626 Financial, LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$224.3M
Holdings
120
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DTD
WISDOMTREE TR
Held since at least Q1 2024
11.4%
02
$SYK
STRYKER CORPORATION
Held since at least Q1 2024
10.9%
03
$WTV
WISDOMTREE TR
Held since at least Q1 2024
5.9%
04
$AAPL
APPLE INC
Held since at least Q1 2024
5.7%
05
$GRPM
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.8%
06
$IWY
ISHARES TR
Held since at least Q1 2024
3.5%
07
$MSFT
MICROSOFT CORP
Q1 2026: New position (14.3k shares)
3.3%
08
$AMZN
AMAZON COM INC
Q1 2026: New position (123.9k shares)
3.3%
09
$GOOGL
ALPHABET INC
Held since at least Q1 2024
3.0%
10
$FEMS
FIRST TR EXCH TRD ALPHDX FD
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.