Symphony Financial Services, Inc. - Portfolio Stock Holdings
Symphony Financial Services, Inc. disclosed 114 stock positions in a recent SEC 13F filing. $233,960,648 of stock holdings were filed, with the largest holdings including BUFR, USMC, and PYLD. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $428,700,951 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
114Est. Stock Holding Value:
$233,960,648Top Stock Holdings By Sector
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Portfolio Stock Holdings - Symphony Financial Services, Inc.
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