Institutional Fund
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SDCIK 20676962 filings on record
Portfolio Value
$826.48M
Q1 2026
Holdings
779
Reported positions
New Buys
92
Opened this quarter
QoQ Change
+4.4%
from $791.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Two Rds Shared Tr6.5%
- Invesco Exchange Traded Fd T3.9%
- Apple Inc3.6%
- Nvidia Corporation3.4%
- Microsoft Corp2.7%
- Ssga Active ETF Tr2.7%
- Other77.2%
Portfolio Holdings
779 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Two Rds Shared Tr | 5.73M | $53.39M | 6.5% | −63.7K | Reduced |
| 2 | Invesco Exchange Traded Fd T | 427.8K | $32.17M | 3.9% | −17.6K | Reduced |
| 3 | Apple Inc | 116.4K | $29.55M | 3.6% | +5.6K | Added |
| 4 | Nvidia Corporation | 160.1K | $27.92M | 3.4% | +20.3K | Added |
| 5 | Microsoft Corp | 61.1K | $22.61M | 2.7% | +4.9K | Added |
| 6 | Ssga Active ETF Tr | 621.0K | $22.45M | 2.7% | +22.1K | Added |
| 7 | Alphabet Inc | 73.0K | $20.98M | 2.5% | +2.9K | Added |
| 8 | Spdr S&P 500 ETF Tr | 25.3K | $16.44M | 2.0% | −65 | Reduced |
| 9 | Wisdomtree Tr | 100.1K | $15.88M | 1.9% | −17.5K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 20 | $14.36M | 1.7% | 0 | Held |
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