WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 13F holdings
CIK 16329722026Q2
| Positions | 3,975 |
|---|
| Reported value | $59.8bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 3,975 (+406 vs prior quarter) |
|---|
| Reported value | $59.8bn (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 4,791,453 | $3.6bn | 6.1% |
| AAPL APPLE INC | 6,393,572 | $1.9bn | 3.1% |
| AGG ISHARES TR | 16,602,475 | $1.6bn | 2.7% |
| NVDA NVIDIA CORPORATION | 7,300,993 | $1.3bn | 2.2% |
| SMTH ALPS ETF TR | 49,724,983 | $1.3bn | 2.1% |
| MSFT MICROSOFT CORP | 2,702,786 | $950.6m | 1.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 14,600,410 | $868.1m | 1.5% |
| EWU SCHWAB STRATEGIC TR | 16,409,142 | $858.6m | 1.4% |
| USVM VICTORY PORTFOLIOS II | 7,950,998 | $854.8m | 1.4% |
| AVLV AMERICAN CENTY ETF TR | 9,226,406 | $843.1m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1632972")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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