SEC Form 13F

Englebert Financial Advisers, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$101,547,499
Positions65

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INSTL INDEX FDVBIL0 3 MO TR BI ETF$11,312,268149,475
JANUS DETROIT STR TRJMBSHENDERSON MTG$10,213,315227,013
JANUS DETROIT STR TRJSIHEND SECU IN ETF$8,957,909174,925
UNIFIED SER TRMGMTBALLAST SMLMD CP$8,568,414168,140
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$7,977,571158,003
VANGUARD MALVERN FDSVCRBCORE BD ETF$7,485,93496,927
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$4,200,6386,116
VANGUARD WHITEHALL FDSVYMIINTL HIGH ETF$2,597,19426,448
BROADCOM INCAVGOCOM$1,915,5705,071
JANUS DETROIT STR TRJBBBB-BBB CLO ETF$1,882,25739,752

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page