CIK 2020860
Embree Financial Group
Institutional 13F holdings & portfolio
Holdings
233
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | 130K | $1M+ | SH |
| GOOG | ALPHABET INC | 11K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 62K | $1M+ | SH |
| IJH | ISHARES TR | 49K | $1M+ | SH |
| DE | DEERE & CO | 7K | $1M+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 10K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 120K | $1M+ | SH |
| OSEA | HARBOR ETF TRUST | 82K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 7K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 35K | $1M+ | SH |
| EFA | ISHARES TR | 24K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 85K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 24K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 18K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 45K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 65K | $1M+ | SH |
| EFG | ISHARES TR | 18K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 47K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 26K | $1M+ | SH |
| IEFA | ISHARES TR | 20K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 12K | $1M+ | SH |
| WMT | WALMART INC | 16K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 3K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 17K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 61K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 21K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 56K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 35K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| IYR | ISHARES TR | 17K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 10K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| SCHY | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| HEI | HEICO CORP NEW | 4K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| MBS | ANGEL OAK FUNDS TRUST | 153K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 52K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| CNEQ | THE ALGER ETF TRUST | 36K | $1M+ | SH |
| DVY | ISHARES TR | 9K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| IJK | ISHARES TR | 12K | $1M+ | SH |