WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,594 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 4.5M | $2.9B | 6.0% | $397.92 | +71.74% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 14.9M | $1.5B | 3.0% | $91.67 | +6.47% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 77,900 | $1.3B | 2.7% | — | — | — | Increased — |
ALPS ETF TR | 42.1M | $1.1B | 2.2% | $24.01 | +5.73% | 9 qtrssince 2024-Q1 | Decreased 0 |
NVIDIA CORP | 28,200 | $972.4M | 2.0% | — | — | — | Increased — |
MICROSOFT CORP | 2.4M | $799.4M | 1.6% | $350.23 | +15.33% | 29 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB FNDMN INTL LRG CO ETF | 14.6M | $707.7M | 1.4% | $31.41 | +58.70% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 13M | $693.1M | 1.4% | $38.07 | +45.08% | 29 qtrssince 2019-Q1 | Decreased 0 |
VICTORY PORTFOLIOS II | 7M | $659.5M | 1.3% | $78.96 | +18.97% | 7 qtrssince 2024-Q3 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 9.1M | $628.2M | 1.3% | $53.40 | +31.80% | 18 qtrssince 2021-Q4 | Decreased 0 |
AMERICAN CENTY ETF TR | 7.7M | $621.2M | 1.3% | $63.58 | +30.09% | 15 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR | 12M | $581.6M | 1.2% | $32.76 | +52.66% | 17 qtrssince 2022-Q1 | Decreased 0 |
AMAZON.COM INC | 2.9M | $562.1M | 1.1% | $173.48 | +20.32% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 2.1M | $550.3M | 1.1% | $142.10 | +113.64% | 15 qtrssince 2022-Q3 | Decreased 0 |
ISHARES US TREASURY BOND ETF | 23M | $521.4M | 1.1% | $21.81 | +3.46% | 17 qtrssince 2022-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 992,531 | $465.6M | 0.9% | $391.33 | +23.01% | 13 qtrssince 2023-Q1 | Decreased 0 |
ANGEL OAK ULTRASHORT INCOME ETF | 8.4M | $422.1M | 0.9% | $46.77 | +7.51% | 9 qtrssince 2024-Q1 | Decreased 0 |
INVESCO S&P 500 QUALITY ETF | 5.5M | $415.8M | 0.8% | $52.80 | +50.15% | 18 qtrssince 2021-Q4 | Decreased 0 |
ISHARES EDGE MSCI MIN VOL US | 4.4M | $406.9M | 0.8% | $82.79 | +17.41% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 4.7M | $398.1M | 0.8% | $56.44 | +55.77% | 12 qtrssince 2023-Q2 | Decreased 0 |
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: 4.5/5.0.
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
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