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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 15 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LII LENNOX INTL INC Industrials 6.0 $3K — +2.0 +50.0% $573.00 -34.8%
282 SMCI SUPER MICRO COMPUTER INC Technology 103.0 $3K — +47.0 +83.9% $29.26 +47.8%
283 LECO LINCOLN ELEC HLDGS INC Industrials 10.0 $3K — +5.0 +100.0% $265.60 +2.3%
284 QS QUANTUMSCAPE CORP Consumer Cyclical 326.0 $2K — +320.0 +5333.3% $7.56 -35.1%
285 ODFL OLD DOMINION FREIGHT LINE IN Industrials 10.0 $2K — +6.0 +150.0% $216.60 -20.0%
286 PCAR PACCAR INC Industrials 17.0 $2K — +11.0 +183.3% $120.12 -7.3%
287 EQH EQUITABLE HLDGS INC Financial Services 39.0 $2K — +9.0 +30.0% $43.87 +22.7%
288 THO THOR INDS INC Consumer Cyclical 17.0 $1K — +7.0 +70.0% $75.18 -4.0%
289 NFG NATIONAL FUEL GAS CO Energy 12.0 $926.0 — +7.0 +140.0% $77.17 +2.4%
290 NXST NEXSTAR MEDIA GROUP INC Communication Services 5.0 $893.0 — +4.0 +400.0% $178.60 -9.2%
291 — LENNAR CORP — 6.0 $532.0 — +5.0 +500.0% $88.67 —
292 FG F&G ANNUITIES & LIFE INC Financial Services 17.0 $452.0 — +16.0 +1600.0% $26.59 -16.8%
Page 15 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%