Institutional Fund
Symphony Financial Services, Inc.
Akron, OHCIK 20319795 filings on record
Portfolio Value
$194.79M
Q1 2026
Holdings
99
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.1%
from $195.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pimco ETF Tr10.6%
- First Tr Exchng Traded Fd Vi8.5%
- Principal Exchange Traded Fd8.0%
- Global X Fds5.4%
- First Tr Exchange Traded Fd5.2%
- First Tr Exchange-Traded Fd4.9%
- Other57.4%
Portfolio Holdings
99 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 787.4K | $20.63M | 10.6% | +32.8K | Added |
| 2 | First Tr Exchng Traded Fd Vi | 491.6K | $16.60M | 8.5% | +25.7K | Added |
| 3 | Principal Exchange Traded Fd | 242.6K | $15.60M | 8.0% | +13.9K | Added |
| 4 | Global X Fds | 208.7K | $10.60M | 5.4% | +2.9K | Added |
| 5 | First Tr Exchange Traded Fd | 91.1K | $10.09M | 5.2% | +4.9K | Added |
| 6 | First Tr Exchange-Traded Fd | 196.0K | $9.55M | 4.9% | +7.5K | Added |
| 7 | Janus Detroit Str Tr | 168.1K | $7.59M | 3.9% | −749 | Reduced |
| 8 | Apple Inc | 28.1K | $7.13M | 3.7% | −919 | Reduced |
| 9 | Ishares Tr | 21.8K | $5.42M | 2.8% | −1.1K | Reduced |
| 10 | Nvidia Corporation | 29.0K | $5.06M | 2.6% | −774 | Reduced |
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