Trek Financial
$1.9B 13F equity value
546 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 699,776 | $93M | 5.0% |
| SGOV | ISHARES TR | 651,388 | $66M | 3.5% |
| SJB | PROSHARES TR | 2,680,859 | $42M | 2.2% |
| VXX | BARCLAYS BANK PLC | 1,103,222 | $39M | 2.1% |
| IEMG | ISHARES INC | 556,491 | $39M | 2.1% |
| TLT | ISHARES TR | 377,582 | $33M | 1.8% |
| IUSB | ISHARES TR | 690,755 | $32M | 1.7% |
| XLY | SELECT SECTOR SPDR TR | 269,989 | $29M | 1.6% |
| IVV | ISHARES TR | 43,477 | $28M | 1.5% |
| IEFA | ISHARES TR | 313,589 | $28M | 1.5% |
Track Trek Financial's 13F portfolio: $1.9B in reported holdings, 546 positions. Top holdings and quarterly changes on SentiSense.