§ 13F · FUND PROFILE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
Wealth platform, advisory services
AUM · $59.8B (13F)Positions · 4384Turnover · 89% · Q2Filed · Jul 15, 2026
CONCENTRATION
24%
Top 10 holdings
NEW BUYS
+560
+$594M deployed
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-0pp · +2pp
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 4.79M | $3.6B | 6.1% | +7% |
| 2 | AAPL | APPLE INC | 6.39M | $1.9B | 3.1% | +15% |
| 3 | AGG | ISHARES TR | 16.60M | $1.6B | 2.7% | +11% |
| 4 | NVDA | NVIDIA CORPORATION | 7.30M | $1.3B | 2.2% | +13% |
| 5 | SMTH | ALPS ETF TR | 49.72M | $1.3B | 2.1% | +18% |
| 6 | MSFT | MICROSOFT CORP | 2.70M | $951M | 1.6% | +14% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 14.60M | $868M | 1.5% | +13% |
| 8 | FNDF | SCHWAB STRATEGIC TR | 16.41M | $859M | 1.4% | +12% |
| 9 | USVM | VICTORY PORTFOLIOS II | 7.95M | $855M | 1.4% | +14% |
| 10 | AVLV | AMERICAN CENTY ETF TR | 9.23M | $843M | 1.4% | +20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other22.1% (±0)
Technology7.2% (+1pp)
Semiconductors6.2% (+2pp)
Retail2.9% (±0)
Media2.6% (±0)
Financial Services2.2% (±0)
§ 03 · THE WEALTH SIGNAL
AC read
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a Other fund managing $59.8 billion in assets. The fund runs a massive portfolio of 4,384 positions, broad diversification across holdings. Trading activity is aggressive at 89% quarterly turnover, with 560 new positions and 0 exits last quarter. Top sector allocations: Other (22%), Technology (7%), Semiconductors (6%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
4 OF 2 FILINGS MEASURED
Q2 2026
Busy quarter
+560 buys · −0 exits · 3333 changed
Q1 2026
Busy quarter
+290 buys · −0 exits · 3231 changed
Q4 2025
Busy quarter
+278 buys · −0 exits · 3230 changed
Q3 2025
Busy quarter
+350 buys · −0 exits · 3071 changed