13FBOX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · 13F Holdings
Options Calculator Rankings

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

No.180 Data as of 2026Q2
Latest AUM (Q2 2026)
$60.50B
QoQ Change Q1 2026
+$14.70B+32.1%
Holdings
3973
New Buys
551
Adds
2399
Reduces
941
Exits
147
Unchanged
82
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
5.98%6.43%$3.62B4.8M$2.94B4.5M+307,724+6.86%Add
APPLE INCAAPL
3.13%<0.01%$1.89B6.5M$1.3M3,500+6.5M+184,879.20%Add
IISHARES TRAGG
2.67%3.21%$1.62B16.6M$1.47B14.9M+1.7M+11.23%Add
NVIDIA CORPORATIONNVDA
2.21%<0.01%$1.33B7.3M$972,438200+7.3M+3,668,246.50%Add
AALPS ETF TRSMTH
2.08%2.34%$1.26B49.7M$1.07B42.1M+7.6M+18.15%Add
MICROSOFT CORPMSFT
1.59%1.75%$962.1M2.7M$799.4M2.4M+377,133+15.99%Add
VVANGUARD FSTEVWO
1.43%1.51%$868.1M14.6M$693.1M13.0M+1.6M+12.66%Add
SSCHWAB STRATEGIC TRSCHC
1.42%1.55%$858.6M16.4M$707.7M14.6M+1.8M+12.45%Add
VVICTORY PORTFOLIOS IIUSVM
1.41%1.44%$854.8M8.0M$659.5M7.0M+977,439+14.02%Add
AAMERICAN CENTY ETF TRAVLV
1.39%1.36%$843.1M9.2M$621.2M7.7M+1.5M+19.82%Add
JJPMORGAN U.S. MOMENTUM FACTORJMOM
1.34%1.37%$809.0M9.7M$628.2M9.1M+561,020+6.15%Add
AMAZON COM INCAMZN
1.26%1.23%$759.4M3.4M$562.1M2.9M+442,997+15.13%Add
ALPHABET INCGOOGL
1.21%1.2%$730.3M2.3M$550.3M2.1M+197,943+9.42%Add
IISHARES TRIMTM
1.16%1.27%$703.5M13.4M$581.6M12.0M+1.4M+12.09%Add
MICRON TECHNOLOGY INCMU
0.96%0.13%$580.5M624,533$61.0M192,019+432,514+225.25%Add
IISHARES TRGJS
0.96%1.14%$580.2M25.9M$521.4M23.0M+2.9M+12.65%Add
IINVESCO S&PSPHQ
0.86%0.91%$522.5M5.9M$415.8M5.5M+441,445+8.02%Add
AANGEL OAK ULTRASHORT INCOME ETFUYLD
0.81%0.92%$492.8M9.8M$422.1M8.4M+1.4M+16.70%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.8%<0.01%$481.9M673,842$362,860700+673,142+96,163.14%Add
AVANTIS INTLNGG
0.79%0.87%$479.3M5.4M$398.1M4.7M+689,637+14.74%Add
IISHARES TRUSMV
0.76%0.89%$458.5M4.7M$406.9M4.4M+332,213+7.60%Add
JOHNSON & JOHNSONJNJ
0.71%0.74%$429.1M1.8M$340.6M1.6M+278,126+17.88%Add
JPMORGAN CHASE & COJPM
0.66%0.72%$400.9M1.3M$328.8M1.3M+79,668+6.30%Add
VVANGUARD INDEX FDSVOO
0.65%0.76%$394.2M573,085$348.8M582,041-8,956-1.54%Reduce
BROADCOM INCAVGO
0.59%<0.01%$359.6M1.4M$263,3433,000+1.4M+46,324.63%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.58%1.02%$349.1M727,113$465.6M992,531-265,418-26.74%Reduce
AAlphabet Inc Class CGOOG
0.57%0.52%$344.2M1.0M$238.1M850,790+167,300+19.66%Add
SSCHWAB USSCHX
0.55%0.62%$334.0M11.2M$284.7M11.0M+221,501+2.01%Add
IINVESCO QQQ TRVOO
0.54%<0.01%$324.4M457,581$246,129600+456,981+76,163.50%Add
LAM RESEARCH CORPLRCX
0.54%0.48%$324.3M991,741$218.6M1.1M-83,984-7.81%Reduce
VVANGUARD SPECIALIZED FUNDSVIG
0.53%0.54%$319.9M1.3M$247.6M1.1M+198,974+17.35%Add
VVANGUARD INDEX FDSVTV
0.52%0.62%$316.7M1.4M$284.5M1.4M+826+0.06%Add
APPLIED MATLS INCAMAT
0.52%0.1%$312.7M700,511$45.4M295,014+405,497+137.45%Add
CROWDSTRIKE HLDGS INCCRWD
0.48%0.07%$287.6M376,874$33.8M91,044+285,830+313.95%Add
EXXON MOBIL CORPXOM
0.46%0.6%$279.7M2.1M$275.6M1.8M+306,077+16.74%Add
GGENERAL DYNAMICS CORPVTI
0.44%0.46%$265.3M747,965$211.7M20,800+727,165+3,495.99%Add
WALMART INCWMT
0.44%0.53%$265.1M2.4M$241.7M2.0M+409,811+20.96%Add
VVANGUARD INDEX FDSVUG
0.43%0.45%$259.0M3.0M$205.7M467,125+2.5M+536.74%Add
IINVESCO NASDAQ 100 ETFQQQM
0.42%0.45%$255.3M859,095$204.1M852,166+6,929+0.81%Add
IISHARES COREIJR
0.39%0.4%$236.8M1.6M$182.9M1.5M+168,685+11.53%Add
FFRANKLIN TEMPLETON ETF TRFLIA
0.39%0.44%$233.7M11.6M$200.0M10.0M+1.6M+15.81%Add
SSTATE STREETSPYM
0.37%0.41%$222.1M2.6M$188.3M2.5M+118,968+4.76%Add
CISCO SYS INCCSCO
0.37%0.31%$220.9M1.9M$143.9M1.9M-3,877-0.20%Reduce
META PLATFORMS INCMETA
0.36%0.36%$218.9M375,303$165.4M325,768+49,535+15.21%Add
CHUBB LIMITEDCB
0.34%0.22%$207.0M648,956$98.5M347,292+301,664+86.86%Add
ELI LILLY & COLLY
0.33%0.3%$199.2M185,402$135.5M161,388+24,014+14.88%Add
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
0.32%0.4%$195.7M3.9M$183.8M3.6M+241,443+6.63%Add
IISHARES TRMTUM
0.32%0.33%$195.5M607,622$151.0M614,259-6,637-1.08%Reduce
IISHARES TRIEFA
0.32%0.39%$193.4M2.0M$180.0M2.0M+19,040+0.96%Add
PROCTER & GAMBLE COPG
0.32%0.36%$191.6M1.4M$164.3M1.3M+156,286+12.45%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow