§ 13F · FUND PROFILE
Englebert Financial Advisers, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 53Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$87.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | 189K | $14.3T | 16.3% | NEW |
| 2 | JMBS | JANUS DETROIT STR TR | 190K | $8.7T | 9.9% | NEW |
| 3 | JSI | JANUS DETROIT STR TR | 138K | $7.2T | 8.2% | NEW |
| 4 | VCRB | VANGUARD MALVERN FDS | 88K | $6.9T | 7.9% | NEW |
| 5 | MGMT | UNIFIED SER TR | 150K | $6.7T | 7.6% | NEW |
| 6 | JAAA | JANUS DETROIT STR TR | 126K | $6.3T | 7.3% | NEW |
| 7 | VOO | VANGUARD INDEX FDS | 4K | $2.5T | 2.8% | NEW |
| 8 | DKNG | DRAFTKINGS INC NEW | 64K | $2.2T | 2.5% | NEW |
| 9 | AVGO | BROADCOM INC | 6K | $2.2T | 2.5% | NEW |
| 10 | CGBL | CAPITAL GROUP CORE BALANCED | 55K | $1.9T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENGLEBERT SIGNAL
AC read
Englebert Financial Advisers, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed