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Portfolio (Quarterly) Guide ↗

Financial Enhancement Group LLC

· CIK 0001641438
13F Portfolio $839M AUM 141 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 61 Added 38 Reduced 9 Exited
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TPYP TORTOISE CAPITAL SERIES TRUS 78,369.0 $3.3M 0.39% -3K -3.1% $41.93 +3.3%
62 AIQ GLOBAL X FDS 44,533.0 $2.9M 0.35% -17K -28.2% $65.61 -4.0%
63 EA SERIES TRUST 89,509.0 $2.8M 0.34% $31.73
64 SPMD SPDR SERIES TRUST 39,204.0 $2.6M 0.32% +2K +4.3% $67.56 -0.1%
65 MTUM ISHARES TR 7,225.0 $2.5M 0.29% +194.0 +2.8% $342.83 -10.8%
66 VYM VANGUARD WHITEHALL FDS 15,239.0 $2.4M 0.29% +812.0 +5.6% $158.03 +4.6%
67 SPTM SPDR SERIES TRUST 25,531.0 $2.3M 0.28% +373.0 +1.5% $90.79 +2.8%
68 BERKSHIRE HATHAWAY INC DEL 4,520.0 $2.3M 0.27% $500.39
69 DHR DANAHER CORP DEL Healthcare 11,504.0 $2.2M 0.26% -141.0 -1.2% $190.48 +11.0%
70 VWO VANGUARD INTL EQUITY INDEX F 34,660.0 $2.1M 0.25% -208.0 -0.6% $59.69 +0.6%
71 KINIKSA PHARMACEUTICALS INTL 31,391.0 $2.0M 0.24% NEW $63.95
72 VBR VANGUARD INDEX FDS 8,057.0 $2.0M 0.23% +465.0 +6.1% $242.99 +2.9%
73 GEV GE VERNOVA INC Utilities 1,561.0 $1.8M 0.22% -11.0 -0.7% $1174.86 -16.0%
74 AFG AMERICAN FINANCIAL GROUP INC Financial Services 12,448.0 $1.7M 0.21% $139.94 +2.4%
75 FIW FIRST TR EXCHANGE-TRADED FD 15,901.0 $1.7M 0.21% -261.0 -1.6% $109.52 +2.0%
76 ROMO STRATEGY SHS 50,769.0 $1.7M 0.20% -1K -2.1% $33.76 +3.0%
77 UIVM VICTORY PORTFOLIOS II 21,597.0 $1.6M 0.18% -457.0 -2.1% $71.88 +7.5%
78 SPYC SIMPLIFY EXCHANGE TRADED FUN 32,796.0 $1.5M 0.18% -995.0 -2.9% $45.68 +2.7%
79 FIRST TRACKS BIOTHERAPEUTICS 74,450.0 $1.5M 0.18% NEW $20.12
80 IQDG WISDOMTREE TR 32,879.0 $1.4M 0.17% -735.0 -2.2% $43.08 +3.2%
Page 4 of 7  ·  137 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.8%
Technology 28.2%
Basic Materials 9.1%
Healthcare 6.0%
Consumer Defensive 4.8%
Industrials 4.7%
Utilities 4.4%
Consumer Cyclical 1.9%
Communication Services 0.7%
Energy 0.3%