Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (CIK 1632972) reported $49.10B across 3,484 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($2.94B, 6.00%), AGG ($1.47B, 3.00%), AAPL ($1.32B, 2.69%), SMTH ($1.07B, 2.19%), NVDA ($972.4M, 1.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $2.94B | 6.00% | 4.5M | Trimmed |
| 2 | AGG | ISHARES TR | $1.47B | 3.00% | 14.9M | Trimmed |
| 3 | AAPL | APPLE INC | $1.32B | 2.69% | 5.6M | Trimmed |
| 4 | SMTH | ALPS ETF TR | $1.07B | 2.19% | 42.1M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $972.4M | 1.98% | 6.5M | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $799.4M | 1.63% | 2.4M | Trimmed |
| 7 | FNDF | SCHWAB STRATEGIC TR | $707.7M | 1.44% | 14.6M | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $693.1M | 1.41% | 13.0M | Trimmed |
| 9 | USVM | VICTORY PORTFOLIOS II | $659.5M | 1.34% | 7.0M | Trimmed |
| 10 | JMOM | J P MORGAN EXCHANGE TRADED F | $628.2M | 1.28% | 9.1M | Trimmed |
| 11 | AVLV | AMERICAN CENTY ETF TR | $621.2M | 1.27% | 7.7M | Trimmed |
| 12 | IMTM | ISHARES TR | $581.6M | 1.18% | 12.0M | Trimmed |
| 13 | AMZN | AMAZON COM INC | $562.1M | 1.14% | 2.9M | Trimmed |
| 14 | GOOGL | ALPHABET INC | $550.3M | 1.12% | 2.1M | Trimmed |
| 15 | GOVT | ISHARES TR | $521.4M | 1.06% | 23.0M | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $465.6M | 0.95% | 992,531 | Trimmed |
| 17 | UYLD | ANGEL OAK FUNDS TRUST | $422.1M | 0.86% | 8.4M | Trimmed |
| 18 | SPHQ | INVESCO EXCHANGE TRADED FD T | $415.8M | 0.85% | 5.5M | Trimmed |
| 19 | USMV | ISHARES TR | $406.9M | 0.83% | 4.4M | Trimmed |
| 20 | AVDE | AMERICAN CENTY ETF TR | $398.1M | 0.81% | 4.7M | Trimmed |
| 21 | SPY | SPDR S&P 500 ETF TR | $362.9M | 0.74% | 667,038 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $348.8M | 0.71% | 582,041 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $340.6M | 0.69% | 1.6M | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO. | $328.8M | 0.67% | 1.3M | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $284.5M | 0.58% | 1.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31