WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,667 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 6.5M | $4.5B | 6.2% | $397.92 | +73.38% | 28 qtrssince 2019-Q1 | Increased 62 |
BROADCOM INC | 8.1M | $2.8B | 3.8% | $325.72 | +5.87% | 12 qtrssince 2023-Q1 | Increased 94 |
APPLE INC | 7.8M | $2B | 2.8% | $185.21 | +46.38% | 28 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 19.6M | $2B | 2.7% | $91.67 | +6.45% | 28 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 7.8M | $1.5B | 2.0% | $123.97 | +51.28% | 19 qtrssince 2021-Q2 | Increased 52 |
ALPS ETF TR | 55.5M | $1.4B | 2.0% | $24.01 | +5.92% | 8 qtrssince 2024-Q1 | Increased 56 |
MICROSOFT CORP | 3M | $1.4B | 2.0% | $350.23 | +39.19% | 28 qtrssince 2019-Q1 | Increased 51 |
VANGUARD FTSE EMERGING MARKETS | 18.4M | $1B | 1.4% | $38.07 | +41.35% | 28 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 19.9M | $983.9M | 1.3% | $32.76 | +47.10% | 16 qtrssince 2022-Q1 | Increased 52 |
AMAZON.COM INC | 3.9M | $944.7M | 1.3% | $173.48 | +34.04% | 28 qtrssince 2019-Q1 | Increased 54 |
ALPHABET INC-CL A | 2.8M | $889.2M | 1.2% | $142.10 | +120.87% | 14 qtrssince 2022-Q3 | Increased 51 |
J P MORGAN EXCHANGE TRADED F | 12.2M | $860.4M | 1.2% | $53.40 | +28.78% | 17 qtrssince 2021-Q4 | Increased 52 |
SCHWAB FNDMN INTL LRG CO ETF | 18.5M | $855.8M | 1.2% | $31.41 | +44.78% | 28 qtrssince 2019-Q1 | Increased 52 |
VICTORY PORTFOLIOS II | 8.8M | $829.5M | 1.1% | $78.96 | +14.32% | 6 qtrssince 2024-Q3 | Increased 54 |
AMERICAN CENTY ETF TR | 10.4M | $815.4M | 1.1% | $63.58 | +20.12% | 14 qtrssince 2022-Q3 | Increased 52 |
ISHARES US TREASURY BOND ETF | 29.6M | $682.5M | 0.9% | $21.81 | +3.41% | 16 qtrssince 2022-Q1 | Increased 48 |
ISHARES EDGE MSCI MIN VOL US | 7M | $659.8M | 0.9% | $82.79 | +14.68% | 28 qtrssince 2019-Q1 | Increased 45 |
INVESCO S&P 500 QUALITY ETF | 7.9M | $611.6M | 0.8% | $52.80 | +43.45% | 17 qtrssince 2021-Q4 | Increased 46 |
VANGUARD S&P 500 ETF | 881,778 | $561M | 0.8% | $463.23 | +36.37% | 24 qtrssince 2020-Q1 | Increased 44 |
ANGEL OAK ULTRASHORT INCOME ETF | 10.9M | $558.3M | 0.8% | $46.77 | +6.59% | 8 qtrssince 2024-Q1 | Increased 49 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC manages $73.7B across 3667 positions as of Q4 2025. Top holdings: IVV (6.2%), AVGO (3.8%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 277 new positions, 189 exits, 2052 increased. Top move: AVGO (INCREASED, conviction 94). Portfolio: $73.7B across 3667 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