WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $49.1B across 3594 positions as of Q1 2026. Top holdings: IVV (6.0%), AGG (3.0%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Q1 2026 Summary
Active quarter - 290 new positions, 345 exits, 1211 increased. No standout high-conviction moves this quarter. Portfolio: $49.1B across 3594 positions.
Top holdings by portfolio weight
IVV6.00%
AGG3.00%
AAPL2.69%
SMTH2.19%
NVDA1.98%
MSFT1.63%
FNDF1.44%
VWO1.41%
USVM1.34%
JMOM1.28%
Other1.27%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings3,594 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
ISHARES TR | 4.5M | $2.9B | 6.0% | $397.92 | +86.58% | 29 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES TR | 14.9M | $1.5B | 3.0% | $93.45 | +4.90% | 29 qtrssince 2019-Q1 | Decreased 0 | |
APPLE INC | 77,900 | $1.3B | 2.7% | — | — | — | Increased — | |
ALPS ETF TR | 42.1M | $1.1B | 2.2% | $24.52 | +4.29% | 9 qtrssince 2024-Q1 | Decreased 0 | |
NVIDIA CORPORATION | 28,200 | $972.4M | 2.0% | — | — | — | Increased — | |
MICROSOFT CORP | 2.4M | $799.4M | 1.6% | $350.23 | +22.00% | 29 qtrssince 2019-Q1 | Decreased 0 | |
SCHWAB STRATEGIC TR | 14.6M | $707.7M | 1.4% | $31.41 | +67.39% | 29 qtrssince 2019-Q1 | Decreased 0 | |
VANGUARD INTL EQUITY INDEX F | 13M | $693.1M | 1.4% | $38.07 | +53.51% | 29 qtrssince 2019-Q1 | Decreased 0 | |
VICTORY PORTFOLIOS II | 7M | $659.5M | 1.3% | $79.60 | +26.71% | 7 qtrssince 2024-Q3 | Decreased 0 | |
J P MORGAN EXCHANGE TRADED F | 9.1M | $628.2M | 1.3% | $53.40 | +47.57% | 18 qtrssince 2021-Q4 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer