Financial Engines Advisors L.L.C.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$52.8B

Total Positions

539

New This Quarter

Filing Period

2025-12-31

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%

Other31.98%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CRS18Q held

Carpenter Technology Corp

Avg $59.34 · $2.5M est. P&L

Est. P&L

+436.58%

PLTR6Q held

Palantir Technologies Inc

Avg $38.00 · $4.7M est. P&L

Est. P&L

+375.94%

VUG29Q held

VANGUARD INDEX FDS

Avg $140.84 · $2.3B est. P&L

Est. P&L

+249.10%

Top Losers

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

Top Holdings(Showing 25 of 539 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPYV SPDR SERIES TRUST	81.8M	$4.6B	8.8%	—	$33.28	+71.87%	26 qtrs	Increased 62
SPMB SPDR SERIES TRUST	188.8M	$4.2B	8.0%	—	$21.31	+5.10%	26 qtrs	Increased 63
SCHF SCHWAB STRATEGIC TR	157M	$3.8B	7.1%	—	$15.84	+52.77%	29 qtrs	Decreased 0
IGIB ISHARES TR	63.2M	$3.4B	6.4%	—	$48.25	+11.57%	26 qtrs	Increased 65
VUG VANGUARD INDEX FDS	6.5M	$3.2B	6.0%	—	$140.84	+249.10%	29 qtrs	Decreased 0
SPDW SPDR INDEX SHS FDS	57.2M	$2.5B	4.8%	—	$28.83	+54.71%	28 qtrs	Decreased 0
XT ISHARES TR	32.8M	$2.3B	4.3%	—	$34.71	+102.62%	29 qtrs	Decreased 0
SPYG SPDR SERIES TRUST	17.3M	$1.8B	3.5%	—	$52.66	+104.09%	26 qtrs	Decreased 0
KOMP SPDR SERIES TRUST	29.8M	$1.8B	3.4%	—	$38.01	+58.16%	28 qtrs	Decreased 0
IWD ISHARES TR	8.4M	$1.8B	3.4%	—	$95.67	+121.54%	29 qtrs	Decreased 0
SCHM SCHWAB STRATEGIC TR	58M	$1.7B	3.3%	—	$24.91	+21.95%	29 qtrs	Decreased 0
SCHV SCHWAB STRATEGIC TR	50.8M	$1.5B	2.8%	—	$21.90	+36.28%	29 qtrs	Decreased 0
SPTL SPDR SERIES TRUST	54.2M	$1.4B	2.7%	—	$30.14	-11.91%	29 qtrs	Increased 57
SCHK SCHWAB STRATEGIC TR	43.7M	$1.4B	2.7%	—	$22.87	+44.55%	27 qtrs	Decreased 0
VWO VANGUARD INTL EQUITY INDEX F	24.4M	$1.3B	2.5%	—	$39.89	+34.91%	24 qtrs	Increased 55
SPTI SPDR SERIES TRUST	44.1M	$1.3B	2.4%	—	$27.56	+4.50%	26 qtrs	Increased 59
SCHH SCHWAB STRATEGIC TR	60M	$1.3B	2.4%	—	$19.39	+8.52%	29 qtrs	Increased 58
LQD ISHARES TR	11.1M	$1.2B	2.3%	—	$95.82	+15.06%	29 qtrs	Increased 56
SCHG SCHWAB STRATEGIC TR	34M	$1.1B	2.1%	—	$24.30	+35.33%	29 qtrs	Decreased 0
SPSM SPDR SERIES TRUST	21.1M	$990M	1.9%	—	$32.90	+44.20%	25 qtrs	Decreased 0
IJR ISHARES TR	7.8M	$940M	1.8%	—	$83.46	+45.81%	28 qtrs	Increased 50
IAGG ISHARES TR	16.1M	$804.5M	1.5%	—	$46.80	+6.78%	9 qtrs	Increased 52
SPEM SPDR INDEX SHS FDS	17M	$795.8M	1.5%	—	$32.90	+42.36%	25 qtrs	Decreased 0
IJH ISHARES TR	8.2M	$542.8M	1.0%	—	$53.41	+24.89%	29 qtrs	Decreased 0
SCHE SCHWAB STRATEGIC TR	16.2M	$530.9M	1.0%	—	$21.41	+53.04%	29 qtrs	Decreased 0
Showing 25 of 539 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

IBTMISHARES TR

Q1 2024 → Q4 2025+16,610 shares+$382,949

IBTJISHARES TR

Q1 2024 → Q4 2025+137,929 shares+$3M

IAGGISHARES TR

Q1 2024 → Q4 2025+4.6M shares+$230.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer