How many stocks does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

As of Q4 2025, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3,623 positions in their 13F portfolio.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's largest holding?

IVV at 6.2% of portfolio, worth $4.5B.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's total portfolio value?

$73.7B as of Q4 2025, tracked across 3,623 holdings.

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC a hedge fund?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC report?

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

How has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio changed in Q4 2025?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's investment strategy?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WEALTH ENHANCEMENT ADVISORY SE Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Institutional investor · Portfolio as of Q4 2025

Elite(4.5 / 5.0)

$73.7B

AUM

3,623

Positions

277

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $73.7B across 3623 positions as of Q4 2025. Top holdings: IVV (6.2%), AVGO (3.8%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.

Q4 2025 Summary

Active quarter - 277 new positions, 189 exits, 2052 increased. Top move: AVGO (INCREASED, conviction 94). Portfolio: $73.7B across 3623 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV6.16%

AVGO3.77%

AAPL2.78%

AGG2.66%

NVDA1.97%

SMTH1.96%

MSFT1.96%

VWO1.39%

IMTM1.33%

AMZN1.28%

Other1.21%

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+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

LITE10Q held

Lumentum Holdings Inc.

Avg $54.67 · $5M est. P&L

Est. P&L

+1170.17%

BE10Q held

Bloom Energy Corporation

Avg $12.32 · $4M est. P&L

Est. P&L

+1141.75%

CELC10Q held

Celcuity Inc.

Avg $10.70 · $1.5M est. P&L

Est. P&L

+903.50%

Top Losers

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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 3667

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF iShares Core S&P 500 ETF	6.5M	$4.5B	6.2%	—	$397.92	+71.74%	28 qtrssince 2019-Q1	Increased 62
AVGO Broadcom Inc.	8.1M	$2.8B	3.8%	—	$330.20	-4.95%	12 qtrssince 2023-Q1	Increased 94
AAPL Apple Inc.	7.8M	$2B	2.8%	—	$185.25	+42.37%	28 qtrssince 2019-Q1	Increased 55
AGGETF iShares Core U.S. Aggregate Bon	19.6M	$2B	2.7%	—	$93.45	+7.62%	28 qtrssince 2019-Q1	Increased 59
NVDA NVIDIA Corporation	7.8M	$1.5B	2.0%	—	$123.97	+45.23%	19 qtrssince 2021-Q2	Increased 52
SMTHETF ALPS Smith Core Plus Bond ETF	55.5M	$1.4B	2.0%	—	$24.52	+6.90%	8 qtrssince 2024-Q1	Increased 56
MSFT Microsoft Corporation	3M	$1.4B	2.0%	—	$350.23	+15.33%	28 qtrssince 2019-Q1	Increased 51
VWOETF Vanguard FTSE Emerging Markets	18.4M	$1B	1.4%	—	$38.07	+45.08%	28 qtrssince 2019-Q1	Increased 52
IMTMETF iShares MSCI Intl Momentum Fact	19.9M	$983.9M	1.3%	—	$32.76	+52.66%	16 qtrssince 2022-Q1	Increased 52
AMZN Amazon.com, Inc.	3.9M	$944.7M	1.3%	—	$173.48	+20.32%	28 qtrssince 2019-Q1	Increased 54
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