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.