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CIK: 0001632972
Total reported value
$59.8B
$59.8B
3627 檔
21.4%
The Q4 2025 SEC filing reveals that Wealth Enhancement Advisory Services, LLC held a total portfolio value of $59.8B, covering 3627 public equity positions.
In Q4 2025, Wealth Enhancement Advisory Services, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3627 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.16% | +0.05% | +0.52% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.77% | +0.06% | +684.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.48% | -1.13% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.66% | -0.29% | +8.32% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.25% | -0.14% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.96% | -0.09% | +12.43% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.02% | +1.45% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.39% | +0.04% | +3.61% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.33% | — | +4.03% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.13% | +6.61% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.10% | +0.48% | |
| 12 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 1.17% | +0.07% | +2.95% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.16% | — | +3.55% | |
| 14 | USVM | Victoryshares US Small Mid C | ETF-Other | 1.13% | +0.09% | +7.58% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.11% | +0.14% | +3.54% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.93% | -0.09% | +8.71% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.89% | -0.06% | +2.13% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.83% | +0.02% | +3.31% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.05% | +0.47% | |
| 20 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.76% | -0.04% | +11.59% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | — | +0.28% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.37% | +2.04% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | -0.02% | -1.72% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.07% | -13.52% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | +9.84% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.03% | +13.96% | |
| 27 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 0.60% | -0.02% | +2.88% | |
| 28 | AVDE | Avantis International Equity | ETF-Other | 0.58% | -0.01% | +4.22% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.09% | +543.15% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | +0.03% | +5.01% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.10% | +2.39% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.01% | +0.40% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.04% | -4.89% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | +0.04% | +6.28% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.05% | +7.85% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.05% | +41.95% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.03% | -3.53% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.09% | -7.20% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.03% | -0.03% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.41% | +0.01% | +3.71% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.01% | +2.44% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.39% | -0.04% | -19.63% | |
| 43 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.38% | -0.06% | +37.02% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +4.61% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.04% | +0.84% | |
| 46 | FLIA | Franklin International Aggre | ETF-Other | 0.36% | -0.02% | +11.97% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.34% | +0.02% | -1.97% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | -0.02% | +3.13% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | — | +2.06% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.01% | +1.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.3% | +684.74% | Add |
| 2 | LRCX | Lam Research CORP | +0.5% | +543.15% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.48% | Add |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +618.67% | Add |
| 5 | VTV | Vanguard Value ETF | +0.1% | +41.95% | Add |
| 6 | ALAB | Astera Labs Inc | +0.1% | +8370.47% | Add |
| 7 | JMBS | Janus Henderson Mortg Backed | +0.1% | +691.28% | Add |
| 8 | PYLD | Pimco Multisector Bond Actv | +0.1% | +340.83% | Add |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +37.02% | Add |
| 10 | TJX | Tjx Companies Inc | +0.1% | +44.52% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +2.39% | Add |
| 12 | CIEN | Ciena CORP | +0.1% | -8.73% | Trim |
| 13 | UI | Ubiquiti Inc | +0.1% | +244.31% | Add |
| 14 | IVZ | Invesco Ltd. | +0.1% | +989.73% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +6.61% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +5.85% | Add |
| 17 | WMT | Walmart Inc | 0% | +7.85% | Add |
| 18 | APP | Applovin Corp-class A | 0% | +34.20% | Add |
| 19 | AVLV | Avantis US Large Cap Value | 0% | +3.54% | Add |
| 20 | SMTH | Alps Smth Cor Bd Plus ETF | 0% | +12.43% | Add |
| 21 | USVM | Victoryshares US Small Mid C | 0% | +7.58% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +5.01% | Add |
| 23 | UYLD | Angel Oak Ultrashort Income | — | +11.59% | Add |
| 24 | V | Visa Inc-class A Shares | — | +9.84% | Add |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +3.55% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +0.28% | Add |
| 27 | GOVT | Ishares US Treasury Bond ETF | 0% | +8.71% | Add |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +3.31% | Add |
| 29 | IMTM | Ishares Msci Intl Momentum F | -0.1% | +4.03% | Add |
| 30 | JMOM | Jpmorgan US Momentum Factor | -0.1% | +2.95% | Add |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.1% | +8.32% | Add |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +3.61% | Add |
| 33 | FTNT | Fortinet Inc | -0.1% | -77.54% | Trim |
| 34 | LONZ | Pimco Senior Loan Active ETF | -0.1% | -90.34% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -40.57% | Trim |
| 36 | LMT | Lockheed Martin CORP | -0.1% | -40.92% | Trim |
| 37 | ORCL | Oracle CORP | -0.1% | +12.98% | Add |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | -58.79% | Trim |
| 39 | NVDA | Nvidia CORP | -0.1% | -0.14% | Trim |
| 40 | JPST | Jpmorgan Ultra-short Income | -0.2% | -19.63% | Trim |
| 41 | MA | Mastercard Inc - A | -0.2% | -41.72% | Trim |
| 42 | ACN | Accenture plc | -0.2% | -60.48% | Trim |
| 43 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -33.55% | Trim |
| 44 | HD | Home Depot Inc | -0.2% | -21.90% | Trim |
| 45 | AAPL | Apple Inc | -0.2% | -1.13% | Trim |
| 46 | MSFT | Microsoft CORP | -0.4% | +1.45% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.5% | +0.52% | Add |
| 48 | ✓ | Neos ETF Trust | — | NEW | New buy |
| 49 | FTMS | Fr Short-term Muni Inc ETF | — | NEW | New buy |
| 50 | AKRE | Akre Focus 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 3627 disclosed positions in Q4 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, AVGO, AAPL) accounted for 21.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
NEOS ETF TRUST
市值: $97.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $2.0B
During Q4 2025, Wealth Enhancement Advisory Services, LLC's top holdings by market value included IVV (6.2%)、AVGO (3.8%)、AAPL (2.8%). The largest single position, IVV, represented 6.2% of total portfolio value.
In Q4 2025, Wealth Enhancement Advisory Services, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 13 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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