Embree Financial Group - Portfolio overview

Embree Financial Group has 277 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. QQQ - INVESCO QQQ TR, 6.84%
  2. SPY - STATE STR SPDR S&P 500 ETF T, 5.63%
  3. DYNF - BLACKROCK ETF TRUST, 4.27%

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

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