Symphony Financial Services
Symphony Financial Services reported 105 stocks worth $223M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are BUFR (10.1%), PYLD (8.6%) and USMC (8.3%). Compared with Q1 2026, the fund opened new positions in AVUV, PSN and AMD, added to BUFR, USMC and PAVE, trimmed PYLD, AAPL and NVDA and sold out of SMH, USMV and AKRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BUFR First Trust | $22.4M | 10.1% | 613K | +122K (+25%) | 7 of 8 | |
| 2 |  PYLD Pimco ETF TR | $19M | 8.6% | 718K | −70K (−9%) | 8 of 8 | |
| 3 |  USMC Principal Exchange Traded FD US Meg | $18.5M | 8.3% | 250K | +7,238 (+3%) | 8 of 8 | |
| 4 |  PAVE Global X Fds | $12.8M | 5.8% | 218K | +9,213 (+4%) | 8 of 8 | |
| 5 |  AIRR First TR Exchange Traded FD | $12.3M | 5.5% | 93K | +1,611 (+2%) | 6 of 8 | |
| 6 |  KNG First Trust | $10.5M | 4.7% | 208K | +12K (+6%) | 6 of 8 | |
| 7 |  AAPL Apple Inc | $8.1M | 3.6% | 28K | −218 (−1%) | 8 of 8 | |
| 8 |  JMBS Janus Henderson Mortgage-Backed Securities ETF | $7.6M | 3.4% | 168K | No change | 8 of 8 | |
| 9 |  IWY Ishares TR | $6.7M | 3.0% | 23K | +1,250 (+6%) | 8 of 8 | |
| 10 |  JSMD Janus Detroit | $6.5M | 2.9% | 65K | +9,830 (+18%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SMH Vaneck ETF Trust | $3.1M | 7,963 |
 USMV Ishares TR | $2.3M | 25K |
 AKRE Akre Focus ETF | $1.3M | 25K |
HONEYWELL INTL INC | $509K | 2,254 |
 T At&T Inc | $280K | 9,672 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Symphony Financial Services 13F FAQ
What does Symphony Financial Services own?
Symphony Financial Services reported 105 stocks worth $223M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are BUFR (10.1%), PYLD (8.6%) and USMC (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Symphony Financial Services buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 41 added to, 37 trimmed and 6 sold out. New positions include AVUV, PSN and AMD. It sold all of SMH, USMV and AKRE.
When will Symphony Financial Services file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Symphony Financial Services's portfolio worth?
The Q2 2026 filing reports $223M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.