Symphony Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfolio valued at approximately $23.44 million.
The report lists 109 distinct positions held by the firm, managed by Vice President Craig Small. The top holdings in the portfolio include significant positions in First Trust Advisors funds, which account for the largest allocation. Notable individual stock positions include Energy Transfer with 26,992 shares, Principal US Mutual Fund with 262,987 shares, and First Trust Advisors funds with holdings ranging from 90,000 to 640,000 shares.
Among the specific common stock holdings, the portfolio includes shares in major technology and consumer companies. Apple Inc. is held with 27,490 shares, while NVIDIA Corporation holds 28,247 shares. Other disclosed common stock positions include Amazon.com Inc. with 12,189 shares, Visa Inc. with 10,314 shares, and Microsoft Corporation with 8,589 shares.
The filing also includes various exchange-traded funds and closed-end funds across sectors such as healthcare, energy, and aerospace. These include funds managed by Invesco, BlackRock, Cohen & Steers, and iShares.
