How many stocks does Envestnet Portfolio Solutions, Inc. own?

As of Q4 2025, Envestnet Portfolio Solutions, Inc. holds 1,482 positions in their 13F portfolio.

What is Envestnet Portfolio Solutions, Inc.'s largest holding?

IVV at 7.6% of portfolio, worth $2.2B.

What is Envestnet Portfolio Solutions, Inc.'s total portfolio value?

$28.5B as of Q4 2025, tracked across 1,482 holdings.

Is Envestnet Portfolio Solutions, Inc. a hedge fund?

Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Envestnet Portfolio Solutions, Inc.'s portfolio changed in Q4 2025?

View Envestnet Portfolio Solutions, Inc.'s latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is Envestnet Portfolio Solutions, Inc.'s investment strategy?

Envestnet Portfolio Solutions, Inc. is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Envestnet Portfolio Solutions, Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

Envestnet Portfolio Solutions, Inc.

Institutional investor · Portfolio as of Q4 2025

Strong(3.5 / 5.0)

$28.5B

AUM

1,482

Positions

121

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

Envestnet Portfolio Solutions, Inc. manages $28.5B across 1482 positions as of Q4 2025. Top holdings: IVV (7.6%), IWY (4.6%), VOO (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.

Q4 2025 Summary

Active quarter - 121 new positions, 82 exits, 803 increased. Top move: IEMG (INCREASED, conviction 65). Portfolio: $28.5B across 1482 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV7.58%

IWY4.62%

VOO4.10%

APUE3.92%

IEMG3.02%

VO2.82%

IEFA2.80%

AGG2.72%

VEA2.64%

IWX2.04%

Other2.04%

Similar Funds

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$25.3B

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+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

FIX10Q held

Comfort Systems USA, Inc.

Avg $195.79 · $625,177 est. P&L

Est. P&L

+610.53%

CIEN10Q held

Ciena Corporation

Avg $52.87 · $421,708 est. P&L

Est. P&L

+530.04%

APP7Q held

Applovin Corporation

Avg $86.06 · $4.1M est. P&L

Est. P&L

+410.01%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1482

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVVETF iShares Core S&P 500 ETF	3.2M	$2.2B	7.6%	—	$431.16	+58.50%	10 qtrssince 2023-Q3	Increased 64
IWYETF iShares Russell Top 200 Growth	4.8M	$1.3B	4.6%	—	$160.52	+63.03%	10 qtrssince 2023-Q3	Decreased 0
VOOETF Vanguard S&P 500 ETF	1.9M	$1.2B	4.1%	—	$387.17	+61.62%	10 qtrssince 2023-Q3	Increased 60
APUEETF ActivePassive U.S. Equity ETF	26.8M	$1.1B	3.9%	—	$30.88	+35.22%	10 qtrssince 2023-Q3	Increased 58
IEMGETF iShares Core MSCI Emerging Mark	12.8M	$860.7M	3.0%	—	$50.97	+40.82%	10 qtrssince 2023-Q3	Increased 65
VOETF Vanguard Mid-Cap ETF	2.8M	$802M	2.8%	—	$275.52	+9.53%	10 qtrssince 2023-Q3	Increased 57
IEFAETF iShares Core MSCI EAFE ETF	8.9M	$796.6M	2.8%	—	$62.06	+50.63%	10 qtrssince 2023-Q3	Increased 55
AGGETF iShares Core U.S. Aggregate Bon	7.8M	$775.8M	2.7%	—	$89.53	+12.33%	10 qtrssince 2023-Q3	Increased 57
VEAETF Vanguard FTSE Developed Markets	12M	$751.5M	2.6%	—	$41.15	+61.85%	10 qtrssince 2023-Q3	Increased 55
IWXETF iShares Russell Top 200 Value E	6.3M	$581.7M	2.0%	—	$65.68	+46.41%	10 qtrssince 2023-Q3	Increased 55
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