1,592 -14.7%
NVO -266 -100.0%
TTE -262 -100.0%
HD -245 -46.4%
MPC -242 -100.0%
MSFT -220 -5.6%
NFLX -200 -20.9%
NVDA -191 -3.3%
LMT -146 -14.1%
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