StockDriftsStockDriftsTop 50 Wealth Enhancement Trust Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.02% | 113.1K | $37.7M | +6.09%(+6.49K) | $265.98(+28.94%) | 2026-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.63% | 404.5K | $34.0M | -4.29%(-18.14K) | $74.17(+13.62%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3% | 54.7K | $28.1M | -4.24%(-2.42K) | $494.90(+7.80%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.69% | 110.4K | $25.2M | -14.43%(-18.62K) | $185.77(+16.86%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.67% | 32.7K | $25.0M | +29.78%(+7.50K) | $695.39(+10.73%) | 2026-09-30 | |
| RLY | SSGA ACTIVE ETF TR | 2.64% | 683.7K | $24.7M | +2.76%(+18.37K) | $31.64(+17.46%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.28% | 62.2K | $21.4M | -1.03%(-650) | $278.92(+23.40%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.85% | 22.7K | $17.3M | -17.41%(-4.79K) | $675.27(+13.51%) | 2026-09-30 | |
| DXJ | WISDOMTREE TR | 1.71% | 88.6K | $16.0M | -8.68%(-8.42K) | $136.10(-56.02%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.6% | 20 | $14.9M | +0.00%(+0) | $754500.00(+5.86%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.61% |
Wealth Enhancement Trust Services INC reports $936.61M in US-listed equity holdings across 780 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.0%), SPHQ (3.6%) and MSFT (3.0%). The top 20 holdings account for 38.28% of reported assets. Its disclosed equity book has returned +9.27% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Enhancement Trust Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067696). View Wealth Enhancement Trust Services INC’s 13F filings on SEC