What does Englebert Financial Advisers, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Englebert Financial Advisers, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INSTL INDEX FD

$10M133K11.4%

JANUS DETROIT STR TR

$10M211K10.9%

JANUS DETROIT STR TR

$8M157K9.2%

UNIFIED SER TR

$8M171K8.8%

VANGUARD MALVERN FDS

$8M98K8.6%

JANUS DETROIT STR TR

$7M134K7.7%

VANGUARD INDEX FDS

$3M5K3.6%

VANGUARD WHITEHALL FDS

$2M23K2.5%

BROADCOM INC

$2M6K2.2%

VANGUARD WORLD FD

$2M27K2.0%

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