Wealth Enhancement Trust Services, Inc.: 13F holdings
CIK 20676962026Q2
| Positions | 1,529 |
|---|---|
| Reported value | $900.1m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TWO RDS SHARED TR | 5,950,686 | $56.0m | 6.2% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 422,624 | $38.1m | 4.2% |
| AAPL APPLE INC | 106,634 | $30.9m | 3.4% |
| NVDA NVIDIA CORPORATION | 129,063 | $25.8m | 2.9% |
| SSGA ACTIVE ETF TR | 665,308 | $23.0m | 2.6% |
| GOOGL ALPHABET INC | 62,811 | $22.4m | 2.5% |
| MSFT MICROSOFT CORP | 57,131 | $21.3m | 2.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 27,480 | $20.5m | 2.3% |
| IVV ISHARES TR | 25,185 | $18.9m | 2.1% |
| DXJ WISDOMTREE TR | 97,030 | $16.8m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067696")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.