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Portfolio (Quarterly) Guide ↗

Wealth Enhancement Trust Services, Inc.

· CIK 0002067696
13F Portfolio $900M AUM 1,903 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 781 New 292 Added 219 Reduced
Page 14 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ROKU ROKU INC Communication Services 66.0 $9K 0.00% +28.0 +73.7% $138.14 +10.5%
262 — ENTERGY CORP NEW — 78.0 $9K 0.00% +35.0 +81.4% $114.86 —
263 TTC TORO CO Industrials 87.0 $8K 0.00% +37.0 +74.0% $97.43 -0.3%
264 EXPD EXPEDITORS INTL WASH INC Industrials 52.0 $8K 0.00% +6.0 +13.0% $162.98 +15.0%
265 TEL TE CONNECTIVITY PLC Technology 42.0 $8K 0.00% +19.0 +82.6% $201.62 +8.5%
266 D DOMINION ENERGY INC Utilities 116.0 $8K 0.00% +44.0 +61.1% $68.29 -11.1%
267 NEU NEWMARKET CORP Basic Materials 10.0 $8K 0.00% +9.0 +900.0% $791.20 +13.5%
268 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 78.0 $7K 0.00% +25.0 +47.2% $96.12 -55.1%
269 MPWR MONOLITHIC PWR SYS INC Technology 5.0 $7K 0.00% +4.0 +400.0% $1382.20 -1.1%
270 MUSA MURPHY USA INC Consumer Cyclical 12.0 $6K 0.00% +7.0 +140.0% $538.83 -5.1%
271 BPOP POPULAR INC Financial Services 39.0 $6K 0.00% +37.0 +1850.0% $164.18 -2.3%
272 TOL TOLL BROTHERS INC Consumer Cyclical 39.0 $6K 0.00% +4.0 +11.4% $163.69 -16.0%
273 CHDN CHURCHILL DOWNS INC Consumer Cyclical 65.0 $6K 0.00% +60.0 +1200.0% $89.65 -11.0%
274 ALLE ALLEGION PLC Industrials 40.0 $6K 0.00% +9.0 +29.0% $140.47 +10.0%
275 CVNA CARVANA CO Consumer Cyclical 75.0 $5K 0.00% +60.0 +400.0% $65.83 -1.2%
276 TTD THE TRADE DESK INC Technology 271.0 $5K 0.00% +130.0 +92.2% $18.08 -30.3%
277 LPLA LPL FINL HLDGS INC Financial Services 17.0 $5K 0.00% +12.0 +240.0% $281.65 +11.6%
278 URI UNITED RENTALS INC Industrials 4.0 $5K 0.00% +3.0 +300.0% $1133.00 -7.6%
279 VLYPN VALLEY NATL BANCORP — 268.0 $4K — +218.0 +436.0% $14.65 —
280 ELF E L F BEAUTY INC Consumer Defensive 47.0 $3K — +42.0 +840.0% $74.00 +34.5%
Page 14 of 15  ·  292 positions

① 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
Technology 33.5%
Financial Services 17.8%
Healthcare 10.8%
Communication Services 8.5%
Consumer Cyclical 8.4%
Industrials 7.1%
Consumer Defensive 6.0%
Energy 3.0%
Basic Materials 2.3%
Utilities 1.5%