Embree Financial Group

Q2 2026 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    290

  • Value ($000)

    $998,603

  • Date Filed
    07/15/2026
  • Form type
    13F-HR
  • CIK
    0002020860
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ

INVESCO QQQ TR

UNIT SER 1
$69.58M
7 %

94,492

DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$52.48M
5 %

771,583

SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$50.74M
5 %

67,952

IVV

ISHARES TR

CORE S&P500 ETF
$47.18M
5 %

63,006

AAPL

APPLE INC

COM
$40.77M
4 %

140,896

PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
$39.85M
4 %

782,122

SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$31.69M
3 %

1,076,820

---

BLACKROCK ETF TRUST

ISHA IN CTRY ETF
$28.01M
3 %

765,192

GOOGL

ALPHABET INC

CAP STK CL A
$24.72M
3 %

69,164

PULS

PGIM ETF TR

PGIM ULTRA SH BD
$22.45M
2 %

453,114

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