626 Financial, LLC
Q2 2025 13F Holdings
- Locationportage, MI
- Num holdings
114
- Value ($000)
$213,779
- Date Filed08/04/2025
- Form typerestatement
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SYK STRYKER CORPORATION | COM | 863667101 | $31.71M | 15 % | 80,139 | ||
DTD WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | $24.65M | 12 % | 310,011 | ||
GRPM INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 46137V225 | $10.81M | 5 % | 98,918 | ||
AAPL APPLE INC | COM | 037833100 | $10.74M | 5 % | 52,363 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.21M | 5 % | 20,530 | ||
CALF PACER FDS TR | US SMALL CAP CAS | 69374H857 | $9.37M | 4 % | 235,217 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $9.18M | 4 % | 37,250 | ||
AMZN AMAZON COM INC | COM | 023135106 | $8.09M | 4 % | 36,886 | ||
FEMS FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 33737J307 | $6.48M | 3 % | 159,492 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.61M | 3 % | 35,503 |
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