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 151–200 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 1K | $100K–$500K | SH |
| IDVO | AMPLIFY ETF TR | 11K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| USFR | WISDOMTREE TR | 8K | $100K–$500K | SH |
| TLT | ISHARES TR | 4K | $100K–$500K | SH |
| MLPX | GLOBAL X FDS | 6K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 7K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| TAFI | AB ACTIVE ETFS INC | 15K | $100K–$500K | SH |
| VTWG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| SCZ | ISHARES TR | 5K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| BALI | BLACKROCK ETF TRUST | 11K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| XPO | XPO INC | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 600 | $100K–$500K | SH |
| QLTA | ISHARES TR | 7K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| IXUS | ISHARES TR | 4K | $100K–$500K | SH |
| EWJ | ISHARES INC | 4K | $100K–$500K | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 989 | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 3K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 2K | $100K–$500K | SH |
| XT | ISHARES TR | 4K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 12K | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 6K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 4K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |