13F Filings History of Englebert Financial Advisers, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$86,905,317
Signature - Title
Jamie Englebert - CCO
Location
Allentown, PA
Summary
This page shows a list of all the recent 13F filings made by Englebert Financial Advisers, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Englebert Financial Advisers, LLC reported 51 stock holdings with total value $86,905,317 as of Q4 2025. Top holdings included VBIL, JMBS, JSI, VCRB, and MGMT.

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Holdings Value

List of Other Managers Reporting for Englebert Financial Advisers, LLC:

Name Holdings Value Location File Number
LORD, ABBETT & CO. LLC $32,591,719,000 Jersey City, NJ 028-00413
FIRST TRUST ADVISORS LP $137,596,160,748 Wheaton, IL 028-06487
Clearbridge Investments, LLC $124,899,232,438 New York, NY 028-11611
Dorsey Wright & Associates $459,166,000 Pasadena, CA 028-12076
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $86,905,317 $0 $0 $0 VBIL, JMBS, JSI, VCRB, MGMT 13F-HR 04 Feb 2026, 12:32