13F Insight
DOSSIER · 13F-HR · Q1 2026

626 Financial, LLC

626 Financial's holding co. based in Greenwich, CT — $224M in tracked AUM across 121 positions as of Q1 2026.

6F
626 Financial·Greenwich, CT·Holding Co.
CIK 0001911035 · last filed Mar 31, 2026
Total AUM
$224M
▲ 18.5%
vs prior
Holdings
121
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

626 Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DTD
WISDOMTREE TR
$25M295K11.4%
02
SYK
STRYKER CORPORATION
$24M74K10.9%
03
WTV
WISDOMTREE TR
$13M140K5.9%
04
AAPL
APPLE INC
$13M50K5.7%
05
GRPM
INVESCO EXCHANGE TRADED FD T
$11M90K4.8%
06
IWY
ISHARES TR
$8M32K3.5%
07
MSFT
MICROSOFT CORP
$7M20K3.3%
08
AMZN
AMAZON COM INC
$7M35K3.3%
09
GOOGL
ALPHABET INC
$7M24K3.0%
10
FEMS
FIRST TR EXCH TRD ALPHDX FD
$6M140K2.9%

Filing history

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