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CIK: 0001632972
Total reported value
$59.8B
$59.8B
3544 檔
18.6%
During the Q3 2025 filing period, Wealth Enhancement Advisory Services, LLC (CIK: 0001632972) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $59.8B across 3544 reported positions.
In Q3 2025, Wealth Enhancement Advisory Services, LLC displayed an active expansion posture, initiating 3 new positions and adding to 40 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3544 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.61% | +0.05% | +0.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.48% | +3.71% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | -0.29% | +9.74% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.02% | +1.24% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | +0.25% | -4.69% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.95% | -0.09% | +12.90% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.47% | +0.04% | +3.85% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.38% | — | +4.43% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.13% | +3.33% | |
| 10 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.22% | +0.07% | +2.60% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.17% | — | +5.35% | |
| 12 | USVM | Victoryshares US Small Mid C | ETF-Other | 1.11% | +0.09% | +9.22% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.09% | +0.14% | +3.90% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.10% | +0.95% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.98% | -0.06% | +2.34% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.95% | -0.09% | +8.74% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.85% | +0.02% | +2.69% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.05% | +0.29% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.37% | +0.88% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.78% | -0.02% | -0.75% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | — | -19.23% | |
| 22 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.76% | -0.04% | +9.13% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.07% | +10.69% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.03% | +4.26% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | +16.26% | |
| 26 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 0.62% | -0.02% | +5.67% | |
| 27 | AVDE | Avantis International Equity | ETF-Other | 0.59% | -0.01% | +3.53% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.54% | -0.04% | +3.40% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | -0.04% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.03% | +6.98% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.04% | +10.84% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.06% | +7.36% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.03% | +150.04% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.07% | +34.68% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.49% | +0.04% | +0.06% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.09% | +10.83% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.05% | -4.07% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.10% | +1.50% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | +0.03% | -1.81% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.05% | +8.52% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.01% | -1.18% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.43% | +0.01% | +0.96% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.01% | +20.43% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.01% | +5.93% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | -0.04% | +3.19% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.39% | +0.02% | -1.73% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.01% | -7.23% | |
| 48 | FLIA | Franklin International Aggre | ETF-Other | 0.36% | -0.02% | +9.62% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | — | -27.86% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.06% | -10.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | -4.69% | Add |
| 2 | MSFT | Microsoft CORP | +0.4% | +1.24% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.95% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | +7.36% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.2% | +150.04% | Trim |
| 6 | ORCL | Oracle CORP | +0.2% | -10.64% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | -1.81% | Add |
| 8 | ACN | Accenture plc | +0.2% | +65.56% | Add |
| 9 | APP | Applovin Corp-class A | +0.2% | +76.50% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +4.26% | Add |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -7.23% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.37% | Add |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +9.55% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.85% | Add |
| 15 | USVM | Victoryshares US Small Mid C | +0.1% | +9.22% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | +6.92% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +3.33% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +1.50% | Trim |
| 19 | IWB | Ishares Russell 1000 ETF | +0.1% | -3.39% | Add |
| 20 | CIEN | Ciena CORP | +0.1% | -1.15% | Trim |
| 21 | SCHX | Schwab US Large-cap ETF | +0.1% | -0.75% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +34.68% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.34% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | +16.26% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +10.84% | Add |
| 26 | MA | Mastercard Inc - A | +0.1% | +20.43% | Add |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +5.35% | Add |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +3.19% | Add |
| 29 | AAPL | Apple Inc | 0% | +3.71% | Add |
| 30 | SMTH | Alps Smth Cor Bd Plus ETF | 0% | +12.90% | Add |
| 31 | IMTM | Ishares Msci Intl Momentum F | 0% | +4.43% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +0.29% | Add |
| 33 | WMT | Walmart Inc | 0% | +8.52% | Add |
| 34 | JPST | Jpmorgan Ultra-short Income | — | +3.40% | Add |
| 35 | DWAS | Invesco Dorsey Wright Smallc | 0% | +5.67% | Add |
| 36 | AVDE | Avantis International Equity | 0% | +3.53% | Add |
| 37 | JMOM | Jpmorgan US Momentum Factor | 0% | +2.60% | Add |
| 38 | UYLD | Angel Oak Ultrashort Income | 0% | +9.13% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +10.69% | Add |
| 40 | GOVT | Ishares US Treasury Bond ETF | -0.1% | +8.74% | Add |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.1% | +9.74% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.71% | Add |
| 43 | JSCP | Jpmorgan Short Duration Core | -0.2% | +4.72% | Trim |
| 44 | AVLV | Avantis US Large Cap Value | -0.2% | +3.90% | Add |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | -0.2% | -33.82% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.3% | +0.61% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.88% | Trim |
| 48 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 49 | PMBS | Pimco Mbs Active ETF | — | NEW | New buy |
| 50 | ENDW | Cambria Endowment Style ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Wealth Enhancement Advisory Services, LLC reported a total U.S. public equity portfolio value of $59.8B across 3544 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, AGG) accounted for 18.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMTG
市值: $149.0M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $624.0M
During Q3 2025, Wealth Enhancement Advisory Services, LLC's top holdings by market value included IVV (6.6%)、AAPL (3.0%)、AGG (2.7%). The largest single position, IVV, represented 6.6% of total portfolio value.
In Q3 2025, Wealth Enhancement Advisory Services, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 40 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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