Wealth Enhancement Advisory Services
$59.6B 13F equity value
4,063 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealth Enhancement Advisory Services 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 | 4,791,453 | $3.6B | 6.1% |
| AAPL | APPLE INC | 6,393,572 | $1.9B | 3.1% |
| AGG | ISHARES TR | 16,602,475 | $1.6B | 2.7% |
| NVDA | NVIDIA CORPORATION | 7,300,993 | $1.3B | 2.2% |
| SMTH | ALPS ETF TR | 49,724,983 | $1.3B | 2.1% |
| MSFT | MICROSOFT CORP | 2,702,786 | $951M | 1.6% |
| VWO | VANGUARD INTL EQUITY INDEX F | 14,600,410 | $868M | 1.5% |
| FNDF | SCHWAB STRATEGIC TR | 16,409,142 | $859M | 1.4% |
| USVM | VICTORY PORTFOLIOS II | 7,950,998 | $855M | 1.4% |
| AVLV | AMERICAN CENTY ETF TR | 9,226,406 | $843M | 1.4% |
Track Wealth Enhancement Advisory Services's 13F portfolio: $59.6B in reported holdings, 4,063 positions. Top holdings and quarterly changes on SentiSense.
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