Englebert Financial Advisers, LLC: 13F holdings
CIK 20970352026Q2
| Positions | 63 |
|---|
| Reported value | $100.6m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 63 (+8 vs prior quarter) |
|---|
| Reported value | $100.6m (+16.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VBIL VANGUARD INSTL INDEX FD | 149,475 | $11.3m | 11.2% |
| JMBS JANUS DETROIT STR TR | 227,013 | $10.2m | 10.1% |
| JSI JANUS DETROIT STR TR | 174,925 | $9.0m | 8.9% |
| UNIFIED SER TR | 168,140 | $8.6m | 8.5% |
| JAAA JANUS DETROIT STR TR | 158,003 | $8.0m | 7.9% |
| VCRB VANGUARD MALVERN FDS | 96,927 | $7.5m | 7.4% |
| VOO VANGUARD INDEX FDS | 6,116 | $4.2m | 4.2% |
| VYMI VANGUARD WHITEHALL FDS | 26,448 | $2.6m | 2.6% |
| AVGO BROADCOM INC | 5,071 | $1.9m | 1.9% |
| JBBB JANUS DETROIT STR TR | 39,752 | $1.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2097035")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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