Trek Financial, LLC

Q3 2025 13F Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2025
Value
$1.68B
Value excl. options
$1.68B
Num holdings
435
Date filed
10/31/2025
Form type
13F-HR
Prev filing
8/13/2025
Next filing
2/4/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type