Wealth Enhancement Trust Services
$906M 13F equity value
1,591 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealth Enhancement Trust Services 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 |
|---|---|---|---|---|
| AFIF | TWO RDS SHARED TR | 5,950,686 | $56M | 6.2% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 422,624 | $38M | 4.2% |
| AAPL | APPLE INC | 106,634 | $31M | 3.4% |
| NVDA | NVIDIA CORPORATION | 129,063 | $26M | 2.8% |
| RLY | SSGA ACTIVE ETF TR | 665,308 | $23M | 2.5% |
| GOOGL | ALPHABET INC | 62,811 | $22M | 2.5% |
| MSFT | MICROSOFT CORP | 57,131 | $21M | 2.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 27,480 | $21M | 2.3% |
| IVV | ISHARES TR | 25,185 | $19M | 2.1% |
| DXJ | WISDOMTREE TR | 97,030 | $17M | 1.9% |
Track Wealth Enhancement Trust Services's 13F portfolio: $906M in reported holdings, 1,591 positions. Top holdings and quarterly changes on SentiSense.
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