Holdings
Wealth Enhancement Trust Services, Inc.
As of Sep 30, 2026, Wealth Enhancement Trust Services, Inc. reported 499 positions worth US$410M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 113K | US$37.7M | +6,491 | Sep 30, 2026 |
| Microsoft Corp. | 54,706 | US$28.1M | −2,425 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 79,499 | US$27.3M | −6,126 | Sep 30, 2026 |
| Nvidia Corporation | 110K | US$25.2M | −18,621 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 16,133 | US$23M | −30,778 | Sep 30, 2026 |
| Amazon.com, Inc. | 59,428 | US$14.8M | +20 | Sep 30, 2026 |
| Visa Inc. | 39,143 | US$14.1M | −1,686 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 41,598 | US$13.8M | +2,953 | Sep 30, 2026 |
| Johnson & Johnson | 41,184 | US$10.9M | −765 | Sep 30, 2026 |
| Meta Platforms, Inc. | 10,576 | US$7.67M | +612 | Sep 30, 2026 |