Embree Financial Group

SEC CIK
0002020860

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 15, 2026.SEC

Positions
283
+22 vs. Q1 2026
Total value
$998.33M
+$149.27M (+17.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Embree Financial Group holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
INVESCO QQQ TRUST SERIES I46090E103ETF94,492$69.58M6.97%−6,761−6.7%Reduced–
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT771,583$52.48M5.26%+144,350+23.0%Added–
SPYSTATE STREET SPDR S&P 500 ETFETF67,952$50.74M5.08%−6,010−8.1%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF63,006$47.18M4.73%+36,904+141.4%Added–
AAPLAPPLE INC COMStock140,896$40.77M4.08%−2,588−1.8%ReducedView
PUTNAM ETF TRUST746729300FOCUSED LAR CAP782,122$39.85M3.99%+17,140+2.2%Added–
SCHWAB U.S. LARGE-CAP ETF808524201ETF1,076,820$31.69M3.17%−185,361−14.7%Reduced–
BLACKROCK ETF TRUST09290C764ISHA IN CTRY ETF765,192$28.01M2.81%+315,007+70.0%Added–
GOOGLALPHABET INC CAP STK CL AStock69,164$24.72M2.48%−1,163−1.7%ReducedView
PGIM ETF TR69344A107PGIM ULTRA SH BD453,114$22.45M2.25%−41,183−8.3%Reduced–
MSFTMICROSOFT CORP COMStock56,786$21.18M2.12%−608−1.1%ReducedView
NVDANVIDIA CORPORATION COMStock103,235$20.66M2.07%+4,780+4.9%AddedView
AB ACTIVE ETFS INC00039J509DISRUPTORS ETF130,678$19.36M1.94%+15,287+13.2%Added–
ISHARES TR464287689RUSSELL 3000 ETF41,512$17.7M1.77%−1,255−2.9%Reduced–
JPMJPMORGAN CHASE & CO COMStock52,467$17.17M1.72%+53+0.1%AddedView
DIMENSIONAL ETF TRUST25434V807INTERNATNAL VAL307,632$16.62M1.66%−74,775−19.6%Reduced–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock27,915$13.97M1.40%−4,015−12.6%ReducedView
BLACKROCK ETF TRUST09290C780ISHA I IN TE ETF264,731$13.96M1.40%+48,612+22.5%Added–
AMZNAMAZON COM INC COMStock56,526$13.47M1.35%+1,390+2.5%AddedView
DBX ETF TR233051200XTRACK MSCI EAFE239,837$13.1M1.31%−16,685−6.5%Reduced–
ISHARES TR46436E403MSCI US GARP ETF158,151$13.06M1.31%+158,151New–
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF145,623$11.93M1.20%−8,270−5.4%Reduced–
J P MORGAN EXCHANGE TRADED F46641Q670CORE PLUS BD ETF229,714$10.78M1.08%+41,735+22.2%Added–
ISHARES CORE S&P SMALL CAP ETF464287804ETF72,024$10.68M1.07%−1,899−2.6%Reduced–
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF245,975$10.6M1.06%−96,488−28.2%Reduced–
BXBLACKSTONE INCCOM84,325$9.92M0.99%+44+0.1%AddedView
VANGUARD S&P 500 ETF922908363ETF13,933$9.57M0.96%−288−2.0%Reduced–
2023 ETF SERIES TRUST900934506PACIFIC NOS GLOB200,430$8.73M0.87%+52,328+35.3%Added–
CMECME GROUP INCCOM38,064$8.41M0.84%−80.0%ReducedView
BLACKROCK ETF TRUST09290C855ISHA LA CORE ETF165,546$8.34M0.84%+79,763+93.0%Added–
CSCOCISCO SYS INC COMStock68,478$8.04M0.81%+425+0.6%AddedView
GLOBAL X FDS37960A529DEFENSE TECH ETF130,116$7.77M0.78%+50,793+64.0%Added–
CBOECBOE GLOBAL MKTS INCCOM31,480$7.64M0.77%−2,850−8.3%ReducedView
THE ALGER ETF TRUST015564404CONCENTRATED EQT181,678$7.5M0.75%+140,210+338.1%Added–
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF58,407$7.25M0.73%+43,809+300.1%Added–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF42,342$6.69M0.67%−3,480−7.6%Reduced–
SCHWAB U.S. BROAD MARKET ETF808524102ETF231,052$6.69M0.67%−68,065−22.8%Reduced–
BACBANK OF AMER CORP COMStock109,755$6.25M0.63%+1,891+1.8%AddedView
JNJJOHNSON & JOHNSON COMStock23,873$6.06M0.61%+168+0.7%AddedView
ISHARES FLEXIBLE INCOME ACTIVE ETF092528603ETF111,538$5.84M0.58%+1,773+1.6%Added–
ISHARES CORE HIGH DIVIDEND ETF46429B663ETF201,347$5.52M0.55%+163,946+438.3%Added–
BLKBLACKROCK INC COMStock5,504$5.29M0.53%−75−1.3%ReducedView
INVESCO EXCH TRADED FD TR II46138E222S&P INTL MOMNT83,859$5.06M0.51%+32,225+62.4%Added–
ABBVABBVIE INC COMStock19,706$4.96M0.50%−171−0.9%ReducedView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF12,501$4.63M0.46%−296−2.3%Reduced–
XOMEXXON MOBIL CORPCOM31,820$4.35M0.44%−332−1.0%ReducedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF18,017$4.26M0.43%+157+0.9%Added–
DEDEERE & CO COMStock6,696$4.25M0.43%+26+0.4%AddedView
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE74,114$4.08M0.41%−1,593−2.1%Reduced–
GOOGALPHABET INC CAP STK CL CStock11,054$3.91M0.39%−417−3.6%ReducedView
BLACKROCK ETF TRUST09290C665ISHA SYST AL ETF134,531$3.77M0.38%+134,531New–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF110,865$3.75M0.38%−26,344−19.2%Reduced–
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF22,670$3.6M0.36%−1,764−7.2%Reduced–
ISHARES S&P 500 GROWTH ETF464287309ETF25,940$3.57M0.36%−62,871−70.8%Reduced–
ALLSPRING EXCHANGE TRADED FU01989A704SMID CORE ETF101,143$3.55M0.36%+20,653+25.7%Added–
ISHARES CORE S&P MID-CAP ETF464287507ETF44,511$3.43M0.34%−4,169−8.6%Reduced–
SCHWAB U.S. LARGE-CAP VALUE ETF808524409ETF95,558$3.33M0.33%−59,788−38.5%Reduced–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF36,980$3.19M0.32%+29,413+388.7%Added–
SCHWAB U.S. SMALL-CAP ETF808524607ETF82,012$2.96M0.30%−50,394−38.1%Reduced–
ABTABBOTT LABORATORIES COMStock31,407$2.85M0.29%+649+2.1%AddedView
RYANRYAN SPECIALTY HOLDINGS INCCL A75,005$2.83M0.28%+659+0.9%AddedView
VANGUARD SCOTTSDALE FDS92206C680VNG RUS1000GRW21,212$2.71M0.27%−2,064−8.9%Reduced–
PLTRPALANTIR TECHNOLOGIES INC CL AStock22,132$2.58M0.26%+407+1.9%AddedView
VANGUARD SCOTTSDALE FDS92206C714VNG RUS1000VAL24,274$2.58M0.26%00.0%Unchanged–
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF91,594$2.54M0.25%−32,012−25.9%Reduced–
GDGENERAL DYNAMICS CORP COMStock7,137$2.53M0.25%+21+0.3%AddedView
LAZARD ACTIVE ETF TR52110K400INTL DYNAMIC EQT70,856$2.48M0.25%+49,846+237.2%Added–
VANGUARD SCOTTSDALE FDS92206C599VNG RUS3000IDX7,407$2.46M0.25%−2,240−23.2%Reduced–
FRANKLIN TEMPLETON ETF TR35473P868FRANKLIN DYN MUN96,512$2.43M0.24%+5,599+6.2%Added–
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF3,293$2.32M0.23%+29+0.9%AddedView
DIASTATE STR SPDR DOW JONES INDUT SER 14,340$2.27M0.23%+8+0.2%AddedView
ANGEL OAK FUNDS TRUST03463K737MORTGAGE BACKED245,916$2.12M0.21%+28,711+13.2%Added–
PGPROCTER & GAMBLE CO COMStock14,214$2.08M0.21%+1,553+12.3%AddedView
RTXRTX CORPORATION COMStock10,976$2.08M0.21%+87+0.8%AddedView
BXSLBLACKSTONE SECD LENDING FDCOMMON STOCK86,667$2.05M0.21%+4,493+5.5%AddedView
VANGUARD MORNINGSTAR VALUE ETF922908744ETF9,371$2.04M0.20%+1,162+14.2%Added–
WMTWALMART INC COMStock17,952$2.03M0.20%+364+2.1%AddedView
ISHARES CORE MSCI EAFE ETF46432F842ETF20,278$1.96M0.20%+276+1.4%Added–
SCHWAB EMERGING MARKETS EQUITY ETF808524706ETF53,226$1.93M0.19%−3,959−6.9%Reduced–
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF6,337$1.92M0.19%−1,110−14.9%Reduced–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF15,988$1.91M0.19%+13,654+585.0%Added–
ISHARES MSCI EAFE ETF464287465ETF18,256$1.9M0.19%−5,390−22.8%Reduced–
CVXCHEVRON CORPORATION COMStock10,533$1.75M0.17%+322+3.2%AddedView
ISHARES TR464288885EAFE GRWTH ETF13,969$1.74M0.17%−1,182−7.8%Reduced–
DIMENSIONAL U.S. SMALL CAP ETF25434V500ETF20,553$1.69M0.17%−154−0.7%Reduced–
MCDMCDONALDS CORP COMStock6,209$1.68M0.17%−696−10.1%ReducedView
GSGOLDMAN SACHS GROUP INC COMStock1,644$1.66M0.17%+84+5.4%AddedView
MAMASTERCARD INCORPORATED CL AStock3,227$1.66M0.17%+16+0.5%AddedView
AVGOBROADCOM INC COMStock4,263$1.61M0.16%+196+4.8%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock17,124$1.58M0.16%−70−0.4%ReducedView
ISHARES TR464287739U.S. REAL ES ETF14,876$1.52M0.15%−593−3.8%Reduced–
ISHARES SELECT DIVIDEND ETF464287168ETF9,262$1.45M0.15%+379+4.3%Added–
SCHWAB U.S. MID-CAP ETF808524508ETF38,754$1.43M0.14%−17,924−31.6%Reduced–
ISHARES TR46428865310-20 YR TRS ETF14,188$1.42M0.14%+3,647+34.6%Added–
WISDOMTREE TR97717X669US QTLY DIV GRT14,745$1.41M0.14%+7,707+109.5%Added–
METAMETA PLATFORMS INC CL AStock2,495$1.41M0.14%−189−7.0%ReducedView
ISHARES S&P MID-CAP 400 GROWTH ETF464287606ETF11,875$1.4M0.14%−220−1.8%Reduced–
SCHWAB STRATEGIC TR808524672INTERNL DIVID43,654$1.39M0.14%−6,381−12.8%Reduced–
COHEN & STEERS ETF TRUST19249U203PFD IN OP AC ETF53,100$1.38M0.14%+39,750+297.8%Added–
VICTORY PORTFOLIOS II92647X830SHS FR CA FL ETF29,312$1.34M0.13%−4,394−13.0%Reduced–

Options (7)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Embree Financial Group option positions in Q2 2026
SecurityClassPutsCalls
CBOECBOE GLOBAL MKTS INCCOM–$145.6K
BXBLACKSTONE INCCOM–$58.84K
MRVLMARVELL TECHNOLOGY INCCOM–$29.79K
NFLXNETFLIX INC. COMStock–$14.28K
INVINNVENTURE INCCOM–$8.11K
EOSEEOS ENERGY ENTERPRISES INCCOM CL A–$7.06K
PCTPURECYCLE TECHNOLOGIES INCCOM–$4.87K

Sold out since Q1 2026 (13)

Positions held at the end of Q1 2026 that are no longer in this filing.

Embree Financial Group positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM2,369$535.37K0.06%
GLOBAL X FDS37954Y293GLB X MLP ENRG I5,003$369.9K0.04%
BSXBOSTON SCIENTIFIC CORP COMStock4,644$291.41K0.03%
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF998$286.66K0.03%
ISHARES TR46429B291A RATE CP BD ETF5,168$245.93K0.03%
HSYHERSHEY COCOM1,183$245.89K0.03%
J P MORGAN EXCHANGE TRADED F46641Q332EQUITY PREMIUM4,244$240.57K0.03%
NOWSERVICENOW INC COMStock2,266$236.91K0.03%
ISRGINTUITIVE SURGICAL INCCOM NEW509$234.64K0.03%
SYKSTRYKER CORPORATION COMStock687$225.8K0.03%
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF4,644$223.14K0.03%
ISHARES TR464288760US AER DEF ETF984$215.28K0.03%
VZVERIZON COMMUNICATIONS INC COMStock4,222$211.97K0.02%

13F filings by quarter

Embree Financial Group 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 15, 2026283$998.33Mvs. Q1 2026SEC
Q1 2026Apr 24, 2026261$849.06Mvs. Q4 2025SEC
Q4 2025Jan 14, 2026233$813.26Mvs. Q3 2025SEC
Q3 2025Oct 9, 2025226$745.52Mvs. Q2 2025SEC
Q2 2025Jul 16, 2025213$663.8Mvs. Q1 2025SEC
Q1 2025Apr 23, 2025201$596.95Mvs. Q4 2024SEC
Q4 2024Jan 21, 2025193$585.5Mvs. Q3 2024SEC
Q3 2024Oct 18, 2024195$561.49Mvs. Q2 2024SEC
Q2 2024Aug 1, 2024182$520.03Mvs. Q1 2024SEC
Q1 2024May 3, 2024186$509.71Mvs. Q4 2023SEC
Q4 2023Apr 30, 2024182$475.38M–SEC