Englebert Financial Advisers, LLC — 13F holdings

Englebert Financial Advisers, LLC reported 62 holdings worth $101M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. VBIL VANGUARD INSTL INDEX FD — $10.7M (10.6%)
  2. JSI JANUS DETROIT STR TR — $10.1M (10.0%)
  3. JMBS JANUS DETROIT STR TR — $9.65M (9.5%)
  4. JAAA JANUS DETROIT STR TR — $7.99M (7.9%)
  5. MGMT UNIFIED SER TR — $7.92M (7.8%)
  6. VCRB VANGUARD MALVERN FDS — $7.35M (7.3%)
  7. VOO VANGUARD INDEX FDS — $2.95M (2.9%)
  8. VYMI VANGUARD WHITEHALL FDS — $2.72M (2.7%)
  9. AVGO BROADCOM INC — $2.28M (2.3%)
  10. JBBB JANUS DETROIT STR TR — $2.00M (2.0%)