account_balance
Investment manager · 13F filer · SEC CIK 1407543
Envestnet Asset Management INC
Reported value$424Bas of Jun 30, 2026
Positions4822 302 new, 183 sold out
Top 10 weight21%IVV alone is 7%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVV
Ishares Tr
7.3%Added
IUSB
Ishares Tr
2.0%Added
DYNF
Blackrock Etf Trust
1.8%Added
VOO
Vanguard Index Fds
1.8%
IVW
Ishares Tr
1.6%
VEA
Vanguard Tax-managed Fds
1.5%Added
IEMG
1.4%
IVE
1.3%
VUG
1.2%
VTV
1.2%
4812 others
79.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed