account_balance
Investment manager · 13F filer · SEC CIK 2067696
Wealth Enhancement Trust Services, Inc.
Reported value$937Mas of Sep 30, 2026
Positions780 144 new, 102 sold out
Top 10 weight31.1%AFIF alone is 7%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AFIFHorizon FDS
6.6%Added +15%
AAPLApple Inc.
4.0%Added +2%
SPHQInvesco Exchange Traded Fd T
3.6%Trimmed −9%
MSFTMicrosoft Corp
3.0%Trimmed −3%
NVDANVIDIA Corp
2.7%Trimmed −21%
IVViShares Tr
2.7%Added +206%
RLYSsga Active ETF Tr
2.6%Added +14%
GOOGLAlphabet Inc.
2.3%Trimmed −11%
SPYSPDR S&P 500 ETF Trust
1.8%Trimmed −10%
DXJWisdomtree Tr
1.7%−25%
AMZNAmazon.com Inc
1.6%
AFIFHorizon FDS
6.6%Added +15%
AAPLApple Inc.
4.0%+2%
SPHQInvesco Exchange Traded Fd T
3.6%−9%
MSFTMicrosoft Corp
3.0%−3%
NVDANVIDIA Corp
2.7%−21%
IVViShares Tr
2.7%
RLYSsga Active ETF Tr
2.6%
GOOGLAlphabet Inc.
2.3%
SPYSPDR S&P 500 ETF Trust
1.8%
DXJ1.7%
AMZN1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AFIF Horizon FDS 6.6% Added +15%
AAPL Apple Inc. 4.0% Added +2%SPHQ Invesco Exchange Traded Fd T 3.6% Trimmed −9%
MSFT Microsoft Corp 3.0% Trimmed −3%NVDA NVIDIA Corp 2.7% Trimmed −21%IVV iShares Tr 2.7% Added +206%
RLY Ssga Active ETF Tr 2.6% Added +14%
GOOGL Alphabet Inc. 2.3% Trimmed −11%SPY SPDR S&P 500 ETF Trust 1.8% Trimmed −10%DXJ Wisdomtree Tr 1.7% Trimmed −25%
Berkshire Hathaway Inc 1.6% Held
AMZN Amazon.com Inc 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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