Symphony Financial Services, Inc.

CIK 0002031979 • 6 13F filings • May 12, 2025 – Jul 22, 2026

Import this data to Google Sheets with:

=jivedata("symphony-financial-services-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Symphony Financial Services, Inc., Vice President
Address: 4100 EMBASSY PARKWAY, SUITE 100, AKRON, OH, 44333
Phone: 3304342000
AUM: $195.1M

AUM over time

$222.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $195.1M94 positionsView on SEC.gov

			% of Portfolio
ADVANCED ENERGY	COM	$220K	0.1%	1,050 SH	New
AGILON HEALTH	COM	$32K	0.0%	46,650 SH	New
ALPHABET INC	COM	$415K	0.2%	1,325 SH	New
ALPS OSHARES	OSHARES US QUALT	$592K	0.3%	10,253 SH	New
ALTRIA GROUP	COM	$519K	0.3%	9,006 SH	New
AMAZON COM	COM	$2.9M	1.5%	12,618 SH	New
APPLE INC	COM	$7.9M	4.0%Prev: 4.0%	29,018 SH	Increased-374 SH
AT&T INC	COM	$323K	0.2%Prev: 0.1%	13,021 SH	Increased+4,120 SH
BLACKROCK SCIENCE	MF Closed and MF Open	$278K	0.1%	6,863 SH	New
BNY MELLON	ETF	$541K	0.3%Prev: 0.3%	14,854 SH	Increased-140 SH
BOEING COMPANY	COM	$224K	0.1%	1,030 SH	New
BROADCOM INC	COM	$1.2M	0.6%Prev: 0.5%	3,439 SH	Increased+698 SH
COHEN & STEERS	COM	$852K	0.4%	35,337 SH	New
COSTCO WHOLESALE	COM	$737K	0.4%	855 SH	New
DEFIANCE CONNECTIVE	ETF	$304K	0.2%Prev: 0.2%	4,767 SH	Increased-53 SH
DELL TECHNOLOGIES	COM	$282K	0.1%Prev: 0.2%	2,240 SH	Decreased
EATON CORP	COM	$250K	0.1%	783 SH	New
EDWARDS LIFESCIENCES	COM	$586K	0.3%	6,875 SH	New
ELI LILLY	COM	$1.2M	0.6%	1,124 SH	New
ENERGY TRANSFER	Oil & Gas, Real Estate and REIT	$442K	0.2%	26,834 SH	New
ENTERPRISE PRODUCTS	Oil & Gas, Real Estate and REIT	$201K	0.1%	6,262 SH	New
EXXON MOBIL	COM	$976K	0.5%	8,112 SH	New
FIRST CITIZENS	COM	$223K	0.1%	104 SH	New
FIRST TRUST	ETF	$9.6M	4.9%Prev: 0.3%	101,898 SH	Increased+56,170 SH
FIRST TRUST	FT CBOE VEST S&	$9.3M	4.8%	188,523 SH	New
FIRST TRUST	NASDAQ CYB ETF	$17.2M	8.8%	498,003 SH	New
GABELLI EQUITY	MF Closed	$195K	0.1%	31,664 SH	New
GE VERNOVA	COM	$247K	0.1%	378 SH	New
GLOBAL X	US INFR DEV ETF	$9.8M	5.0%	205,781 SH	New
HOME DEPOT	COM	$283K	0.1%	823 SH	New
HONEYWELL INTL	COM	$440K	0.2%	2,254 SH	New
HSBC HOLDINGS	COM	$263K	0.1%	3,346 SH	New
INTEL CORP	COM	$291K	0.1%Prev: 0.2%	7,891 SH	Decreased-1,175 SH
INTL BUSINESS	COM	$220K	0.1%	741 SH	New
INVESCO BLOOMBERG	BLOOMBERG PRICIN	$351K	0.2%	3,897 SH	New
INVESCO FINANCIAL	FINL PFD ETF	$144K	0.1%	10,184 SH	New
INVESCO QQQ	UNIT SER 1	$2.9M	1.5%	4,757 SH	New
INVESCO S&P	ETF	$401K	0.2%	2,094 SH	New
INVESCO S&P	S&P MDCP MOMNTUM	$4.9M	2.5%	35,644 SH	New
INVESCO S&P	S&P MDCP QUALITY	$819K	0.4%	7,995 SH	New
INVESCO S&P	S&P500 QUALITY	$853K	0.4%	11,367 SH	New
ISHARES AEROSPACE	ETF	$573K	0.3%	2,671 SH	New
ISHARES CONSUMER	ETF	$234K	0.1%	2,271 SH	New
ISHARES CORE	CORE S&P TTL STK	$4.2M	2.2%	28,528 SH	New
ISHARES CORE	ETF	$980K	0.5%	14,847 SH	New
ISHARES MSCI	ETF	$266K	0.1%	1,341 SH	New
ISHARES MSCI	MSCI USA MIN VOL	$2.4M	1.2%	25,571 SH	New
ISHARES RUSSELL	ETF	$8.5M	4.4%	27,518 SH	New
ISHARES TECHNOLOGY	ETF	$1.1M	0.6%	5,383 SH	New
ISHARES U S	ETF	$1.5M	0.8%	23,209 SH	New
JANUS DETROIT	ETF	$3.7M	1.9%	45,640 SH	New
JANUS HENDERSON	HENDERSON MTG	$7.7M	4.0%	168,814 SH	New
JANUS HENDERSON	HENDRSON AAA CL	$2.8M	1.4%	55,436 SH	New
JOHN HANCOCK	MULTIFACTOR MI	$306K	0.2%	4,675 SH	New
JOHNSON & JOHNSON	COM	$253K	0.1%Prev: 0.1%	1,220 SH	Decreased-235 SH
JPMORGAN CHASE	COM	$2.1M	1.1%	6,408 SH	New
JPMORGAN U S	ETF	$2.1M	1.1%	23,114 SH	New
LOCKHEED MARTIN	COM	$889K	0.5%	1,838 SH	New
LOWES COMPANIES	COM	$218K	0.1%	905 SH	New
MASTERCARD INC	COM	$524K	0.3%	918 SH	New
MCDONALDS CORP	COM	$353K	0.2%Prev: 0.2%	1,156 SH	Decreased-225 SH
META PLATFORMS	COM	$875K	0.4%	1,326 SH	New
MICROSOFT CORP	COM	$3.7M	1.9%Prev: 2.1%	7,674 SH	Decreased+82 SH
NETFLIX INC	COM	$758K	0.4%Prev: 0.5%	8,089 SH	Decreased+7,290 SH
NVIDIA CORP	COM	$5.6M	2.8%	29,782 SH	New
NXG CUSHING	MF Closed and MF Open	$207K	0.1%	5,294 SH	New
OMEGA HEALTHCARE	COM	$231K	0.1%	5,200 SH	New
PACER US	US CASH COWS 100	$4.3M	2.2%	72,087 SH	New
PFIZER INC	COM	$585K	0.3%Prev: 0.3%	23,497 SH	Increased+1,003 SH
PGIM ACTIVE	ETF	$253K	0.1%	7,132 SH	New
PIMCO CORPORATE	MF Closed	$178K	0.1%	13,962 SH	New
PIMCO ENHANCED	MULTISECTOR BD	$20.1M	10.3%	754,685 SH	New
PLAINS ALL	Oil & Gas, Real Estate and REIT	$943K	0.5%	52,496 SH	New
PRINCIPAL US	US MEGA CP ETF	$15.7M	8.0%	228,694 SH	New
PROCTER & GAMBLE	COM	$481K	0.2%	3,358 SH	New
PROFESSIONALLY MANAGED	ETF	$1.7M	0.9%	25,682 SH	New
PROGRESSIVE CORP	COM	$699K	0.4%Prev: 0.4%	3,070 SH	Decreased+186 SH
RTX CORP	COM	$304K	0.2%Prev: 0.1%	1,655 SH	Increased+115 SH
SHERWIN WILLIAMS	COM	$599K	0.3%	1,848 SH	New
SPDR GOLD	COM	$374K	0.2%	943 SH	New
STARBUCKS CORP	COM	$271K	0.1%Prev: 0.2%	3,214 SH	Decreased-220 SH
STATE STREET	ETF	$281K	0.1%	1,816 SH	New
STATE STREET	INDL	$324K	0.2%	2,086 SH	New
STATE STREET	PORTFLI HIGH YLD	$1.3M	0.7%	56,000 SH	New
STATE STREET	S&P BK ETF	$329K	0.2%	5,421 SH	New
TESLA INC	COM	$403K	0.2%Prev: 0.2%	896 SH	Increased-6 SH
TOTALENERGIES SE	COM	$287K	0.1%	4,393 SH	New
VANECK SEMICONDUCTOR	SEMICONDUCTR ETF	$2.8M	1.4%	7,743 SH	New
VANGUARD INFORMATION	INF TECH ETF	$3.2M	1.7%	4,306 SH	New
VANGUARD S&P	ETF	$922K	0.5%	1,470 SH	New
VANGUARD ULTRA	ETF	$250K	0.1%	5,025 SH	New
VISA INC	COM	$3.8M	1.9%	10,844 SH	New
WALMART INC	COM	$610K	0.3%Prev: 0.3%	5,474 SH	Increased-200 SH
WISDOMTREE US	US QTLY DIV GRT	$2.5M	1.3%	27,982 SH	New

Sold (vs prior filing)

AGILON HEALTH INC — $48K
ALPHABET INC — $352K
ALPS ETF TR — $700K
ALTRIA GROUP INC — $591K
AMAZON COM INC — $2.8M
BLACKROCK — $269K
COHEN & STEERS INFRASTRUCTUR — $876K
COSTCO WHSL CORP NEW — $791K
EATON CORP PLC — $293K
EDWARDS LIFESCIENCES CORP — $546K
ELI LILLY & CO — $817K
ENERGY TRANSFER — $459K
EXXON MOBIL CORP — $920K
FIRST TR EXCHANGE TRADED FD — $7.4M
FIRST TR EXCHANGE TRADED FD — $10.9M
FIRST TR EXCHANGE TRADED FD — $15.6M
GABELLI EQUITY TR INC — $195K
GE VERNOVA INC — $217K
GLOBAL X FDS — $9.5M
HOME DEPOT INC — $528K
… and 56 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0002031979-26-000001	$195.1M	View
Nov 12, 2025	Q3 2025	13F-HR	0002031979-25-000007	$185.8M	View
Jul 22, 2026	Q2 2026