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

626 Financial, LLC

$224M in tracked AUM across 121 positions as of Q1 2026.

6F
CIK 0001911035 · last filed Mar 31, 2026
Total AUM
$224M
as of Q1 2026
Holdings
121
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$224M▼ 3.5%
121 positionsView →2025Q4Dec 31
$232M▲ 2.0%
121 positionsView →2025Q3Sep 30
$228M▲ 6.6%
117 positionsView →2025Q2Jun 30
$214M▲ 10.0%
114 positionsLocked2025Q1Mar 31
$194M▲ 4.8%
106 positionsLocked2024Q4Dec 31
$185M▲ 2.6%
109 positionsLocked2024Q3Sep 30
$181M▲ 4.4%
116 positionsLocked2024Q2Jun 30
$173M▲ 4.3%
106 positionsLocked2024Q1Mar 31
$166M▲ 9.7%
107 positionsLocked2023Q4Dec 31
$151M▲ 2.3%
105 positionsLocked2023Q3Sep 30
$148M▼ 5.6%
107 positionsLocked2023Q2Jun 30
$157M▲ 3.8%
114 positionsLocked
Showing 12 of 19