Symphony Financial Services, Inc.

13F filer · CIK 0002031979

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$223MU.S. long equity reported on 13F

Positions587 new · 2 closed

Net flow last quarter-$3.34MBuys minus sells

Top 10 positions weight14.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202658 positions
AAPLApple Inc.	$8.07M	3.62%	0.00%	-0.8%	Q2 2024
NVDANvidia Corp	$5.72M	2.57%	0.00%	-1.4%	Q2 2024
VVisa Inc.	$3.58M	1.61%	0.00%	-0.4%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$3.45M	1.55%	Not reported	-2.2%	Q2 2024
MSFTMicrosoft Corp	$3.33M	1.50%	0.00%	+9.3%	Q2 2024
AMZNAmazon Com Inc	$2.89M	1.30%	0.00%	-2.2%	Q2 2024
JPMJPMorgan Chase & Co	$2.22M	1.00%	0.00%	-3.1%	Q2 2024
AVGOBroadcom Inc.	$1.47M	0.66%	0.00%	+6.7%	Q2 2025
LLYELI LILLY & Co	$1.28M	0.57%	0.00%	+1.9%	Q2 2024
PAAPlains All American Pipeline LP	$1.13M	0.51%	0.01%	-3.2%	Q3 2025
XOMExxonMobil Holdings Corp	$1.12M	0.50%	0.00%	-5.1%	Q2 2024
UTFCohen & Steers Infrastructure Fund Inc	$941K	0.42%	Not reported	-3.7%	Q2 2024
DELLDell Technologies Inc.	$913K	0.41%	0.00%	-5.6%	Q2 2025
PSNParsons Corp	$865K	0.39%	0.03%	New	Q2 2026
LMTLockheed Martin Corp	$799K	0.36%	0.00%	-2.3%	Q2 2024
COSTCostco Wholesale Corp	$798K	0.36%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$661K	0.30%	Not reported	-9.1%	Q2 2024
PGRProgressive Corp	$655K	0.29%	0.00%	Not reported	Q2 2024
MOAltria Group, Inc.	$649K	0.29%	0.00%	-0.3%	Q2 2024
WMTWalmart Inc.	$615K	0.28%	0.00%	+0.1%	Q2 2024
EWEdwards Lifesciences Corp	$603K	0.27%	0.00%	-1.5%	Q2 2024
PFEPfizer Inc	$603K	0.27%	0.00%	+1.6%	Q2 2024
ETEnergy Transfer LP	$515K	0.23%	0.00%	+0.2%	Q3 2025
NFLXNetflix Inc	$495K	0.22%	0.00%	-6.7%	Q2 2024
GEVGE Vernova Inc.	$478K	0.21%	0.00%	-3.1%	Q3 2025
MAMastercard Inc	$464K	0.21%	0.00%	-1.6%	Q2 2024
GOOGLAlphabet Inc.	$456K	0.20%	0.00%	-3.8%	Q2 2024
SHWSherwin Williams Co	$414K	0.19%	0.00%	+0.2%	Q2 2024
AMDAdvanced Micro Devices Inc	$407K	0.18%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$402K	0.18%	0.00%	-18.5%	Q2 2024
AEISAdvanced Energy Industries Inc	$401K	0.18%	0.00%	+1.9%	Q1 2026
TSLATesla, Inc.	$385K	0.17%	0.00%	+2.1%	Q2 2024
INTCIntel Corp	$349K	0.16%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$347K	0.16%	0.00%	-2.3%	Q3 2024
TTETotalEnergies SE	$342K	0.15%	0.00%	Not reported	Q2 2024
BSTBlackRock Science & Technology Trust	$334K	0.15%	Not reported	-5.9%	Q4 2024
ETNEaton Corp plc	$334K	0.15%	0.00%	Not reported	Q2 2024
SRVNXG Cushing Midstream Energy Fund	$329K	0.15%	Not reported	+15.8%	Q1 2026
OUSABrendan Technologies Inc	$323K	0.15%	Not reported	-2.6%	Q2 2024
RTXRTX Corp	$322K	0.14%	0.00%	+4.6%	Q1 2025
HDHome Depot, Inc.	$316K	0.14%	0.00%	+1.9%	Q2 2024
MCDMcdonalds Corp	$312K	0.14%	0.00%	Not reported	Q2 2024
CATCaterpillar Inc	$312K	0.14%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$310K	0.14%	0.00%	Not reported	Q2 2024
SBUXStarbucks Corp	$298K	0.13%	0.00%	0.0%	Q2 2024
HSBCHSBC Holdings PLC	$290K	0.13%	0.00%	-9.0%	Q2 2025
GEGeneral Electric Co	$283K	0.13%	0.00%	New	Q2 2026
OHIOmega Healthcare Investors Inc	$250K	0.11%	0.00%	+0.4%	Q3 2024
MPCMarathon Petroleum Corp	$242K	0.11%	0.00%	+0.3%	Q2 2024
HONHoneywell International Inc	$237K	0.11%	0.00%	-6.1%	Q2 2024

Q1 2026Reported May 7, 202652 positions
AAPLApple Inc.	$7.13M	3.66%	0.00%	Not reported	Q2 2024
NVDANvidia Corp	$5.06M	2.60%	0.00%	Not reported	Q2 2024
VVisa Inc.	$3.17M	1.63%	0.00%	Not reported	Q2 2024
SMHMarket Vectors ETF Trust	$3.05M	1.57%	Not reported	Not reported	Q2 2024
MSFTMicrosoft Corp	$3.02M	1.55%	0.00%	Not reported	Q2 2024
QQQInvesco QQQ Trust, Series 1	$2.77M	1.42%	Not reported	Not reported	Q2 2024
AMZNAmazon Com Inc	$2.59M	1.33%	0.00%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$2.05M	1.05%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$1.46M	0.75%	0.00%	Not reported	Q2 2024
PAAPlains All American Pipeline LP	$1.17M	0.60%	0.01%	Not reported	Q3 2025
AVGOBroadcom Inc.	$1.13M	0.58%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$970K	0.50%	0.00%	Not reported	Q2 2024
LLYELI LILLY & Co	$961K	0.49%	0.00%	Not reported	Q2 2024
UTFCohen & Steers Infrastructure Fund Inc	$917K	0.47%	Not reported	Not reported	Q2 2024
COSTCostco Wholesale Corp	$850K	0.44%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$739K	0.38%	Not reported	Not reported	Q2 2024
NFLXNetflix Inc	$714K	0.37%	0.00%	Not reported	Q2 2024
PFEPfizer Inc	$692K	0.36%	0.00%	Not reported	Q2 2024
WMTWalmart Inc.	$674K	0.35%	0.00%	Not reported	Q2 2024
MOAltria Group, Inc.	$597K	0.31%	0.00%	Not reported	Q2 2024
PGRProgressive Corp	$594K	0.30%	0.00%	Not reported	Q2 2024
EWEdwards Lifesciences Corp	$542K	0.28%	0.00%	Not reported	Q2 2024
ETEnergy Transfer LP	$519K	0.27%	0.00%	Not reported	Q3 2025
HONHoneywell International Inc	$509K	0.26%	0.00%	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$486K	0.25%	0.00%	Not reported	Q2 2024
MAMastercard Inc	$459K	0.24%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$415K	0.21%	0.00%	Not reported	Q3 2024
TTETotalEnergies SE	$400K	0.21%	0.00%	Not reported	Q2 2024
SHWSherwin Williams Co	$385K	0.20%	0.00%	Not reported	Q2 2024
GOOGLAlphabet Inc.	$381K	0.20%	0.00%	Not reported	Q2 2024
DELLDell Technologies Inc.	$368K	0.19%	0.00%	Not reported	Q2 2025
GEVGE Vernova Inc.	$367K	0.19%	0.00%	Not reported	Q3 2025
MCDMcdonalds Corp	$359K	0.18%	0.00%	Not reported	Q2 2024
AEISAdvanced Energy Industries Inc	$340K	0.17%	0.00%	New	Q1 2026
TSLATesla, Inc.	$333K	0.17%	0.00%	Not reported	Q2 2024
OUSABrendan Technologies Inc	$316K	0.16%	Not reported	Not reported	Q2 2024
RTXRTX Corp	$313K	0.16%	0.00%	Not reported	Q1 2025
JNJJohnson & Johnson	$298K	0.15%	0.00%	Not reported	Q2 2024
HDHome Depot, Inc.	$289K	0.15%	0.00%	Not reported	Q2 2024
TAt&T Inc.	$280K	0.14%	0.00%	Not reported	Q2 2024
ETNEaton Corp plc	$280K	0.14%	0.00%	Not reported	Q2 2024
HSBCHSBC Holdings PLC	$276K	0.14%	0.00%	Not reported	Q2 2025
SBUXStarbucks Corp	$261K	0.13%	0.00%	Not reported	Q2 2024
BSTBlackRock Science & Technology Trust	$254K	0.13%	Not reported	Not reported	Q4 2024
SRVNXG Cushing Midstream Energy Fund	$252K	0.13%	Not reported	New	Q1 2026
EPDEnterprise Products Partners L.P.	$238K	0.12%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$231K	0.12%	0.00%	Not reported	Q1 2025
MPCMarathon Petroleum Corp	$230K	0.12%	0.00%	Not reported	Q2 2024
OHIOmega Healthcare Investors Inc	$229K	0.12%	0.00%	Not reported	Q3 2024
CATCaterpillar Inc	$208K	0.11%	0.00%	Not reported	Q2 2024

Q3 2025Reported Nov 12, 202555 positions
AAPLApple Inc.	$7.48M	4.03%	0.00%	-1.4%	Q2 2024
NVDANvidia Corp	$5.75M	3.09%	0.00%	0.0%	Q2 2024
MSFTMicrosoft Corp	$3.93M	2.12%	0.00%	+3.4%	Q2 2024
VVisa Inc.	$3.71M	2.00%	0.00%	-2.6%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$2.85M	1.53%	Not reported	-1.9%	Q2 2024
AMZNAmazon Com Inc	$2.77M	1.49%	0.00%	+8.3%	Q2 2024
SMHMarket Vectors ETF Trust	$2.5M	1.35%	Not reported	+0.7%	Q2 2024
JPMJPMorgan Chase & Co	$2.02M	1.09%	0.00%	-0.5%	Q2 2024
LMTLockheed Martin Corp	$1.03M	0.56%	0.00%	-0.4%	Q2 2024
METAMeta Platforms, Inc.	$959K	0.52%	Not reported	+0.8%	Q2 2024
NFLXNetflix Inc	$958K	0.52%	0.00%	-4.2%	Q2 2024
XOMExxonMobil Holdings Corp	$920K	0.50%	0.00%	-1.5%	Q2 2024
AVGOBroadcom Inc.	$904K	0.49%	0.00%	+41.7%	Q2 2025
PAAPlains All American Pipeline LP	$883K	0.48%	0.01%	New	Q3 2025
UTFCohen & Steers Infrastructure Fund Inc	$876K	0.47%	Not reported	+0.1%	Q2 2024
LLYELI LILLY & Co	$817K	0.44%	0.00%	+83.7%	Q2 2024
COSTCostco Wholesale Corp	$791K	0.43%	0.00%	+58.6%	Q2 2024
PGRProgressive Corp	$712K	0.38%	0.00%	+0.5%	Q2 2024
SHWSherwin Williams Co	$701K	0.38%	0.00%	+4.5%	Q2 2024
OUSABrendan Technologies Inc	$700K	0.38%	Not reported	+9.5%	Q2 2024
MOAltria Group, Inc.	$591K	0.32%	0.00%	-3.3%	Q2 2024
WMTWalmart Inc.	$585K	0.31%	0.00%	+0.6%	Q2 2024
PFEPfizer Inc	$573K	0.31%	0.00%	+10.2%	Q2 2024
MAMastercard Inc	$548K	0.29%	0.00%	Not reported	Q2 2024
EWEdwards Lifesciences Corp	$546K	0.29%	0.00%	-2.8%	Q2 2024
PGPROCTER & GAMBLE Co	$531K	0.29%	0.00%	+0.1%	Q2 2024
HDHome Depot, Inc.	$528K	0.28%	0.00%	+0.2%	Q2 2024
HONHoneywell International Inc	$495K	0.27%	0.00%	-2.1%	Q2 2024
ETEnergy Transfer LP	$459K	0.25%	0.00%	New	Q3 2025
MCDMcdonalds Corp	$420K	0.23%	0.00%	+0.1%	Q2 2024
TSLATesla, Inc.	$401K	0.22%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$365K	0.20%	0.00%	+14.1%	Q3 2024
GOOGLAlphabet Inc.	$352K	0.19%	0.00%	Not reported	Q2 2024
DELLDell Technologies Inc.	$318K	0.17%	0.00%	0.0%	Q2 2025
INTCIntel Corp	$304K	0.16%	0.00%	Not reported	Q2 2024
ETNEaton Corp plc	$293K	0.16%	0.00%	Not reported	Q2 2024
SBUXStarbucks Corp	$290K	0.16%	0.00%	-13.7%	Q2 2024
JNJJohnson & Johnson	$270K	0.15%	0.00%	-18.2%	Q2 2024
BSTBlackRock Science & Technology Trust	$269K	0.14%	Not reported	+3.0%	Q4 2024
NVONovo Nordisk A S	$266K	0.14%	Not reported	-10.9%	Q2 2024
TTETotalEnergies SE	$262K	0.14%	0.00%	+0.3%	Q2 2024
LOWLowes Companies Inc	$259K	0.14%	0.00%	Not reported	Q2 2024
RTXRTX Corp	$258K	0.14%	0.00%	Not reported	Q1 2025
TAt&T Inc.	$251K	0.14%	0.00%	+2.1%	Q2 2024
MPCMarathon Petroleum Corp	$242K	0.13%	0.00%	+0.4%	Q2 2024
HSBCHSBC Holdings PLC	$238K	0.13%	0.00%	Not reported	Q2 2025
OHIOmega Healthcare Investors Inc	$221K	0.12%	0.00%	Not reported	Q3 2024
GEVGE Vernova Inc.	$217K	0.12%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$209K	0.11%	0.00%	+0.3%	Q2 2025
GABGabelli Equity Trust Inc	$195K	0.10%	Not reported	+6.6%	Q2 2024

Q2 2025Reported Aug 8, 202551 positions
AAPLApple Inc.	$6.11M	3.65%	0.00%	-6.5%	Q2 2024
NVDANvidia Corp	$4.88M	2.91%	0.00%	-2.0%	Q2 2024
VVisa Inc.	$3.97M	2.37%	0.00%	+5.6%	Q2 2024
MSFTMicrosoft Corp	$3.66M	2.19%	0.00%	-1.0%	Q2 2024
QQQInvesco QQQ Trust, Series 1	$2.67M	1.60%	Not reported	+0.3%	Q2 2024
AMZNAmazon Com Inc	$2.55M	1.52%	0.00%	-0.4%	Q2 2024
SMHMarket Vectors ETF Trust	$2.12M	1.27%	Not reported	+1.7%	Q2 2024
JPMJPMorgan Chase & Co	$1.87M	1.12%	0.00%	+0.5%	Q2 2024
NFLXNetflix Inc	$1.12M	0.67%	0.00%	-0.4%	Q2 2024
LMTLockheed Martin Corp	$964K	0.58%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$960K	0.57%	Not reported	-0.9%	Q2 2024
UTFCohen & Steers Infrastructure Fund Inc	$951K	0.57%	Not reported	+2.9%	Q2 2024
XOMExxonMobil Holdings Corp	$893K	0.53%	0.00%	-2.6%	Q2 2024
PGRProgressive Corp	$766K	0.46%	0.00%	+6.1%	Q2 2024
SHWSherwin Williams Co	$666K	0.40%	0.00%	+15.7%	Q2 2024
OUSABrendan Technologies Inc	$611K	0.36%	Not reported	+4.3%	Q2 2024
EWEdwards Lifesciences Corp	$565K	0.34%	0.00%	-1.4%	Q2 2024
HONHoneywell International Inc	$560K	0.33%	0.00%	-1.0%	Q2 2024
WMTWalmart Inc.	$552K	0.33%	0.00%	+0.1%	Q2 2024
PGPROCTER & GAMBLE Co	$550K	0.33%	0.00%	+46.7%	Q2 2024
MOAltria Group, Inc.	$543K	0.32%	0.00%	-0.2%	Q2 2024
MAMastercard Inc	$541K	0.32%	0.00%	-0.7%	Q2 2024
COSTCostco Wholesale Corp	$535K	0.32%	0.00%	Not reported	Q2 2024
AVGOBroadcom Inc.	$533K	0.32%	0.00%	New	Q2 2025
PFEPfizer Inc	$495K	0.30%	0.00%	+24.1%	Q2 2024
HDHome Depot, Inc.	$469K	0.28%	0.00%	-7.0%	Q2 2024
LLYELI LILLY & Co	$455K	0.27%	0.00%	-7.2%	Q2 2024
MCDMcdonalds Corp	$403K	0.24%	0.00%	+0.2%	Q2 2024
NVONovo Nordisk A S	$370K	0.22%	Not reported	-22.4%	Q2 2024
SBUXStarbucks Corp	$365K	0.22%	0.00%	-3.0%	Q2 2024
TSLATesla, Inc.	$301K	0.18%	0.00%	-5.3%	Q2 2024
ETNEaton Corp plc	$280K	0.17%	0.00%	-3.5%	Q2 2024
DELLDell Technologies Inc.	$275K	0.16%	0.00%	New	Q2 2025
GLDSPDR Gold Trust	$274K	0.16%	0.00%	-1.1%	Q3 2024
JNJJohnson & Johnson	$272K	0.16%	0.00%	-1.2%	Q2 2024
TTETotalEnergies SE	$268K	0.16%	0.00%	+0.3%	Q2 2024
GOOGLAlphabet Inc.	$256K	0.15%	0.00%	Not reported	Q2 2024
TAt&T Inc.	$253K	0.15%	0.00%	-0.8%	Q2 2024
BSTBlackRock Science & Technology Trust	$241K	0.14%	Not reported	-0.7%	Q4 2024
RTXRTX Corp	$225K	0.13%	0.00%	Not reported	Q1 2025
IBMInternational Business Machines Corp	$218K	0.13%	0.00%	New	Q2 2025
BSXBoston Scientific Corp	$215K	0.13%	0.00%	Not reported	Q1 2025
MPCMarathon Petroleum Corp	$208K	0.12%	0.00%	Not reported	Q2 2024
FCNCAFirst Citizens Bancshares Inc	$203K	0.12%	Not reported	Not reported	Q4 2024
HSBCHSBC Holdings PLC	$203K	0.12%	0.00%	New	Q2 2025
PCNPimco Corporate & Income Strategy Fund	$182K	0.11%	Not reported	+1.3%	Q2 2024
GABGabelli Equity Trust Inc	$174K	0.10%	Not reported	+0.8%	Q2 2024
AGLagilon health, inc.	$71.3K	0.04%	0.01%	+34.8%	Q2 2024
NAKNorthern Dynasty Minerals Ltd	$18.8K	0.01%	0.00%	+40.0%	Q1 2025
TLRYTilray Brands, Inc.	$8.45K	0.01%	0.02%	Not reported	Q2 2024

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