626 Financial, LLC - Portfolio overview

626 Financial, LLC has 130 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DTD - WISDOMTREE TR, 11.24%
2. SYK - STRYKER CORPORATION, 10.76%
3. WTV - WISDOMTREE TR, 5.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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