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

As of Q2 2025, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3,380 positions in their 13F portfolio.

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

IVV at 6.7% of portfolio, worth $4.1B.

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

$60.5B as of Q2 2025, tracked across 3,380 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 Q2 2025?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 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 SERVICES, LLC

Institutional investor · Portfolio as of Q2 2025

SEC EDGAR SourceSEC Filings

Top Holdings3,380 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES CORE S&P 500 ETF	6.5M	$4.1B	6.7%	—	$394.48	+55.50%	26 qtrssince 2019-Q1	Increased 64
AGG ETF ISHARES TR	16.5M	$1.6B	2.7%	—	$90.65	+4.49%	26 qtrssince 2019-Q1	Increased 60
AAPL APPLE INC	7.6M	$1.6B	2.7%	—	$182.77	+11.72%	26 qtrssince 2019-Q1	Increased 59
MSFT MICROSOFT CORP	2.9M	$1.5B	2.4%	—	$345.15	+43.18%	26 qtrssince 2019-Q1	Increased 59
NVDA NVIDIA CORP	7.6M	$1.2B	2.0%	—	$121.30	+30.04%	17 qtrssince 2021-Q2	Increased 54
SMTH ETF ALPS ETF TR	43.7M	$1.1B	1.9%	—	$23.65	+4.29%	6 qtrssince 2024-Q1	Increased 57
VWO ETF VANGUARD FTSE EMERGING MARKETS	17.1M	$855.2M	1.4%	—	$36.91	+30.57%	26 qtrssince 2019-Q1	Increased 55
IMTM ETF ISHARES TR	18.3M	$828.8M	1.4%	—	$31.53	+38.80%	14 qtrssince 2022-Q1	Increased 52
AMZN AMAZON.COM INC	3.5M	$784.1M	1.3%	—	$167.17	+33.57%	26 qtrssince 2019-Q1	Increased 56
JMOM ETF J P MORGAN EXCHANGE TRADED F	11.6M	$749.2M	1.2%	—	$52.56	+20.44%	15 qtrssince 2021-Q4	Decreased 0
FNDF ETF SCHWAB FNDMN INTL LRG CO ETF	16.9M	$685.3M	1.1%	—	$30.33	+27.99%	26 qtrssince 2019-Q1	Increased 52
AVLV ETF AMERICAN CENTY ETF TR	9.6M	$672.9M	1.1%	—	$62.79	+7.79%	12 qtrssince 2022-Q3	Decreased 0
USVM ETF VICTORY PORTFOLIOS II	7.5M	$639.8M	1.1%	—	$77.11	+6.23%	4 qtrssince 2024-Q3	Increased 55
USMV ETF ISHARES EDGE MSCI MIN VOL US	6.7M	$628.6M	1.0%	—	$82.26	+12.17%	26 qtrssince 2019-Q1	Increased 50
JPM JPMORGAN CHASE & CO	2M	$601.3M	1.0%	—	$170.71	+65.82%	26 qtrssince 2019-Q1	Increased 51
GOVT ETF ISHARES US TREASURY BOND ETF	25M	$570.6M	0.9%	—	$21.69	+1.66%	14 qtrssince 2022-Q1	Increased 47
SPHQ ETF INVESCO S&P 500 QUALITY ETF	7.5M	$538M	0.9%	—	$51.48	+36.73%	15 qtrssince 2021-Q4	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC-CL B	1M	$508.9M	0.8%	—	$388.06	+25.16%	10 qtrssince 2023-Q1	Decreased 0
VOO ETF VANGUARD S&P 500 ETF	875,114	$503.4M	0.8%	—	$462.02	+21.64%	22 qtrssince 2020-Q1	Increased 48
GOOGL ALPHABET INC-CL A	2.8M	$499.1M	0.8%	—	$139.46	+27.82%	12 qtrssince 2022-Q3	Increased 49