WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972 · PLYMOUTH, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$59.79B
2026 Q2
Positions
4,137
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
6.1%
AAPL
APPLE INC
3.1%
AGG
ISHARES TR
2.7%
NVDA
NVIDIA CORPORATION
2.2%
SMTH
ALPS ETF TR
2.1%
MSFT
MICROSOFT CORP
1.6%
VWO
VANGUARD INTL EQUITY INDEX F
1.5%
FNDF
SCHWAB STRATEGIC TR
1.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.