WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,590 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 6.5M | $4.4B | 6.6% | $396.39 | +67.61% | 27 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 7.8M | $2B | 3.0% | $184.91 | +37.19% | 27 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 18.1M | $1.8B | 2.7% | $91.18 | +6.02% | 27 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 2.9M | $1.5B | 2.3% | $346.89 | +48.07% | 27 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORP | 7.4M | $1.4B | 2.1% | $121.30 | +49.91% | 18 qtrssince 2021-Q2 | Decreased 0 |
ALPS ETF TR | 49.3M | $1.3B | 2.0% | $23.83 | +5.92% | 7 qtrssince 2024-Q1 | Increased 57 |
VANGUARD FTSE EMERGING MARKETS | 17.8M | $970.9M | 1.5% | $37.50 | +41.06% | 27 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 19.1M | $911.9M | 1.4% | $32.14 | +42.97% | 15 qtrssince 2022-Q1 | Increased 52 |
AMAZON.COM INC | 3.7M | $810.8M | 1.2% | $169.39 | +31.16% | 27 qtrssince 2019-Q1 | Increased 52 |
J P MORGAN EXCHANGE TRADED F | 11.9M | $804.5M | 1.2% | $52.95 | +27.73% | 16 qtrssince 2021-Q4 | Increased 51 |
SCHWAB FNDMN INTL LRG CO ETF | 17.8M | $775.3M | 1.2% | $30.91 | +34.86% | 27 qtrssince 2019-Q1 | Increased 53 |
VICTORY PORTFOLIOS II | 8.2M | $736.8M | 1.1% | $78.11 | +13.85% | 5 qtrssince 2024-Q3 | Increased 55 |
AMERICAN CENTY ETF TR | 10M | $723.4M | 1.1% | $63.13 | +14.00% | 13 qtrssince 2022-Q3 | Increased 52 |
ALPHABET INC-CL A | 2.8M | $688.2M | 1.0% | $140.30 | +73.84% | 13 qtrssince 2022-Q3 | Increased 50 |
ISHARES EDGE MSCI MIN VOL US | 6.8M | $650.7M | 1.0% | $82.54 | +14.29% | 27 qtrssince 2019-Q1 | Increased 45 |
ISHARES US TREASURY BOND ETF | 27.2M | $628.8M | 1.0% | $21.74 | +2.92% | 15 qtrssince 2022-Q1 | Increased 48 |
INVESCO S&P 500 QUALITY ETF | 7.7M | $564.5M | 0.9% | $52.04 | +39.72% | 16 qtrssince 2021-Q4 | Increased 45 |
VANGUARD S&P 500 ETF | 877,613 | $539.9M | 0.8% | $462.43 | +31.57% | 23 qtrssince 2020-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 1.1M | $531.7M | 0.8% | $389.03 | +28.33% | 11 qtrssince 2023-Q1 | Increased 45 |
SCHWAB US LARGE-CAP ETF | 19.4M | $514.3M | 0.8% | $21.10 | +24.13% | 27 qtrssince 2019-Q1 | Decreased 0 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $66.1B across 3590 positions as of Q3 2025. Top holdings: IVV (6.6%), AAPL (3.0%), AGG (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 347 new positions, 149 exits, 1936 increased. Top move: IVV (INCREASED, conviction 62). Portfolio: $66.1B across 3590 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