Symphony Financial Services, Inc. holds a focused book of 105 stocks worth $222.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Small Cap Value and trimmed Pimco Multisector Bond Actv. Their largest long position is FT Vest Lad Buffervetf-Usd I at 10% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2031979/holdings"
Use Arkolith to show Symphony Financial Services, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Symphony Financial Services, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Symphony Financial Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $525.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $140.5B |
| LPL Financial LLC | 80 / 80 | $72.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $16.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.0B |
| Advisory Services Network, LLC | 80 / 80 | $1.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $140.6B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $94.1B |
Ranked by how many of Symphony Financial Services, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First Trust MF Closed and MF Open | $22.4M | 613.5K | 10.1% | ▲+25% Added · +122K sh | |
| 2 | Pimco Enhanced MF Closed and MF Open | $19.0M | 717.8K | 8.6% | ▼−8.8% Reduced · −70K sh | |
| 3 | Principal US MF Closed and MF Open | $18.5M | 249.9K | 8.3% | ▲+3.0% Added · +7K sh | |
| 4 | Global X MF Closed and MF Open | $12.8M | 217.9K | 5.8% | ▲+4.4% Added · +9K sh | |
| 5 | First Trust MF Closed and MF Open | $12.3M | 92.7K | 5.5% | ▲+1.8% Added · +2K sh | |
| 6 | First Trust MF Closed and MF Open | $10.5M | 207.9K | 4.7% | ▲+6.0% Added · +12K sh | |
| 7 | Apple Inc Common Stock | $8.1M | 27.9K | 3.6% | ▼−0.8% Reduced · −218 sh | |
| 8 | Janus Henderson MF Closed and MF Open | $7.6M | 168.2K | 3.4% | ▲+0.1% Added · +103 sh | |
| 9 | Ishares Russell MF Closed and MF Open | $6.7M | 23.0K | 3.0% | ▲+5.7% Added · +1K sh | |
| 10 | Janus Detroit MF Closed and MF Open | $6.5M | 64.6K | 2.9% | ▲+18% Added · +10K sh | |
| 11 | Nvidia Corp Common Stock | $5.7M | 28.6K | 2.6% | ▼−1.4% Reduced · −419 sh | |
| 12 | Invesco S&P MF Closed and MF Open | $5.6M | 33.1K | 2.5% | ▲+0.8% Added · +249 sh | |
| 13 | Ishares Core MF Closed and MF Open | $4.8M | 29.3K | 2.2% | ▼−0.5% Reduced · −143 sh | |
| 14 | Vanguard Information MF Closed and MF Open | $4.3M | 35.7K | 1.9% | ▲+754% Added · +32K sh | |
| 15 | Pacer US MF Closed and MF Open | $4.1M | 65.7K | 1.8% | ▲+7.1% Added · +4K sh | |
| 16 | First Trust MF Closed and MF Open | $4.1M | 136.8K | 1.8% | ▲+410% Added · +110K sh | |
| 17 | JPMorgan U S MF Closed and MF Open | $3.8M | 33.9K | 1.7% | ▲+6.5% Added · +2K sh | |
| 18 | Visa Inc Common Stock | $3.6M | 10.4K | 1.6% | ▼−0.4% Reduced · −38 sh | |
| 19 | Invesco QQQ MF Closed and MF Open | $3.5M | 4.7K | 1.6% | ▼−2.2% Reduced · −104 sh | |
| 20 | Microsoft Corp Common Stock | $3.3M | 8.9K | 1.5% | ▲+9.3% Added · +758 sh | |
| 21 | Janus Henderson MF Closed and MF Open | $3.1M | 61.7K | 1.4% | ▲+5.9% Added · +3K sh | |
| 22 | Amazon Com Common Stock | $2.9M | 12.1K | 1.3% | ▼−2.2% Reduced · −277 sh | |
| 23 | Wisdomtree US MF Closed and MF Open | $2.8M | 29.2K | 1.3% | ▲+1.7% Added · +486 sh | |
| 24 | Ishares Russell MF Closed and MF Open | $2.5M | 20.5K | 1.1% | ▲+305% Added · +15K sh | |
| 25 | JPMorgan Chase Common Stock | $2.2M | 6.8K | 1.0% | ▼−3.1% Reduced · −218 sh | |
| 26 | Broadcom Inc Common Stock | $1.5M | 3.9K | 0.7% | ▲+6.6% Added · +243 sh | |
| 27 | State Street MF Closed and MF Open | $1.4M | 58.1K | 0.6% | ▲+0.3% Added · +200 sh | |
| 28 | Ishares Technology MF Closed and MF Open | $1.3M | 5.3K | 0.6% | ▼−1.9% Reduced · −102 sh | |
| 29 | Eli Lilly Common Stock | $1.3M | 1.1K | 0.6% | ▲+1.9% Added · +20 sh | |
| 30 | Avantis U S MF Closed and MF Open | $1.3M | 10.1K | 0.6% | ▲New New position | |
| 31 | Ishares Core MF Closed and MF Open | $1.2M | 15.0K | 0.5% | ▲+4.3% Added · +617 sh | |
| 32 | Plains All Oil & Gas, Real Estate and REIT | $1.1M | 50.6K | 0.5% | ▼−3.2% Reduced · −2K sh | |
| 33 | Exxon Mobil Common Stock | $1.1M | 8.2K | 0.5% | ▼−5.1% Reduced · −437 sh | |
| 34 | Invesco S&P MF Closed and MF Open | $1.0M | 11.4K | 0.5% | ▲+1.3% Added · +152 sh | |
| 35 | First Trust MF Closed and MF Open | $1.0M | 5.3K | 0.5% | ▲+7.8% Added · +385 sh | |
| 36 | Vanguard S&P MF Closed and MF Open | $996K | 1.4K | 0.4% | —Held | |
| 37 | Cohen & Steers MF Closed and MF Open | $941K | 34.1K | 0.4% | ▼−3.7% Reduced · −1K sh | |
| 38 | Invesco S&P MF Closed and MF Open | $941K | 8.3K | 0.4% | ▲+3.4% Added · +272 sh | |
| 39 | Dell Technologies Common Stock | $913K | 2.1K | 0.4% | ▼−5.6% Reduced · −125 sh | |
| 40 | Parsons Corp Common Stock | $865K | 16.5K | 0.4% | ▲New New position | |
| 41 | Ishares Aerospace MF Closed and MF Open | $840K | 3.5K | 0.4% | ▲+21% Added · +596 sh | |
| 42 | Lockheed Martin Common Stock | $799K | 1.6K | 0.4% | ▼−2.3% Reduced · −37 sh | |
| 43 | Costco Wholesale Common Stock | $798K | 853 | 0.4% | —Held | |
| 44 | First Trust MF Closed and MF Open | $662K | 7.4K | 0.3% | ▲+0.2% Added · +17 sh | |
| 45 | Meta Platforms Common Stock | $661K | 1.2K | 0.3% | ▼−9.1% Reduced · −118 sh | |
| 46 | Progressive Corp Common Stock | $655K | 3.0K | 0.3% | —Held | |
| 47 | Altria Group Common Stock | $649K | 9.0K | 0.3% | ▼−0.3% Reduced · −25 sh | |
| 48 | Walmart Inc Common Stock | $615K | 5.4K | 0.3% | ▲+0.1% Added · +3 sh | |
| 49 | Ishares U S MF Closed and MF Open | $614K | 9.2K | 0.3% | ▼−3.4% Reduced · −325 sh | |
| 50 | Edwards Lifesciences Common Stock | $603K | 6.7K | 0.3% | ▼−1.5% Reduced · −100 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 105 | $222.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 99 | $194.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 102 | $195.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 100 | $185.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 92 | $167.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 86 | $153.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 80 | $124.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 82 | $117.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.