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Portfolio (Quarterly) Guide ↗

Financial Enhancement Group LLC

· CIK 0001641438
13F Portfolio $769M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New
Page 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 37,300.0 $12.1M 1.58% NEW $325.28 +2.4%
22 LIN LINDE PLC Basic Materials 27,227.0 $12.0M 1.56% NEW $439.36 +15.3%
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 68,948.0 $11.9M 1.54% NEW $171.90 -9.1%
24 FTGC FIRST TR EXCHANGE TRAD FD VI 479,148.0 $11.8M 1.53% NEW $24.63 +22.0%
25 EFA ISHARES TR 106,493.0 $10.5M 1.37% NEW $99.03 +3.0%
26 NVDA NVIDIA CORPORATION Technology 55,767.0 $10.2M 1.33% NEW $183.32 +20.6%
27 QQQM INVESCO EXCH TRADED FD TR II 38,358.0 $9.7M 1.27% NEW $253.70 +14.0%
28 FEZ SPDR INDEX SHS FDS 140,939.0 $9.3M 1.21% NEW $66.00 -0.6%
29 TIP ISHARES TR 83,970.0 $9.2M 1.20% NEW $110.12 +0.1%
30 IVOL KRANESHARES TRUST 488,531.0 $9.2M 1.20% NEW $18.92 -4.9%
31 JEMB JANUS DETROIT STR TR 166,442.0 $9.0M 1.17% NEW $53.92 -1.5%
32 TUA SIMPLIFY EXCHANGE TRADED FUN 409,479.0 $8.9M 1.16% NEW $21.68 -5.5%
33 J P MORGAN EXCHANGE TRADED F 173,424.0 $8.8M 1.14% NEW $50.71
34 PTLC PACER FDS TR 155,263.0 $8.7M 1.13% NEW $55.86 +2.3%
35 ACWI ISHARES TR 60,086.0 $8.7M 1.13% NEW $144.01 +6.5%
36 FIRST TR EXCH TRADED FD III 116,542.0 $8.2M 1.07% NEW $70.77
37 VOO VANGUARD INDEX FDS 12,876.0 $8.1M 1.06% NEW $630.29 +7.1%
38 XLY SELECT SECTOR SPDR TR 58,826.0 $7.1M 0.93% NEW $121.40 -5.6%
39 XLC SELECT SECTOR SPDR TR 61,577.0 $7.1M 0.92% NEW $114.63 +1.4%
40 IVE ISHARES TR 31,734.0 $6.9M 0.89% NEW $216.62 +3.2%
Page 2 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.5%
Technology 24.7%
Basic Materials 7.5%
Healthcare 7.1%
Industrials 4.9%
Consumer Defensive 4.7%
Energy 4.4%
Utilities 3.8%
Consumer Cyclical 1.9%
Communication Services 0.6%