account_balance
Investment manager · 13F filer · SEC CIK 1998033
Envestnet Portfolio Solutions, Inc.
Reported value$20.9Bas of Jun 30, 2026
Positions1,369 157 new, 74 sold out
Top 10 weight35.3%IVV alone is 7%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
7.2%Added +66%
APUETrust for Professional Manag
5.5%
IWYiShares Tr
5.1%Trimmed −23%
IUSBiShares Tr
3.7%Added +35%
IWXiShares Tr
2.5%Trimmed −22%
IVWiShares Tr
2.4%Trimmed −2%
DFALDimensional ETF Trust
2.3%New
APIETrust for Professional Manag
2.3%
APCBTrust for Professional Manag
2.2%
DYNFBlackRock ETF Trust
2.2%
IWSiShares Tr
2.0%Trimmed −9%
IVEiShares Tr
1.9%−20%
IVViShares Tr
7.2%Added +66%
APUETrust for Professional Manag
5.5%
IWYiShares Tr
5.1%
IUSBiShares Tr
3.7%
IWXiShares Tr
2.5%−22%
IVWiShares Tr
2.4%
DFAL2.3%
APIE2.3%
APCB2.2%
DYNF2.2%
IWS2.0%
IVE1.9%
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 7.2% Added +66%
APUE Trust for Professional Manag 5.5% Held
IWY iShares Tr 5.1% Trimmed −23%
IUSB iShares Tr 3.7% Added +35%
IWX iShares Tr 2.5% Trimmed −22%
IVW iShares Tr 2.4% Trimmed −2%
DFAL Dimensional ETF Trust 2.3% New
APIE Trust for Professional Manag 2.3% Held
APCB Trust for Professional Manag 2.2% Held
DYNF BlackRock ETF Trust 2.2% Held
IWS iShares Tr 2.0% Trimmed −9%
IVE iShares Tr 1.9% Trimmed −20%
What changed
Biggest moves since Mar 31, 2026
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