Symphony Financial Services, Inc. Portfolio Holdings

Symphony Financial Services, Inc.

  • $186 Billion
  • Q3 2025

Symphony Financial Services, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr with a value of $15.8B, First Tr Ex Td Viii Ft Cboe Ve with a value of $14.7B, Principal ETF U S Mega Cap with a value of $14.6B, Ft Cboe Vest S&P 500 Dividend with a value of $10.9B, and Janus Detroit Str Tr Janus Hen with a value of $10.4B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $167B to 186B.

Symphony Financial Services, Inc. is based out at Akron, OH

Below you can find more details about Symphony Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $123 Billion
Technology: $18.9 Billion
Financial Services: $8.76 Billion
Consumer Cyclical: $4.67 Billion
Energy: $2.77 Billion
Healthcare: $2.56 Billion
Communication Services: $2.52 Billion
Consumer Defensive: $2.5 Billion
Other: $3.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Pimco ETF Tr
-
$15.8 Billion 8.52% of portfolio
-
Q3 2025 Added 7.81%
$0
$14.7 Billion 7.91% of portfolio
439,852
Q3 2025 Added 1.04%
$0
$14.6 Billion 7.87% of portfolio
214,520
Q3 2025 Added 1.3%
$0
$10.9 Billion 5.84% of portfolio
220,196
Q3 2025 Reduced 0.06%
$0
$10.4 Billion 5.6% of portfolio
205,048
Q3 2025 Reduced 12.51%
$0
$9.55 Billion 5.14% of portfolio
200,491
Q3 2025 Added 5.88%
$0
$7.73 Billion 4.16% of portfolio
169,233
Q3 2025 Added 2.46%
$4.3T
$7.48 Billion 4.03% of portfolio
29,392
Q3 2025 Reduced 1.35%
$0
$7.44 Billion 4.0% of portfolio
76,936
Q3 2025 Added 0.34%
$0
$6.2 Billion 3.34% of portfolio
22,651
Q3 2025 Added 10.7%
$465B
$5.75 Billion 3.09% of portfolio
30,793
Q3 2025 Added 0.03%
$0
$4.83 Billion 2.6% of portfolio
35,683
Q3 2025 Added 9.72%
$0
$4.34 Billion 2.34% of portfolio
75,530
Q3 2025 Reduced 0.63%
$0
$4.09 Billion 2.2% of portfolio
28,077
Q3 2025 Added 0.11%
$3.78T
$3.93 Billion 2.12% of portfolio
7,592
Q3 2025 Added 3.41%
$533B
$3.71 Billion 2.0% of portfolio
10,880
Q3 2025 Reduced 2.58%
$0
$2.85 Billion 1.53% of portfolio
4,746
Q3 2025 Reduced 1.94%
$2.39T
$2.77 Billion 1.49% of portfolio
12,605
Q3 2025 Added 8.34%
$0
$2.5 Billion 1.35% of portfolio
7,667
Q3 2025 Added 0.66%
$0
$2.42 Billion 1.31% of portfolio
27,258
Q3 2025 Reduced 1.66%
$0
$2.44 Billion 1.31% of portfolio
25,662
Q3 2025 Added 23.0%
$0
$2.07 Billion 1.11% of portfolio
4,419
Q3 2025 Added 2.24%
$881B
$2.02 Billion 1.09% of portfolio
6,405
Q3 2025 Reduced 0.54%
$0
$1.23 Billion 0.66% of portfolio
51,325
Q3 2025 Added 398.3%
$123B
$1.03 Billion 0.56% of portfolio
2,073
Q3 2025 Reduced 0.43%
$49.1B
$958 Million 0.52% of portfolio
799
Q3 2025 Reduced 4.2%
$1.37T
$959 Million 0.52% of portfolio
1,306
Q3 2025 Added 0.77%
$0
$968 Million 0.52% of portfolio
4,944
Q3 2025 Reduced 0.04%
$490B
$920 Million 0.5% of portfolio
8,161
Q3 2025 Reduced 1.47%
$139B
$904 Million 0.49% of portfolio
2,741
Q3 2025 Added 41.73%
$0
$910 Million 0.49% of portfolio
13,948
Q3 2025 New
$11.8B
$883 Million 0.48% of portfolio
51,781
Q3 2025 New
$0
$876 Million 0.47% of portfolio
35,326
Q3 2025 Added 0.1%
$971B
$817 Million 0.44% of portfolio
1,071
Q3 2025 Added 83.7%
$0
$820 Million 0.44% of portfolio
11,190
Q3 2025 Added 1.61%
$404B
$791 Million 0.43% of portfolio
855
Q3 2025 Added 58.63%
$0
$779 Million 0.42% of portfolio
7,425
Q3 2025 Added 11.92%
$0
$775 Million 0.42% of portfolio
1,265
Q3 2025 Added 130.0%
$0
$700 Million 0.38% of portfolio
12,386
Q3 2025 Added 9.48%
$86.1B
$701 Million 0.38% of portfolio
2,026
Q3 2025 Added 4.49%
$132B
$712 Million 0.38% of portfolio
2,884
Q3 2025 Added 0.45%
$104B
$591 Million 0.32% of portfolio
8,952
Q3 2025 Reduced 3.32%
$279B
$585 Million 0.31% of portfolio
5,674
Q3 2025 Added 0.6%
$141B
$573 Million 0.31% of portfolio
22,494
Q3 2025 Added 10.21%
$0
$553 Million 0.3% of portfolio
9,410
Q3 2025 Reduced 0.04%
$53.4B
$546 Million 0.29% of portfolio
7,025
Q3 2025 Reduced 2.77%
$0
$545 Million 0.29% of portfolio
19,725
Q3 2025 Added 12.88%
Bny Mellon
-
$535 Million 0.29% of portfolio
-
Q3 2025 Reduced 2.43%
$346B
$531 Million 0.29% of portfolio
3,455
Q3 2025 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $186 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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