Envestnet Portfolio Solutions, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,482 positions
ISHARES TR | 3.2M | $2.2B | 7.6% | $427.51 | +58.90% | 10 qtrssince 2023-Q3 | Increased 64 |
ISHARES TR | 4.8M | $1.3B | 4.6% | $160.07 | +72.58% | 10 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 1.9M | $1.2B | 4.1% | $383.77 | +62.01% | 10 qtrssince 2023-Q3 | Increased 60 |
TRUST FOR PROFESSIONAL MANAG | 26.8M | $1.1B | 3.9% | $30.61 | +37.14% | 10 qtrssince 2023-Q3 | Increased 58 |
ISHARES INC | 12.8M | $860.7M | 3.0% | $50.97 | +32.20% | 10 qtrssince 2023-Q3 | Increased 65 |
VANGUARD INDEX FDS | 2.8M | $802M | 2.8% | $68.79 | +4.74% | 10 qtrssince 2023-Q3 | Increased 57 |
ISHARES TR | 8.9M | $796.6M | 2.8% | $62.06 | +44.82% | 10 qtrssince 2023-Q3 | Increased 55 |
ISHARES TR | 7.8M | $775.8M | 2.7% | $87.76 | +11.19% | 10 qtrssince 2023-Q3 | Increased 57 |
VANGUARD TAX-MANAGED FDS | 12M | $751.5M | 2.6% | $40.76 | +51.82% | 10 qtrssince 2023-Q3 | Increased 55 |
ISHARES TR | 6.3M | $581.7M | 2.0% | $64.98 | +39.83% | 10 qtrssince 2023-Q3 | Increased 55 |
ISHARES TR | 12.5M | $580.2M | 2.0% | $40.32 | +12.63% | 10 qtrssince 2023-Q3 | Increased 56 |
ISHARES TR | 2.5M | $538.7M | 1.9% | $186.98 | +12.11% | 10 qtrssince 2023-Q3 | Increased 68 |
ISHARES TR | 7.4M | $528.5M | 1.9% | $49.91 | +39.36% | 10 qtrssince 2023-Q3 | Decreased 0 |
BLACKROCK ETF TRUST | 8.3M | $502.4M | 1.8% | $46.74 | +29.24% | 8 qtrssince 2024-Q1 | Increased 52 |
VANGUARD CHARLOTTE FDS | 10.2M | $493.7M | 1.7% | $42.90 | +10.53% | 10 qtrssince 2023-Q3 | Increased 52 |
TRUST FOR PROFESSIONAL MANAG | 16.3M | $483.5M | 1.7% | $26.52 | +9.34% | 10 qtrssince 2023-Q3 | Increased 50 |
TRUST FOR PROFESSIONAL MANAG | 13.4M | $474.4M | 1.7% | $26.10 | +36.93% | 10 qtrssince 2023-Q3 | Increased 49 |
ISHARES TR | 3.7M | $455.9M | 1.6% | $83.20 | +47.74% | 10 qtrssince 2023-Q3 | Increased 51 |
ISHARES TR | 2.9M | $402.9M | 1.4% | $108.23 | +29.07% | 10 qtrssince 2023-Q3 | Increased 50 |
| 4.4M | $350.7M | 1.2% | — | — | 10 qtrssince 2023-Q3 | Increased 51 |
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: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 121 new positions, 82 exits, 803 increased. Top move: IVE (INCREASED, conviction 68). Portfolio: $28.5B across 1482 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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