Institutions / Wealth Enhancement Trust Services, Inc.
Wealth Enhancement Trust Services, Inc.
CIK 2067696 · Institution · as of Dec 31, 2025
Portfolio value
$791.55M
Positions
738
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 738 →
| Company | Value | % of portfolio |
|---|---|---|
| Two Rds Shared Tr | $54.54M | 6.9% |
| Invesco Exchange Traded Fd T | $33.43M | 4.2% |
| Apple Inc. | $30.12M | 3.8% |
| Microsoft Corp | $27.18M | 3.4% |
| NVIDIA Corp | $26.06M | 3.3% |
| Alphabet Inc. | $21.95M | 2.8% |
| Ssga Active ETF Tr | $18.84M | 2.4% |
| SPDR S&P 500 ETF Tr | $17.29M | 2.2% |
| WisdomTree Tr | $16.96M | 2.1% |
| Visa Inc | $15.97M | 2.0% |
| Berkshire Hathaway Inc Del | $15.10M | 1.9% |
| Amazon.com Inc | $13.73M | 1.7% |
| JPMORGAN CHASE & CO | $13.27M | 1.7% |
| iShares Tr | $10.63M | 1.3% |
| Vanguard Index Fds | $10.21M | 1.3% |
| Vanguard Bd Index Fds | $10.03M | 1.3% |
| Schwab Strategic Tr | $9.77M | 1.2% |
| Warren E. Buffett | $9.54M | 1.2% |
| Invesco Exchange Traded Fd T | $9.34M | 1.2% |
| Vanguard Star Fds | $9.10M | 1.1% |
| Johnson & Johnson | $8.81M | 1.1% |
| First Tr Exchange-Traded Fd | $8.74M | 1.1% |
| Alphabet Inc. | $8.18M | 1.0% |
| ELI LILLY & Co | $7.66M | 1.0% |
| Two Rds Shared Tr | $7.47M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.