WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,590 positions
ISHARES TR | 6.5M | $4.4B | 6.6% | $392.87 | +68.37% | 27 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 7.8M | $2B | 3.0% | $184.08 | +37.82% | 27 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 18.1M | $1.8B | 2.7% | $90.54 | +6.02% | 27 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 2.9M | $1.5B | 2.3% | $344.53 | +49.11% | 27 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORPORATION | 7.4M | $1.4B | 2.1% | $65.25 | +185.24% | 18 qtrssince 2021-Q2 | Decreased 0 |
ALPS ETF TR | 49.3M | $1.3B | 2.0% | $23.67 | +5.92% | 7 qtrssince 2024-Q1 | Increased 57 |
VANGUARD INTL EQUITY INDEX F | 17.8M | $970.9M | 1.5% | $37.40 | +41.64% | 27 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 19.1M | $911.9M | 1.4% | $32.06 | +42.49% | 15 qtrssince 2022-Q1 | Increased 52 |
AMAZON COM INC | 3.7M | $810.8M | 1.2% | $168.48 | +30.32% | 27 qtrssince 2019-Q1 | Increased 52 |
J P MORGAN EXCHANGE TRADED F | 11.9M | $804.5M | 1.2% | $52.68 | +27.84% | 16 qtrssince 2021-Q4 | Increased 51 |
SCHWAB STRATEGIC TR | 17.8M | $775.3M | 1.2% | $30.89 | +34.26% | 27 qtrssince 2019-Q1 | Increased 53 |
VICTORY PORTFOLIOS II | 8.2M | $736.8M | 1.1% | $77.79 | +13.85% | 5 qtrssince 2024-Q3 | Increased 55 |
AMERICAN CENTY ETF TR | 10M | $723.4M | 1.1% | $62.71 | +13.84% | 13 qtrssince 2022-Q3 | Increased 52 |
ALPHABET INC | 2.8M | $688.2M | 1.0% | $140.02 | +73.17% | 13 qtrssince 2022-Q3 | Increased 50 |
ISHARES TR | 6.8M | $650.7M | 1.0% | $82.12 | +14.17% | 27 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 27.2M | $628.8M | 1.0% | $21.60 | +2.92% | 15 qtrssince 2022-Q1 | Increased 48 |
INVESCO EXCHANGE TRADED FD T | 7.7M | $564.5M | 0.9% | $51.57 | +40.59% | 16 qtrssince 2021-Q4 | Increased 45 |
VANGUARD INDEX FDS | 877,613 | $539.9M | 0.8% | $458.73 | +31.97% | 23 qtrssince 2020-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC DEL | 1.1M | $531.7M | 0.8% | $389.72 | +29.00% | 11 qtrssince 2023-Q1 | Increased 45 |
SCHWAB STRATEGIC TR | 19.4M | $514.3M | 0.8% | $15.87 | +64.56% | 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 Score: 4/5.0.
Active quarter - 348 new positions, 150 exits, 1938 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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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