Englebert Financial Advisers, LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$87.4M

Holdings

51

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (51 positions)

#StockSharesValue% PortfolioType
1
VBILVANGUARD INSTL INDEX FD
188,935$14.3M16.31%
2
JMBSJANUS DETROIT STR TR
189,972$8.7M9.93%
3
JSIJANUS DETROIT STR TR
137,808$7.2M8.21%
4
VCRBVANGUARD MALVERN FDS
88,478$6.9M7.89%
5
MGMTUNIFIED SER TR
150,049$6.7M7.61%
6
JAAAJANUS DETROIT STR TR
125,500$6.3M7.26%
7
VOOVANGUARD INDEX FDS
3,947$2.5M2.83%
8
DKNGDRAFTKINGS INC NEW
63,934$2.2M2.52%
9
AVGOBROADCOM INC
6,323$2.2M2.50%
10
CGBLCAPITAL GROUP CORE BALANCED
54,935$1.9M2.22%
11
EDVVANGUARD WORLD FD
27,450$1.8M2.04%
12
VYMIVANGUARD WHITEHALL FDS
19,408$1.7M2.00%
13
VUGVANGUARD INDEX FDS
2,594$1.3M1.45%
14
VEUVANGUARD INTL EQUITY INDEX F
16,290$1.2M1.37%
15
VTVVANGUARD INDEX FDS
5,833$1.1M1.27%
16
JNJJOHNSON & JOHNSON
5,278$1.1M1.25%
17
JBBBJANUS DETROIT STR TR
22,744$1.1M1.24%
18
APDAIR PRODS & CHEMS INC
4,203$1.0M1.19%
19
MRKMERCK & CO INC
8,583$903K1.03%
20
FXUFIRST TR EXCHANGE TRADED FD
20,043$902K1.03%
21
AJGGALLAGHER ARTHUR J & CO
3,364$870K1.00%
22
SOLVSOLVENTUM CORP
10,088$799K0.91%
23
AAPLAPPLE INC
2,895$787K0.90%
24
FROGJFROG LTD
12,187$761K0.87%
25
VTEBVANGUARD MUN BD FDS
14,489$728K0.83%
26
HGERHARBOR ETF TRUST
27,996$694K0.79%
27
DBMFLITMAN GREGORY FDS TR
24,748$694K0.79%
28
GEHCGE HEALTHCARE TECHNOLOGIES I
8,469$694K0.79%
29
ELVELEVANCE HEALTH INC FORMERLY
1,961$687K0.79%
30
UPSUNITED PARCEL SERVICE INC
6,696$664K0.76%
31
MDTMEDTRONIC PLC
6,892$662K0.76%
32
UNHUNITEDHEALTH GROUP INC
1,993$657K0.75%
33
FDNFIRST TR EXCHANGE-TRADED FD
2,389$643K0.74%
34
MISLFIRST TR EXCHANGE-TRADED FD
14,789$632K0.72%
35
FXOFIRST TR EXCHANGE TRADED FD
10,389$626K0.72%
36
FTXLFIRST TR EXCHANGE TRADED FD
4,820$624K0.71%
37
ABBVABBVIE INC
2,142$489K0.56%
38
JPMJPMORGAN CHASE & CO.
1,469$473K0.54%
39
HOODROBINHOOD MKTS INC
4,044$457K0.52%
40
RDIVINVESCO EXCH TRADED FD TR II
8,703$452K0.52%
41
VKTXVIKING THERAPEUTICS INC
11,761$413K0.47%
42
NVDANVIDIA CORPORATION
1,098$413K0.47%Put
43
FTXOFIRST TR EXCHANGE TRADED FD
10,815$408K0.47%
44
PPLPPL CORP
8,944$313K0.36%
45
PZAINVESCO EXCH TRADED FD TR II
13,420$311K0.36%
46
XOMEXXON MOBIL CORP
2,420$291K0.33%
47
MSFTMICROSOFT CORP
685$268K0.31%Put
48
VYMVANGUARD WHITEHALL FDS
1,801$258K0.30%
49
IWDISHARES TR
1,131$237K0.27%
50
HDGEADVISORSHARES TR
13,500$216K0.25%
51
VRTXVERTEX PHARMACEUTICALS INC
453$205K0.23%