WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings4,137 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 4.8M | $3.6B | 6.1% | $420.46 | +83.05% | 30 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 6.4M | $1.9B | 3.1% | $199.02 | +57.50% | 30 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 16.6M | $1.6B | 2.7% | $92.34 | +5.97% | 30 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORP | 7.3M | $1.3B | 2.2% | $132.80 | +57.88% | 21 qtrssince 2021-Q2 | Increased 62 |
ALPS ETF TR | 49.7M | $1.3B | 2.1% | $24.26 | +4.75% | 10 qtrssince 2024-Q1 | Increased 64 |
MICROSOFT CORP | 2.7M | $950.6M | 1.6% | $350.90 | +41.46% | 30 qtrssince 2019-Q1 | Increased 57 |
VANGUARD FTSE EMERGING MARKETS | 14.6M | $868.1M | 1.5% | $40.50 | +49.78% | 30 qtrssince 2019-Q1 | Increased 56 |
SCHWAB FNDMN INTL LRG CO ETF | 16.4M | $858.6M | 1.4% | $33.77 | +64.80% | 30 qtrssince 2019-Q1 | Increased 56 |
VICTORY PORTFOLIOS II | 8M | $854.8M | 1.4% | $82.71 | +32.86% | 8 qtrssince 2024-Q3 | Increased 57 |
AMERICAN CENTY ETF TR | 9.2M | $843.1M | 1.4% | $68.15 | +38.79% | 16 qtrssince 2022-Q3 | Increased 59 |
J P MORGAN EXCHANGE TRADED F | 9.7M | $809M | 1.4% | $55.26 | +50.37% | 19 qtrssince 2021-Q4 | Increased 53 |
AMAZON.COM INC | 3.4M | $758M | 1.3% | $181.89 | +43.09% | 30 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC-CL A | 2.3M | $730.3M | 1.2% | $160.62 | +112.93% | 16 qtrssince 2022-Q3 | Increased 55 |
ISHARES TR | 13.4M | $703.5M | 1.2% | $34.98 | +53.84% | 18 qtrssince 2022-Q1 | Increased 56 |
ISHARES US TREASURY BOND ETF | 25.9M | $580.2M | 1.0% | $21.90 | +2.97% | 18 qtrssince 2022-Q1 | Increased 50 |
MICRON TECHNOLOGY INC | 623,933 | $580M | 1.0% | $859.33 | +9.20% | 12 qtrssince 2023-Q3 | Increased 72 |
INVESCO S&P 500 QUALITY ETF | 5.9M | $522.5M | 0.9% | $55.57 | +55.69% | 19 qtrssince 2021-Q4 | Increased 48 |
ANGEL OAK ULTRASHORT INCOME ETF | 9.8M | $492.8M | 0.8% | $47.35 | +8.06% | 10 qtrssince 2024-Q1 | Increased 51 |
AMERICAN CENTY ETF TR | 5.4M | $479.3M | 0.8% | $60.65 | +55.59% | 13 qtrssince 2023-Q2 | Increased 50 |
ISHARES EDGE MSCI MIN VOL US | 4.7M | $458.5M | 0.8% | $83.76 | +21.24% | 30 qtrssince 2019-Q1 | Increased 48 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $59.8B across 4137 positions as of Q2 2026. Top holdings: IVV (6.1%), AAPL (3.1%), AGG (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 560 new positions, 154 exits, 2387 increased. Top move: MU (INCREASED, conviction 72). Portfolio: $59.8B across 4137 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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