WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q3 2026
Top Holdings4,223 positions
ISHARES CORE S&P 500 ETF | 5.1M | $3.9B | 5.8% | $435.69 | +77.44% | 31 qtrssince 2019-Q1 | Increased 66 |
Apple Inc | 7.1M | $2.2B | 3.3% | $211.45 | +62.19% | 31 qtrssince 2019-Q1 | Increased 65 |
ALPS ETF TR | 73.1M | $1.8B | 2.7% | $24.24 | +1.54% | 11 qtrssince 2024-Q1 | Increased 75 |
Nvidia Corp | 8.3M | $1.7B | 2.5% | $102.84 | +115.20% | 22 qtrssince 2021-Q2 | Increased 62 |
Microsoft Corp. | 3.2M | $1.5B | 2.2% | $374.21 | +42.62% | 31 qtrssince 2019-Q1 | Increased 64 |
ISHARES CORE U.S. AGGREGATE | 14.1M | $1.3B | 2.0% | $91.70 | +3.40% | 31 qtrssince 2019-Q1 | Decreased 0 |
Vanguard FTSE Emerging Markets | 16M | $936.9M | 1.4% | $42.01 | +40.20% | 31 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 17.5M | $921.3M | 1.4% | $35.00 | +52.69% | 31 qtrssince 2019-Q1 | Increased 54 |
AMERICAN CENTY ETF TR | 9.9M | $912M | 1.4% | $69.25 | +33.77% | 17 qtrssince 2022-Q3 | Increased 54 |
Amazon.com Inc | 3.9M | $907.6M | 1.3% | $190.23 | +33.57% | 31 qtrssince 2019-Q1 | Increased 58 |
VICTORY PORTFOLIOS II | 8.5M | $877M | 1.3% | $83.81 | +22.93% | 9 qtrssince 2024-Q3 | Increased 54 |
Alphabet Inc | 2.7M | $852.7M | 1.3% | $189.14 | +83.80% | 17 qtrssince 2022-Q3 | Increased 59 |
J P MORGAN EXCHANGE TRADED F | 10M | $843.4M | 1.3% | $55.94 | +46.72% | 20 qtrssince 2021-Q4 | Increased 52 |
ISHARES TR | 14.4M | $743.6M | 1.1% | $36.06 | +43.33% | 19 qtrssince 2022-Q1 | Increased 54 |
ISHARES TR | 29.4M | $643.3M | 1.0% | $21.76 | +0.83% | 19 qtrssince 2022-Q1 | Increased 51 |
Micron Technology Inc | 570,291 | $565.2M | 0.8% | $855.83 | +6.81% | 13 qtrssince 2023-Q3 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 6.3M | $534.8M | 0.8% | $56.59 | +49.24% | 20 qtrssince 2021-Q4 | Increased 47 |
AMERICAN CENTY ETF TR | 6M | $530.2M | 0.8% | $63.12 | +41.43% | 14 qtrssince 2023-Q2 | Increased 49 |
Meta Platforms Inc | 773,009 | $511.3M | 0.8% | $629.26 | +17.21% | 15 qtrssince 2023-Q1 | Increased 71 |
iShares Edge MSCI Min Vol USA ETF | 5M | $496.4M | 0.7% | $84.10 | +19.65% | 31 qtrssince 2019-Q1 | Increased 47 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $67.3B across 4223 positions as of Q3 2026. Top holdings: IVV (5.8%), AAPL (3.3%), SMTH (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 355 new positions, 245 exits, 2546 increased. Top move: SMTH (INCREASED, conviction 75). Portfolio: $67.3B across 4223 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR