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Portfolio (Quarterly) Guide ↗

Wealth Enhancement Trust Services, Inc.

· CIK 0002067696
13F Portfolio $826M AUM 1,109 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New 207 Added 188 Reduced 51 Exited
Page 34 of 39  ·  779 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 JBHT HUNT J B TRANS SVCS INC Industrials 17.0 $4K $211.88 +23.4%
662 ROKU ROKU INC Communication Services 38.0 $4K $94.63 +31.2%
663 HALO HALOZYME THERAPEUTICS INC Healthcare 52.0 $3K NEW $64.00 +5.4%
664 ASTS AST SPACEMOBILE INC Technology 40.0 $3K $82.88 +6.3%
665 AMKR AMKOR TECHNOLOGY INC Technology 73.0 $3K $45.03 +45.6%
666 NRG NRG ENERGY INC Utilities 22.0 $3K $146.14 -14.1%
667 TTD THE TRADE DESK INC Technology 141.0 $3K NEW $22.69 -1.8%
668 FELE FRANKLIN ELEC INC Industrials 33.0 $3K $92.18 +5.7%
669 VYM VANGUARD WHITEHALL FDS 20.0 $3K NEW $148.10 +5.3%
670 LEA LEAR CORP Consumer Cyclical 24.0 $3K $121.08 +7.7%
671 NWS NEWS CORP NEW Communication Services 100.0 $3K $28.51 +6.0%
672 U UNITY SOFTWARE INC Technology 124.0 $3K NEW $21.94 +22.1%
673 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8.0 $3K $327.12 +9.8%
674 CDNS CADENCE DESIGN SYSTEM INC Technology 9.0 $3K NEW $285.56 +18.4%
675 TTEK TETRA TECH INC NEW Industrials 85.0 $3K $30.12 -9.5%
676 MP MP MATERIALS CORP Basic Materials 53.0 $3K NEW $48.26 +17.4%
677 UPST UPSTART HLDGS INC Financial Services 99.0 $3K NEW $25.72 +8.6%
678 RGTI RIGETTI COMPUTING INC Technology 180.0 $3K NEW $14.04 +18.4%
679 MUSA MURPHY USA INC Consumer Cyclical 5.0 $2K $494.00 +14.4%
680 BLOCK INC 41.0 $2K -9.0 -18.0% $60.17
Page 34 of 39  ·  779 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
Technology 30.0%
Financial Services 17.2%
Healthcare 11.1%
Communication Services 10.3%
Consumer Cyclical 8.5%
Industrials 7.7%
Consumer Defensive 6.7%
Energy 3.9%
Basic Materials 2.3%
Utilities 1.5%