Symphony Financial Services, Inc.
All 13F Filings
- Location
- Akron, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 222,616
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 105 | 222,616 | 13F-HR | Symphony Financial Services, Inc. |
| Q1 2026 | 5/7/2026 | 99 | 194,788 | 13F-HR | Symphony Financial Services, Inc. |
| Q4 2025 | 2/12/2026 | 102 | 195,059 | 13F-HR | Symphony Financial Services, Inc. |
| Q3 2025 | 11/12/2025 | 100 | 185,803 | 13F-HR | Symphony Financial Services, Inc. |
| Q2 2025 | 8/8/2025 | 92 | 167,384 | 13F-HR | Symphony Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 121.1 K | 54.4% | 11.85 K | 0 | 11.85 K |
| ETFs | 101.5 K | 45.6% | 15.98 K | 0 | 15.98 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
222,616
Holdings
105
QoQ value change ($000)
27,828
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.