Arkolith/Funds/Embree Financial Group

Embree Financial Group

CIK 2020860
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Embree Financial Group holds a diversified book of 283 stocks worth $998.3M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci USA Quality Gar and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 7% of the equity book. They also disclosed $269K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Embree Financial Group's latest
holdings, largest changes, and filing provenance.
Opened
75
new positions
Added to
132
existing
Trimmed
109
reduced
Sold out
13
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
41%
Top 20 holdings
58%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Information Technology
14%
Financials
9%
Consumer Discretionary
2%
Health Care
2%
Industrials
2%
Energy
1%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

283 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$69.6M94.5K
7.0%
−6.7%
Reduced · −7K sh
2BlackRock ETF Trust
ISHARES US EQUIT
$52.5M771.6K
5.3%
+23%
Added · +144K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$50.7M68.0K
5.1%
−8.1%
Reduced · −6K sh
4Ishares TR
CORE S&P500 ETF
$47.2M63.0K
4.7%
+141%
Added · +37K sh
5Apple Inc
COM
$40.8M140.9K
4.1%
−1.8%
Reduced · −3K sh
6Putnam ETF Trust
FOCUSED LAR CAP
$39.8M782.1K
4.0%
+2.2%
Added · +17K sh
7Schwab Strategic TR
US LRG CAP ETF
$31.7M1.08M
3.2%
−15%
Reduced · −185K sh
8BlackRock ETF Trust
ISHA IN CTRY ETF
$28.0M765.2K
2.8%
+70%
Added · +315K sh
9Alphabet Inc
CAP STK CL A
$24.7M69.2K
2.5%
−1.6%
Reduced · −1K sh
10Pgim ETF TR
PGIM ULTRA SH BD
$22.5M453.1K
2.2%
−8.3%
Reduced · −41K sh
11Microsoft Corp
COM
$21.2M56.8K
2.1%
−1.1%
Reduced · −608 sh
12Nvidia Corporation
COM
$20.7M103.2K
2.1%
+4.8%
Added · +5K sh
13AB Active Etfs Inc
DISRUPTORS ETF
$19.4M130.7K
1.9%
+13%
Added · +15K sh
14Ishares TR
RUSSELL 3000 ETF
$17.7M41.5K
1.8%
−2.9%
Reduced · −1K sh
15JPMorgan Chase & Co
COM
$17.2M52.5K
1.7%
+0.1%
Added · +53 sh
16Dimensional ETF Trust
INTERNATNAL VAL
$16.6M307.6K
1.7%
−20%
Reduced · −75K sh
17Berkshire Hathaway Inc Del
CL B NEW
$14.0M27.9K
1.4%
−13%
Reduced · −4K sh
18BlackRock ETF Trust
ISHA I IN TE ETF
$14.0M264.7K
1.4%
+22%
Added · +49K sh
19Amazon Com Inc
COM
$13.5M56.5K
1.3%
+2.5%
Added · +1K sh
20DBX ETF TR
XTRACK MSCI EAFE
$13.1M239.8K
1.3%
−6.5%
Reduced · −17K sh
21Ishares TR
MSCI US GARP ETF
$13.1M158.2K
1.3%
New
New position
22Dimensional ETF Trust
US EQUI MARK ETF
$11.9M145.6K
1.2%
−5.4%
Reduced · −8K sh
23J P Morgan Exchange Traded F
CORE PLUS BD ETF
$10.8M229.7K
1.1%
+22%
Added · +42K sh
24Ishares TR
CORE S&P SCP ETF
$10.7M72.0K
1.1%
−2.6%
Reduced · −2K sh
25BlackRock ETF Trust
ISHA US THEM ETF
$10.6M246.0K
1.1%
−28%
Reduced · −96K sh
26Blackstone Inc
COM
$9.9M84.3K
1.0%
+0.1%
Added · +44 sh
27Vanguard Index FDS
S&P 500 ETF SHS
$9.6M13.9K
1.0%
−2.0%
Reduced · −288 sh
282023 ETF Series Trust
PAC NO GL EM ETF
$8.7M200.4K
0.9%
+35%
Added · +52K sh
29Cme Group Inc
COM
$8.4M38.1K
0.8%
~0%
Reduced · −8 sh
30BlackRock ETF Trust
ISHA LA CORE ETF
$8.3M165.5K
0.8%
+93%
Added · +80K sh
31Cisco Sys Inc
COM
$8.0M68.5K
0.8%
+0.6%
Added · +425 sh
32Global X FDS
DEFENSE TECH ETF
$7.8M130.1K
0.8%
+64%
Added · +51K sh
33Cboe Global MKTS Inc
COM
$7.6M31.5K
0.8%
−8.3%
Reduced · −3K sh
34The Alger ETF Trust
CONCENTRATED EQT
$7.5M181.7K
0.8%
+338%
Added · +140K sh
35Ishares TR
RUS 1000 GRW ETF
$7.3M58.4K
0.7%
+300%
Added · +44K sh
36Vanguard Whitehall FDS
HIGH DIV YLD
$6.7M42.3K
0.7%
−7.6%
Reduced · −3K sh
37Schwab Strategic TR
US BRD MKT ETF
$6.7M231.1K
0.7%
−23%
Reduced · −68K sh
38Bank Of Amer Corp
COM
$6.3M109.8K
0.6%
+1.8%
Added · +2K sh
39Johnson & Johnson
COM
$6.1M23.9K
0.6%
+0.7%
Added · +168 sh
40BlackRock ETF Trust II
ISHA FLEX IN ETF
$5.8M111.5K
0.6%
+1.6%
Added · +2K sh
41Ishares TR
CORE HIGH DV ETF
$5.5M201.3K
0.6%
+438%
Added · +164K sh
42BlackRock Inc
COM
$5.3M5.5K
0.5%
−1.3%
Reduced · −75 sh
43Invesco Exch Traded FD TR II
S&P INTL MOMNT
$5.1M83.9K
0.5%
+62%
Added · +32K sh
44Abbvie Inc
COM
$5.0M19.7K
0.5%
−0.9%
Reduced · −171 sh
45Vanguard Index FDS
TOTAL STK MKT
$4.6M12.5K
0.5%
−2.3%
Reduced · −296 sh
46Exxon Mobil Corp
COM
$4.4M31.8K
0.4%
−1.0%
Reduced · −332 sh
47Vanguard Specialized Funds
DIV APP ETF
$4.3M18.0K
0.4%
+0.9%
Added · +157 sh
48Deere & Co
COM
$4.2M6.7K
0.4%
+0.4%
Added · +26 sh
49Dimensional ETF Trust
US MKTWIDE VALUE
$4.1M74.1K
0.4%
−2.1%
Reduced · −2K sh
50Alphabet Inc
CAP STK CL C
$3.9M11.1K
0.4%
−3.6%
Reduced · −417 sh
Showing 50 of 283 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$269K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishCBOE GLOBAL MARKETS INCCBOE$146K600
CALL · bullishBLACKSTONE INCBX$59K500
CALL · bullishMARVELL TECHNOLOGY INCMRVL$30K100
CALL · bullishNETFLIX INCNFLX$14K200
CALL · bullishINNVENTURE INCINV$8K2K
CALL · bullishEOS ENERGY ENTERPRISES INCEOSE$7K1K
CALL · bullishPURECYCLE TECHNOLOGIES INCPCT$5K600

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026290$998.6M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026265$849.2M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026250$815.7M13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025233$746.1M13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025216$664.2M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025202$597.0M13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025195$585.5M13F-HR
Q3 2024Sep 30, 2024Oct 18, 2024195$561.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.