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626 Financial, LLC
RIA/Wealth
626 Financial, LLC is a RIA/Wealth based in Portage, MI led by Thomas William Anderton, reporting $326.4M in AUM as of Q3 2025 with 44% ETF concentration and 59% concentrated in top 10 holdings.
Managing PartnerThomas William Anderton
- Portfolio Value
- $226.8M
- Positions
- 116
- Top Holding
- SYK at 12.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in 626 Financial, LLC's portfolio (58.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Devices Healthcare | $28.5M | 12.55% | -$1.2M Sold | 0.02% 77.0K shares | |
ETF ETF | $25.9M | 11.43% | -$122.2K Sold | — 308.6K shares | |
Consumer Electronics Technology | $13.2M | 5.81% | -$144.1K Sold | 0.00% 51.8K shares | |
ETF ETF | $12.1M | 5.35% | +$203.6K Bought | — 100.6K shares | |
Software - Infrastructure Technology | $10.6M | 4.69% | +$7.3K Bought | 0.00% 20.5K shares | |
ETF ETF | $10.3M | 4.56% | +$146.4K Bought | — 37.8K shares | |
ETF ETF | $10.3M | 4.54% | +$10.3M New | — 113.2K shares | |
Specialty Retail Consumer Cyclical | $8.1M | 3.57% | -$4.8K Sold | 0.00% 36.9K shares | |
ETF ETF | $7.1M | 3.12% | +$29.3K Bought | — 160.2K shares | |
Internet Content & Information Communication Services | $6.7M | 2.94% | -$34.0K Sold | 0.00% 27.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in 626 Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-97.29% |
Analytics
Portfolio insights and performance metrics for 626 Financial, LLC
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