13F Insight
DOSSIER · 13F-HR · Q3 2026

Econ Financial Services Corp

$239M in tracked AUM across 85 positions as of Q3 2026.

EF
CIK 0001659718 · last filed Sep 30, 2026
Total AUM
$239M
as of Q3 2026
Holdings
85
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Econ Financial Services Corp filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$14M316K5.9%02
LGOV
FIRST TR EXCHANGE-TRADED FD
$10M486K4.0%03
PYLD
PIMCO ETF TR
$9M352K3.7%04
XHB
SPDR SERIES TRUST
$7M70K2.8%05
HSY
HERSHEY CO
$7M42K2.8%06
XLRE
SELECT SECTOR SPDR TR
$6M157K2.7%07
PMBS
PIMCO ETF TR
$6M136K2.6%08
HON
HONEYWELL INTL INC
$6M29K2.5%09
JPIB
J P MORGAN EXCHANGE TRADED F
$6M128K2.5%10
VPU
VANGUARD WORLD FD
$6M34K2.5%

Filing history

2026Q3Sep 30
$239M▲ 11.7%
85 positionsView →2026Q2Jun 30
$214M▼ 0.6%
72 positionsView →2026Q1Mar 31
$215M▲ 8.0%
74 positionsView →2025Q4Dec 31
$199M▼ 0.6%
74 positionsView →2025Q3Sep 30
$201M▲ 3.3%
77 positionsLocked2025Q2Jun 30
$194M▲ 3.4%
82 positionsLocked2025Q1Mar 31
$188M▲ 7.8%
78 positionsLocked2024Q4Dec 31
$174M▼ 2.5%
81 positionsLocked2024Q3Sep 30
$179M▲ 10.8%
69 positionsLocked2024Q2Jun 30
$161M▲ 0.2%
94 positionsLocked2024Q1Mar 31
$161M▲ 13.3%
83 positionsLocked2023Q4Dec 31
$142M▲ 3.6%
68 positionsLocked
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