Embree Financial Group

CIK: 0002020860SEC EDGAR →

Portfolio Value

$815.7M

Holdings

233

As of

Q4 2025

New Positions

24

Closed Positions

11

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO QQQ TR

108,248$66.5M
8.15%
2

SPDR S&P 500 ETF TR

78,460$53.5M
6.56%
3

SCHWAB STRATEGIC TR

1,428,282$38.4M
4.71%
4
AAPLCall

APPLE INC

137,422$37.4M
4.58%
5

BLACKROCK ETF TRUST

519,559$31.6M
3.87%
6

PUTNAM ETF TRUST

606,936$27.7M
3.39%
7
MSFTCall

MICROSOFT CORP

54,060$26.1M
3.21%
8

PGIM ETF TR

442,084$21.9M
2.69%
9
GOOGLCall

ALPHABET INC

65,414$20.5M
2.51%
10

DIMENSIONAL ETF TRUST

379,530$18.9M
2.32%

Quarterly Changes

Top Buys

MSFTNEW
$26.1M
NVDANEW
$18.0M
DYNF↑ Increased
$13.6M
PVAL↑ Increased
$13.2M
DFUSNEW
$11.4M

Top Sells

MSFTCLOSED
$27.8M
NVDACLOSED
$17.5M
IWV↓ Decreased
$11.2M
XLVCLOSED
$3.7M
SCHX↓ Decreased
$3.7M

New Positions (25)

$26.1M · 54K shares
$18.0M · 96K shares
$11.4M · 154K shares
$3.9M · 25K shares
$2.0M · 3K shares
$1.8M · 3K shares
$1.3M · 12K shares
$1.1M · 4K shares
$860K · 17K shares
$823K · 3K shares
$597K · 19K shares
$558K · 11K shares
$411K · 1K shares
$368K · 15K shares
$358K · 3K shares
$337K · 2K shares
$311K · 3K shares
$304K · 1K shares
$240K · 12K shares
$219K · 5K shares
$218K · 3K shares
$207K · 673 shares
$206K · 842 shares
$206K · 589 shares
$205K · 904 shares

Closed Positions (18)

$27.8M · 54K shares
$17.5M · 94K shares
$3.7M · 27K shares
$1.8M · 3K shares
$1.7M · 2K shares
$1.3M · 10K shares
$457K · 5K shares
$342K · 13K shares
$327K · 16K shares
$240K · 251 shares
$227K · 731 shares
$223K · 4K shares
$215K · 887 shares
$207K · 2K shares
$205K · 1K shares
$203K · 693 shares
$201K · 2K shares
$201K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services143$537.8M65.9%
Technology21$101.0M12.4%
Unknown10$90.6M11.1%
Communication Services6$27.4M3.4%
Healthcare10$16.3M2.0%
Industrials20$14.4M1.8%
Consumer Cyclical7$14.1M1.7%
Energy4$6.1M0.7%
Consumer Defensive6$5.7M0.7%
Utilities2$1.0M0.1%
Real Estate2$597K0.1%
Basic Materials2$472K0.1%