Englebert Financial Advisers, LLC
All 13F Filings
- Location
- Allentown, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 101,069
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 10/20/2026 | 62 | 101,069 | 13F-HR | Englebert Financial Advisers, LLC |
| Q2 2026 | 7/22/2026 | 65 | 101,547 | 13F-HR | Englebert Financial Advisers, LLC |
| Q1 2026 | 4/22/2026 | 55 | 87,925 | 13F-HR | Englebert Financial Advisers, LLC |
| Q4 2025 | 2/4/2026 | 53 | 87,376 | 13F-HR | Englebert Financial Advisers, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
269
(0.3% of total reported value)
· QoQ Δ:
-325
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.99 K | 50.6% | 0 | 2.404 K | -2.404 K |
| ETFs | 49.81 K | 49.4% | 2.248 K | 0 | 2.248 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
101,069
Holdings
62
QoQ value change ($000)
-478
(-0.5%)
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.