626 Financial, LLC
626 Financial, LLC is an independent investment advisory firm based in Portage, Michigan. The firm is registered with the SEC and manages investments for individual and institutional clients. Founded in 2021, 626 Financial emphasizes a diversified approach and has a small, specialized team of five employees, all focused on investment management. The firm serves high-net-worth individuals, institutions, and potentially other investment advisors.
Investment Strategy
626 Financial, LLC manages a diversified portfolio of public equities and ETFs, focusing on a blend of growth and value investing strategies. The firm actively adjusts its holdings by adding new positions, increasing existing ones, or reducing exposure based on market conditions and client objectives. Its investment philosophy centers on disciplined portfolio management, risk control, and long-term asset growth for clients through broad sector and asset class diversification.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SYK | STRYKER CORPORATION | 14.83% | $31.7M | 80,139 | $293.99 | $395.63 | +$1.8M |
D DTD | WISDOMTREE TR | 11.53% | $24.7M | 310,011 | $65.23 | $79.52 | +$587.5K |
G GRPM | INVESCO EXCHANGE TRADED FD T | 5.06% | $10.8M | 98,918 | $108.95 | $109.29 | +$22.6K |
A AAPL | APPLE INC | 5.03% | $10.7M | 52,363 | $178.51 | $205.17 | -$808.6K |
M MSFT | MICROSOFT CORP | 4.78% | $10.2M | 20,530 | $345.11 | $497.41 | +$2.5M |