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Financial Enhancement Group LLC
Financial Enhancement Group provides wealth management and financial planning services. They use an evidence-based approach for investment, focusing on minimizing fees and managing risk.
Investment Strategy
Evidence-based approach using a multi-faceted strategy that includes fundamental company analysis, technical analysis, demographic trends, and shifts in institutional ownership.
Latest 13F Filing Activity
Financial Enhancement Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 129 equity positions with a total 13F market value of $745M. The fund increased holdings in American Centy Etf TR, Kraneshares Trust, First TR Exchange-traded FD among other positions. Financial Enhancement Group LLC reduced exposure to SPDR Index SHS FDS, Select Sector SPDR TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 7.05% | $52.5M | 663,226 | $67.08 | $78.34 | +$2.4M |
I IJR | ISHARES TR | 3.99% | $29.7M | 249,074 | $109.29 | $118.83 | +$1.6M |
Q QQQ | INVESCO QQQ TR | 3.84% | $28.6M | 46,842 | $551.79 | $600.37 | +$2.8M |
O OEF | ISHARES TR | 3.61% | $26.9M | 79,924 | $300.37 | $332.84 | +$2.8M |
A AVDE | AMERICAN CENTY ETF TR | 3.32% | $24.8M | 310,434 | $77.75 | $78.90 | +$22.4M |
Industry Allocation
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