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Portfolio (Quarterly) Guide ↗

626 Financial, LLC

· CIK 0001911035
13F Portfolio $257M AUM 127 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 26 Added 40 Reduced 6 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DTD WISDOMTREE TR 305,791.0 $28.5M 11.11% +11K +3.7% $93.25 +4.2%
2 WTV WISDOMTREE TR 148,026.0 $15.1M 5.86% +8K +5.8% $101.72 +7.3%
3 GRPM INVESCO EXCHANGE TRADED FD T 95,403.0 $12.4M 4.84% +5K +5.5% $130.17 +11.3%
4 QQQM INVESCO EXCH TRADED FD TR II 37,500.0 $11.4M 4.42% +21K +126.2% $302.97 -2.3%
5 MSFT MICROSOFT CORP Technology 20,426.0 $7.6M 2.97% +250.0 +1.2% $373.02 +34.0%
6 DFAX DIMENSIONAL ETF TRUST 186,842.0 $6.9M 2.68% +37K +24.9% $36.84 +4.8%
7 FEMS FIRST TR EXCH TRD ALPHDX FD 146,375.0 $6.7M 2.60% +6K +4.3% $45.66 +2.8%
8 SPSM SPDR SERIES TRUST 106,726.0 $6.2M 2.40% +2K +1.4% $57.67 -2.0%
9 SMIN ISHARES TR 38,514.0 $2.7M 1.06% +4K +11.3% $70.73 +2.4%
10 PULS PGIM ETF TR 43,513.0 $2.2M 0.84% +8K +22.4% $49.55 +0.0%
11 IWN ISHARES TR 8,151.0 $1.8M 0.70% +42.0 +0.5% $221.20 +1.5%
12 GLD SPDR GOLD TR Financial Services 3,445.0 $1.3M 0.49% +93.0 +2.8% $368.38 +10.4%
13 VGSH VANGUARD SCOTTSDALE FDS 19,830.0 $1.2M 0.45% +10K +105.6% $58.20 -0.5%
14 PFE PFIZER INC Healthcare 39,925.0 $961K 0.37% +4K +9.9% $24.08 +18.1%
15 GIS GENERAL MILLS INC Consumer Defensive 23,725.0 $826K 0.32% +2K +10.5% $34.80 +10.0%
16 VTWO VANGUARD SCOTTSDALE FDS 5,653.0 $686K 0.27% +4K +172.6% $121.43 -1.5%
17 VXUS VANGUARD STAR FDS 7,522.0 $643K 0.25% +2K +45.7% $85.48 +3.4%
18 META META PLATFORMS INC Communication Services 1,122.0 $632K 0.25% +260.0 +30.2% $563.52 +9.4%
19 KHC KRAFT HEINZ CO Consumer Defensive 23,003.0 $543K 0.21% +8K +49.3% $23.62 +5.2%
20 NKE NIKE INC Consumer Cyclical 11,951.0 $491K 0.19% +2K +17.5% $41.05 -6.5%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Healthcare 23.9%
Consumer Cyclical 9.7%
Communication Services 8.8%
Financial Services 8.0%
Industrials 7.3%
Consumer Defensive 5.7%
Energy 1.8%
Basic Materials 0.8%
Utilities 0.7%