Financial Enhancement Group LLC
•CIK: 1641438•Filing: Q4 2025
**Financial Enhancement Group LLC** manages $769M across a diversified portfolio of 135 positions. The fund exhibits a notable concentration in technology and growth sectors, highlighted by the top holdings including SPYM at $51.9M and IJR at $32.5M. Further significant allocations are observed in OEF ($26.7M), AVDE ($26.5M), and JSI ($25.6M). This positioning suggests a tactical focus on capturing upside within high-growth market segments.
Total AUM
$768.7M
QoQ Performance
+3.2%
Positions
90
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPYM6.8%
IJR4.2%
OEF3.5%
AVDE3.5%
JSI3.3%
OMFL2.7%
JMBS2.5%
USMV2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.5%
Technology5.3%
Financial2.2%
Materials1.6%
ETF1.5%
Healthcare1.1%
Consumer Staples0.8%
Industrial0.7%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW11 new positions
↑59 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023