Symphony Financial Services, Inc.: 13F holdings
CIK 20319792026Q2
| Positions | 105 |
|---|
| Reported value | $222.6m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 105 (+6 vs prior quarter) |
|---|
| Reported value | $222.6m (+14.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BUFR FIRST TRUST | 613,484 | $22.4m | 10.1% |
| PYLD PIMCO ENHANCED | 717,840 | $19.0m | 8.6% |
| USMC PRINCIPAL US | 249,857 | $18.5m | 8.3% |
| PAVE GLOBAL X | 217,871 | $12.8m | 5.8% |
| AIRR FIRST TRUST | 92,672 | $12.3m | 5.5% |
| KNG FIRST TRUST | 207,896 | $10.5m | 4.7% |
| AAPL APPLE INC | 27,881 | $8.1m | 3.6% |
| JMBS JANUS HENDERSON | 168,168 | $7.6m | 3.4% |
| IWY ISHARES RUSSELL | 23,021 | $6.7m | 3.0% |
| JSMD JANUS DETROIT | 64,552 | $6.5m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2031979")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples