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Portfolio (Quarterly) Guide ↗

Englebert Financial Advisers, LLC

· CIK 0002097035
13F Portfolio $87M AUM 53 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New
Page 2 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AJG GALLAGHER ARTHUR J & CO Financial Services 3,364.0 $871K 1.00% NEW $258.79 -12.7%
22 SOLV SOLVENTUM CORP Healthcare 10,088.0 $799K 0.92% NEW $79.24 +0.4%
23 AAPL APPLE INC Technology 2,895.0 $787K 0.90% NEW $271.86 +4.4%
24 FROG JFROG LTD Technology 12,187.0 $761K 0.87% NEW $62.46 +40.2%
25 VTEB VANGUARD MUN BD FDS 14,489.0 $729K 0.83% NEW $50.29 +0.5%
26 HGER HARBOR ETF TRUST 27,996.0 $695K 0.80% NEW $24.82 +17.8%
27 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 8,469.0 $695K 0.80% NEW $82.02 -19.8%
28 DBMF LITMAN GREGORY FDS TR 24,748.0 $694K 0.80% NEW $28.06 +7.8%
29 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,961.0 $687K 0.79% NEW $350.55 +12.7%
30 UPS UNITED PARCEL SERVICE INC Industrials 6,696.0 $664K 0.76% NEW $99.19 +9.0%
31 MDT MEDTRONIC PLC Healthcare 6,892.0 $662K 0.76% NEW $96.06 -15.7%
32 UNH UNITEDHEALTH GROUP INC Healthcare 1,993.0 $658K 0.75% NEW $330.11 +29.6%
33 FDN FIRST TR EXCHANGE-TRADED FD 2,389.0 $643K 0.74% NEW $269.18 -4.0%
34 MISL FIRST TR EXCHANGE-TRADED FD 14,789.0 $633K 0.72% NEW $42.79 +3.1%
35 FXO FIRST TR EXCHANGE TRADED FD 10,389.0 $627K 0.72% NEW $60.35 +3.5%
36 FTXL FIRST TR EXCHANGE TRADED FD 4,820.0 $624K 0.71% NEW $129.53 +104.9%
37 ABBV ABBVIE INC Healthcare 2,142.0 $489K 0.56% NEW $228.52 +10.1%
38 JPM JPMORGAN CHASE & CO. Financial Services 1,469.0 $473K 0.54% NEW $322.22 +2.1%
39 HOOD ROBINHOOD MKTS INC Financial Services 4,044.0 $457K 0.52% NEW $113.10 -12.7%
40 RDIV INVESCO EXCH TRADED FD TR II 8,703.0 $453K 0.52% NEW $52.04 +14.1%
Page 2 of 3  ·  53 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
Healthcare 39.2%
Technology 23.4%
Consumer Cyclical 13.1%
Financial Services 10.7%
Basic Materials 6.2%
Industrials 3.9%
Utilities 1.9%
Energy 1.7%