626 Financial, LLC
Q4 2025 13F Holdings
- Locationportage, MI
- Num holdings
121
- Value ($000)
$232,482
- Date Filed02/05/2026
- Form type13F-HR
- CIK0001911035
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | $26.64M | 12 % | 313,884 | ||
STRYKER CORPORATION | COM | 863667101 | $26.05M | 11 % | 74,109 | ||
APPLE INC | COM | 037833100 | $13.82M | 6 % | 50,849 | ||
WISDOMTREE TR | WISDOMTREE US VA | 97717W547 | $12.65M | 5 % | 135,538 | ||
INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 46137V225 | $12.42M | 5 % | 103,517 | ||
ISHARES TR | RUS TP200 GR ETF | 464289438 | $10.71M | 5 % | 38,657 | ||
MICROSOFT CORP | COM | 594918104 | $9.77M | 4 % | 20,199 | ||
AMAZON COM INC | COM | 023135106 | $8.45M | 4 % | 36,589 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $8.42M | 4 % | 26,912 | ||
FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 33737J307 | $6.93M | 3 % | 164,705 |
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