SEC 13F Intelligence

Managers / Q1 2026

626 Financial, LLC

CIK 0001911035 · 7950 MOORSBRIDGE ROAD, SUITE 104, PORTAGE, MI, 49024 · (269) 321-5040

Reported Value
$224M
Q1 2026
Positions
121
Filings on Record
20
2019–present window
Filed
Apr 23, 2026
original filing

Summary

626 Financial, LLC reported $224M in U.S.-listed holdings across 121 positions for Q1 2026.

Its largest position, Wisdomtree Tr, represents 11.4% of the portfolio.

Compared with Q4 2025, the fund opened 8 new positions and exited 8.

Portfolio Metrics

Turnover
+7.3%
vs prior filed quarter
Top-10 Concentration
+54.6%
share of reported value
Largest Position
+11.4%
Wisdomtree Tr
New / Exited
8 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $163MQ4 ’21Q1 ’22: $156MQ2 ’22: $132MQ3 ’22: $123MQ3 ’22Q4 ’22: $144MQ1 ’23: $151MQ2 ’23: $157MQ2 ’23Q3 ’23: $148MQ4 ’23: $151MQ1 ’24: $166MQ1 ’24Q2 ’24: $173MQ3 ’24: $181MQ4 ’24: $185MQ4 ’24Q1 ’25: $194MQ2 ’25: $214MQ3 ’25: $228MQ3 ’25Q4 ’25: $232MQ1 ’26: $224Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 49.9%ETP: 49.2%Other: 0.6%ADR: 0.3%
  • Common Stock · 49.9% · $112M
  • ETP · 49.2% · $110M
  • Other · 0.6% · $1M
  • ADR · 0.3% · $721,535

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DFAXDIMENSIONAL ETF TRUSTNEW+149.5K149.5K+$5M$5M
INVESCO EXCH TRADED FD TR IINEW+16.6K16.6K+$4M$4M
VGSHVANGUARD SCOTTSDALE FDSNEW+9.6K9.6K+$564,736$564,736
ISHARES TRNEW+3.0K3.0K+$267,064$267,064
MDLZMONDELEZ INTL INCNEW+3.8K3.8K+$219,724$219,724
CLXCLOROX CO DELNEW+2.0K2.0K+$207,883$207,883
NEENEXTERA ENERGY INCNEW+2.2K2.2K+$204,336$204,336
YUMCYUM CHINA HLDGS INCNEW+4.1K4.1K+$201,365$201,365

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

39 positions
#IssuerClass% PortfolioValueShares
1WISDOMTREE TRUS TOTAL DIVIDND · WISDOMTREE US VA · US LARGECAP DIVD17.62%$40M443.9K
2SYKSTRYKER CORPORATIONhistory →COM10.87%$24M74.2K
3ISHARES TRRUS TP200 GR ETF · CORE S&P500 ETF · MSCI INDIA SM CP · RUSSELL 2000 ETF · RUS 2000 VAL ETF · CORE S&P MCP ETF7.43%$17M105.6K
4AAPLAPPLE INChistory →COM5.67%$13M50.2K
5GOOGLALPHABET INCCAP STK CL A · CAP STK CL C4.84%$11M37.8K
6INVESCO EXCHANGE TRADED FD TS&P MIDCAP 4004.77%$11M90.4K
7MSFTMICROSOFT CORPhistory →COM3.33%$7M20.2K
8AMZNAMAZON COM INChistory →COM3.26%$7M35.2K
9FIRST TR EXCH TRD ALPHDX FDEM SML CP ALPH2.85%$6M140.4K
10NVDANVIDIA CORPORATIONhistory →COM2.80%$6M36.0K
11VTVVANGUARD INDEX FDSTOTAL STK MKT · VALUE ETF2.27%$5M17.9K
12SPDR SERIES TRUSTSTATE STREET SPD2.27%$5M105.2K
13DFAXDIMENSIONAL ETF TRUSThistory →WORLD EX US CORE2.26%$5M149.5K
14FIRST TR EXCHANGE-TRADED ALPSHS ISSUED FRST · COM SHS2.18%$5M45.2K
15INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF1.76%$4M16.6K
16JPMJPMORGAN CHASE & COhistory →COM1.08%$2M8.2K
17QCOMQUALCOMM INCCOM0.84%$2M14.6K
18LLYELI LILLY & COCOM0.82%$2M2.0K
19PGIM ETF TRPGIM ULTRA SH BD0.78%$2M35.6K
20WMTWALMART INCCOM0.70%$2M12.7K
21SELECT SECTOR SPDR TRSTATE STREET TEC0.68%$2M11.4K
22AFLAFLAC INCCOM0.66%$1M13.4K
23GQ9SPDR GOLD TRGOLD SHS0.64%$1M3.4K
24JNJJOHNSON & JOHNSONCOM0.57%$1M5.3K
25CATCATERPILLAR INCCOM0.57%$1M1.8K
26CHVCHEVRON CORPORATIONCOM0.55%$1M6.0K
27BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.52%$1M2.4K
28PGPROCTER & GAMBLE COCOM0.52%$1M8.1K
29UPSUNITED PARCEL SVCS INCCL B0.50%$1M11.3K
30EMREMERSON ELEC COCOM0.49%$1M8.4K
31UBERUBER TECHNOLOGIES INCCOM0.48%$1M14.9K
32DOWDOW HLDGS INCCOM0.46%$1M24.6K
33PFEPFIZER INCCOM0.45%$1M36.3K
34ABBVABBVIE INCCOM0.45%$1M4.7K
35BMYBRISTOL-MYERS SQUIBB COCOM0.39%$864,95714.3K
36TRVCCITIGROUP INCCOM NEW0.37%$836,7917.4K
37TSLATESLA INCCOM0.37%$829,0062.2K
38STATE STR SPDR S&P 500 ETF TTR UNIT0.36%$814,7121.3K
39GISGENERAL MILLS INCCOM0.36%$798,96721.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$224M121Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$232M121Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$228M117Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$214M114Aug 4, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$194M106Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$185M109Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$181M116Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$173M106Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$166M107Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$151M105Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$148M107Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$157M114Jul 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$151M115Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$144M111Jan 24, 202313F-HRchanges · EDGAR ↗
Q3 2022$123M97Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$132M102Jul 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$156M106May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$163M110Feb 14, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.