Financial Enhancement Group LLC

All 13F Filings

Location
Anderson, IN
Most recent 13F
Q3 2026
Holdings value ($000)
870,741
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/8/2026 139 870,741 13F-HR Financial Enhancement Group LLC
Q2 2026 7/7/2026 137 838,696 13F-HR Financial Enhancement Group LLC
Q1 2026 4/20/2026 135 807,208 13F-HR Financial Enhancement Group LLC
Q4 2025 1/23/2026 135 768,681 13F-HR Financial Enhancement Group LLC
Q3 2025 10/9/2025 132 745,168 13F-HR Financial Enhancement Group LLC
Q2 2025 7/14/2025 128 699,482 13F-HR Financial Enhancement Group LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 1.513 K (0.2% of total reported value) · QoQ Δ: +265
Type Value ($000) Share % Inflow Outflow Net
Stocks 297.2 K 34.5% 43.17 K 0 43.17 K
ETFs 557.1 K 64.7% 0 6.41 K -6.41 K
Debt 6.473 K 0.8% 0 125 -125
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Fund Snapshot

Q3 2026
Latest filed
10/8/2026
Total value ($000)
870,741
Holdings
139
QoQ value change ($000)
32,045 (3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.