Envestnet Portfolio Solutions
$20.9B 13F equity value
1,444 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Envestnet Portfolio Solutions covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 2,008,278 | $1.5B | 7.2% |
| APUE | TRUST FOR PROFESSIONAL MANAG | 24,743,201 | $1.1B | 5.5% |
| IWY | ISHARES TR | 3,635,042 | $1.1B | 5.1% |
| IUSB | ISHARES TR | 16,937,298 | $782M | 3.7% |
| IWX | ISHARES TR | 4,907,301 | $516M | 2.5% |
| IVW | ISHARES TR | 3,569,833 | $491M | 2.4% |
| DFAL | DIMENSIONAL ETF TRUST | 9,728,917 | $490M | 2.3% |
| APIE | TRUST FOR PROFESSIONAL MANAG | 12,154,559 | $471M | 2.3% |
| APCB | TRUST FOR PROFESSIONAL MANAG | 15,469,678 | $455M | 2.2% |
| DYNF | BLACKROCK ETF TRUST | 6,665,461 | $453M | 2.2% |
Track Envestnet Portfolio Solutions's 13F portfolio: $20.9B in reported holdings, 1,444 positions. Top holdings and quarterly changes on SentiSense.
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