Symphony Financial Services, Inc.

Q2 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$222,616
Net value change ($000)
+27,828 (14.3%)
New positions
12
Sold out positions
6
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BUFR 5,811 35.0%
BUFD 3,316 441.5%
USMC 2,918 18.7%
AIRR 2,261 22.4%
PAVE 2,235 21.1%
JSMD 2,193 50.5%
VGT 1,348 46.2%
IWY 1,273 23.5%
AVUV 1,262 NEW
JTEK 1,249 49.3%
Top Reduces (Value $000, Stocks/ETFs)
SMH -3,053 -100.0%
USMV -2,297 -100.0%
PYLD -1,594 -7.7%
AKRE -1,317 -100.0%
HON -509 -100.0%
XOM -343 -23.5%
SDVY -295 -57.6%
T -280 -100.0%
NFLX -219 -30.7%
LMT -171 -17.6%
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