Wealth Enhancement Advisory Services
$45.5B Assets Reported
3,850 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 4,483,729 | $2.9B | 6.5% |
| AGG | ISHARES TR | 14,925,651 | $1.5B | 3.2% |
| SMTH | ALPS ETF TR | 42,086,273 | $1.1B | 2.4% |
| MSFT | MICROSOFT CORP | 2,393,953 | $799M | 1.8% |
| FNDF | SCHWAB STRATEGIC TR | 14,592,927 | $708M | 1.6% |
| VWO | VANGUARD INTL EQUITY INDEX F | 12,959,833 | $693M | 1.5% |
| USVM | VICTORY PORTFOLIOS II | 6,973,559 | $659M | 1.5% |
| JMOM | J P MORGAN EXCHANGE TRADED F | 9,124,355 | $628M | 1.4% |
| AVLV | AMERICAN CENTY ETF TR | 7,700,512 | $621M | 1.4% |
| IMTM | ISHARES TR | 11,979,760 | $582M | 1.3% |
Track Wealth Enhancement Advisory Services's 13F portfolio: $45.5B in reported holdings, 3,850 positions. Top holdings, AUM, and quarterly changes on SentiSense.