account_balance
Investment manager · 13F filer · SEC CIK 2097035
Englebert Financial Advisers, LLC
Reported value$101Mas of Sep 30, 2026
Positions60 14 new, 17 sold out
Top 10 weight63.0%VBIL alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VBILVanguard Instl Index Fd
10.6%Trimmed −5%
JSIJanus Detroit STR Tr
10.0%Added +16%
JMBSJanus Detroit STR Tr
9.6%
JAAAJanus Detroit STR Tr
7.9%
MGMTUnified Ser Tr
7.9%Trimmed −3%
VCRBVanguard Malvern FDS
7.3%Added +3%
VOOVanguard Index FDS
2.9%Trimmed −31%
VYMIVanguard Whitehall FDS
2.7%
AVGOBroadcom Inc.
2.1%+18%
JBBBJanus Detroit STR Tr
2.0%+6%
VTVVanguard Index FDS
1.8%+2%
FMTMEa Series Trust
1.8%New
VBILVanguard Instl Index Fd
10.6%Trimmed −5%
JSIJanus Detroit STR Tr
10.0%Added +16%
JMBSJanus Detroit STR Tr
9.6%
JAAAJanus Detroit STR Tr
7.9%
MGMTUnified Ser Tr
7.9%
VCRBVanguard Malvern FDS
7.3%
VOO2.9%
VYMI2.7%
AVGOJBBB
VTV1.8%
FMTM
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
VBIL Vanguard Instl Index Fd 10.6% Trimmed −5%
JSI Janus Detroit STR Tr 10.0% Added +16%
JMBS Janus Detroit STR Tr 9.6% Held
JAAA Janus Detroit STR Tr 7.9% Held
MGMT Unified Ser Tr 7.9% Trimmed −3%
VCRB Vanguard Malvern FDS 7.3% Added +3%
VOO Vanguard Index FDS 2.9% Trimmed −31%
VYMI Vanguard Whitehall FDS 2.7% Held
AVGO Broadcom Inc. 2.1% Added +18%JBBB Janus Detroit STR Tr 2.0% Added +6%
VTV Vanguard Index FDS 1.8% Added +2%
FMTM Ea Series Trust 1.8% New
What changed
Biggest moves since Jun 30, 2026
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