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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Q1 2026 13F Holdings

  • Location
    plymouth, MN
  • Num holdings

    3,594

  • Value ($000)

    $49,100,788

  • Date Filed
    04/08/2026
  • Form type
    13F-HR
  • CIK
    0001632972
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$2.94B
6 %

4,483,729

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$1.47B
3 %

14,925,651

A
AAPL

APPLE INC

COM
037833100
$1.32B
3 %

77,900

put
S
SMTH

ALPS ETF TR

SMITH CORE PLUS
00162Q346
$1.07B
2 %

42,086,273

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$972.44M
2 %

28,200

put
M
MSFT

MICROSOFT CORP

COM
594918104
$799.39M
2 %

2,358,353

F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$707.69M
1 %

14,592,927

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$693.05M
1 %

12,959,833

U
USVM

VICTORY PORTFOLIOS II

USAA MSCI USA SM
92647N568
$659.49M
1 %

6,973,559

J
JMOM

J P MORGAN EXCHANGE TRADED F

US MOMENTUM
46641Q779
$628.22M
1 %

9,124,355

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