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Portfolio (Quarterly) Guide ↗

Englebert Financial Advisers, LLC

· CIK 0002097035
13F Portfolio $88M AUM 55 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 20 Added 18 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMBS JANUS DETROIT STR TR 211,241.0 $9.5M 10.86% +21K +11.2% $45.18 +0.4%
2 JSI JANUS DETROIT STR TR 156,821.0 $8.1M 9.19% +19K +13.8% $51.55 -0.1%
3 MGMT UNIFIED SER TR 170,753.0 $7.7M 8.76% +21K +13.8% $45.12 +12.0%
4 VCRB VANGUARD MALVERN FDS 97,525.0 $7.5M 8.58% +9K +10.2% $77.38 +0.1%
5 JAAA JANUS DETROIT STR TR 133,801.0 $6.7M 7.67% +8K +6.6% $50.37 +0.6%
6 VOO VANGUARD INDEX FDS 5,283.0 $3.2M 3.59% +1K +33.9% $597.54 +12.1%
7 VYMI VANGUARD WHITEHALL FDS 23,456.0 $2.2M 2.51% +4K +20.9% $94.24 +3.8%
8 VTV VANGUARD INDEX FDS 8,173.0 $1.6M 1.82% +2K +40.1% $196.20 +11.3%
9 DKNG DRAFTKINGS INC NEW Consumer Cyclical 69,824.0 $1.5M 1.72% +6K +9.2% $21.62 +18.9%
10 JBBB JANUS DETROIT STR TR 25,979.0 $1.2M 1.38% +3K +14.2% $46.60 +2.0%
11 AAPL APPLE INC Technology 4,376.0 $1.1M 1.26% +1K +51.2% $253.79 +11.8%
12 MSFT MICROSOFT CORP Technology 2,685.0 $994K 1.13% +2K +842.1% $370.17 +0.8%
13 FTXO FIRST TR EXCHANGE TRADED FD 26,438.0 $956K 1.09% +16K +144.5% $36.17 +15.0%
14 FROG JFROG LTD Technology 17,719.0 $832K 0.95% +6K +45.4% $46.93 +86.6%
15 VTEB VANGUARD MUN BD FDS 14,789.0 $738K 0.84% +300.0 +2.1% $49.89 +1.3%
16 AJG GALLAGHER ARTHUR J & CO Financial Services 3,385.0 $733K 0.83% +21.0 +0.6% $216.58 +4.4%
17 MISL FIRST TR EXCHANGE-TRADED FD 15,395.0 $688K 0.78% +606.0 +4.1% $44.71 -1.4%
18 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,202.0 $645K 0.73% +241.0 +12.3% $292.75 +35.0%
19 UNH UNITEDHEALTH GROUP INC Healthcare 2,039.0 $552K 0.63% +46.0 +2.3% $270.59 +58.1%
20 ABBV ABBVIE INC Healthcare 2,230.0 $485K 0.55% +88.0 +4.1% $217.51 +15.6%

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 39.0%
Healthcare 31.2%
Consumer Cyclical 8.5%
Financial Services 7.7%
Basic Materials 6.6%
Energy 3.1%
Industrials 1.9%
Utilities 1.9%