Symphony Financial Services, Inc.

Q3 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$234,441
Net value change ($000)
+11,825 (5.3%)
New positions
10
Sold out positions
6
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SMH 4,837 NEW
USMC 1,653 8.9%
BUFR 1,582 7.1%
XOM 1,338 NEW
AAPL 1,087 13.5%
MSFT 1,077 32.4%
PYLD 964 5.1%
BUFD 963 23.7%
IVV 852 NEW
NVDA 731 12.8%
Top Reduces (Value $000, Stocks/ETFs)
AIRR -2,749 -22.3%
PAVE -1,230 -9.6%
XOM -1,118 -100.0%
XMMO -620 -11.0%
JAAA -500 -16.1%
GEV -478 -100.0%
KNG -392 -3.7%
PSN -271 -31.3%
HONA -234 -100.0%
SDVY -217 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type