626 Financial, LLC
Q2 2026 13F Holdings
- Locationportage, MI
- Num holdings
127
- Value ($000)
$256,755
- Date Filed 07/27/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | $28.51M | 11 % | 305,791 | ||
STRYKER CORPORATION | COM | 863667101 | $21.33M | 8 % | 67,753 | ||
WISDOMTREE TR | US VALUE FD | 97717W547 | $15.06M | 6 % | 148,026 | ||
APPLE INC | COM | 037833100 | $14.46M | 6 % | 49,961 | ||
INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 46137V225 | $12.42M | 5 % | 95,403 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $11.36M | 4 % | 37,500 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $8.42M | 3 % | 23,565 | ||
AMAZON COM INC | COM | 023135106 | $8.36M | 3 % | 35,088 | ||
ISHARES TR | RUS TP200 GR ETF | 464289438 | $7.93M | 3 % | 27,291 | ||
MICROSOFT CORP | COM | 594918104 | $7.62M | 3 % | 20,426 |
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