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Craig Small

Symphony Financial Services, Inc.

Assets Managed
$194.788M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-0.13%(2Q avg: 2.43%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Symphony Financial Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Symphony Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 194.788M in assets, with a quarterly growth rate of -0.13% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by Craig Small, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 4.35%
10.6%
$20.631M
787,442 shares@ $26.2 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 5.53%
8.53%
$16.6M
491,555 shares@ $33.78 avg price
USMC
Principal Us Mega-cap Etf
Recent Activity
Increased 6.09%
8.02%
$15.603M
242,619 shares@ $64.32 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Increased 1.4%
5.45%
$10.602M
208,658 shares@ $50.81 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 5.66%
5.18%
$10.088M
91,061 shares@ $110.78 avg price
KNG
Ft Vest S&p 500 Dvd Arst Trg
Recent Activity
Increased 3.99%
4.91%
$9.549M
196,035 shares@ $48.72 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Decreased -0.44%
3.9%
$7.593M
168,065 shares@ $45.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.16%
3.67%
$7.131M
28,099 shares@ $253.79 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -4.9%
2.79%
$5.417M
21,771 shares@ $248.84 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.59%
2.6%
$5.059M
29,008 shares@ $174.4 avg price

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