13F Insight
DOSSIER · 13F-HR · Q2 2026

Econ Financial Services Corp

$214M in tracked AUM across 72 positions as of Q2 2026.

EF
CIK 0001659718 · last filed Jun 30, 2026
Total AUM
$214M
as of Q2 2026
Holdings
72
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Econ Financial Services Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JCPB
J P MORGAN EXCHANGE TRADED F
$13M286K6.3%02
SPLB
SPDR SERIES TRUST
$12M525K5.5%03
PYLD
PIMCO ETF TR
$9M345K4.3%04
SDVY
FIRST TR EXCHANGE TRADED FD
$7M155K3.1%05
XLV
SELECT SECTOR SPDR TR
$7M41K3.0%06
XLRE
SELECT SECTOR SPDR TR
$6M143K2.9%07
HSY
HERSHEY CO
$6M35K2.9%08
JPIB
J P MORGAN EXCHANGE TRADED F
$6M126K2.8%09
PMBS
PIMCO ETF TR
$6M122K2.8%10
XLU
SELECT SECTOR SPDR TR
$6M131K2.8%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$137M▼ 3.2%
69 positionsLocked
Showing 12 of 22