WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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

$73.7B

Total Positions

3,625

New This Quarter

278

Filing Period

2025-12-31

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%

Other13.41%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CELC10Q held

CELCUITY INC

Avg $10.70 · $1.4M est. P&L

Est. P&L

+833.61%

BE10Q held

BLOOM ENERGY CORP C

Avg $12.32 · $2.1M est. P&L

Est. P&L

+608.11%

LITE10Q held

Lumentum Holdings Inc

Avg $54.67 · $2.5M est. P&L

Est. P&L

+578.92%

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 Holdings(Showing 25 of 3578 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	6.5M	$4.5B	6.2%	—	$397.92	+73.38%	28 qtrs	Increased 62
AVGO Broadcom Inc	8.1M	$2.8B	3.8%	—	$330.20	+5.95%	12 qtrs	Increased 94
AAPL Apple Inc	7.8M	$2B	2.8%	—	$185.25	+47.27%	28 qtrs	Increased 55
AGG ISHARES TR	19.6M	$2B	2.7%	—	$93.45	+6.80%	28 qtrs	Increased 59
NVDA NVIDIA Corp	7.8M	$1.5B	2.0%	—	$123.97	+51.28%	19 qtrs	Increased 52
SMTH ALPS ETF TR	55.5M	$1.4B	2.0%	—	$24.52	+6.21%	8 qtrs	Increased 56
MSFT Microsoft Corp	3M	$1.4B	2.0%	—	$350.23	+39.19%	28 qtrs	Increased 51
VWO VANGUARD INTL EQUITY INDEX F	18.4M	$1B	1.4%	—	$38.07	+41.35%	28 qtrs	Increased 52
IMTM ISHARES TR	19.9M	$983.9M	1.3%	—	$32.76	+47.10%	16 qtrs	Increased 52
AMZN Amazon.com Inc	3.9M	$944.7M	1.3%	—	$173.48	+34.04%	28 qtrs	Increased 54
GOOGL Alphabet Inc	2.8M	$889.2M	1.2%	—	$142.10	+120.87%	14 qtrs	Increased 51
JMOM JP MORGAN EXCHANGE TRADED F	12.2M	$860.4M	1.2%	—	$53.40	+28.78%	17 qtrs	Increased 52
FNDF SCHWAB STRATEGIC TR	18.5M	$855.8M	1.2%	—	$31.41	+44.78%	28 qtrs	Increased 52
USVM VICTORY PORTFOLIOS II	8.8M	$829.5M	1.1%	—	$79.60	+15.34%	6 qtrs	Increased 54
AVLV AMERICAN CENTY ETF TR	10.4M	$815.4M	1.1%	—	$63.58	+20.12%	14 qtrs	Increased 52
GOVT ISHARES TR	29.6M	$682.5M	0.9%	—	$21.88	+5.18%	16 qtrs	Increased 48
USMV ISHARES TR	7M	$659.8M	0.9%	—	$82.79	+14.68%	28 qtrs	Increased 45
SPHQ INVESCO EXCHANGE TRADED FD T	7.9M	$611.6M	0.8%	—	$52.80	+43.45%	17 qtrs	Increased 46
VOO VANGUARD INDEX FDS	881,778	$561M	0.8%	—	$463.23	+36.37%	24 qtrs	Increased 44
UYLD ANGEL OAK FUNDS TRUST	10.9M	$558.3M	0.8%	—	$47.82	+6.53%	8 qtrs	Increased 49
JPM JPMORGAN CHASE & CO.	1.6M	$550.5M	0.7%	—	$171.12	+88.15%	28 qtrs	Increased 44
BRK/B Berkshire Hathaway Inc	1.1M	$539.1M	0.7%	—	—	—	12 qtrs	Increased 45
SCHX SCHWAB STRATEGIC TR	19.1M	$521.8M	0.7%	—	$21.10	+28.53%	28 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	693,353	$479.9M	0.7%	—	$480.93	+42.85%	28 qtrs	Increased 45
V Visa Inc	1.3M	$474.9M	0.6%	—	$285.68	+23.53%	25 qtrs	Increased 49
Showing 25 of 3,578 results.PROUpgrade to see all →

Accumulation Streaks

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

Security

JMUBJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+2M shares+$103.1M

JGROJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+809,685 shares+$77.5M

EPDEnterprise Products Partners LP

Q1 2024 → Q4 2025+313,525 shares+$14.7M

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