Trek Financial, LLC - Q12026 Holdings

Trek Financial, LLC holds 470 stocks with a total portfolio value of $ 1.88B as of Q12026. In Q12026, Trek Financial, LLC added 100 new positions, increased stakes in 185 stocks, reduced 146 holdings, and fully exited 76 positions. The largest holding is Select Sector Spdr Tr (XLK), representing 4.94% of the total portfolio.