Englebert Financial Advisers, LLC - Portfolio Stock Holdings
Englebert Financial Advisers, LLC disclosed 77 stock positions in a recent SEC 13F filing. $100,800,986 of stock holdings were filed, with the largest holdings including VBIL, JSI, and JMBS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $156,618,612 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
77Est. Stock Holding Value:
$100,800,986Top Stock Holdings By Sector
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Portfolio Stock Holdings - Englebert Financial Advisers, LLC
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Portfolio Options Holdings - Englebert Financial Advisers, LLC
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