626 Financial, LLC
Q3 2025 13F Holdings
- Locationportage, MI
- Num holdings
117
- Value ($000)
$227,876
- Date Filed 11/07/2025
- Form type13F-HR
- CIK 0001911035
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S STRYKER CORPORATION | COM | 863667101 | $28.47M | 13 % | 77,003 | ||
D WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | $25.92M | 11 % | 308,556 | ||
A APPLE INC | COM | 037833100 | $13.19M | 6 % | 51,797 | ||
G INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 46137V225 | $12.14M | 5 % | 100,606 | ||
M MICROSOFT CORP | COM | 594918104 | $10.64M | 5 % | 20,544 | ||
I ISHARES TR | RUS TP200 GR ETF | 464289438 | $10.34M | 5 % | 37,785 | ||
W WISDOMTREE TR | WISDOMTREE US VA | 97717W547 | $10.30M | 5 % | 113,214 | ||
A AMAZON COM INC | COM | 023135106 | $8.09M | 4 % | 36,864 | ||
F FIRST TR EXCH TRD ALPHDX FD | EM SML CP ALPH | 33737J307 | $7.08M | 3 % | 160,156 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $6.66M | 3 % | 27,405 |
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