Econ Financial Services Corp

Est. AUM

$215.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$11.4M	241594	5.28%	SOLE
2	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$9.5M	241302	4.42%	SOLE
3	PIMCO ETF TR	MULTISECTOR BD	$8.3M	315534	3.84%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$8.2M	120850	3.79%	SOLE
5	AMAZON COM INC	COM	$6.7M	32295	3.12%	SOLE
6	INVESCO EXCH TRADED FD TR II	EQUAL WEGT 0-30	$6.2M	226050	2.86%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$5.7M	119109	2.64%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET REA	$5.7M	138915	2.63%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET HEA	$5.5M	37272	2.54%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	240446	2.48%	SOLE
11	MEDTRONIC PLC	SHS	$5.0M	57270	2.30%	SOLE
12	PIMCO ETF TR	MTG BKD SECS ACT	$4.9M	99334	2.29%	SOLE
13	PACER FDS TR	US SMALL CAP CAS	$4.9M	109421	2.28%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET UTI	$4.8M	103703	2.21%	SOLE
15	LOWES COS INC	COM	$4.7M	19974	2.19%	SOLE
16	DELTA AIR LINES INC	COM NEW	$4.6M	68743	2.12%	SOLE
17	MCDONALDS CORP	COM	$4.3M	13906	2.01%	SOLE
18	HERSHEY CO	COM	$4.2M	19964	1.93%	SOLE
19	PFIZER INC	COM	$4.1M	147760	1.93%	SOLE
20	WISDOMTREE TR	EMG MKTS SMCAP	$4.0M	66956	1.87%	SOLE
21	CVS HEALTH CORP	COM	$4.0M	55009	1.83%	SOLE
22	INGERSOLL RAND INC	COM	$3.8M	47513	1.77%	SOLE
23	NIKE INC	CL B	$3.6M	67254	1.65%	SOLE
24	FULTON FINL CORP PA	COM	$3.3M	164003	1.55%	SOLE
25	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$3.2M	180142	1.48%	SOLE
26	TESLA INC	COM	$3.2M	8504	1.47%	SOLE
27	TYSON FOODS INC	CL A	$3.1M	48772	1.45%	SOLE
28	UNITED PARCEL SVCS INC	CL B	$3.0M	30741	1.40%	SOLE
29	BOEING CO	COM	$2.8M	14257	1.32%	SOLE
30	AIRBNB INC	COM CL A	$2.8M	22281	1.31%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	61562	1.30%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET MAT	$2.8M	55197	1.28%	SOLE
33	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$2.7M	38284	1.27%	SOLE
34	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.7M	91369	1.23%	SOLE
35	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$2.6M	53778	1.22%	SOLE
36	ESSENTIAL UTILS INC	COM	$2.6M	63358	1.18%	SOLE
37	YUM BRANDS INC	COM	$2.4M	15536	1.12%	SOLE
38	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.4M	77366	1.11%	SOLE
39	SPDR INDEX SHS FDS	STATE STREET SPD	$2.3M	51235	1.09%	SOLE
40	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	79136	0.94%	SOLE
41	UBER TECHNOLOGIES INC	COM	$2.0M	27148	0.91%	SOLE
42	GENERAC HLDGS INC	COM	$2.0M	9994	0.91%	SOLE
43	ILLINOIS TOOL WKS INC	COM	$1.9M	7376	0.89%	SOLE
44	PIMCO ETF TR	INTER MUN BD ACT	$1.9M	36440	0.88%	SOLE
45	UNION PAC CORP	COM	$1.8M	7343	0.83%	SOLE
46	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.7M	51657	0.79%	SOLE
47	DOW HLDGS INC	COM	$1.7M	40378	0.78%	SOLE
48	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$1.6M	68857	0.76%	SOLE
49	PIMCO ETF TR	MUNI INCOME OPP	$1.6M	36121	0.76%	SOLE
50	PALANTIR TECHNOLOGIES INC	CL A	$1.6M	10608	0.72%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.