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Envestnet Portfolio Solutions

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

Top 5 stock holdings are IVV, IWY, VOO, APUE, IEMG, and represent 23.24% of Envestnet Portfolio Solutions's stock portfolio.
Added to shares of these 10 stocks: IVE (+$173M), IEMG (+$93M), MTUM (+$64M), IVV (+$60M), NFLX (+$37M), SPTL (+$34M), VO (+$30M), AGG (+$30M), DYNF (+$24M), SPDW (+$23M).
Started 121 new stock positions in DINO, SPLB, SOLS, FEZ, PUK, DVN, FENI, DUKZ, RKT, FNOV.
Reduced shares in these 10 stocks: QUAL (-$161M), SCHP (-$103M), BIL (-$35M), EFV (-$30M), STIP (-$25M), JNK (-$18M), Amcor (-$13M), EFG (-$13M), AJG (-$11M), IWY (-$11M).
Sold out of its positions in YEAR, ACHC, ARE, ALGN, ALE, ARM, ARW, BAX, INMU, BAH.
Envestnet Portfolio Solutions was a net buyer of stock by $1.1B.
Envestnet Portfolio Solutions has $29B in assets under management (AUM), dropping by 5.01%.
Central Index Key (CIK): 0001998033

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Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1482 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Envestnet Portfolio Solutions has 1482 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.6	$2.2B	+2%	3.2M	684.94	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	4.6	$1.3B		4.8M	276.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$1.2B		1.9M	627.13	View chart
Trust For Professional Activepassive Us (APUE)	3.9	$1.1B		27M	41.67	View chart
Ishares Core Msci Emkt (IEMG)	3.0	$861M	+12%	13M	67.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.8	$802M	+3%	2.8M	290.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$797M		8.9M	89.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$776M	+3%	7.8M	99.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$752M		12M	62.47	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.0	$582M		6.3M	91.86	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.0	$580M	+3%	13M	46.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$539M	+47%	2.5M	212.07	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$529M	-5%	7.4M	71.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$502M	+5%	8.3M	60.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$494M	+4%	10M	48.32	View chart
Trust For Professional Activepassive Cr (APCB)	1.7	$484M		16M	29.65	View chart
Trust For Professional Activepassive Eq (APIE)	1.7	$474M		13M	35.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$456M	+4%	3.7M	123.26	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.4	$403M		2.9M	141.05	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$351M	+4%	4.4M	78.81	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$347M	+4%	1.0M	342.97	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$310M		3.1M	99.52	View chart
Vanguard Intl Equity Index Tt Wrld St Etf (VT)	1.1	$306M	+3%	2.2M	141.06	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	1.0	$283M	+2%	5.3M	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$275M	+6%	404k	681.88	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.9	$258M	+3%	1.9M	136.94	View chart
NVIDIA Corporation (NVDA)	0.8	$236M	+4%	1.3M	186.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$231M		2.3M	101.67	View chart
Microsoft Corporation (MSFT)	0.8	$230M	+2%	476k	483.60	View chart
Apple (AAPL)	0.8	$224M	+7%	824k	271.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$217M	-42%	1.1M	198.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$194M	+2%	578k	335.27	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$191M	+5%	2.0M	95.22	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$188M	+5%	1.8M	107.11	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.7	$186M	+6%	8.9M	20.89	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$184M	+5%	4.8M	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$184M	+4%	5.5M	33.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$181M	+55%	721k	250.31	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$176M	+4%	3.7M	47.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$175M	+4%	2.2M	77.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.6	$165M	+4%	2.4M	69.52	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.5	$154M		739k	209.12	View chart
Amazon (AMZN)	0.5	$145M	+13%	629k	230.81	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$144M	+8%	2.7M	52.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$140M		1.7M	81.17	View chart
Ssga Active Tr State Street Us (XLSR)	0.4	$127M	+3%	2.0M	62.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$126M	+4%	659k	190.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$124M	+7%	395k	312.99	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$118M	+24%	2.7M	44.41	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$118M		3.6M	32.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$118M	+7%	2.4M	50.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$113M		1.5M	75.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$112M	+5%	1.5M	74.07	View chart
Meta Platforms Cl A (META)	0.4	$109M	+10%	165k	660.04	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$101M	+2%	2.2M	46.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$97M	+8%	198k	487.86	View chart
Broadcom (AVGO)	0.3	$95M	+12%	274k	346.08	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$90M	+4%	419k	214.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$88M	+11%	272k	322.20	View chart
Trust For Professional Activepassive Mn (APMU)	0.3	$82M	+4%	3.3M	25.09	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$77M	-3%	718k	106.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$76M	+29%	204k	373.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$74M		236k	313.80	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.2	$70M		945k	74.09	View chart
Ssga Active Tr State Street Fix (FISR)	0.2	$69M	+48%	2.6M	25.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$64M	+10%	2.0M	32.62	View chart
Eli Lilly & Co. (LLY)	0.2	$60M	+21%	56k	1074.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$60M		585k	101.98	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$58M	+25%	617k	94.40	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$55M	-6%	1.2M	46.86	View chart
Visa Com Cl A (V)	0.2	$53M	+8%	152k	350.67	View chart
Tesla Motors (TSLA)	0.2	$50M	+10%	112k	449.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$50M	-9%	334k	148.98	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$50M		2.1M	23.38	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$47M		364k	128.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$46M		383k	120.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$46M	+4%	413k	110.19	View chart
Home Depot (HD)	0.2	$44M	-2%	128k	344.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$44M	+21%	110k	396.19	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$44M	+10%	452k	96.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$43M	+5%	494k	87.16	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$42M	+8%	532k	77.89	View chart
Netflix (NFLX)	0.1	$41M	+945%	439k	93.75	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$41M	+473%	1.5M	26.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$36M	+7%	64k	570.88	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$35M	-6%	737k	47.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$35M	+3%	1.2M	29.61	View chart
Chevron Corporation (CVX)	0.1	$34M	-3%	222k	152.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$34M	+3%	508k	66.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$33M		629k	52.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$33M	+9%	1.4M	23.02	View chart
Cisco Systems (CSCO)	0.1	$33M	+2%	427k	77.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$33M	+8%	69k	473.30	View chart
Prologis (PLD)	0.1	$33M		255k	127.66	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$32M	-2%	393k	82.48	View chart
Exxon Mobil Corporation (XOM)	0.1	$32M	+26%	269k	120.34	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$32M	+23%	773k	41.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$32M	+3%	637k	50.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$31M	+13%	51k	614.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$31M	+4%	325k	96.27	View chart
Vanguard Intl Equity Index Allwrld Ex Us (VEU)	0.1	$31M		425k	73.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$31M	+22%	147k	210.34	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.1	$30M	-10%	1.1M	28.55	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$30M		526k	57.58	View chart
UnitedHealth (UNH)	0.1	$30M	+10%	91k	330.11	View chart
Abbvie (ABBV)	0.1	$30M	+4%	132k	228.49	View chart
Costco Wholesale Corporation (COST)	0.1	$29M	+31%	34k	862.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$29M	+77%	349k	83.73	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$28M	+21%	631k	44.17	View chart
Eaton Corp SHS (ETN)	0.1	$28M	+6%	86k	318.51	View chart
Bank of America Corporation (BAC)	0.1	$27M	+4%	497k	55.00	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$27M		467k	56.81	View chart
Intuitive Surgical Com New (ISRG)	0.1	$27M	+7%	47k	566.35	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$26M	+8%	1.0M	25.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$26M		272k	94.16	View chart
Oracle Corporation (ORCL)	0.1	$25M		130k	194.91	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$25M	+5%	435k	57.91	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$25M	-42%	255k	97.21	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$24M	+1644%	836k	28.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$24M		97k	246.16	View chart
Applied Materials (AMAT)	0.1	$23M	-4%	91k	256.99	View chart
Union Pacific Corporation (UNP)	0.1	$23M	+2%	101k	231.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$23M	-17%	133k	171.18	View chart
Procter & Gamble Company (PG)	0.1	$23M	+18%	157k	143.28	View chart
Wal-Mart Stores (WMT)	0.1	$23M	+8%	202k	111.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$23M	+12%	234k	96.16	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$22M	+3%	546k	40.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$22M	-61%	243k	91.38	View chart
Blackrock (BLK)	0.1	$22M		21k	1070.34	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$22M	NEW	246k	89.76	View chart
Johnson & Johnson (JNJ)	0.1	$22M	+18%	106k	206.91	View chart
Analog Devices (ADI)	0.1	$22M	+4%	80k	271.20	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$21M	+64%	666k	32.04	View chart
Nextera Energy (NEE)	0.1	$21M		259k	80.28	View chart
IDEXX Laboratories (IDXX)	0.1	$21M	+45%	31k	676.53	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$21M	+33%	359k	57.46	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$21M	+9%	480k	42.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$21M	+6%	80k	257.95	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$21M	-4%	767k	26.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$20M	+2%	202k	100.38	View chart
Invesco Exchange Traded S&p500 Eql Wgt (RSP)	0.1	$20M		106k	191.56	View chart
Amphenol Corp Cl A (APH)	0.1	$20M		149k	135.14	View chart
Profesionally Managed Congress Interme (CAFX)	0.1	$20M	+15%	807k	25.02	View chart
Snap-on Incorporated (SNA)	0.1	$20M		59k	344.60	View chart
Morgan Stanley Com New (MS)	0.1	$20M	+3%	112k	177.53	View chart
Cme (CME)	0.1	$20M	+21%	73k	273.08	View chart
Altria (MO)	0.1	$20M	+3%	339k	57.66	View chart
TJX Companies (TJX)	0.1	$19M	+4%	125k	153.61	View chart
Philip Morris International (PM)	0.1	$19M	+4%	120k	160.40	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$19M		194k	97.80	View chart
Palantir Technologies Cl A (PLTR)	0.1	$19M	+2%	105k	177.75	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$19M	+21%	753k	24.81	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$19M	+21%	141k	132.37	View chart
Intuit (INTU)	0.1	$19M	-9%	28k	662.42	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$18M		823k	22.36	View chart
Regions Financial Corporation (RF)	0.1	$18M	+3%	677k	27.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$18M	+4%	195k	93.08	View chart
Booking Holdings (BKNG)	0.1	$18M	+23%	3.4k	5355.59	View chart
Pepsi (PEP)	0.1	$18M	+24%	123k	143.49	View chart
Linde SHS (LIN)	0.1	$18M	+23%	41k	426.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$17M	+13%	148k	117.21	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$17M		376k	45.05	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$17M	+16%	345k	48.68	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$17M		156k	107.35	View chart
T. Rowe Price (TROW)	0.1	$17M		163k	102.38	View chart
Coca-Cola Company (KO)	0.1	$17M	+3%	238k	69.91	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$17M	+12%	83k	199.68	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$17M		773k	21.37	View chart
CoStar (CSGP)	0.1	$17M	+100%	245k	67.24	View chart
Danaher Corporation (DHR)	0.1	$16M	-8%	72k	228.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$16M	-13%	28k	579.25	View chart
Amgen (AMGN)	0.1	$16M		50k	327.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$16M	+2%	232k	69.47	View chart
Servicenow (NOW)	0.1	$16M	+414%	104k	153.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$16M		203k	77.53	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$16M	+15%	506k	30.96	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$16M	+29%	159k	98.50	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$16M	+6%	225k	69.42	View chart
Capital One Financial (COF)	0.1	$15M	+92%	63k	242.36	View chart
Goldman Sachs (GS)	0.1	$15M	+65%	17k	878.72	View chart
ConocoPhillips (COP)	0.1	$15M		163k	93.61	View chart
Advanced Micro Devices (AMD)	0.1	$15M	-29%	71k	214.16	View chart
Abbott Laboratories (ABT)	0.1	$15M	+2%	121k	125.29	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$15M		372k	40.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$15M	-37%	30k	502.65	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$15M		280k	53.88	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$15M		323k	45.69	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$15M		361k	40.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$15M	+4%	48k	303.89	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$14M	+8%	564k	25.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$14M	+3%	149k	96.03	View chart
Uber Technologies (UBER)	0.0	$14M	+9%	172k	81.69	View chart
Medtronic SHS (MDT)	0.0	$14M	+2%	146k	96.06	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$14M		381k	36.21	View chart
Qualcomm (QCOM)	0.0	$14M	+22%	80k	171.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$14M	-44%	51k	268.30	View chart
Palo Alto Networks (PANW)	0.0	$13M		73k	184.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$13M	-48%	116k	113.92	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.0	$13M	+3%	683k	19.08	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$13M	+4%	140k	93.30	View chart
Gilead Sciences (GILD)	0.0	$13M	+5%	106k	122.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$13M	+14%	236k	54.77	View chart
Eastman Chemical Company (EMN)	0.0	$13M	+3%	202k	63.83	View chart
Micron Technology (MU)	0.0	$13M	-29%	45k	285.41	View chart
Boeing Company (BA)	0.0	$13M	+116%	59k	217.05	View chart
Exelon Corporation (EXC)	0.0	$13M	+14%	291k	43.59	View chart
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)	0.0	$13M	NEW	392k	32.22	View chart
Waste Management (WM)	0.0	$13M	+21%	57k	219.71	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$13M	+8%	305k	41.27	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$13M	-23%	261k	48.09	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$13M	-13%	131k	95.09	View chart
Wells Fargo & Company (WFC)	0.0	$12M	+5%	133k	93.20	View chart
Parker-Hannifin Corporation (PH)	0.0	$12M		14k	878.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$12M	+223%	85k	143.97	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$12M	+35%	135k	90.00	View chart
Franklin Resources (BEN)	0.0	$12M	NEW	506k	23.89	View chart
salesforce (CRM)	0.0	$12M	+79%	44k	264.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$12M	+8%	251k	46.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$12M	+14%	80k	143.52	View chart
Invesco Exch Traded Fd Tr Sr Ln Etf (BKLN)	0.0	$11M	+3%	541k	21.00	View chart
Invesco Actively Managed Total Return (GTO)	0.0	$11M	+11%	239k	47.42	View chart
Verisk Analytics (VRSK)	0.0	$11M	-5%	50k	223.69	View chart
Chipotle Mexican Grill (CMG)	0.0	$11M	+69%	300k	37.00	View chart
L3harris Technologies (LHX)	0.0	$11M	+3%	38k	293.57	View chart
Charles Schwab Corporation (SCHW)	0.0	$11M	+9%	110k	99.91	View chart
Allstate Corporation (ALL)	0.0	$11M	+2%	52k	208.15	View chart
Hldgs (UAL)	0.0	$11M		97k	111.82	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$11M		131k	82.82	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$11M	NEW	289k	36.58	View chart
Kinder Morgan (KMI)	0.0	$11M		382k	27.49	View chart
Capital Group Dividend Shs Creation Uni (CGDV)	0.0	$10M	+17%	239k	43.64	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$10M	+2%	355k	29.28	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$10M	+27%	226k	45.66	View chart
Republic Services (RSG)	0.0	$10M		48k	211.93	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$10M	+2%	47k	218.02	View chart
Invesco Exchange Traded S&p Smlcp Moment (XSMO)	0.0	$10M	+3%	141k	72.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$10M	-3%	368k	27.43	View chart
Raytheon Technologies Corp (RTX)	0.0	$10M	+3%	55k	183.40	View chart
Leidos Holdings (LDOS)	0.0	$10M	+2%	55k	180.40	View chart
Honeywell International (HON)	0.0	$9.9M		51k	195.09	View chart
Spdr Series Trust State Street Spd (XPH)	0.0	$9.8M		175k	56.01	View chart
Merck & Co (MRK)	0.0	$9.8M	+15%	93k	105.26	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.0	$9.7M	+85%	188k	51.74	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$9.7M	-14%	60k	162.01	View chart
Anthem (ELV)	0.0	$9.7M		28k	350.55	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$9.6M	-3%	56k	170.63	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$9.6M	+20%	250k	38.32	View chart
Synopsys (SNPS)	0.0	$9.6M	-3%	20k	469.72	View chart
Blackrock Etf Trust Ishares World Ex (LCTD)	0.0	$9.5M	-28%	173k	54.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$9.4M	+9%	518k	18.22	View chart

Past Filings by Envestnet Portfolio Solutions

SEC 13F filings are viewable for Envestnet Portfolio Solutions going back to 2023

Envestnet Portfolio Solutions 2025 Q4 filed Feb. 6, 2026
Envestnet Portfolio Solutions 2025 Q3 filed Oct. 30, 2025
Envestnet Portfolio Solutions 2025 Q2 filed July 25, 2025
Envestnet Portfolio Solutions 2025 Q1 filed April 21, 2025
Envestnet Portfolio Solutions 2024 Q4 filed Feb. 10, 2025
Envestnet Portfolio Solutions 2024 Q3 filed Oct. 31, 2024
Envestnet Portfolio Solutions 2024 Q2 filed July 16, 2024
Envestnet Portfolio Solutions 2024 Q1 filed May 6, 2024
Envestnet Portfolio Solutions 2023 Q4 filed Feb. 7, 2024

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