Universe · entity
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Institutional manager (13F) · CIK 1632972
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $20.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $2.9B | 4,483,729 |
| 2 | ISHARES TR | $1.5B | 14,925,651 |
| 3 | ALPS ETF TR | $1.1B | 42,086,273 |
| 4 | MICROSOFT CORP | $799M | 2,358,353 |
| 5 | SCHWAB STRATEGIC TR | $708M | 14,592,927 |
| 6 | VANGUARD INTL EQUITY INDEX F | $693M | 12,959,833 |
| 7 | VICTORY PORTFOLIOS II | $659M | 6,973,559 |
| 8 | J P MORGAN EXCHANGE TRADED F | $628M | 9,124,355 |
| 9 | AMERICAN CENTY ETF TR | $621M | 7,700,512 |
| 10 | ISHARES TR | $582M | 11,979,760 |
| 11 | AMAZON COM INC | $562M | 2,927,864 |
| 12 | ALPHABET INC | $550M | 2,102,382 |
| 13 | ISHARES TR | $521M | 22,955,036 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $466M | 992,531 |
| 15 | ANGEL OAK FUNDS TRUST | $422M | 8,365,161 |
| 16 | INVESCO EXCHANGE TRADED FD T | $416M | 5,507,331 |
| 17 | ISHARES TR | $407M | 4,370,460 |
| 18 | AMERICAN CENTY ETF TR | $398M | 4,679,558 |
| 19 | VANGUARD INDEX FDS | $349M | 582,041 |
| 20 | JOHNSON & JOHNSON | $341M | 1,555,687 |
| 21 | JPMORGAN CHASE & CO. | $329M | 1,264,868 |
| 22 | SCHWAB STRATEGIC TR | $285M | 11,009,922 |
| 23 | VANGUARD INDEX FDS | $284M | 1,446,101 |
| 24 | EXXON MOBIL CORP | $276M | 1,828,424 |
| 25 | VANGUARD SPECIALIZED FUNDS | $248M | 1,147,118 |
| 26 | WALMART INC | $242M | 1,955,094 |
| 27 | ALPHABET INC | $238M | 850,790 |
| 28 | LAM RESEARCH CORP | $219M | 1,075,725 |
| 29 | VANGUARD INDEX FDS | $206M | 467,125 |
| 30 | INVESCO EXCH TRADED FD TR II | $204M | 852,166 |
| 31 | FRANKLIN TEMPLETON ETF TR | $200M | 10,005,029 |
| 32 | SPDR SERIES TRUST | $188M | 2,499,654 |
| 33 | J P MORGAN EXCHANGE TRADED F | $184M | 3,642,456 |
| 34 | KLA CORP | $183M | 123,174 |
| 35 | ISHARES TR | $183M | 1,462,756 |
| 36 | ISHARES TR | $180M | 1,973,972 |
| 37 | CHEVRON CORP NEW | $178M | 1,031,783 |
| 38 | AMPHENOL CORP NEW | $169M | 1,560,039 |
| 39 | META PLATFORMS INC | $165M | 325,768 |
| 40 | BANK AMERICA CORP | $165M | 4,047,031 |
| 41 | PROCTER AND GAMBLE CO | $164M | 1,255,704 |
| 42 | EA SERIES TRUST | $163M | 1,406,217 |
| 43 | SPDR SERIES TRUST | $160M | 2,819,788 |
| 44 | VISA INC | $159M | 593,095 |
| 45 | MERCK & CO INC | $157M | 1,431,644 |
| 46 | VANGUARD STAR FDS | $155M | 2,026,689 |
| 47 | TJX COS INC NEW | $153M | 990,375 |
| 48 | ISHARES TR | $151M | 614,259 |
| 49 | SCHWAB STRATEGIC TR | $151M | 4,979,785 |
| 50 | ISHARES TR | $147M | 1,459,670 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.