Englebert Financial Advisers, LLC
All 13F Filings
- Location
- Allentown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 101,547
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
594
(0.6% of total reported value)
· QoQ Δ:
+594
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.39 K | 52.9% | 714 | 0 | 714 |
| ETFs | 47.56 K | 47.1% | 12.31 K | 0 | 12.31 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
101,547
Holdings
65
QoQ value change ($000)
13,622
(15.5%)
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.