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Envestnet Asset Management

Latest statistics and disclosures from Envestnet Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, DYNF, IVE, IUSB, IVW, and represent 12.37% of Envestnet Asset Management's stock portfolio.
Added to shares of these 10 stocks: IVE (+$1.3B), XLK (+$919M), MGC (+$813M), IEMG (+$555M), MTUM (+$423M), AVEM (+$397M), NFLX (+$370M), NOW (+$327M), IWX (+$276M), IPAC (+$246M).
Started 235 new stock positions in FTMN, FTNY, DVSP, ALLW, POWA, LNN, SOLS, Wisdomtree, AIOT, HYBI.
Reduced shares in these 10 stocks: QUAL (-$1.9B), IVV (-$1.5B), VOO (-$1.4B), EFV (-$542M), VEA (-$402M), IEFA (-$376M), SPMO (-$331M), VUG (-$323M), VTV (-$308M), MSFT (-$291M).
Sold out of its positions in TAFL, ABM, SMTH, BFOR, ANGI, ABX, AGD, ACP, ACHC, ARAY.
Envestnet Asset Management was a net seller of stock by $-13B.
Envestnet Asset Management has $337B in assets under management (AUM), dropping by -3.00%.
Central Index Key (CIK): 0001407543

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Portfolio Holdings for Envestnet Asset Management

Envestnet Asset Management holds 4439 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Envestnet Asset Management has 4439 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Asset Management Dec. 31, 2025 positions
Download the Envestnet Asset Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.4	$18B	-7%	26M	684.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.0	$6.7B		111M	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$6.0B	+28%	28M	212.07	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$5.5B	-3%	119M	46.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$5.4B	-4%	44M	123.26	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$5.3B	+11%	78M	67.22	View chart
Microsoft Corporation (MSFT)	1.5	$5.0B	-5%	10M	483.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$4.8B	-7%	76M	62.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$4.1B	-26%	6.5M	627.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$3.9B	-7%	20M	190.99	View chart
NVIDIA Corporation (NVDA)	1.1	$3.9B	-6%	21M	186.50	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$3.8B	-12%	53M	71.41	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$3.7B	-7%	7.7M	487.86	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$3.6B		11M	342.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$3.6B	+2%	36M	99.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$3.3B	-35%	17M	198.62	View chart
Apple (AAPL)	0.9	$3.2B	-5%	12M	271.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$3.1B	-10%	35M	89.46	View chart
Amazon (AMZN)	0.8	$2.8B	-6%	12M	230.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$2.5B		5.3M	473.30	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.5B	-5%	26M	95.22	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$2.4B	-5%	24M	101.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$2.3B	+5%	47M	48.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$2.3B		34M	66.00	View chart
Broadcom (AVGO)	0.7	$2.2B	-5%	6.4M	346.10	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.2B	-4%	6.8M	322.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.1B	+3%	64M	32.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.1B	-10%	6.7M	313.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$2.0B	+27%	7.9M	250.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.0B	+10%	16M	120.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$1.9B	-12%	25M	78.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.9B		5.7M	335.27	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$1.9B	+2%	58M	33.30	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$1.9B		50M	38.56	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.6	$1.9B	-2%	35M	53.76	View chart
Meta Platforms Cl A (META)	0.6	$1.9B	-6%	2.8M	660.09	View chart
Invesco Exch Traded Fd Tr Nasdaq 100 Etf (QQQM)	0.6	$1.9B		7.4M	252.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.8B	-6%	5.8M	313.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.8B		2.9M	614.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.7B	+9%	4.6M	373.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.7B	-5%	2.5M	681.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$1.7B	+120%	12M	143.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$1.7B	-5%	72M	23.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.6B	+15%	7.7M	210.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.6B		22M	74.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.6B	-5%	19M	81.17	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.5B		14M	107.11	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$1.5B		28M	52.77	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$1.4B	+6%	18M	80.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$1.4B	+15%	25M	54.77	View chart
Visa Com Cl A (V)	0.4	$1.3B	-10%	3.8M	350.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$1.3B	-14%	17M	77.88	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.4	$1.3B	+2%	51M	25.61	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$1.2B	+188%	5.0M	251.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$1.2B		13M	96.16	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.2B	+49%	16M	77.02	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$1.2B		11M	106.70	View chart
Eli Lilly & Co. (LLY)	0.4	$1.2B	-5%	1.1M	1074.68	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.1B		22M	50.01	View chart
Abbvie (ABBV)	0.3	$1.1B	-8%	4.8M	228.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$1.1B	-7%	3.5M	303.89	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.1B		22M	47.08	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.0B	-11%	1.8M	570.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.0B		4.7M	214.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$993M	-2%	12M	84.64	View chart
Johnson & Johnson (JNJ)	0.3	$944M	-11%	4.6M	206.95	View chart
Trust For Professional Activepassive Us (APUE)	0.3	$940M	+9%	23M	41.67	View chart
Philip Morris International (PM)	0.3	$912M	-5%	5.7M	160.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$912M	+4%	11M	83.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$896M	-2%	12M	75.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$837M	-24%	3.2M	257.95	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$824M		11M	75.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$823M	+11%	6.0M	136.94	View chart
Capital Group Dividend Shs Creation Uni (CGDV)	0.2	$822M	+8%	19M	43.64	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.2	$805M	+9%	33M	24.81	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$796M	+8%	5.1M	154.80	View chart
Home Depot (HD)	0.2	$781M	-9%	2.3M	344.10	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$760M	+2%	11M	69.52	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$759M	-4%	6.5M	117.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$759M	-8%	2.6M	290.22	View chart
Vanguard Intl Equity Index Allwrld Ex Us (VEU)	0.2	$750M	+2%	10M	73.56	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$749M	+4%	17M	45.45	View chart
Amphenol Corp Cl A (APH)	0.2	$736M	-9%	5.4M	135.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$714M	-2%	10M	69.42	View chart
Chevron Corporation (CVX)	0.2	$704M	-5%	4.6M	152.41	View chart
Cisco Systems (CSCO)	0.2	$702M	-3%	9.1M	77.03	View chart
Parker-Hannifin Corporation (PH)	0.2	$693M	-3%	789k	878.94	View chart
Abbott Laboratories (ABT)	0.2	$685M	-3%	5.5M	125.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$635M	+5%	3.0M	209.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$618M	-5%	5.1M	120.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$609M	+2%	5.9M	102.54	View chart
Wal-Mart Stores (WMT)	0.2	$594M		5.3M	111.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$594M	-5%	5.4M	110.19	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$591M	+10%	13M	44.47	View chart
TJX Companies (TJX)	0.2	$579M	-3%	3.8M	153.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$574M	-7%	6.0M	96.03	View chart
J P Morgan Exchange Traded Equity Premium (JEPI)	0.2	$566M	+4%	9.9M	57.24	View chart
Lam Research Corp Com New (LRCX)	0.2	$565M	-8%	3.3M	171.18	View chart
Blackrock (BLK)	0.2	$564M	-2%	527k	1070.34	View chart
Intuit (INTU)	0.2	$553M	-10%	834k	662.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$551M	+2%	6.9M	79.73	View chart
Oracle Corporation (ORCL)	0.2	$545M	-19%	2.8M	194.91	View chart
Charles Schwab Corporation (SCHW)	0.2	$544M	-5%	5.4M	99.91	View chart
Wells Fargo & Company (WFC)	0.2	$541M		5.8M	93.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$539M	-12%	3.6M	148.69	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$531M	+14%	7.5M	70.98	View chart
Tesla Motors (TSLA)	0.2	$512M	-7%	1.1M	449.72	View chart
Raytheon Technologies Corp (RTX)	0.2	$511M	-10%	2.8M	183.40	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$507M	+21%	6.3M	80.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$505M		2.3M	219.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$500M	+3%	2.0M	246.16	View chart
Morgan Stanley Com New (MS)	0.1	$499M	-3%	2.8M	177.53	View chart
Medtronic SHS (MDT)	0.1	$497M	-9%	5.2M	96.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$495M		3.5M	143.52	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$493M	+12%	5.1M	96.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$492M		17M	29.61	View chart
Costco Wholesale Corporation (COST)	0.1	$487M	-6%	565k	862.34	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$479M	-5%	12M	39.59	View chart
Prologis (PLD)	0.1	$473M		3.7M	127.66	View chart
Capital Group Core Equity Shs Creation Uni (CGUS)	0.1	$464M	+3%	12M	40.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$463M	-19%	921k	502.64	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$462M	+5%	3.9M	119.35	View chart
Verizon Communications (VZ)	0.1	$462M	-12%	11M	40.73	View chart
Bank of America Corporation (BAC)	0.1	$461M		8.4M	55.00	View chart
Progressive Corporation (PGR)	0.1	$457M	+8%	2.0M	227.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$456M	-5%	1.2M	396.31	View chart
New York Life Invts Active Nyli Winslow Lar (IWLG)	0.1	$453M	+40%	8.4M	54.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$448M		1.4M	314.80	View chart
UnitedHealth (UNH)	0.1	$446M	-14%	1.4M	330.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$445M	-10%	16M	27.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$443M	+13%	4.6M	96.27	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$438M	-5%	2.8M	155.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$429M	-13%	1.6M	268.30	View chart
S&p Global (SPGI)	0.1	$424M	-13%	811k	522.59	View chart
Netflix (NFLX)	0.1	$423M	+697%	4.5M	93.76	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$421M	+5%	5.4M	77.68	View chart
Servicenow (NOW)	0.1	$417M	+359%	2.7M	153.22	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$417M	-14%	3.4M	121.75	View chart
Procter & Gamble Company (PG)	0.1	$416M	-12%	2.9M	143.31	View chart
Ge Aerospace Com New (GE)	0.1	$416M	-3%	1.4M	308.03	View chart
Trust For Professional Activepassive Eq (APIE)	0.1	$413M	+11%	12M	35.51	View chart
Nextera Energy (NEE)	0.1	$406M	-3%	5.1M	80.28	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$406M	+8%	7.8M	51.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$406M		5.0M	80.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$404M	-12%	2.0M	199.68	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$403M	+27%	3.4M	119.41	View chart
Union Pacific Corporation (UNP)	0.1	$402M		1.7M	231.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$396M		2.2M	181.21	View chart
Amgen (AMGN)	0.1	$392M	-7%	1.2M	327.31	View chart
Chubb (CB)	0.1	$390M		1.2M	312.12	View chart
L3harris Technologies (LHX)	0.1	$390M		1.3M	293.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$387M	+2%	2.3M	167.94	View chart
Eaton Corp SHS (ETN)	0.1	$384M		1.2M	318.50	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$383M	+15%	12M	31.63	View chart
Arista Networks Com Shs (ANET)	0.1	$383M		2.9M	131.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$382M		10M	38.11	View chart
McDonald's Corporation (MCD)	0.1	$381M	-3%	1.2M	305.63	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$381M	-15%	356k	1069.86	View chart
Qualcomm (QCOM)	0.1	$377M	-6%	2.2M	171.05	View chart
Cme (CME)	0.1	$376M	+66%	1.4M	273.08	View chart
Fastenal Company (FAST)	0.1	$374M	-3%	9.3M	40.13	View chart
PNC Financial Services (PNC)	0.1	$374M	-2%	1.8M	208.73	View chart
Astrazeneca Sponsored Adr	0.1	$373M	+5%	4.1M	91.93	View chart
American Electric Power Company (AEP)	0.1	$371M	-4%	3.2M	115.31	View chart
International Business Machines (IBM)	0.1	$369M	-2%	1.2M	296.21	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$368M	+8%	11M	33.81	View chart
Analog Devices (ADI)	0.1	$366M	-11%	1.3M	271.20	View chart
Capital One Financial (COF)	0.1	$365M	-7%	1.5M	242.35	View chart
Trust For Professional Activepassive Cr (APCB)	0.1	$365M	+9%	12M	29.65	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$362M	+5%	1.1M	323.01	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$362M	+7%	4.4M	82.32	View chart
Ge Vernova (GEV)	0.1	$361M	+21%	553k	653.57	View chart
Uber Technologies (UBER)	0.1	$360M	-16%	4.4M	81.71	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$358M	+4%	5.1M	69.47	View chart
Coca-Cola Company (KO)	0.1	$357M		5.1M	69.91	View chart
Capital Group Gbl Growth Shs Creation Uni (CGGO)	0.1	$355M	+11%	10M	34.65	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$354M	+9%	4.3M	82.48	View chart
Automatic Data Processing (ADP)	0.1	$354M	-9%	1.4M	257.23	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$354M	+8%	8.0M	44.41	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$352M		4.8M	74.09	View chart
Linde SHS (LIN)	0.1	$350M	-7%	821k	426.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$347M	-6%	6.9M	50.58	View chart
At&t (T)	0.1	$346M	-5%	14M	24.84	View chart
Thrivent Etf Trust Small Mid Cap Eq (TSME)	0.1	$345M	+88%	8.3M	41.64	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$342M	-41%	3.9M	87.16	View chart
Te Connectivity Ord Shs (TEL)	0.1	$341M		1.5M	227.51	View chart
Invesco Exchange Traded S&p500 Eql Wgt (RSP)	0.1	$340M		1.8M	191.56	View chart
Kla Corp Com New (KLAC)	0.1	$338M	-11%	278k	1215.08	View chart
Merck & Co (MRK)	0.1	$337M	-5%	3.2M	105.26	View chart
Capital Group Dividend Shs Etf (CGDG)	0.1	$331M	+15%	9.3M	35.64	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$330M	-19%	6.1M	53.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$328M	-7%	3.5M	94.16	View chart
O'reilly Automotive (ORLY)	0.1	$326M		3.6M	91.21	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$323M	-2%	2.4M	132.37	View chart
Ecolab (ECL)	0.1	$323M	-3%	1.2M	262.52	View chart
Walt Disney Company (DIS)	0.1	$322M	-17%	2.8M	113.77	View chart
Us Bancorp Del Com New (USB)	0.1	$322M	-10%	6.0M	53.36	View chart
Cummins (CMI)	0.1	$321M	-15%	630k	510.45	View chart
salesforce (CRM)	0.1	$320M	-10%	1.2M	264.91	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$318M	-6%	6.0M	52.88	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$316M	-13%	1.2M	258.79	View chart
Wec Energy Group (WEC)	0.1	$313M	-2%	3.0M	105.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$307M	-6%	636k	483.67	View chart
Thrivent Etf Trust Core Plus Bd Etf (TCPB)	0.1	$305M	+27%	5.9M	51.30	View chart
Capital Grp Fixed Incm Etf Municipal Income (CGMU)	0.1	$303M	+10%	11M	27.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$303M	-38%	2.7M	113.92	View chart
Thermo Fisher Scientific (TMO)	0.1	$301M	-8%	519k	579.43	View chart
Pepsi (PEP)	0.1	$300M	-10%	2.1M	143.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$298M	-4%	1.8M	160.97	View chart
Cadence Design Systems (CDNS)	0.1	$296M	-5%	948k	312.58	View chart
Duke Energy Corp Com New (DUK)	0.1	$295M	-4%	2.5M	117.21	View chart
Danaher Corporation (DHR)	0.1	$294M	-7%	1.3M	228.91	View chart
Applovin Corp Com Cl A (APP)	0.1	$293M	-7%	435k	673.82	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$292M	+2%	4.3M	68.45	View chart
Citigroup Com New (C)	0.1	$292M	-13%	2.5M	116.69	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.1	$290M		4.7M	62.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$289M	-11%	3.5M	82.82	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$289M	+566%	3.9M	73.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$288M	-14%	1.9M	148.98	View chart
Sherwin-Williams Company (SHW)	0.1	$288M	-10%	889k	324.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$285M	-18%	1.3M	211.79	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$283M	+3723%	3.1M	91.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$280M	-32%	3.1M	91.38	View chart
Monster Beverage Corp (MNST)	0.1	$280M	+20%	3.6M	76.67	View chart
Starbucks Corporation (SBUX)	0.1	$279M	-21%	3.3M	84.21	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$278M	+85%	6.5M	42.69	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$277M		671k	412.77	View chart
Booking Holdings (BKNG)	0.1	$276M	-7%	52k	5355.35	View chart
Intuitive Surgical Com New (ISRG)	0.1	$276M	-6%	487k	566.36	View chart
Capital Grp Fixed Incm Etf Municipal High I (CGHM)	0.1	$270M	+10%	11M	25.48	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$270M	-6%	2.9M	94.40	View chart
General Dynamics Corporation (GD)	0.1	$269M	-12%	800k	336.66	View chart
McKesson Corporation (MCK)	0.1	$268M		326k	820.26	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$266M	-7%	5.8M	46.04	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$266M	+14%	10M	26.47	View chart
Williams Companies (WMB)	0.1	$265M	-2%	4.4M	60.11	View chart
Applied Materials (AMAT)	0.1	$262M	-16%	1.0M	256.99	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$262M	+13%	4.4M	59.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$261M	-12%	346k	753.78	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$256M		6.1M	41.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$254M	-7%	1.5M	173.49	View chart
Snap-on Incorporated (SNA)	0.1	$253M	-5%	734k	344.60	View chart
Ameriprise Financial (AMP)	0.1	$252M	-10%	514k	490.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$252M	-22%	5.4M	46.81	View chart
Paychex (PAYX)	0.1	$249M	+12%	2.2M	112.18	View chart
Boston Scientific Corporation (BSX)	0.1	$249M	-9%	2.6M	95.35	View chart
Caterpillar (CAT)	0.1	$248M	-9%	432k	572.85	View chart
Lowe's Companies (LOW)	0.1	$248M	-11%	1.0M	241.16	View chart
Novartis Sponsored Adr (NVS)	0.1	$246M	-2%	1.8M	137.87	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$245M	+27%	6.9M	35.33	View chart

Past Filings by Envestnet Asset Management

SEC 13F filings are viewable for Envestnet Asset Management going back to 2011

Envestnet Asset Management 2025 Q4 filed Feb. 10, 2026
Envestnet Asset Management 2025 Q3 filed Nov. 5, 2025
Envestnet Asset Management 2025 Q2 filed Aug. 1, 2025
Envestnet Asset Management 2025 Q1 filed April 29, 2025
Envestnet Asset Management 2024 Q4 filed Feb. 13, 2025
Envestnet Asset Management 2024 Q3 filed Nov. 7, 2024
Envestnet Asset Management 2024 Q2 filed Aug. 8, 2024
Envestnet Asset Management 2024 Q1 filed May 13, 2024
Envestnet Asset Management 2023 Q3 filed Nov. 13, 2023
Envestnet Asset Management 2023 Q2 filed Aug. 4, 2023
Envestnet Asset Management 2023 Q1 filed May 11, 2023
Envestnet Asset Management 2022 Q4 filed Feb. 7, 2023
Envestnet Asset Management 2022 Q3 filed Nov. 10, 2022
Envestnet Asset Management 2022 Q2 filed Aug. 3, 2022
Envestnet Asset Management 2022 Q1 filed May 4, 2022
Envestnet Asset Management 2021 Q4 filed Feb. 4, 2022

View all past filings

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