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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 2 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJR ISHARES TR — 40,764.0 $6.0M 0.67% -902.0 -2.2% $148.31 -6.8%
22 IEF ISHARES TR — 63,818.0 $6.0M 0.67% -13K -16.6% $94.57 -4.8%
23 PANW PALO ALTO NETWORKS INC Technology 15,868.0 $5.4M 0.60% -672.0 -4.1% $341.01 +9.9%
24 ICSH ISHARES TR — 101,574.0 $5.1M 0.57% -3K -2.4% $50.58 -0.4%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 5,202.0 $4.9M 0.54% -1K -20.6% $935.47 -1.4%
26 AXP AMERICAN EXPRESS CO Financial Services 12,973.0 $4.4M 0.49% -3K -18.2% $338.25 -8.7%
27 XOM EXXON MOBIL CORP Energy 29,715.0 $4.1M 0.45% -3K -9.9% $136.72 +17.4%
28 MA MASTERCARD INCORPORATED Financial Services 7,619.0 $3.9M 0.43% -3K -28.3% $513.60 +10.5%
29 ISRG INTUITIVE SURGICAL INC Healthcare 9,781.0 $3.9M 0.43% -1K -12.4% $397.66 +1.9%
30 PEP PEPSICO INC Consumer Defensive 28,146.0 $3.8M 0.42% -7K -20.8% $135.40 -5.0%
31 DE DEERE & CO Industrials 5,855.0 $3.7M 0.41% -98.0 -1.6% $634.33 +8.8%
32 MRK MERCK & CO INC Healthcare 28,812.0 $3.7M 0.41% -6K -17.0% $128.50 +15.8%
33 SCHA SCHWAB STRATEGIC TR — 92,201.0 $3.3M 0.37% -3K -3.1% $36.13 -8.3%
34 IEFA ISHARES TR — 31,716.0 $3.1M 0.34% -320.0 -1.0% $96.58 +1.9%
35 TJX TJX COS INC NEW Consumer Cyclical 19,749.0 $3.0M 0.33% -590.0 -2.9% $151.50 -14.1%
36 MCHP MICROCHIP TECHNOLOGY INC. Technology 32,492.0 $3.0M 0.33% -13K -28.0% $91.20 -13.7%
37 RTX RTX CORPORATION Industrials 15,041.0 $2.9M 0.32% -759.0 -4.8% $189.73 -0.2%
38 LIN LINDE PLC Basic Materials 5,285.0 $2.7M 0.30% -431.0 -7.5% $518.94 -9.5%
39 NFLX NETFLIX INC. Communication Services 36,836.0 $2.6M 0.29% -4K -10.3% $71.40 -0.4%
40 DHR DANAHER CORP DEL Healthcare 11,636.0 $2.2M 0.25% -2K -15.6% $190.48 +17.9%
Page 2 of 11  ·  219 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%