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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 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLV SELECT SECTOR SPDR TR 42,870.0 $6.8M 0.88% NEW $158.26 -8.3%
42 KR KROGER CO Consumer Defensive 101,172.0 $6.5M 0.84% NEW $63.92 +8.7%
43 AGGH SIMPLIFY EXCHANGE TRADED FUN 302,574.0 $6.3M 0.82% NEW $20.76 -3.4%
44 LFEQ VANECK ETF TRUST 113,686.0 $6.2M 0.80% NEW $54.39 +7.8%
45 GLDM WORLD GOLD TR Financial Services 64,549.0 $6.2M 0.80% NEW $95.54 -7.3%
46 QUAL ISHARES TR 27,124.0 $5.5M 0.71% NEW $201.97 +3.9%
47 CAT CATERPILLAR INC Industrials 7,871.0 $5.1M 0.66% NEW $645.40 +32.1%
48 SPEM SPDR INDEX SHS FDS 98,886.0 $4.8M 0.63% NEW $48.82 +3.3%
49 LLY ELI LILLY & CO Healthcare 4,132.0 $4.5M 0.58% NEW $1078.56 -8.1%
50 NEE NEXTERA ENERGY INC Utilities 50,229.0 $4.2M 0.55% NEW $83.85 +5.5%
51 IPKW INVESCO EXCH TRADED FD TR II 72,657.0 $4.1M 0.54% NEW $56.83 +3.1%
52 HEQT SIMPLIFY EXCHANGE TRADED FUN 128,133.0 $4.1M 0.54% NEW $32.22 +2.8%
53 IBIT ISHARES BITCOIN TRUST ETF Financial Services 78,972.0 $4.0M 0.53% NEW $51.11 -14.9%
54 CCJ CAMECO CORP Energy 30,781.0 $3.8M 0.49% NEW $122.33 -15.7%
55 RSP INVESCO EXCHANGE TRADED FD T 17,922.0 $3.6M 0.47% NEW $199.40 +0.9%
56 DBJP DBX ETF TR 33,605.0 $3.4M 0.44% NEW $100.72 +8.8%
57 GRNY TIDAL TRUST I 129,989.0 $3.3M 0.43% NEW $25.53 +3.4%
58 SPY SPDR S&P 500 ETF TR Financial Services 4,766.0 $3.3M 0.42% NEW $685.40 +7.1%
59 MTUM ISHARES TR 12,633.0 $3.2M 0.42% NEW $255.40 +14.4%
60 BX BLACKSTONE INC Financial Services 19,838.0 $3.1M 0.40% NEW $155.97 -25.5%
Page 3 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%