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Symphony Financial Services, Inc.
Symphony Financial Services, Inc. is a registered investment adviser based in Akron, Ohio, United States. Founded in 2001, the firm specializes in comprehensive wealth management, investment advisory, financial planning, tax planning, estate planning, and insurance services for closely held business owners and high-net-worth individuals. With an experienced leadership team, Symphony Financial Services delivers tailored financial strategies focused on risk management and personalized portfolios, serving clients with over 23 years in the industry. The firm has fewer than 25 employees.
Investment Strategy
Symphony Financial Services, Inc. emphasizes risk management in crafting and managing client portfolios. Their approach centers on understanding individual client needs and objectives to build customized investment portfolios using mutual funds, ETFs, individual securities, and alternative investments. The strategy prioritizes meeting client financial planning goals over merely outperforming market benchmarks, with a specific focus on both short- and long-term objectives, comprehensive financial planning, retirement, estate, tax planning, and business succession solutions.
Latest 13F Filing Activity
Symphony Financial Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $167M. The fund increased holdings in Principal Exchange Traded FD, First TR Exchange Traded FD, Nvidia Corporation among other positions. Symphony Financial Services, Inc. reduced exposure to Janus Detroit STR TR, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PYLD | PIMCO ETF TR | 8.68% | $14.5M | 547,277 | $26.47 | $26.54 | +$44.9K |
B BUFR | FIRST TR EXCHANGE TRADED FD | 8.27% | $13.8M | 435,332 | $29.88 | $31.80 | +$1.3M |
U USMC | PRINCIPAL EXCHANGE TRADED FD | 7.91% | $13.2M | 211,761 | $55.50 | $62.56 | +$2.1M |
J JAAA | JANUS DETROIT STR TR | 7.11% | $11.9M | 234,355 | $50.65 | $50.75 | -$1.1M |
K KNG | FIRST TR EXCHANGE TRADED FD | 6.46% | $10.8M | 220,318 | $50.51 | $49.10 | -$221.8K |
Industry Allocation
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