Arkolith/Funds/Financial Enhancement Group LLC

Financial Enhancement Group LLC

CIK 1641438
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Financial Enhancement Group LLC holds a diversified book of 134 stocks worth $837.4M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened SS Industrial Select Sector and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 7% of the equity book. They also disclosed $1.2M in put options (a bearish bet), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
11
new positions
Added to
70
existing
Trimmed
42
reduced
Sold out
5
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
35%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

17% mapped to company sectors

ETF / fund or unclassified
83%
Information Technology
6%
Financials
5%
Materials
2%
Health Care
1%
Industrials
1%
Consumer Staples
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

134 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$54.7M622.3K
6.5%
+0.1%
Added · +620 sh
2Ishares TR
CORE S&P SCP ETF
$35.6M240.4K
4.3%
−5.9%
Reduced · −15K sh
3American Centy ETF TR
INTL EQT ETF
$31.8M356.7K
3.8%
+9.2%
Added · +30K sh
4Ishares TR
S&P 100 ETF
$30.3M82.7K
3.6%
+0.4%
Added · +356 sh
5Janus Detroit STR TR
HEND SECU IN ETF
$27.0M527.1K
3.2%
+4.3%
Added · +22K sh
6BlackRock ETF Trust
ISHARES US EQUIT
$25.8M379.2K
3.1%
−2.4%
Reduced · −9K sh
7Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$25.1M365.7K
3.0%
+6.3%
Added · +22K sh
8Invesco QQQ TR
UNIT SER 1
$21.7M29.5K
2.6%
−6.0%
Reduced · −2K sh
9Victory Portfolios II
SHS FR CA FL ETF
$21.6M473.0K
2.6%
+1.0%
Added · +5K sh
10Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$20.1M124.2K
2.4%
−11%
Reduced · −15K sh
11Janus Detroit STR TR
HENDERSON MTG
$19.8M439.0K
2.4%
+2.6%
Added · +11K sh
12First TR Exchange-Traded FD
FIRST TR ENH NEW
$18.5M310.1K
2.2%
+18%
Added · +47K sh
13Janus Detroit STR TR
HENDRSN SHRT ETF
$18.2M371.7K
2.2%
+2.6%
Added · +9K sh
14First TR Exchange Trad FD VI
FST TR GLB FD
$18.0M666.5K
2.2%
+39%
Added · +187K sh
15Ishares TR
S&P 500 VAL ETF
$17.9M78.8K
2.1%
+0.9%
Added · +734 sh
16Simplify Exchange Traded Fun
SHORT TERM TREA
$17.3M844.7K
2.1%
+33%
Added · +211K sh
17Apple Inc
COM
$16.6M57.3K
2.0%
+0.1%
Added · +81 sh
18Broadcom Inc
COM
$15.4M40.9K
1.8%
−0.1%
Reduced · −47 sh
19Linde PLC
SHS
$14.6M28.2K
1.7%
+1.7%
Added · +481 sh
20Visa Inc
COM CL A
$14.5M42.3K
1.7%
+3.2%
Added · +1K sh
21Pacer FDS TR
LUNT LRGCP MULTI
$14.1M236.3K
1.7%
+1.3%
Added · +3K sh
22Kraneshares Trust
QUADRTC INT RT
$13.3M766.8K
1.6%
+13%
Added · +90K sh
23SPDR Index SHS FDS
ST STR MSCI EAFE
$12.9M134.6K
1.5%
−0.9%
Reduced · −1K sh
24Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$12.2M40.3K
1.5%
−6.9%
Reduced · −3K sh
25Nvidia Corporation
COM
$11.3M56.5K
1.4%
+0.8%
Added · +472 sh
26Vanguard Index FDS
S&P 500 ETF SHS
$10.7M15.6K
1.3%
−0.7%
Reduced · −116 sh
27First TR Exchange-Traded FD
LNG DUR OPRTUN
$10.6M494.7K
1.3%
−0.8%
Reduced · −4K sh
28Intercontinental Exchange In
COM
$10.5M85.2K
1.3%
+18%
Added · +13K sh
29J P Morgan Exchange Traded F
ULTRA SHRT ETF
$10.1M198.9K
1.2%
+9.4%
Added · +17K sh
30Ishares TR
MSCI EAFE ETF
$9.8M93.9K
1.2%
−1.8%
Reduced · −2K sh
31Ishares TR
MSCI ACWI ETF
$9.3M59.1K
1.1%
+0.9%
Added · +535 sh
32Ishares TR
MSCI USA QLT FCT
$9.3M42.3K
1.1%
+0.7%
Added · +273 sh
33Ishares TR
MSCI USA MIN ETF
$8.9M92.4K
1.1%
+1.5%
Added · +1K sh
34SPDR Index SHS FDS
ST STR EU 50 ETF
$8.9M129.7K
1.1%
−14%
Reduced · −22K sh
35Pacer FDS TR
TRENDP US LAR CP
$8.7M148.7K
1.0%
−1.6%
Reduced · −2K sh
36Invesco Exchange Traded FD T
S&P500 EQL WGT
$8.5M40.1K
1.0%
+37%
Added · +11K sh
37First TR Exch Traded FD III
LNG/SHT EQUITY
$8.3M112.5K
1.0%
−1.5%
Reduced · −2K sh
38Select Sector SPDR TR
ST STR INDL ETF
$7.8M42.3K
0.9%
New
New position
39Select Sector SPDR TR
ST STR TECHN ETF
$7.8M40.8K
0.9%
New
New position
40Select Sector SPDR TR
ST STR ENERG ETF
$7.6M142.5K
0.9%
+3.5%
Added · +5K sh
41Janus Detroit STR TR
HENDRSON AAA CL
$6.8M135.3K
0.8%
+2.3%
Added · +3K sh
42Kroger Co
COM
$6.8M122.8K
0.8%
+13%
Added · +14K sh
43Ishares TR
20 YR TR BD ETF
$6.6M76.5K
0.8%
New
New position
44Janus Detroit STR TR
HEND EM DEBT ETF
$6.6M122.6K
0.8%
−0.4%
Reduced · −513 sh
45Janus Detroit STR TR
B-BBB CLO ETF
$6.5M137.2K
0.8%
+3.8%
Added · +5K sh
46Caterpillar Inc
COM
$6.2M5.9K
0.7%
−20%
Reduced · −1K sh
47Simplify Exchange Traded Fun
AGGREGATE BD ETF
$6.0M297.2K
0.7%
+4.4%
Added · +13K sh
48SPDR Index SHS FDS
ST PORT MARK ETF
$5.8M111.8K
0.7%
+8.1%
Added · +8K sh
49Vaneck ETF Trust
LONG/FLAT TREND
$5.5M91.8K
0.7%
−20%
Reduced · −22K sh
50Eli Lilly & Co
COM
$5.0M4.2K
0.6%
+0.5%
Added · +19 sh
Showing 50 of 134 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.2M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishAPPLE INCAAPL$637K2K
PUT · bearishSALESFORCE INCCRM$313K2K
PUT · bearishMICROSOFT CORPMSFT$298K800

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 2026138$838.7M13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026136$807.2M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026135$768.7M13F-HR
Q3 2025Sep 30, 2025Oct 9, 2025132$745.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.