Symphony Financial Services, Inc. 13F Holdings
CIK 0002031979 · AKRON, OH
As of Sep 30, 2025, Symphony Financial Services, Inc. reported 100 positions worth
CIK 0002031979 · AKRON, OH
As of Sep 30, 2025, Symphony Financial Services, Inc. reported 100 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 590,009 | 5.8M | 8.52% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 439,852 | 4.7M | 7.91% |
| PRINCIPAL US MEGA-CAP ETF | USMC | — | 214,520 | 4.6M | 7.87% |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | KNG | — | 220,196 | 0.9M | 5.84% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 205,048 | 0.4M | 5.60% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 200,491 | $9.5M | 5.14% |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | JMBS | — | 169,233 | $7.7M | 4.16% |
| APPLE INC | AAPL | Technology | 29,392 | $7.5M | 4.03% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 76,936 | $7.4M | 4.00% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 22,651 | $6.2M | 3.34% |
| NVIDIA CORP | NVDA | Technology | 30,793 | $5.7M | 3.09% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 35,683 | $4.8M | 2.60% |
| PACER US CASH COWS 100 ETF | COWZ | — | 75,530 | $4.3M | 2.34% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 28,077 | $4.1M | 2.20% |
| MICROSOFT CORP | MSFT | Technology | 7,592 | $3.9M | 2.12% |
| VISA INC-CLASS A SHARES | V | Financial Services | 10,880 | $3.7M | 2.00% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 4,398 | $3.3M | 1.77% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,746 | $2.8M | 1.53% |
| AMAZON.COM INC | AMZN | Equity | 12,605 | $2.8M | 1.49% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 7,667 | $2.5M | 1.35% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 25,662 | $2.4M | 1.31% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 27,258 | $2.4M | 1.31% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 4,419 | $2.1M | 1.11% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,405 | $2.0M | 1.09% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 51,325 | .2M | 0.66% |