Englebert Financial Advisers
$101M 13F equity value
70 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Englebert Financial Advisers covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 149,475 | $11M | 11.2% |
| JMBS | JANUS DETROIT STR TR | 227,013 | $10M | 10.1% |
| JSI | JANUS DETROIT STR TR | 174,925 | $9M | 8.9% |
| MGMT | UNIFIED SER TR | 168,140 | $9M | 8.5% |
| JAAA | JANUS DETROIT STR TR | 158,003 | $8M | 7.9% |
| VCRB | VANGUARD MALVERN FDS | 96,927 | $7M | 7.4% |
| VOO | VANGUARD INDEX FDS | 6,116 | $4M | 4.2% |
| VYMI | VANGUARD WHITEHALL FDS | 26,448 | $3M | 2.6% |
| AVGO | BROADCOM INC | 5,071 | $2M | 1.9% |
| JBBB | JANUS DETROIT STR TR | 39,752 | $2M | 1.9% |
Track Englebert Financial Advisers's 13F portfolio: $101M in reported holdings, 70 positions. Top holdings and quarterly changes on SentiSense.
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