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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 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VBIL VANGUARD INSTL INDEX FD 188,935.0 $14.3M 16.31% NEW $75.43 +0.3%
2 JMBS JANUS DETROIT STR TR 189,972.0 $8.7M 9.93% NEW $45.69 -0.7%
3 JSI JANUS DETROIT STR TR 137,808.0 $7.2M 8.21% NEW $52.06 -1.0%
4 VCRB VANGUARD MALVERN FDS 88,478.0 $6.9M 7.89% NEW $77.90 -0.6%
5 MGMT UNIFIED SER TR 150,049.0 $6.7M 7.61% NEW $44.33 +14.0%
6 JAAA JANUS DETROIT STR TR 125,500.0 $6.3M 7.26% NEW $50.58 +0.2%
7 VOO VANGUARD INDEX FDS 3,947.0 $2.5M 2.83% NEW $627.08 +6.9%
8 DKNG DRAFTKINGS INC NEW Consumer Cyclical 63,934.0 $2.2M 2.52% NEW $34.46 -25.4%
9 AVGO BROADCOM INC Technology 6,323.0 $2.2M 2.50% NEW $346.10 +5.5%
10 CGBL CAPITAL GROUP CORE BALANCED 54,935.0 $1.9M 2.22% NEW $35.33 +6.5%
11 EDV VANGUARD WORLD FD 27,450.0 $1.8M 2.04% NEW $65.01 +1.6%
12 VYMI VANGUARD WHITEHALL FDS 19,408.0 $1.7M 2.00% NEW $90.00 +8.7%
13 VUG VANGUARD INDEX FDS 2,594.0 $1.3M 1.45% NEW $487.86 -83.0%
14 VEU VANGUARD INTL EQUITY INDEX F 16,290.0 $1.2M 1.37% NEW $73.56 +12.4%
15 VTV VANGUARD INDEX FDS 5,833.0 $1.1M 1.27% NEW $190.99 +14.3%
16 JNJ JOHNSON & JOHNSON Healthcare 5,278.0 $1.1M 1.25% NEW $206.95 +23.1%
17 JBBB JANUS DETROIT STR TR 22,744.0 $1.1M 1.24% NEW $47.70 -0.3%
18 APD AIR PRODS & CHEMS INC Basic Materials 4,203.0 $1.0M 1.19% NEW $247.02 +12.5%
19 MRK MERCK & CO INC Healthcare 8,583.0 $903K 1.03% NEW $105.26 +22.0%
20 FXU FIRST TR EXCHANGE TRADED FD 20,043.0 $902K 1.03% NEW $45.01 +11.6%
Page 1 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%