1y return+17.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $128 against $137 in the S&P 500.2
Symphony Financial Services, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BUFRFirst Trust | $22.4M | 10.1% | +24.8% |
| PYLDPimco Enhanced | $19.0M | 8.6% | −8.8% |
| USMCPrincipal Us | $18.5M | 8.3% | +3.0% |
| PAVEGlobal X | $12.8M | 5.8% | +4.4% |
| AIRRFirst Trust | $12.3M | 5.5% | +1.8% |
| KNGFirst Trust | $10.5M | 4.7% | +6.1% |
| AAPLApple Inc | $8.1M | 3.6% | |
| JMBSJanus Henderson | $7.6M | 3.4% | |
| IWYIshares Russell | $6.7M | 3.0% | +5.7% |
| JSMDJanus Detroit | $6.5M | 2.9% | +18.0% |
| NVDANvidia Corp | $5.7M | 2.6% | −1.4% |
| XMMOInvesco S&p | $5.6M | 2.5% | |
| ITOTIshares Core | $4.8M | 2.2% | |
| VGTVanguard Information | $4.3M | 1.9% | +6.7% |
| COWZPacer Us | $4.1M | 1.8% | +7.1% |
| BUFDFirst Trust | $4.1M | 1.8% | +410.0% |
| JTEKJpmorgan U S | $3.8M | 1.7% | +6.5% |
| VVisa Inc | $3.6M | 1.6% | |
| QQQInvesco Qqq | $3.5M | 1.6% | −2.2% |
| MSFTMicrosoft Corp | $3.3M | 1.5% | +9.3% |
| JAAAJanus Henderson | $3.1M | 1.4% | +5.9% |
| AMZNAmazon Com | $2.9M | 1.3% | −2.2% |
| DGRWWisdomtree Us | $2.8M | 1.3% | +1.7% |
| IWFIshares Russell | $2.5M | 1.1% | +1.2% |
| JPMJpmorgan Chase | $2.2M | 1.0% | −3.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DELLDell Technologies | June 30, 2025 | +251.9% | $913K |
| AIRRFirst Trust | March 31, 2025 | +95.4% | $12.3M |
| IYWIshares Technology | June 30, 2024 | +67.6% | $1.3M |
| VGTVanguard Information | June 30, 2024 | +65.8% | $4.3M |
| NVDANvidia Corp | June 30, 2024 | +62.0% | $5.7M |
| JPMJpmorgan Chase | June 30, 2024 | +61.8% | $2.2M |
| PAVEGlobal X | June 30, 2024 | +59.2% | $12.8M |
| QQQInvesco Qqq | June 30, 2024 | +53.7% | $3.5M |
| XMMOInvesco S&p | June 30, 2024 | +49.3% | $5.6M |
| SPHQInvesco S&p | June 30, 2024 | +41.8% | $1.0M |
Sold off last quarter
- SMHVaneck Semiconductor was $3.1M
- USMVIshares Msci was $2.3M
- AKREProfessionally Managed was $1.3M
- Honeywell IntlCUSIP 438516106 was $509K
- TAt&t Inc was $280K
- GAB-RGabelli Equity was $223
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Symphony Financial Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2031979&type=13F-HR&dateb=&owner=include&count=40CIK 2031979
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2031979/000203197926000003/Filed July 22, 2026 · accession 0002031979-26-000003