Trek Financial, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 437 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $81.5M, Financial Sector Spdr with a value of $46.5M, Vanguard Index Fds S&P 500 ETF with a value of $38.9M, Ishares Inc with a value of $38.4M, and Vanguard Growth ETF with a value of $36.1M.
Examining the 13F form we can see an increase of $143M in the current position value, from $1.39B to 1.54B.
Trek Financial, LLC is based out at Scottsdale, AZ
Below you can find more details about Trek Financial, LLC portfolio as well as his latest detailed transactions.
