WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 1632972
13F filing for Q2 2026・No. 184
- Holdings
- US$59.79B
- Quarter change
- +US$10.69B
- Entries
- 4,384
- Net bought (estimate)
- +US$5.77B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 542
- Sold out 140
- Cut 948
- Added 2,373
- Corporate actions 4
- Unchanged 66
Largest holdings
3,929 stocks worth US$59.58B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 4,791,453 | US$3.62B | 6.08% |
| AAPLAppleCOM | Added | 6,393,572 | US$1.87B | 3.14% |
| ISHARES TRCORE US AGGBD ET | Added | 16,602,475 | US$1.62B | 2.71% |
| NVDANvidiaCOM | Added | 7,300,993 | US$1.33B | 2.23% |
| ALPS ETF TRSMITH CORE PLUS | Added | 49,724,983 | US$1.26B | 2.11% |
| MSFTMicrosoftCOM | Added | 2,702,786 | US$950.58M | 1.60% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 14,600,410 | US$868.14M | 1.46% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 16,409,142 | US$858.58M | 1.44% |
| VICTORY PORTFOLIOS IIUSAA MSCI USA SM | Added | 7,950,998 | US$854.8M | 1.43% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Added | 9,226,406 | US$843.14M | 1.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.