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

As of Q4 2025, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3,667 positions in their 13F portfolio.

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

IVV at 6.2% of portfolio, worth $4.5B.

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

$73.7B as of Q4 2025, tracked across 3,667 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 Q4 2025?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q4 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 Q4 2025

Top Holdings3,667 positions

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Activity:

				Price Trend
IVV ETF iShares Core S&P 500 ETF	6.5M	$4.5B	6.2%	—	$394.35	+72.26%	28 qtrssince 2019-Q1	Increased 62
AVGO Broadcom Inc	8.1M	$2.8B	3.8%	—	$319.25	+7.82%	12 qtrssince 2023-Q1	Increased 94
AAPL Apple Inc	7.8M	$2B	2.8%	—	$184.38	+47.04%	28 qtrssince 2019-Q1	Increased 55
AGG ETF iShares Core U.S. Aggregate Bond ETF	19.6M	$2B	2.7%	—	$91.67	+6.45%	28 qtrssince 2019-Q1	Increased 59
NVDA NVIDIA Corp	7.8M	$1.5B	2.0%	—	$70.13	+165.30%	19 qtrssince 2021-Q2	Increased 52
SMTH ETF ALPS ETF TR	55.5M	$1.4B	2.0%	—	$24.01	+5.92%	8 qtrssince 2024-Q1	Increased 56
MSFT Microsoft Corp	3M	$1.4B	2.0%	—	$347.77	+38.19%	28 qtrssince 2019-Q1	Increased 51
VWO ETF VANGUARD EMERGING MARKETS ETF	18.4M	$1B	1.4%	—	$37.96	+41.17%	28 qtrssince 2019-Q1	Increased 52
IMTM ETF iShares MSCI Intl Momentum Factor ETF	19.9M	$983.9M	1.3%	—	$32.66	+45.23%	16 qtrssince 2022-Q1	Increased 52
AMZN Amazon.com Inc	3.9M	$944.7M	1.3%	—	$172.51	+33.80%	28 qtrssince 2019-Q1	Increased 54
GOOGL Alphabet Inc	2.8M	$889.2M	1.2%	—	$141.81	+120.29%	14 qtrssince 2022-Q3	Increased 51
JMOM ETF J P MORGAN EXCHANGE TRADED F	12.2M	$860.4M	1.2%	—	$53.12	+27.58%	17 qtrssince 2021-Q4	Increased 52
FNDF ETF SCHWAB STRATEGIC TR	18.5M	$855.8M	1.2%	—	$31.37	+43.31%	28 qtrssince 2019-Q1	Increased 52
USVM ETF VICTORY PORTFOLIOS II	8.8M	$829.5M	1.1%	—	$78.96	+14.32%	6 qtrssince 2024-Q3	Increased 54
AVLV ETF AMERICAN CENTY ETF TR	10.4M	$815.4M	1.1%	—	$63.13	+19.01%	14 qtrssince 2022-Q3	Increased 52
GOVT ETF iShares US Treasury Bond ETF	29.6M	$682.5M	0.9%	—	$21.81	+3.41%	16 qtrssince 2022-Q1	Increased 48
USMV ETF ISHARES TR	7M	$659.8M	0.9%	—	$82.35	+13.14%	28 qtrssince 2019-Q1	Increased 45
SPHQ ETF INVESCO EXCHANGE TRADED FD T	7.9M	$611.6M	0.8%	—	$52.30	+42.37%	17 qtrssince 2021-Q4	Increased 46
VOO ETF VANGUARD S&P500 INDEX ETF	881,778	$561M	0.8%	—	$459.50	+35.31%	24 qtrssince 2020-Q1	Increased 44
UYLD ETF ANGEL OAK FUNDS TRUST	10.9M	$558.3M	0.8%	—	$46.22	+7.00%	8 qtrssince 2024-Q1	Increased 49