Notify me when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 3,623 | $73,710,120,874 | +$7,906,489,905 | -$2,070,645,184 | +$5,835,844,721 | IVV, AVGO, AAPL, AGG, NVDA | 13F-HR | 08 Jan 2026, 10:50 |
| Q3 2025 | 3,539 | $66,073,806,999 | +$4,110,913,969 | -$1,736,476,967 | +$2,374,437,002 | IVV, AAPL, AGG, MSFT, NVDA | 13F-HR | 29 Oct 2025, 12:36 |
| Q2 2025 | 3,342 | $60,409,055,637 | +$5,539,385,965 | -$1,687,739,730 | +$3,851,646,235 | IVV, AGG, AAPL, MSFT, NVDA | 13F-HR | 10 Jul 2025, 09:48 |
| Q1 2025 | 2,930 | $52,260,724,241 | +$4,685,921,024 | -$3,490,552,264 | +$1,195,368,760 | IVV, AAPL, AGG, MSFT, SMTH | 13F-HR | 16 Apr 2025, 12:15 |
| Q4 2024 | 2,896 | $52,184,776,925 | +$8,509,489,949 | -$1,501,784,011 | +$7,007,705,938 | IVV, AAPL, AGG, MSFT, NVDA | Restatement | 17 Mar 2025, 16:50 |
| Q3 2024 | 2,648 | $46,476,381,923 | +$3,352,569,383 | -$1,242,696,731 | +$2,109,872,652 | IVV, AAPL, AGG, MSFT, NVDA | 13F-HR | 23 Oct 2024, 21:10 |
| Q2 2024 | 2,490 | $42,097,140,561 | +$4,504,446,118 | -$927,059,476 | +$3,577,386,642 | IVV, AAPL, AGG, MSFT, NVDA | 13F-HR | 16 Jul 2024, 09:57 |
| Q1 2024 | 2,378 | $38,664,164,408 | +$4,531,080,218 | -$2,696,296,669 | +$1,834,783,549 | IVV, AGG, AAPL, MSFT, IMTM | 13F-HR | 15 Apr 2024, 13:22 |
| Q4 2023 | 2,261 | $34,425,392,772 | +$2,520,854,407 | -$1,397,798,773 | +$1,123,055,634 | IVV, AAPL, AGG, MSFT, VWO | 13F-HR | 30 Jan 2024, 10:04 |
| Q3 2023 | 2,190 | $30,398,769,423 | +$21,464,048,349 | -$18,395,836 | +$21,445,652,513 | IVV, AAPL, AGG, MSFT, VWO | 13F-HR | 13 Nov 2023, 14:19 |
| Q2 2023 | 511 | $9,275,660,183 | +$1,919,097,648 | -$1,471,496,459 | +$447,601,189 | IVV, AGG, VWO, IMTM, TOTL | 13F-HR | 21 Jul 2023, 14:16 |
| Q1 2023 | 519 | $8,584,974,797 | +$2,436,323,141 | -$1,573,917,273 | +$862,405,868 | IVV, AGG, VWO, JPIN, SCHF | 13F-HR | 25 Apr 2023, 11:37 |
| Q4 2022 | 316 | $7,746,113,238 | +$802,873,430 | -$731,942,995 | +$70,930,435 | IVV, VWO, JPIN, SCHF, MTUM | 13F-HR | 01 Feb 2023, 16:36 |
| Q3 2022 | 317 | $6,984,169,000 | +$739,951,278 | -$457,787,465 | +$282,163,813 | IVV, VWO, SCHF, SCHZ, MTUM | 13F-HR | 17 Oct 2022, 13:21 |
| Q2 2022 | 324 | $7,166,735,000 | +$1,004,159,724 | -$303,849,387 | +$700,310,337 | IVV, VWO, SCHF, SCHZ, JPIN | 13F-HR | 18 Jul 2022, 09:29 |
| Q1 2022 | 310 | $7,411,560,000 | +$659,484,066 | -$84,442,049 | +$575,042,017 | IVV, VWO, SCHF, SCHZ, MTUM | 13F-HR | 18 Apr 2022, 09:23 |
| Q4 2021 | 293 | $6,942,646,000 | +$692,283,343 | -$264,853,307 | +$427,430,036 | IVV, VWO, SCHF, SCHZ, AGG | 13F-HR | 08 Feb 2022, 17:29 |
| Q3 2021 | 286 | $6,776,970,000 | +$916,121,649 | -$494,650,388 | +$421,471,261 | IVV, VWO, SCHF, MTUM, SCHZ | 13F-HR | 03 Nov 2021, 09:13 |
| Q2 2021 | 264 | $6,200,810,000 | +$707,923,938 | -$220,919,015 | +$487,004,923 | IVV, VWO, SCHF, SCHZ, MTUM | 13F-HR | 10 Aug 2021, 08:56 |
| Q1 2021 | 260 | $5,503,575,000 | +$931,573,812 | -$48,509,040 | +$883,064,772 | IVV, VWO, SCHF, SCHZ, MTUM | 13F-HR | 12 May 2021, 08:57 |
| Q4 2020 | 215 | $4,416,204,000 | +$428,680,354 | -$152,777,883 | +$275,902,471 | IVV, VWO, SCHF, MTUM, JPIN | 13F-HR | 10 Feb 2021, 17:09 |
| Q3 2020 | 205 | $3,815,124,000 | +$318,253,052 | -$141,631,843 | +$176,621,209 | IVV, VWO, SCHF, MTUM, SCHZ | 13F-HR | 12 Nov 2020, 09:38 |
| Q2 2020 | 208 | $3,482,841,000 | +$701,392,787 | -$313,620,884 | +$387,771,903 | IVV, VWO, SCHF, MTUM, JPIN | Restatement | 13 Oct 2020, 13:58 |
| Q1 2020 | 212 | $2,770,119,000 | +$903,214,526 | -$606,496,079 | +$296,718,447 | IVV, VWO, SCHF, MTUM, SCHZ | 13F-HR | 30 Apr 2020, 17:54 |
| Q4 2019 | 206 | $2,833,445,000 | +$301,591,746 | -$84,807,960 | +$216,783,786 | IVV, SCHV, SCHF, MTUM, SCHZ | 13F-HR | 05 Feb 2020, 12:49 |
| Q3 2019 | 197 | $2,481,292,000 | +$355,727,775 | -$117,198,171 | +$238,529,604 | IVV, SCHV, SCHF, SCHZ, MTUM | 13F-HR | 05 Nov 2019, 17:42 |
| Q2 2019 | 196 | $2,267,992,000 | +$584,774,824 | -$108,605,911 | +$476,168,913 | IVV, SCHV, SCHF, SCHZ, MTUM | 13F-HR | 01 Aug 2019, 18:45 |
| Q1 2019 | 176 | $1,765,839,000 | +$252,638,501 | -$165,538,442 | +$87,100,059 | IVV, SCHV, SCHF, SCHZ, MTUM | 13F-HR | 30 Apr 2019, 14:45 |
| Q4 2018 | 164 | $1,577,277,000 | +$125,372,570 | -$207,376,033 | -$82,003,463 | SCHV, IVV, SCHZ, SCHF, MTUM | 13F-HR | 04 Feb 2019, 16:14 |
| Q3 2018 | 163 | $1,654,765,000 | +$319,895,428 | -$195,829,515 | +$124,065,913 | SCHV, IVV, SCHZ, SCHF, MTUM | 13F-HR | 02 Nov 2018, 12:36 |
| Q2 2018 | 158 | $1,621,092,000 | +$322,424,270 | -$173,410,077 | +$149,014,193 | SCHV, IVV, SCHZ, SCHF, MTUM | 13F-HR | 30 Jul 2018, 06:06 |
| Q1 2018 | 140 | $1,489,781,000 | +$226,938,579 | -$106,181,701 | +$120,756,878 | SCHV, IVV, SCHF, SCHZ, MTUM | 13F-HR | 26 Apr 2018, 17:16 |
| Q4 2017 | 138 | $1,409,874,000 | +$210,053,307 | -$77,839,121 | +$132,214,186 | SCHV, IVV, SCHF, SCHZ, MTUM | 13F-HR | 19 Jan 2018, 10:11 |
| Q3 2017 | 136 | $1,204,929,000 | +$200,237,494 | -$119,335,829 | +$80,901,665 | SCHV, IVV, SCHF, SCHZ, MTUM | 13F-HR | 18 Oct 2017, 17:26 |
| Q2 2017 | 136 | $1,080,728,000 | +$216,588,665 | -$103,539,893 | +$113,048,772 | SCHV, IVV, SCHF, SCHZ, SCHE | 13F-HR | 26 Jul 2017, 17:09 |
| Q1 2017 | 134 | $941,549,000 | +$189,098,135 | -$101,882,284 | +$87,215,851 | SCHV, IVV, SCHF, SCHZ, SCHE | 13F-HR | 18 Apr 2017, 09:44 |
| Q4 2016 | 138 | $823,839,000 | +$227,587,625 | -$79,441,258 | +$148,146,367 | SCHV, IVV, SCHZ, SCHF, SCHA | 13F-HR | 31 Jan 2017, 10:21 |
| Q3 2016 | 132 | $671,128,000 | +$207,294,020 | -$100,069,538 | +$107,224,482 | SCHV, IVV, SCHF, SCHZ, SCHA | 13F-HR | 09 Nov 2016, 18:27 |
| Q2 2016 | 114 | $552,786,000 | +$79,216,933 | -$31,714,660 | +$47,502,273 | IVV, SCHV, SCHF, SCHZ, SCHA | 13F-HR | 29 Jul 2016, 14:17 |
| Q1 2016 | 113 | $493,356,000 | +$109,424,597 | -$19,264,512 | +$90,160,085 | SCHV, IVV, SCHF, SCHZ, SCHA | 13F-HR | 20 Apr 2016, 12:18 |
| Q4 2015 | 116 | $394,678,000 | +$95,380,398 | -$27,071,674 | +$68,308,724 | SCHV, SCHZ, SCHF, SCHA, IVV | 13F-HR | 20 Jan 2016, 11:55 |
| Q3 2015 | 115 | $328,284,000 | +$41,087,308 | -$24,089,931 | +$16,997,377 | SCHV, SCHZ, SCHA, SCHF, SCHX | 13F-HR | 26 Oct 2015, 10:22 |
| Q2 2015 | 115 | $324,100,000 | +$79,866,890 | -$13,942,255 | +$65,924,635 | SCHV, SCHA, SCHF, SCHZ, IVV | Restatement | 12 Aug 2015, 11:56 |
| Q1 2015 | 105 | $260,211,000 | +$34,481,766 | -$31,061,091 | +$3,420,675 | SCHV, SCHZ, SCHA, IVV, SCHF | 13F-HR | 12 May 2015, 16:51 |
| Q4 2014 | 106 | $253,825,000 | $0 | $0 | $0 | SCHV, SCHA, IVV, SCHZ, SCHF | 13F-HR | 09 Feb 2015, 19:14 |