WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13F Holdings
CIK 0001632972
As of Sep 30, 2025, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported
3,831 positions worth $49.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 6,502,855 | $4.4B | 8.85% |
| APPLE INC | AAPL | Technology | 7,787,018 | $2.0B | 4.04% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 18,113,855 |
|
.8B3.67% |
| MICROSOFT CORP | MSFT | Technology | 2,944,451 |
.5B | 3.12% |
| NVIDIA CORP | NVDA | Technology | 7,444,134 |
.4B | 2.77% |
| ALPS SMITH CORE PLUS BOND ETF | SMTH | — | 49,333,372 |
.3B | 2.61% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 17,755,887 | $970.9M | 1.96% |
| ISHARES MSCI INTL MOMENTUM FACTOR ETF | IMTM | — | 19,096,731 | $911.9M | 1.84% |
| AMAZON.COM INC | AMZN | Equity | 3,656,926 | $810.8M | 1.64% |
| JPMORGAN US MOMENTUM FACTOR ETF | JMOM | — | 11,896,007 | $804.5M | 1.63% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 17,826,186 | $775.3M | 1.57% |
| VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF | USVM | — | 8,157,714 | $736.8M | 1.49% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 10,022,201 | $723.4M | 1.46% |
| ALPHABET INC | GOOGL | Equity | 2,802,666 | $688.2M | 1.39% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 6,831,899 | $650.7M | 1.32% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 27,236,673 | $628.8M | 1.27% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 7,661,969 | $564.5M | 1.14% |
| VANGUARD 500 INDEX FUND | VOO | — | 877,613 | $539.9M | 1.09% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,058,603 | $531.7M | 1.08% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 19,420,421 | $514.3M | 1.04% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,640,663 | $504.7M | 1.02% |
| ANGEL OAK FUNDS TRUST | UYLD | — | 9,779,500 | $500.6M | 1.01% |
| SPDR S&P 500 ETF TRUST | SPY | — | 677,661 | $448.4M | 0.91% |
| META PLATFORMS INC | META | Communication Services | 626,329 | $446.5M | 0.90% |
| VISA INC-CLASS A SHARES | V | Financial Services | 1,208,144 | $425.8M | 0.86% |