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626 Financial, LLC

Q1 2026 13F Holdings

  • Location
    portage, MI
  • Num holdings

    121

  • Value ($000)

    $224,306

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0001911035
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DTD

WISDOMTREE TR

US TOTAL DIVIDND
97717W109
$25.47M
11 %

294,902

S
SYK

STRYKER CORPORATION

COM
863667101
$24.39M
11 %

74,212

W
WTV

WISDOMTREE TR

WISDOMTREE US VA
97717W547
$13.26M
6 %

139,971

A
AAPL

APPLE INC

COM
037833100
$12.73M
6 %

50,156

G
GRPM

INVESCO EXCHANGE TRADED FD T

S&P MIDCAP 400
46137V225
$10.69M
5 %

90,442

I
IWY

ISHARES TR

RUS TP200 GR ETF
464289438
$7.87M
4 %

31,646

M
MSFT

MICROSOFT CORP

COM
594918104
$7.47M
3 %

20,176

A
AMZN

AMAZON COM INC

COM
023135106
$7.32M
3 %

35,158

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$6.77M
3 %

23,528

F
FEMS

FIRST TR EXCH TRD ALPHDX FD

EM SML CP ALPH
33737J307
$6.39M
3 %

140,372

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