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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, APUE, IWY, IUSB, IWX, and represent 23.97% of Envestnet Portfolio Solutions's stock portfolio.
Added to shares of these 10 stocks: IVV (+$599M), Dimensional Etf Trust (+$490M), IUSB (+$203M), CORO (+$153M), IALT (+$141M), GGOV (+$114M), GVI (+$74M), VUG (+$69M), TLT (+$57M), JNK (+$37M).
Started 159 new stock positions in JBBB, ARM, SPCX, JAVA, IDV, VFH, NMZ, EXEL, DECK, QDPL.
Reduced shares in these 10 stocks: IWY (-$321M), QUAL (-$195M), EFV (-$188M), IEMG (-$147M), IWX (-$146M), IAGG (-$124M), IVE (-$95M), AGG (-$86M), BINC (-$74M), TLH (-$72M).
Sold out of its positions in ARKK, Air Lease Corp, AVDE, American Woodmark Corporation, ASTH, BCE, BMO, INMU, BFAM, CTRA.
Envestnet Portfolio Solutions was a net buyer of stock by $951M.
Envestnet Portfolio Solutions has $21B in assets under management (AUM), dropping by 15.48%.
Central Index Key (CIK): 0001998033

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Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1369 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Envestnet Portfolio Solutions has 1369 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Portfolio Solutions June 30, 2026 positions
Download the Envestnet Portfolio Solutions June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.2	$1.5B	+66%	2.0M	748.89	View chart
Trust For Professional Man Activepassive Us (APUE)	5.5	$1.1B		25M	46.20	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.1	$1.1B	-23%	3.6M	290.62	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.7	$782M	+35%	17M	46.15	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	2.5	$516M	-22%	4.9M	105.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.4	$491M	-2%	3.6M	137.53	View chart
Dimensional Etf Trust Us Large Cap Cor	2.3	$490M	NEW	9.7M	50.35	View chart
Trust For Professional Man Activepassive Eq (APIE)	2.3	$471M		12M	38.76	View chart
Trust For Professional Man Activepassive Cr (APCB)	2.2	$455M		16M	29.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.2	$453M		6.7M	68.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.0	$415M	-9%	2.5M	164.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$393M	-19%	1.7M	227.06	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$342M	-29%	4.1M	82.84	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$311M	+12%	417k	746.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$303M	+8%	3.1M	96.58	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.2	$245M	-16%	4.6M	52.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$235M	+2%	1.9M	124.42	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.1	$230M	-23%	2.3M	100.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$216M	-28%	2.2M	98.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$201M	+2%	4.2M	48.43	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$200M	+9%	2.1M	94.52	View chart
NVIDIA Corporation (NVDA)	1.0	$200M	+6%	997k	200.07	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.9	$198M	-17%	1.4M	146.41	View chart
Apple (AAPL)	0.9	$198M	+9%	684k	289.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$196M	+7%	8.6M	22.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$190M		277k	686.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$188M	-22%	549k	342.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$187M		505k	370.04	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.8	$173M	+3%	3.4M	50.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$167M	+2%	2.3M	71.25	View chart
Ssga Active Tr State Street Us (XLSR)	0.8	$158M	+8%	2.4M	64.86	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.7	$154M	+22676%	4.2M	36.60	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.7	$141M	NEW	5.0M	28.05	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.7	$141M	+12%	4.4M	31.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$137M	-57%	1.8M	76.55	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$134M	+5%	1.2M	107.62	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.6	$131M	-35%	3.0M	43.11	View chart
Microsoft Corporation (MSFT)	0.6	$129M	+8%	347k	372.98	View chart
Amazon (AMZN)	0.6	$123M	+13%	518k	238.30	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$116M		3.3M	35.03	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.5	$114M	NEW	2.3M	50.29	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.5	$111M	-9%	2.2M	50.39	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$110M	+12%	2.1M	51.78	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$106M		488k	217.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$102M	+2%	1.2M	85.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$99M		1.3M	73.41	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.4	$90M	+434%	852k	106.09	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.4	$90M	-6%	3.5M	25.65	View chart
Broadcom (AVGO)	0.4	$86M	+9%	227k	377.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$82M	+516%	949k	86.14	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.4	$80M	+3%	3.2M	25.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$79M	+9%	221k	357.29	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.4	$78M	+3%	759k	103.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$78M	+9%	220k	353.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$73M	+6%	939k	77.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$68M		545k	124.76	View chart
Meta Platforms Cl A (META)	0.3	$67M	+6%	120k	563.16	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.3	$64M	-4%	804k	80.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$63M	+2%	1.1M	59.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$59M	+2829%	686k	86.42	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.3	$57M	+189%	594k	96.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$56M	+113%	596k	94.57	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$56M	-14%	976k	57.67	View chart
JPMorgan Chase & Co. (JPM)	0.3	$54M	-9%	165k	327.25	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$54M		329k	163.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$53M	-9%	1.6M	33.84	View chart
Visa Com Cl A (V)	0.3	$53M	+21%	153k	343.01	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$50M	+25%	1.1M	47.41	View chart
Eli Lilly & Co. (LLY)	0.2	$50M	+7%	42k	1199.15	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$49M	+8%	1.9M	26.23	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$48M	-60%	918k	52.34	View chart
Lam Research Corp Com New (LRCX)	0.2	$47M	-4%	108k	433.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$47M	+15%	127k	368.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$46M	-22%	113k	409.50	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.2	$46M	+10%	1.1M	41.16	View chart
Micron Technology (MU)	0.2	$46M	+317%	40k	1154.28	View chart
Applied Materials (AMAT)	0.2	$46M	-27%	63k	723.00	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$45M	-2%	319k	142.39	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$45M	+8%	884k	51.22	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.2	$45M	+12%	1.3M	33.43	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$44M	+5%	576k	75.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$43M	-8%	293k	148.31	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$43M	+3%	554k	77.23	View chart
Tesla Motors (TSLA)	0.2	$42M	+7%	99k	420.60	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.2	$37M	NEW	739k	50.56	View chart
Cisco Systems (CSCO)	0.2	$37M	+8%	316k	117.46	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$37M	+49%	303k	121.42	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$37M	+28%	800k	45.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$36M	+4%	471k	76.70	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$36M	-27%	1.6M	23.15	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.2	$35M	+26%	1.2M	28.37	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$35M	-2%	504k	69.45	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$35M	+8%	517k	67.56	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$35M	+2%	742k	46.81	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$34M	+31%	241k	141.89	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$34M	-5%	309k	109.07	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$33M	+4%	479k	68.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$32M	+10%	386k	83.74	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$32M	+3%	1.2M	27.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$32M	-2%	606k	52.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$32M	+320%	254k	124.17	View chart
Eaton Corp SHS (ETN)	0.1	$30M	+5%	69k	426.12	View chart
Amphenol Corp Cl A (APH)	0.1	$29M	+10%	164k	176.32	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$28M	+7%	633k	43.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$27M	-87%	124k	219.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$27M	-33%	775k	34.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$27M	-10%	325k	82.64	View chart
Altria (MO)	0.1	$27M	-6%	371k	71.95	View chart
Procter & Gamble Company (PG)	0.1	$26M	+18%	176k	146.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$26M	-3%	203k	126.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$25M	-2%	322k	77.11	View chart
Netflix (NFLX)	0.1	$24M	+7%	341k	71.38	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$24M	+95%	597k	40.13	View chart
Chevron Corporation (CVX)	0.1	$23M	+5%	141k	165.76	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$23M	-24%	425k	54.69	View chart
Analog Devices (ADI)	0.1	$23M	+5%	57k	397.17	View chart
Abbvie (ABBV)	0.1	$23M	+7%	89k	251.64	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$23M	+6%	253k	88.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$22M	-10%	92k	242.43	View chart
Illinois Tool Works (ITW)	0.1	$22M	+4323%	82k	270.47	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$22M	+8%	853k	25.98	View chart
Regions Financial Corporation (RF)	0.1	$22M	+12%	734k	30.20	View chart
Union Pacific Corporation (UNP)	0.1	$22M	+3%	80k	272.00	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$22M	+31%	264k	82.27	View chart
Prologis (PLD)	0.1	$21M		156k	135.47	View chart
Exchange Listed Fds Tr Banc Us Larg Etf (BCUS)	0.1	$21M	+20%	572k	37.02	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$21M	+122%	255k	82.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$21M		85k	246.21	View chart
Snap-on Incorporated (SNA)	0.1	$21M	+3%	52k	402.40	View chart
Coca-Cola Company (KO)	0.1	$21M	+13%	255k	81.27	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$21M		589k	35.11	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$21M	+82%	394k	52.00	View chart
Profesionally Managed Portfo Congr Bd Etf (CAFX)	0.1	$20M		829k	24.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$20M	+27%	264k	75.79	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.1	$20M	+16%	785k	25.44	View chart
T. Rowe Price (TROW)	0.1	$20M	+6%	174k	113.69	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$19M	+109%	569k	33.83	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$19M	+3392%	768k	24.99	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$18M	+37%	823k	22.40	View chart
Kinder Morgan (KMI)	0.1	$18M	+7%	575k	31.97	View chart
Johnson & Johnson (JNJ)	0.1	$18M	-8%	72k	253.84	View chart
Franklin Resources (BEN)	0.1	$18M	+7%	546k	33.27	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$18M		215k	84.60	View chart
Amcor Com New (AMCR)	0.1	$18M	+8%	410k	44.09	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.1	$18M	+5%	852k	20.92	View chart
Goldman Sachs (GS)	0.1	$18M	+14%	17k	1010.57	View chart
Pepsi (PEP)	0.1	$17M	+10%	128k	135.34	View chart
Home Depot (HD)	0.1	$17M	+9%	49k	352.68	View chart
Oracle Corporation (ORCL)	0.1	$17M	+13%	117k	146.55	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$17M	+17%	425k	40.29	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$17M	+8%	144k	118.99	View chart
FirstEnergy (FE)	0.1	$17M	-9%	359k	47.54	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$17M	+11%	180k	92.21	View chart
Thermo Fisher Scientific (TMO)	0.1	$16M		33k	501.07	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$16M	+11%	853k	18.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$16M	-7%	145k	110.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$16M	+9%	53k	303.12	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$16M	+44%	353k	45.11	View chart
Costco Wholesale Corporation (COST)	0.1	$16M	+20%	17k	934.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$16M	+20%	161k	98.20	View chart
Evergy (EVRG)	0.1	$16M	-9%	182k	86.43	View chart
Wal-Mart Stores (WMT)	0.1	$16M	+17%	139k	113.26	View chart
Booking Holdings (BKNG)	0.1	$16M	+2515%	88k	178.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$16M	+14%	31k	500.39	View chart
IDEXX Laboratories (IDXX)	0.1	$15M	+2%	29k	526.44	View chart
Kraft Heinz (KHC)	0.1	$15M	-12%	627k	23.62	View chart
ConocoPhillips (COP)	0.1	$15M	+4%	139k	103.96	View chart
Exelon Corporation (EXC)	0.1	$14M	+8%	308k	46.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$14M	+8%	20k	736.39	View chart
Centene Corporation (CNC)	0.1	$14M	+7%	223k	64.19	View chart
Cme (CME)	0.1	$14M	+6%	64k	220.83	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$14M		350k	40.26	View chart
Philip Morris International (PM)	0.1	$14M	+4%	78k	180.91	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$14M	+9%	29k	477.57	View chart
Hldgs (UAL)	0.1	$14M	+4%	102k	135.99	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$14M	-38%	151k	91.63	View chart
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)	0.1	$14M	NEW	277k	49.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$14M	+117%	132k	103.88	View chart
Allstate Corporation (ALL)	0.1	$14M	+11%	58k	237.94	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$14M	+15%	298k	45.91	View chart
Merck & Co (MRK)	0.1	$14M	+28%	106k	128.50	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$13M	+8%	294k	45.49	View chart
Advanced Micro Devices (AMD)	0.1	$13M	+36%	23k	580.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$13M	+5%	247k	52.76	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$13M	+9%	263k	49.28	View chart
Palantir Technologies Cl A (PLTR)	0.1	$13M	+8%	111k	116.67	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$13M	NEW	470k	27.05	View chart
Intuitive Surgical Com New (ISRG)	0.1	$13M	+4%	32k	397.67	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$12M	-17%	400k	30.49	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$12M	+9%	341k	35.24	View chart
Key (KEY)	0.1	$12M	NEW	520k	23.05	View chart
Waste Management (WM)	0.1	$12M	+6%	54k	222.88	View chart
Spdr Series Trust St Str Sp Pharma (XPH)	0.1	$12M	+5%	181k	66.27	View chart
Linde SHS (LIN)	0.1	$12M	+4%	23k	518.49	View chart
Goldman Sachs Etf Tr Mar 1000 Gro Etf (GGUS)	0.1	$12M	+8%	174k	68.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$12M	-4%	40k	300.45	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$12M	+6%	252k	46.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$12M	-28%	55k	212.77	View chart
Bank of America Corporation (BAC)	0.1	$12M	+7%	203k	56.98	View chart
UnitedHealth (UNH)	0.1	$12M	+26%	28k	415.63	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$12M	-18%	222k	51.91	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$11M		122k	93.63	View chart
Nextera Energy (NEE)	0.1	$11M	+84%	129k	87.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$11M	+31%	223k	50.49	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$11M	+37%	280k	39.47	View chart
Gilead Sciences (GILD)	0.1	$11M		87k	126.34	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.1	$11M	-23%	107k	101.72	View chart
Goldman Sachs Etf Tr Corporate Bd Etf (GIGL)	0.1	$11M	NEW	211k	50.60	View chart
TJX Companies (TJX)	0.1	$11M		71k	151.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$10M	+6%	108k	96.42	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.0	$10M	+8%	138k	75.14	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$10M		56k	184.95	View chart
Caterpillar (CAT)	0.0	$10M	+5%	9.7k	1064.87	View chart
Republic Services (RSG)	0.0	$10M	+2%	48k	213.08	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$10M	-25%	53k	190.52	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$10M	NEW	259k	38.58	View chart
Raytheon Technologies Corp (RTX)	0.0	$9.9M	+3%	52k	189.73	View chart
Arista Networks Com Shs (ANET)	0.0	$9.8M	-4%	58k	169.88	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.0	$9.8M	+3%	219k	44.48	View chart
International Business Machines (IBM)	0.0	$9.7M	+39%	35k	278.54	View chart
Verisk Analytics (VRSK)	0.0	$9.7M	+4%	54k	179.53	View chart
CoStar (CSGP)	0.0	$9.7M	+5%	341k	28.32	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$9.7M	-9%	127k	76.11	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$9.4M		100k	94.42	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.0	$9.2M	+16%	356k	25.85	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.0	$9.2M	+19%	334k	27.47	View chart
O'reilly Automotive (ORLY)	0.0	$9.2M	+10%	100k	92.00	View chart
Morgan Stanley Com New (MS)	0.0	$9.1M	-2%	44k	209.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$9.1M	+2956%	30k	302.97	View chart
Blackrock Etf Trust Isha Worl Ex Etf (LCTD)	0.0	$9.0M	-7%	156k	57.66	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$9.0M	-42%	74k	121.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$8.9M	+34%	76k	117.60	View chart
Qualcomm (QCOM)	0.0	$8.9M	+8%	48k	184.79	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$8.8M	-22%	165k	53.61	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$8.8M	+380%	86k	102.16	View chart
Amgen (AMGN)	0.0	$8.8M	+15%	24k	362.12	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$8.8M	-9%	91k	96.46	View chart
Mastercard Incorporated Cl A (MA)	0.0	$8.7M	-4%	17k	513.61	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$8.7M	+124%	372k	23.44	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.0	$8.7M	-11%	171k	50.68	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$8.6M	+18%	4.3k	1989.48	View chart
Parker-Hannifin Corporation (PH)	0.0	$8.6M	-7%	8.8k	978.09	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$8.5M	+7%	168k	50.23	View chart
Ge Vernova (GEV)	0.0	$8.4M	+31%	7.1k	1174.86	View chart
Boeing Company (BA)	0.0	$8.4M	+16%	39k	216.23	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$8.4M	NEW	93k	90.10	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.0	$8.3M	NEW	326k	25.62	View chart
Uber Technologies (UBER)	0.0	$8.3M	+5%	116k	72.10	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$8.3M		168k	49.28	View chart
Palo Alto Networks (PANW)	0.0	$8.3M	-7%	24k	341.01	View chart

Past Filings by Envestnet Portfolio Solutions

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

Envestnet Portfolio Solutions 2026 Q2 filed July 20, 2026
Envestnet Portfolio Solutions 2026 Q1 filed April 29, 2026
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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