StockDriftsStockDriftsTop 50 Symphony Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUFR | FIRST TRUST | 10.07% | 613.5K | $22.4M | +24.80%(+121.93K) | $31.39(+18.92%) | 2026-06-30 | |
| PYLD | PIMCO ENHANCED | 8.55% | 717.8K | $19.0M | -8.84%(-69.60K) | $26.31(-0.56%) | 2026-06-30 | |
| USMC | PRINCIPAL US | 8.32% | 249.9K | $18.5M | +2.98%(+7.24K) | $56.61(+34.89%) | 2026-06-30 | |
| PAVE | GLOBAL X | 5.77% | 217.9K | $12.8M | +4.42%(+9.21K) | $39.87(+47.81%) | 2026-06-30 | |
| AIRR | FIRST TRUST | 5.55% | 92.7K | $12.3M | +1.77%(+1.61K) | $77.90(+58.69%) | 2026-06-30 | |
| KNG | FIRST TRUST | 4.72% | 207.9K | $10.5M | +6.05%(+11.86K) | $50.25(+3.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.62% | 27.9K | $8.1M | -0.78%(-218) | $194.11(+57.98%) | 2026-06-30 | |
| JMBS | JANUS HENDERSON | 3.4% | 168.2K | $7.6M | +0.06%(+103) | $45.02(-1.42%) | 2026-06-30 | |
| IWY | ISHARES RUSSELL | 3.01% | 23.0K | $6.7M | +5.74%(+1.25K) | $221.10(+31.31%) | 2026-06-30 | |
| JSMD | JANUS DETROIT | 2.94% | 64.6K | $6.5M | +17.96%(+9.83K) | $83.17(+15.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.57% |
Symphony Financial Services, Inc. reports $222.62M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are BUFR (10.1%), PYLD (8.6%) and USMC (8.3%). The top 20 holdings account for 75.16% of reported assets. Its disclosed equity book has returned +27.19% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Symphony Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031979). View Symphony Financial Services, Inc.’s 13F filings on SEC