WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,594 positions
ISHARES TR | 4.5M | $2.9B | 6.0% | $394.35 | +64.72% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 14.9M | $1.5B | 3.0% | $91.03 | +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% | $23.84 | +5.73% | 9 qtrssince 2024-Q1 | Decreased 0 |
NVIDIA CORPORATION | 28,200 | $972.4M | 2.0% | — | — | — | Increased — |
MICROSOFT CORP | 2.4M | $799.4M | 1.6% | $347.77 | +6.01% | 29 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 14.6M | $707.7M | 1.4% | $31.37 | +55.10% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 13M | $693.1M | 1.4% | $37.96 | +41.93% | 29 qtrssince 2019-Q1 | Decreased 0 |
VICTORY PORTFOLIOS II | 7M | $659.5M | 1.3% | $78.64 | +18.97% | 7 qtrssince 2024-Q3 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 9.1M | $628.2M | 1.3% | $53.12 | +27.38% | 18 qtrssince 2021-Q4 | Decreased 0 |
AMERICAN CENTY ETF TR | 7.7M | $621.2M | 1.3% | $63.13 | +26.97% | 15 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR | 12M | $581.6M | 1.2% | $32.66 | +45.38% | 17 qtrssince 2022-Q1 | Decreased 0 |
AMAZON COM INC | 2.9M | $562.1M | 1.1% | $172.51 | +20.73% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 2.1M | $550.3M | 1.1% | $141.81 | +102.53% | 15 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR | 23M | $521.4M | 1.1% | $21.66 | +3.46% | 17 qtrssince 2022-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 992,531 | $465.6M | 0.9% | $391.98 | +22.25% | 13 qtrssince 2023-Q1 | Decreased 0 |
ANGEL OAK FUNDS TRUST | 8.4M | $422.1M | 0.9% | $46.22 | +7.92% | 9 qtrssince 2024-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 5.5M | $415.8M | 0.8% | $52.30 | +43.18% | 18 qtrssince 2021-Q4 | Decreased 0 |
ISHARES TR | 4.4M | $406.9M | 0.8% | $82.35 | +11.89% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 4.7M | $398.1M | 0.8% | $55.74 | +49.69% | 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 puts (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 290 new positions, 346 exits, 1212 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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Top Losers
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