Symphony Financial Services, Inc. ETF holdings
Akron, OH
Reported $172.8M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$172.8M
ETFs held
50
Change from prior quarter
+14.5%
With price moves
ETFs as a share of its 13F
77.6%
of $222.6M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BUFR | FT Vest Laddered Buffer ETF | $22.4M | 613,484 | +121,929 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $19.0M | 717,840 | −69,602 shares |
| USMC | Principal U.S. Mega-Cap ETF | $18.5M | 249,857 | +7,238 shares |
| PAVE | Global X U.S. Infrastructure Development ETF | $12.8M | 217,871 | +9,213 shares |
| AIRR | First Trust RBA American Industrial RenaissanceTM ETF | $12.3M | 92,672 | +1,611 shares |
| KNG | FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | $10.5M | 207,896 | +11,861 shares |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $7.6M | 168,168 | +103 shares |
| IWY | iShares Russell Top 200 Growth ETF | $6.7M | 23,021 | +1,250 shares |
| JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | $6.5M | 64,552 | +9,830 shares |
| XMMO | Invesco S&P MidCap Momentum ETF | $5.6M | 33,126 | +249 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002031979. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Symphony Financial Services, Inc. own?
Symphony Financial Services, Inc. reported 50 ETF positions worth $172.8M in its Form 13F for June 30, 2026. The largest was BUFR, at $22.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.