Trek Financial, LLC
Q1 2026 13F Holdings
Location
Scottsdale, AZ
Holdings as of
3/31/2026
Value
$1.88B
Value excl. options
$1.88B
Num holdings
472
Date filed
5/13/2026
Form type
13F-HR
Prev filing
2/4/2026
Next filing
8/13/2026
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type