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Portfolio (Quarterly) Guide ↗

Financial Enhancement Group LLC

· CIK 0001641438
13F Portfolio $798.7B AUM 130 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 62 Added 36 Reduced 17 Exited
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 40,993.0 $13.0M 1.61% +4K +9.9% $317.02 +2.8%
22 PALC PACER FDS TR 233,290.0 $12.6M 1.56% -5K -2.1% $54.03 +1.8%
23 IVOL KRANESHARES TRUST 676,284.0 $12.6M 1.56% +188K +38.4% $18.58 -3.0%
24 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 72,446.0 $11.7M 1.45% +3K +5.1% $161.24 -4.3%
25 QQQM INVESCO EXCH TRADED FD TR II 43,305.0 $11.6M 1.43% +5K +12.9% $267.13 +8.8%
26 NVDA NVIDIA CORPORATION Technology 56,034.0 $11.3M 1.40% $201.68 +11.7%
27 LGOV FIRST TR EXCHANGE-TRADED FD 498,485.0 $10.9M 1.35% -275K -35.5% $21.86 -3.2%
28 VOO VANGUARD INDEX FDS 15,764.0 $10.3M 1.27% +3K +22.4% $652.78 +4.0%
29 FEZ SPDR INDEX SHS FDS 151,373.0 $10.2M 1.27% +10K +7.4% $67.61 -2.6%
30 EFA ISHARES TR 95,694.0 $10.0M 1.24% -11K -10.1% $104.32 -1.6%
31 TIP ISHARES TR 86,652.0 $9.7M 1.20% +3K +3.2% $111.48 -0.9%
32 J P MORGAN EXCHANGE TRADED F 181,797.0 $9.2M 1.14% +8K +4.8% $50.56
33 ACWI ISHARES TR 58,578.0 $8.8M 1.09% -2K -2.5% $150.90 +2.3%
34 QUAL ISHARES TR 41,997.0 $8.7M 1.08% +15K +54.8% $206.92 +1.9%
35 USMV ISHARES TR 91,076.0 $8.6M 1.07% -113K -55.3% $94.86 +1.2%
36 PTLC PACER FDS TR 151,070.0 $8.4M 1.03% -4K -2.7% $55.29 +3.9%
37 FIRST TR EXCH TRADED FD III 114,226.0 $8.3M 1.02% -2K -2.0% $72.41
38 XLB SELECT SECTOR SPDR TR 153,735.0 $8.0M 0.99% NEW $51.88 -3.2%
39 XLE SELECT SECTOR SPDR TR 137,637.0 $7.6M 0.94% NEW $55.02 +10.1%
40 KR KROGER CO Consumer Defensive 108,569.0 $7.4M 0.92% +7K +7.3% $68.19 -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 40.7%
Technology 28.1%
Basic Materials 9.5%
Consumer Defensive 5.2%
Healthcare 4.7%
Industrials 4.5%
Utilities 4.4%
Consumer Cyclical 1.9%
Communication Services 0.7%
Energy 0.3%