Trek Financial, LLC - Q42025 Holdings

Trek Financial, LLC holds 446 stocks with a total portfolio value of $ 1.73B as of Q42025. In Q42025, Trek Financial, LLC added 85 new positions, increased stakes in 174 stocks, reduced 147 holdings, and fully exited 73 positions. The largest holding is Select Sector Spdr Tr (XLK), representing 5.60% of the total portfolio.