CIK 2067696
Wealth Enhancement Trust Services, Inc.
Institutional 13F holdings & portfolio
Holdings
738
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 738
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| SRE | SEMPRA | 12K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 20K | $1M+ | SH |
| ALKT | ALKAMI TECHNOLOGY INC | 46K | $1M+ | SH |
| SGOV | ISHARES TR | 10K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| AGG | ISHARES TR | 10K | $1M+ | SH |
| MOD | MODINE MFG CO | 7K | $500K+ | SH |
| IMTM | ISHARES TR | 21K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $500K+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 23K | $500K+ | SH |
| TOST | TOAST INC | 26K | $500K+ | SH |
| IXUS | ISHARES TR | 11K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| CPRT | COPART INC | 23K | $500K+ | SH |
| ADSK | AUTODESK INC | 3K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| FTNT | FORTINET INC | 10K | $500K+ | SH |
| BOND | PIMCO ETF TR | 9K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| XSW | SPDR SERIES TRUST | 4K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 9K | $500K+ | SH |
| EAGG | ISHARES TR | 16K | $500K+ | SH |
| JPUS | J P MORGAN EXCHANGE TRADED F | 6K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 6K | $500K+ | SH |
| IGV | ISHARES TR | 7K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| JMOM | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 2K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| USVM | VICTORY PORTFOLIOS II | 7K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| TW | TRADEWEB MKTS INC | 6K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 8K | $500K+ | SH |
| SMLF | ISHARES TR | 8K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 8K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| ESGD | ISHARES TR | 6K | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| FNV | FRANCO NEV CORP | 3K | $500K+ | SH |
| AESR | TWO RDS SHARED TR | 33K | $500K+ | SH |