Symphony Financial Services, Inc. - Portfolio overview

Symphony Financial Services, Inc. has 108 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PYLD - PIMCO ENHANCED, 10.51%
2. BUFR - FIRST TRUST, 8.45%
3. USMC - PRINCIPAL US, 7.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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