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626 Financial, LLC

626 Financial, LLC is an Investment Adviser institutional filer with the SEC under CIK 1911035, reporting 126 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-27

Top 10 portfolio positions

The largest reported holdings in 626 Financial, LLC's most recent 13F filing, ranked by reported market value.

  1. WISDOMTREE TR (DTD)
  2. STRYKER CORPORATION (SYK)
  3. WISDOMTREE TR (WTV)
  4. APPLE INC (AAPL)
  5. INVESCO EXCHANGE TRADED FD T (GRPM)
  6. INVESCO EXCH TRADED FD TR II (QQQM)
  7. ALPHABET INC (GOOGL)
  8. AMAZON COM INC (AMZN)
  9. ISHARES TR (IWY)
  10. MICROSOFT CORP (MSFT)
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