Englebert Financial Advisers, LLC - Portfolio overview

Englebert Financial Advisers, LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VBIL - VANGUARD INSTL INDEX FD, 11.41%
2. JMBS - JANUS DETROIT STR TR, 10.85%
3. JSI - JANUS DETROIT STR TR, 9.19%

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

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