# EDGAR Filing Document

**Accession Number:** 0002031979
**File Stem:** 0002031979-26-000002
**Filing Date:** 2026-5
**Character Count:** 14026
**Document Hash:** e0da2da5506e214d59cda19e98b05715
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002031979-26-000002.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0002031979-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Symphony Financial Services, Inc.
- **CENTRAL INDEX KEY:** 0002031979

**ORGANIZATION NAME:**
- **EIN:** 341959781
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24287
- **FILM NUMBER:** 26952309

**BUSINESS ADDRESS:**
- **STREET 1:** 4100 EMBASSY PARKWAY
- **STREET 2:** SUITE 100
- **CITY:** AKRON
- **STATE:** OH
- **ZIP:** 44333
- **BUSINESS PHONE:** 3304342000

**MAIL ADDRESS:**
- **STREET 1:** 4100 EMBASSY PARKWAY
- **STREET 2:** SUITE 100
- **CITY:** AKRON
- **STATE:** OH
- **ZIP:** 44333

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Symphony Financial Services Inc.<br>**Address:** 4100 EMBASSY PARKWAY<br>SUITE 100<br>AKRON, OH 44333

**Form 13F File Number:** 028-24287

**CRD Number (if applicable):** 000125058

**SEC File Number (if applicable):** 801-63300

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Craig Small<br>**Title:** Vice President<br>**Phone:** 3304342000

**Signature, Place, and Date of Signing:**

Craig Small  Akron, OH  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 99

**Form 13F Information Table Value Total:** $194788293

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| CATERPILLAR INC | Common Stock | 149123101 |  | 207650 | 293 | SH |  | SOLE |  | 293 | 0 | 0 |
| GE VERNOVA | Common Stock | 36828A101 |  | 366629 | 420 | SH |  | SOLE |  | 420 | 0 | 0 |
| EATON CORP | Common Stock | G29183103 |  | 280175 | 783 | SH |  | SOLE |  | 783 | 0 | 0 |
| COSTCO WHOLESALE | Common Stock | 22160K105 |  | 849953 | 853 | SH |  | SOLE |  | 853 | 0 | 0 |
| HOME DEPOT | Common Stock | 437076102 |  | 288817 | 878 | SH |  | SOLE |  | 878 | 0 | 0 |
| TESLA INC | Common Stock | 88160R101 |  | 333088 | 896 | SH |  | SOLE |  | 896 | 0 | 0 |
| MASTERCARD INC | Common Stock | 57636Q104 |  | 458823 | 918 | SH |  | SOLE |  | 918 | 0 | 0 |
| MARATHON PETROLEUM | Common Stock | 56585A102 |  | 230051 | 942 | SH |  | SOLE |  | 942 | 0 | 0 |
| SPDR GOLD | Common Stock | 78463V107 |  | 415230 | 965 | SH |  | SOLE |  | 965 | 0 | 0 |
| ELI LILLY | Common Stock | 532457108 |  | 960808 | 1045 | SH |  | SOLE |  | 1045 | 0 | 0 |
| ADVANCED ENERGY | Common Stock | 007973100 |  | 340459 | 1055 | SH |  | SOLE |  | 1055 | 0 | 0 |
| MCDONALDS CORP | Common Stock | 580135101 |  | 359138 | 1156 | SH |  | SOLE |  | 1156 | 0 | 0 |
| SHERWIN WILLIAMS | Common Stock | 824348106 |  | 385002 | 1201 | SH |  | SOLE |  | 1201 | 0 | 0 |
| JOHNSON  JOHNSON | Common Stock | 478160104 |  | 298277 | 1220 | SH |  | SOLE |  | 1220 | 0 | 0 |
| META PLATFORMS | Common Stock | 30303M102 |  | 738624 | 1291 | SH |  | SOLE |  | 1291 | 0 | 0 |
| ALPHABET INC | Common Stock | 02079K305 |  | 381017 | 1325 | SH |  | SOLE |  | 1325 | 0 | 0 |
| VANGUARD S | MF Closed and MF Open | 922908363 |  | 866452 | 1450 | SH |  | SOLE |  | 1450 | 0 | 0 |
| LOCKHEED MARTIN | Common Stock | 539830109 |  | 969733 | 1605 | SH |  | SOLE |  | 1605 | 0 | 0 |
| RTX CORP | Common Stock | 75513E101 |  | 313136 | 1623 | SH |  | SOLE |  | 1623 | 0 | 0 |
| ISHARES U S | MF Closed and MF Open | 464287788 |  | 201085 | 1709 | SH |  | SOLE |  | 1709 | 0 | 0 |
| INVESCO S | MF Closed and MF Open | 46137V357 |  | 339698 | 1770 | SH |  | SOLE |  | 1770 | 0 | 0 |
| STATE STREET | MF Closed and MF Open | 81369Y209 |  | 264683 | 1805 | SH |  | SOLE |  | 1805 | 0 | 0 |
| MERCK  COMPANY | Common Stock | 58933Y105 |  | 231103 | 1921 | SH |  | SOLE |  | 1921 | 0 | 0 |
| STATE STREET | MF Closed and MF Open | 81369Y704 |  | 334142 | 2066 | SH |  | SOLE |  | 2066 | 0 | 0 |
| DELL TECHNOLOGIES | Common Stock | 24703L202 |  | 367687 | 2240 | SH |  | SOLE |  | 2240 | 0 | 0 |
| HONEYWELL INTL | Common Stock | 438516106 |  | 509398 | 2254 | SH |  | SOLE |  | 2254 | 0 | 0 |
| ISHARES CONSUMER | MF Closed and MF Open | 464287580 |  | 220146 | 2271 | SH |  | SOLE |  | 2271 | 0 | 0 |
| ISHARES AEROSPACE | MF Closed and MF Open | 464288760 |  | 627977 | 2871 | SH |  | SOLE |  | 2871 | 0 | 0 |
| STARBUCKS CORP | Common Stock | 855244109 |  | 261132 | 2915 | SH |  | SOLE |  | 2915 | 0 | 0 |
| PROGRESSIVE CORP | Common Stock | 743315103 |  | 593940 | 2996 | SH |  | SOLE |  | 2996 | 0 | 0 |
| HSBC HOLDINGS | Common Stock | 404280406 |  | 276033 | 3346 | SH |  | SOLE |  | 3346 | 0 | 0 |
| PROCTER  GAMBLE | Common Stock | 742718109 |  | 485503 | 3361 | SH |  | SOLE |  | 3361 | 0 | 0 |
| INVESCO BLOOMBERG | MF Closed and MF Open | 46138J775 |  | 299113 | 3472 | SH |  | SOLE |  | 3472 | 0 | 0 |
| BROADCOM INC | Common Stock | 11135F101 |  | 1131696 | 3656 | SH |  | SOLE |  | 3656 | 0 | 0 |
| VANGUARD INFORMATION | MF Closed and MF Open | 92204A702 |  | 2915646 | 4179 | SH |  | SOLE |  | 4179 | 0 | 0 |
| TOTALENERGIES SE | Common Stock | F92124100 |  | 399705 | 4393 | SH |  | SOLE |  | 4393 | 0 | 0 |
| JOHN HANCOCK | MF Closed and MF Open | 47804J206 |  | 300382 | 4475 | SH |  | SOLE |  | 4475 | 0 | 0 |
| ISHARES U S | MF Closed and MF Open | 464287812 |  | 321326 | 4588 | SH |  | SOLE |  | 4588 | 0 | 0 |
| VANGUARD ULTRA | MF Closed and MF Open | 92203C303 |  | 235236 | 4725 | SH |  | SOLE |  | 4725 | 0 | 0 |
| DEFIANCE CONNECTIVE | MF Closed and MF Open | 26922A289 |  | 325052 | 4768 | SH |  | SOLE |  | 4768 | 0 | 0 |
| INVESCO QQQ | MF Closed and MF Open | 46090E103 |  | 2766702 | 4794 | SH |  | SOLE |  | 4794 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33737A108 |  | 804092 | 4916 | SH |  | SOLE |  | 4916 | 0 | 0 |
| ISHARES RUSSELL | MF Closed and MF Open | 464287614 |  | 2154589 | 5053 | SH |  | SOLE |  | 5053 | 0 | 0 |
| OMEGA HEALTHCARE | Common Stock | 681936100 |  | 228723 | 5220 | SH |  | SOLE |  | 5220 | 0 | 0 |
| ISHARES TECHNOLOGY | MF Closed and MF Open | 464287721 |  | 974619 | 5372 | SH |  | SOLE |  | 5372 | 0 | 0 |
| WALMART INC | Common Stock | 931142103 |  | 674288 | 5426 | SH |  | SOLE |  | 5426 | 0 | 0 |
| STATE STREET | MF Closed and MF Open | 78464A797 |  | 333721 | 5604 | SH |  | SOLE |  | 5604 | 0 | 0 |
| NXG CUSHING | MF Closed and MF Open | 231631300 |  | 252328 | 5672 | SH |  | SOLE |  | 5672 | 0 | 0 |
| ALPS OSHARES | MF Closed and MF Open | 00162Q387 |  | 316462 | 5685 | SH |  | SOLE |  | 5685 | 0 | 0 |
| ENTERPRISE PRODUCTS | Oil  Gas Real Estate and REIT | 293792107 |  | 237939 | 6288 | SH |  | SOLE |  | 6288 | 0 | 0 |
| EDWARDS LIFESCIENCES | Common Stock | 28176E108 |  | 542142 | 6770 | SH |  | SOLE |  | 6770 | 0 | 0 |
| JPMORGAN CHASE | Common Stock | 46625H100 |  | 2053734 | 6987 | SH |  | SOLE |  | 6987 | 0 | 0 |
| BLACKROCK SCIENCE | MF Closed and MF Open | 09258G104 |  | 254219 | 6994 | SH |  | SOLE |  | 6994 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33734X846 |  | 461074 | 7356 | SH |  | SOLE |  | 7356 | 0 | 0 |
| NETFLIX INC | Common Stock | 64110L106 |  | 714015 | 7426 | SH |  | SOLE |  | 7426 | 0 | 0 |
| PGIM ACTIVE | MF Closed and MF Open | 69344A206 |  | 267854 | 7735 | SH |  | SOLE |  | 7735 | 0 | 0 |
| ISHARES U S | MF Closed and MF Open | 464287796 |  | 513545 | 7929 | SH |  | SOLE |  | 7929 | 0 | 0 |
| VANECK SEMICONDUCTOR | MF Closed and MF Open | 92189F676 |  | 3052868 | 7963 | SH |  | SOLE |  | 7963 | 0 | 0 |
| INVESCO S | MF Closed and MF Open | 46137V472 |  | 834037 | 8068 | SH |  | SOLE |  | 8068 | 0 | 0 |
| MICROSOFT CORP | Common Stock | 594918104 |  | 3022276 | 8165 | SH |  | SOLE |  | 8165 | 0 | 0 |
| EXXON MOBIL | Common Stock | 30231G102 |  | 1461493 | 8614 | SH |  | SOLE |  | 8614 | 0 | 0 |
| ALTRIA GROUP | Common Stock | 02209S103 |  | 596878 | 9045 | SH |  | SOLE |  | 9045 | 0 | 0 |
| ISHARES U S | MF Closed and MF Open | 464287762 |  | 585269 | 9495 | SH |  | SOLE |  | 9495 | 0 | 0 |
| AT INC | Common Stock | 00206R102 |  | 280398 | 9672 | SH |  | SOLE |  | 9672 | 0 | 0 |
| VISA INC | Common Stock | 92826C839 |  | 3165443 | 10473 | SH |  | SOLE |  | 10473 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33740U752 |  | 387992 | 10985 | SH |  | SOLE |  | 10985 | 0 | 0 |
| INVESCO S | MF Closed and MF Open | 46137V241 |  | 849273 | 11295 | SH |  | SOLE |  | 11295 | 0 | 0 |
| AMAZON COM | Common Stock | 023135106 |  | 2586927 | 12421 | SH |  | SOLE |  | 12421 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33741X102 |  | 511606 | 12975 | SH |  | SOLE |  | 12975 | 0 | 0 |
| PIMCO CORPORATE | MF Closed and MF Open | 72200U100 |  | 166360 | 13980 | SH |  | SOLE |  | 13980 | 0 | 0 |
| ISHARES CORE | MF Closed and MF Open | 464287507 |  | 968045 | 14335 | SH |  | SOLE |  | 14335 | 0 | 0 |
| BNY MELLON | MF Closed and MF Open | 05613H209 |  | 495539 | 14586 | SH |  | SOLE |  | 14586 | 0 | 0 |
| ISHARES RUSSELL | MF Closed and MF Open | 464289438 |  | 5417461 | 21771 | SH |  | SOLE |  | 21771 | 0 | 0 |
| PFIZER INC | Common Stock | 717081103 |  | 692032 | 24645 | SH |  | SOLE |  | 24645 | 0 | 0 |
| ISHARES MSCI | MF Closed and MF Open | 46429B697 |  | 2296721 | 24765 | SH |  | SOLE |  | 24765 | 0 | 0 |
| PROFESSIONALLY MANAGED | MF Closed and MF Open | 74316P579 |  | 1317393 | 24927 | SH |  | SOLE |  | 24927 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33740U703 |  | 751240 | 26830 | SH |  | SOLE |  | 26830 | 0 | 0 |
| ENERGY TRANSFER | Oil  Gas Real Estate and REIT | 29273V100 |  | 518948 | 26889 | SH |  | SOLE |  | 26889 | 0 | 0 |
| APPLE INC | Common Stock | 037833100 |  | 7131231 | 28099 | SH |  | SOLE |  | 28099 | 0 | 0 |
| WISDOMTREE US | MF Closed and MF Open | 97717X669 |  | 2523060 | 28723 | SH |  | SOLE |  | 28723 | 0 | 0 |
| NVIDIA CORP | Common Stock | 67066G104 |  | 5058958 | 29008 | SH |  | SOLE |  | 29008 | 0 | 0 |
| ISHARES CORE | MF Closed and MF Open | 464287150 |  | 4192312 | 29434 | SH |  | SOLE |  | 29434 | 0 | 0 |
| GABELLI EQUITY | Rights and Bearer Warrants; Warrants (except Bearer) | 362397226 |  | 223 | 31710 | SH |  | SOLE |  | 31710 | 0 | 0 |
| JPMORGAN U S | MF Closed and MF Open | 46654Q732 |  | 2531844 | 31831 | SH |  | SOLE |  | 31831 | 0 | 0 |
| GABELLI EQUITY | MF Closed and MF Open | 362397101 |  | 178667 | 31904 | SH |  | SOLE |  | 31904 | 0 | 0 |
| INVESCO S | MF Closed and MF Open | 46137V464 |  | 4767794 | 32877 | SH |  | SOLE |  | 32877 | 0 | 0 |
| COHEN  STEERS | MF Closed and MF Open | 19248A109 |  | 917039 | 35434 | SH |  | SOLE |  | 35434 | 0 | 0 |
| PLAINS ALL | Oil  Gas Real Estate and REIT | 726503105 |  | 1166919 | 52258 | SH |  | SOLE |  | 52258 | 0 | 0 |
| JANUS DETROIT | MF Closed and MF Open | 47103U209 |  | 4342210 | 54722 | SH |  | SOLE |  | 54722 | 0 | 0 |
| STATE STREET | MF Closed and MF Open | 78468R606 |  | 1349645 | 57875 | SH |  | SOLE |  | 57875 | 0 | 0 |
| JANUS HENDERSON | MF Closed and MF Open | 47103U845 |  | 2932253 | 58214 | SH |  | SOLE |  | 58214 | 0 | 0 |
| PACER US | MF Closed and MF Open | 69374H881 |  | 3838322 | 61354 | SH |  | SOLE |  | 61354 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33738R704 |  | 10087701 | 91061 | SH |  | SOLE |  | 91061 | 0 | 0 |
| JANUS HENDERSON | MF Closed and MF Open | 47103U852 |  | 7593187 | 168065 | SH |  | SOLE |  | 168065 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33739Q705 |  | 9548881 | 196035 | SH |  | SOLE |  | 196035 | 0 | 0 |
| GLOBAL X | MF Closed and MF Open | 37954Y673 |  | 10601908 | 208658 | SH |  | SOLE |  | 208658 | 0 | 0 |
| PRINCIPAL US | MF Closed and MF Open | 74255Y870 |  | 15603339 | 242619 | SH |  | SOLE |  | 242619 | 0 | 0 |
| FIRST TRUST | MF Closed and MF Open | 33740F755 |  | 16599832 | 491555 | SH |  | SOLE |  | 491555 | 0 | 0 |
| PIMCO ENHANCED | MF Closed and MF Open | 72201R585 |  | 20630978 | 787442 | SH |  | SOLE |  | 787442 | 0 | 0 |

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