Embree Financial Group Portfolio Holdings
Embree Financial Group
- $816 Billion
- Q4 2025
Embree Financial Group has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $816 Billion distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $66.5B, Spdr S&P 500 ETF Trust with a value of $53.5B, Schwab Strategic Tr Us Large C with a value of $38.4B, Apple Inc. with a value of $37.3B, and Blackrock ETF Tr U S Equity Fa with a value of $31.6B.
Examining the 13F form we can see an increase of $69.5B in the current position value, from $746B to 816B.
Embree Financial Group is based out at Chicago, IL
Below you can find more details about Embree Financial Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 250
- Current Value $816 Billion
- Prior Value $746 Billion
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 18 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks