§ 13F · FUND PROFILE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
Wealth platform, advisory services
AUM · $60454.2T (13F)Positions · 3397Turnover · 97% · Q4Filed · Jan 8, 2026
CONCENTRATION
23%
Top 10 holdings
NEW BUYS
+278
+$407.6T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → SEMICONDUCTORS
-1pp · +4pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 6.54M | $4542.4T | 6.2% | +1% |
| 2 | AAPL | APPLE INC | 7.81M | $2047.3T | 2.8% | — |
| 3 | AGG | ISHARES TR | 19.62M | $1962.5T | 2.7% | +8% |
| 4 | NVDA | NVIDIA CORPORATION | 7.76M | $1451.4T | 2.0% | +4% |
| 5 | SMTH | ALPS ETF TR | 55.47M | $1447.1T | 2.0% | +12% |
| 6 | MSFT | MICROSOFT CORP | 3.02M | $1444.9T | 2.0% | — |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 18.40M | $1022.7T | 1.4% | +4% |
| 8 | IMTM | ISHARES TR | 19.87M | $983.9T | 1.3% | +4% |
| 9 | AMZN | AMAZON COM INC | 3.91M | $944.7T | 1.3% | — |
| 10 | GOOGL | ALPHABET INC | 2.83M | $889.2T | 1.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Other19.5% (±0)
Technology7.5% (−1pp)
Semiconductors7.4% (+4pp)
Retail3.1% (±0)
Media2.8% (±0)
Financial Services2.7% (±0)
§ 03 · THE WEALTH SIGNAL
AC read
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a Other fund managing $60454241.7 trillion in assets. The fund runs a massive portfolio of 3,397 positions, broad diversification across holdings. Trading activity is aggressive at 97% quarterly turnover, with 278 new positions and 0 exits last quarter. Top sector allocations: Other (20%), Technology (8%), Semiconductors (7%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Busy quarter
+278 buys · −0 exits · 3524 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed