# EDGAR Filing Document

**Accession Number:** 0002097035
**File Stem:** 0002097035-26-000004
**Filing Date:** 2026-4
**Character Count:** 9900
**Document Hash:** bb7e97322caeadd7caad97e7c87cd583
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002097035-26-000004.hdr.sgml**: 20260422

**ACCESSION NUMBER**: 0002097035-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260422

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260422

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Englebert Financial Advisers, LLC
- **CENTRAL INDEX KEY:** 0002097035

**ORGANIZATION NAME:**
- **EIN:** 833107096
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26070
- **FILM NUMBER:** 26881959

**BUSINESS ADDRESS:**
- **STREET 1:** 1275 GLENLIVET DRIVE
- **STREET 2:** SUITE 335
- **CITY:** ALLENTOWN
- **STATE:** PA
- **ZIP:** 18106
- **BUSINESS PHONE:** 484-350-3301

**MAIL ADDRESS:**
- **STREET 1:** 1275 GLENLIVET DRIVE
- **STREET 2:** SUITE 335
- **CITY:** ALLENTOWN
- **STATE:** PA
- **ZIP:** 18106

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Englebert Financial Advisers LLC<br>**Address:** 1275 Glenlivet Drive<br>Suite 335<br>Allentown, PA 18106

**Form 13F File Number:** 028-26070

**CRD Number (if applicable):** 000300568

**SEC File Number (if applicable):** 801-130503

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jamie Englebert<br>**Title:** CCO<br>**Phone:** 484-350-3301

**Signature, Place, and Date of Signing:**

/s/ Jamie Englebert  Allentown, PA  04-22-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 55

**Form 13F Information Table Value Total:** $87924981

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                        | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | CLEARBRIDGE INVESTMENTS LLC | 028-11611              |    000137028 | 801-64710         |
|     2 | Dorsey Wright  Associates   | 028-12076              |    000104925 | 801-29045         |
|     3 | FIRST TRUST ADVISORS LP     | 028-06487              |    000107027 | 801-39950         |
|     4 | LORD ABBETT  CO. LLC        | 028-00413              |    000110391 | 801-6997          |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 485057 | 2230 | SH |  | SOLE |  | 0 | 0 | 2230 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 1174742 | 4044 | SH |  | SOLE |  | 0 | 0 | 4044 |
| APPLE INC | COM | 037833100 |  | 1110585 | 4376 | SH |  | SOLE |  | 0 | 0 | 4376 |
| BROADCOM INC | COM | 11135F101 |  | 1910296 | 6172 | SH |  | SOLE |  | 0 | 0 | 6172 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 1142825 | 33212 | SH |  | SOLE |  | 0 | 0 | 33212 |
| CIENA CORP | COM NEW | 171779309 |  | 253126 | 652 | SH |  | SOLE |  | 0 | 0 | 652 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 1509595 | 69824 | SH |  | SOLE |  | 0 | 0 | 69824 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 644636 | 2202 | SH |  | SOLE |  | 0 | 0 | 2202 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 315907 | 1862 | SH |  | SOLE |  | 0 | 0 | 1862 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ BK ETF | 33738R860 |  | 956262 | 26438 | SH |  | SOLE |  | 0 | 0 | 26438 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ TRANSN | 33738R795 |  | 554577 | 14552 | SH |  | SOLE |  | 0 | 0 | 14552 |
| FIRST TR EXCHANGE TRADED FD | NASDQ SEMCNDTR | 33738R811 |  | 648278 | 4396 | SH |  | SOLE |  | 0 | 0 | 4396 |
| FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 33733E831 |  | 688310 | 15395 | SH |  | SOLE |  | 0 | 0 | 15395 |
| FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 |  | 602259 | 2999 | SH |  | SOLE |  | 0 | 0 | 2999 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 733123 | 3385 | SH |  | SOLE |  | 0 | 0 | 3385 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 596346 | 8378 | SH |  | SOLE |  | 0 | 0 | 8378 |
| HARBOR ETF TRUST | HARBOR COMMODITY | 41151J505 |  | 266841 | 8605 | SH |  | SOLE |  | 0 | 0 | 8605 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 331171 | 1437 | SH |  | SOLE |  | 0 | 0 | 1437 |
| INVESCO EXCH TRADED FD TR II | S ULTRA DIVIDE | 46138G656 |  | 441328 | 7929 | SH |  | SOLE |  | 0 | 0 | 7929 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 981418 | 12910 | SH |  | SOLE |  | 0 | 0 | 12910 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 241661 | 1131 | SH |  | SOLE |  | 0 | 0 | 1131 |
| JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 |  | 1210751 | 25979 | SH |  | SOLE |  | 0 | 0 | 25979 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 |  | 9543868 | 211241 | SH |  | SOLE |  | 0 | 0 | 211241 |
| JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 |  | 8084123 | 156821 | SH |  | SOLE |  | 0 | 0 | 156821 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 6739556 | 133801 | SH |  | SOLE |  | 0 | 0 | 133801 |
| JFROG LTD | ORD SHS | M6191J100 |  | 831553 | 17719 | SH |  | SOLE |  | 0 | 0 | 17719 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1291863 | 5285 | SH |  | SOLE |  | 0 | 0 | 5285 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 417707 | 1420 | SH |  | SOLE |  | 0 | 0 | 1420 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 220547 | 7315 | SH |  | SOLE |  | 0 | 0 | 7315 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 217856 | 310 | SH |  | SOLE |  | 0 | 0 | 310 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 586880 | 6773 | SH |  | SOLE |  | 0 | 0 | 6773 |
| MERCK  CO INC | COM | 58933Y105 |  | 345112 | 2869 | SH |  | SOLE |  | 0 | 0 | 2869 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 260475 | 771 | SH |  | SOLE |  | 0 | 0 | 771 |
| MICROSOFT CORP | COM | 594918104 |  | 993906 | 2685 | SH |  | SOLE |  | 0 | 0 | 2685 |
| NATURAL RESOURCE PARTNERS LP | COM UNIT LTD PAR | 63900P608 |  | 225302 | 1862 | SH |  | SOLE |  | 0 | 0 | 1862 |
| PACS GROUP INC | COM SHS | 69380Q107 |  | 220664 | 6870 | SH |  | SOLE |  | 0 | 0 | 6870 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 644967 | 4023 | SH |  | SOLE |  | 0 | 0 | 4023 |
| PPL CORP | COM | 69351T106 |  | 334899 | 8767 | SH |  | SOLE |  | 0 | 0 | 8767 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 |  | 254208 | 789 | SH |  | SOLE |  | 0 | 0 | 789 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 311841 | 796 | SH |  | SOLE |  | 0 | 0 | 796 |
| SOLVENTUM CORP | COM SHS | 83444M101 |  | 639222 | 9789 | SH |  | SOLE |  | 0 | 0 | 9789 |
| UNIFIED SER TR | BALLAST SMLMD CP | 90470L550 |  | 7704034 | 170753 | SH |  | SOLE |  | 0 | 0 | 170753 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 551733 | 2039 | SH |  | SOLE |  | 0 | 0 | 2039 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 453825 | 1039 | SH |  | SOLE |  | 0 | 0 | 1039 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3156815 | 5283 | SH |  | SOLE |  | 0 | 0 | 5283 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1603543 | 8173 | SH |  | SOLE |  | 0 | 0 | 8173 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 10032400 | 132616 | SH |  | SOLE |  | 0 | 0 | 132616 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 1168009 | 15553 | SH |  | SOLE |  | 0 | 0 | 15553 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 7546485 | 97525 | SH |  | SOLE |  | 0 | 0 | 97525 |
| VANGUARD MALVERN FDS | SHORT DURATION B | 922020730 |  | 1285499 | 16859 | SH |  | SOLE |  | 0 | 0 | 16859 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 737823 | 14789 | SH |  | SOLE |  | 0 | 0 | 14789 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 2210493 | 23456 | SH |  | SOLE |  | 0 | 0 | 23456 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 1752416 | 26981 | SH |  | SOLE |  | 0 | 0 | 26981 |
| VIKING THERAPEUTICS INC | COM | 92686J106 |  | 383093 | 11773 | SH |  | SOLE |  | 0 | 0 | 11773 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 375170 | 1387 | SH |  | SOLE |  | 0 | 0 | 1387 |

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