account_balance
Investment manager · 13F filer · SEC CIK 1632972
Wealth Enhancement Advisory Services, LLC
Reported value$59.6Bas of Jun 30, 2026
Positions3,975 560 new, 154 sold out
Top 10 weight23.6%IVV alone is 6%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
6.1%Added +7%
AAPLApple Inc
3.1%Added +15%
AGGiShares Tr
2.7%Added +11%
NVDANvidia Corporation
2.2%Added +13%
SMTHAlps ETF Tr
2.1%Added +18%
MSFTMicrosoft Corp
1.6%Added +15%
VWOVanguard Intl Equity Index F
1.5%Added +13%
FNDFSchwab Strategic Tr
1.4%Added +12%
USVMVictory Portfolios II
1.4%Added +14%
AVLVAmerican Centy ETF Tr
1.4%Added +20%
JMOMJ P Morgan Exchange Traded F
1.4%Added +6%
AMZNAmazon Com Inc
1.3%Added +15%
IVViShares Tr
6.1%Added +7%
AAPL3.1%AGGiShares Tr
2.7%Added +11%
NVDANvidia Corporation
2.2%Added +13%
SMTH2.1%MSFT1.6%VWO1.5%FNDF1.4%USVM1.4%AVLV1.4%JMOM1.4%AMZN1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 6.1% Added +7%AAPL Apple Inc 3.1% Added +15%AGG iShares Tr 2.7% Added +11%NVDA Nvidia Corporation 2.2% Added +13%SMTH Alps ETF Tr 2.1% Added +18%MSFT Microsoft Corp 1.6% Added +15%VWO Vanguard Intl Equity Index F 1.5% Added +13%FNDF Schwab Strategic Tr 1.4% Added +12%USVM Victory Portfolios II 1.4% Added +14%AVLV American Centy ETF Tr 1.4% Added +20%JMOM J P Morgan Exchange Traded F 1.4% Added +6%AMZN Amazon Com Inc 1.3% Added +15%
What changed