How many stocks does Financial Engines Advisors L.L.C. own?

As of Q4 2025, Financial Engines Advisors L.L.C. holds 539 positions in their 13F portfolio.

What is Financial Engines Advisors L.L.C.'s largest holding?

SPYV at 8.8% of portfolio, worth $4.6B.

What is Financial Engines Advisors L.L.C.'s total portfolio value?

$52.8B as of Q4 2025, tracked across 539 holdings.

Is Financial Engines Advisors L.L.C. a hedge fund?

Financial Engines Advisors L.L.C. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Financial Engines Advisors L.L.C. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Financial Engines Advisors L.L.C.'s portfolio changed in Q4 2025?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Financial Engines Advisors L.L.C.'s investment strategy?

Financial Engines Advisors L.L.C. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Financial Engines Advisors L.L Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Financial Engines Advisors L.L.C.

Institutional investor · Portfolio as of Q4 2025

Elite(5.0 / 5.0)

$52.8B

AUM

539

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Financial Engines Advisors L.L.C. manages $52.8B across 539 positions as of Q4 2025. Top holdings: SPYV (8.8%), SPMB (8.0%), SCHF (7.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.

Q4 2025 Summary

Active quarter - 32 new positions, 32 exits, 236 increased. Top move: IGIB (INCREASED, conviction 65). Portfolio: $52.8B across 539 positions.

Portfolio Allocation

Top holdings by portfolio weight

SPYV8.81%

SPMB8.02%

SCHF7.15%

IGIB6.45%

VUG6.00%

SPDW4.81%

XT4.33%

SPYG3.49%

KOMP3.37%

IWD3.35%

Other3.30%

Similar Funds

Funds with similar investing DNA

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

$18.8B

PARNASSUS INVESTMENTS, LLC

$38.6B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CRS18Q held

Carpenter Technology Corporatio

Avg $59.34 · $3.4M est. P&L

Est. P&L

+575.88%

PLTR6Q held

Palantir Technologies Inc.

Avg $38.00 · $3.6M est. P&L

Est. P&L

+287.46%

VUG29Q held

Vanguard Growth ETF

Avg $140.84 · $2.1B est. P&L

Est. P&L

+226.14%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 539

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPYVETF State Street SPDR Portfolio S&P	81.8M	$4.6B	8.8%	—	$33.28	+77.07%	26 qtrssince 2019-Q3	Increased 62
SPMBETF State Street SPDR Portfolio Mor	188.8M	$4.2B	8.0%	—	$21.31	+6.22%	26 qtrssince 2019-Q3	Increased 63
SCHFETF Schwab International Equity ETF	157M	$3.8B	7.1%	—	$15.84	+61.86%	29 qtrssince 2018-Q4	Decreased 0
IGIBETF iShares 5-10 Year Investment Gr	63.2M	$3.4B	6.4%	—	$48.25	+12.07%	26 qtrssince 2019-Q3	Increased 65
VUGETF Vanguard Growth ETF	6.5M	$3.2B	6.0%	—	$140.84	+226.14%	29 qtrssince 2018-Q4	Decreased 0
SPDWETF State Street SPDR Portfolio Dev	57.2M	$2.5B	4.8%	—	$28.83	+64.35%	28 qtrssince 2019-Q1	Decreased 0
XTETF iShares Future Exponential Tech	32.8M	$2.3B	4.3%	—	$34.71	+103.14%	29 qtrssince 2018-Q4	Decreased 0
SPYGETF State Street SPDR Portfolio S&P	17.3M	$1.8B	3.5%	—	$52.66	+95.05%	26 qtrssince 2019-Q3	Decreased 0
KOMPETF State Street SPDR S&P Kensho Ne	29.8M	$1.8B	3.4%	—	$38.01	+62.21%	28 qtrssince 2019-Q1	Decreased 0
IWDETF iShares Russell 1000 Value ETF	8.4M	$1.8B	3.4%	—	$95.67	+132.34%	29 qtrssince 2018-Q4	Decreased 0
Showing 10 of 539 results.529 more with Pro.PROUpgrade to see all →