Entelevest, LLC - Portfolio overview

Entelevest, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 9.45%
2. DUHP - DIMENSIONAL ETF TRUST, 6.24%
3. JPST - J P MORGAN EXCHANGE TRADED F, 5.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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