Symphony Financial Services, Inc.

Q1 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$194,788
Net value change ($000)
-271 (-0.1%)
New positions
5
Sold out positions
8
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AIRR 1,614 19.0%
PAVE 768 7.8%
BUFR 641 4.0%
JSMD 620 16.7%
SDVY 512 NEW
PYLD 496 2.5%
XOM 485 49.7%
JTEK 450 21.6%
KNG 283 3.1%
SMH 265 9.5%
Top Reduces (Value $000, Stocks/ETFs)
IWY -923 -14.6%
AAPL -758 -9.6%
MSFT -690 -18.6%
V -638 -16.8%
COWZ -499 -11.5%
NVDA -495 -8.9%
AKRE -365 -21.7%
VGT -329 -10.1%
AMZN -325 -11.2%
INTC -291 -100.0%
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