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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 IWY, APUE, IVV, IWX, IUSB, and represent 22.86% of Envestnet Portfolio Solutions's stock portfolio.
Added to shares of these 10 stocks: EFG (+$192M), GOVT (+$150M), BLCR (+$135M), IDEF (+$129M), TLH (+$74M), LMUB (+$41M), FISR (+$28M), FE (+$17M), DMXF (+$16M), KHC (+$16M).
Started 72 new stock positions in INVA, PNFP, CE, NTRS, RTO, AZN, ALGN, STLD, SWK, EPRT.
Reduced shares in these 10 stocks: IVV (-$1.3B), VOO (-$947M), VO (-$793M), VEA (-$624M), IEFA (-$545M), IEMG (-$482M), AGG (-$468M), OEF (-$322M), BNDX (-$297M), VT (-$294M).
Sold out of its positions in CAM, ASO, AKR, AVAV, AFRM, ADC, ALB, AMR, ABEV, AVUS.
Envestnet Portfolio Solutions was a net seller of stock by $-9.8B.
Envestnet Portfolio Solutions has $18B in assets under management (AUM), dropping by -36.56%.
Central Index Key (CIK): 0001998033

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Portfolio Holdings for Envestnet Portfolio Solutions

Envestnet Portfolio Solutions holds 1286 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Envestnet Portfolio Solutions has 1286 total positions. Only the first 250 positions are shown.

Sign up to view all of the Envestnet Portfolio Solutions March 31, 2026 positions
Download the Envestnet Portfolio Solutions March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	6.5	$1.2B		4.7M	248.84	View chart
Trust For Professional Man Activepassive Us (APUE)	5.5	$999M	-7%	25M	40.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$790M	-61%	1.2M	653.21	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	3.2	$583M		6.3M	92.67	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.2	$579M		13M	46.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$454M	-15%	2.1M	211.15	View chart
Trust For Professional Man Activepassive Cr (APCB)	2.5	$451M	-6%	15M	29.45	View chart
Trust For Professional Man Activepassive Eq (APIE)	2.4	$428M	-9%	12M	35.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.3	$413M		3.7M	113.11	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$412M	-53%	5.9M	69.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.2	$406M	-2%	2.8M	145.74	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$382M	-20%	6.6M	58.18	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$316M	-42%	4.2M	74.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$304M	-60%	3.1M	99.27	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.7	$303M	+32%	3.0M	100.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$261M	-67%	2.9M	90.53	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$240M	-8%	370k	650.34	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.2	$211M	-12%	1.6M	128.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$205M	+1491%	1.8M	111.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$195M	-7%	1.0M	191.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$194M	-60%	4.0M	48.05	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.0	$184M		5.6M	32.95	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$183M	-3%	1.9M	94.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$183M	+457%	8.0M	22.91	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.9	$171M		4.7M	36.22	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$170M	-2%	706k	239.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$165M	-85%	276k	597.55	View chart
NVIDIA Corporation (NVDA)	0.9	$163M	-25%	935k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$159M	-14%	497k	320.81	View chart
Apple (AAPL)	0.9	$159M	-23%	627k	253.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$147M	-80%	2.3M	64.08	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.8	$136M	+50573%	3.3M	41.06	View chart
Ssga Active Tr State Street Us (XLSR)	0.7	$130M	+10%	2.2M	57.74	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.7	$129M	NEW	3.9M	32.72	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$125M	-32%	1.2M	106.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$124M	+5%	2.5M	50.04	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$121M	-15%	2.3M	51.93	View chart
Microsoft Corporation (MSFT)	0.7	$119M	-32%	321k	370.17	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.6	$111M	-8%	2.4M	45.65	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$111M	-7%	3.3M	33.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$97M	-12%	1.3M	73.64	View chart
Ssga Active Tr State Street Fix (FISR)	0.5	$96M	+40%	3.7M	25.72	View chart
Amazon (AMZN)	0.5	$95M	-27%	455k	208.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$94M	-27%	478k	196.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$90M	-22%	1.2M	77.11	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.5	$89M	-12%	1.9M	46.91	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.4	$77M	-5%	3.1M	24.89	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$69M	-80%	883k	78.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$67M	-22%	154k	436.79	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.4	$65M	+18%	730k	89.59	View chart
Broadcom (AVGO)	0.4	$64M	-24%	208k	309.51	View chart
Meta Platforms Cl A (META)	0.4	$64M	-31%	112k	572.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$60M	-7%	541k	110.47	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.3	$59M	-10%	844k	70.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$58M	-49%	201k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$58M	-14%	201k	286.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$56M	-80%	1.0M	54.05	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$55M	-3%	1.1M	48.32	View chart
JPMorgan Chase & Co. (JPM)	0.3	$54M	-33%	182k	294.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$52M	-28%	147k	356.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$50M	-11%	1.7M	29.13	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$50M		2.2M	23.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$48M	-68%	548k	88.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$47M		110k	430.29	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$47M		331k	141.42	View chart
Spdr Series Trust State Street Spd (SPTL)	0.3	$45M	+12%	1.7M	26.30	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.2	$42M	+32%	1.0M	41.32	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.2	$42M	+11%	1.2M	35.24	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$41M		534k	77.38	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$41M	NEW	817k	49.93	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$40M	+14%	844k	47.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$40M	-16%	321k	124.31	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$40M	-10%	326k	121.19	View chart
Visa Com Cl A (V)	0.2	$38M	-16%	126k	302.24	View chart
Exxon Mobil Corporation (XOM)	0.2	$38M	-17%	223k	169.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$36M	-20%	328k	108.99	View chart
Eli Lilly & Co. (LLY)	0.2	$36M	-30%	39k	919.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$36M		1.2M	30.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$35M	-79%	451k	77.18	View chart
Tesla Motors (TSLA)	0.2	$35M	-16%	93k	371.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$34M	-80%	723k	46.95	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$33M		620k	52.56	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$32M	-80%	459k	68.78	View chart
Netflix (NFLX)	0.2	$30M	-28%	316k	96.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$30M	+4%	363k	82.75	View chart
Applied Materials (AMAT)	0.2	$30M	-4%	87k	341.79	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$29M		519k	55.20	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$28M	+9%	478k	59.22	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$28M	+18%	987k	28.66	View chart
Chevron Corporation (CVX)	0.2	$28M	-40%	133k	206.90	View chart
Duke Energy Corp Com New (DUK)	0.2	$28M	+42%	210k	130.94	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$27M	+10%	1.1M	24.31	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$27M	+29%	622k	43.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$27M	+19%	278k	95.44	View chart
Altria (MO)	0.1	$26M	+17%	399k	65.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$26M	-18%	348k	75.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$26M	-12%	60k	426.40	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$26M	-10%	565k	45.47	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$25M	+8%	590k	42.23	View chart
Lam Research Corp Com New (LRCX)	0.1	$24M	-14%	113k	213.66	View chart
Eaton Corp SHS (ETN)	0.1	$24M	-23%	66k	357.67	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$23M	+30%	183k	125.13	View chart
Cisco Systems (CSCO)	0.1	$23M	-31%	292k	77.59	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$23M		247k	91.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$22M	-34%	331k	67.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$22M	-29%	104k	213.67	View chart
Procter & Gamble Company (PG)	0.1	$22M	-5%	149k	144.44	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$21M	-3%	238k	89.00	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.1	$21M	+3%	834k	24.80	View chart
Prologis (PLD)	0.1	$20M	-39%	154k	132.18	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$20M	-93%	202k	100.17	View chart
FirstEnergy (FE)	0.1	$20M	+576%	398k	50.66	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$20M	-19%	205k	95.72	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$19M	+4%	785k	24.65	View chart
Johnson & Johnson (JNJ)	0.1	$19M	-25%	79k	244.44	View chart
Union Pacific Corporation (UNP)	0.1	$19M	-22%	78k	242.62	View chart
Amphenol Corp Cl A (APH)	0.1	$19M		149k	126.35	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$19M	-12%	581k	31.83	View chart
Snap-on Incorporated (SNA)	0.1	$18M	-14%	50k	363.22	View chart
Abbvie (ABBV)	0.1	$18M	-36%	83k	217.49	View chart
Kinder Morgan (KMI)	0.1	$18M	+40%	537k	33.53	View chart
Pepsi (PEP)	0.1	$18M	-5%	116k	155.29	View chart
Cme (CME)	0.1	$18M	-16%	60k	295.35	View chart
ConocoPhillips (COP)	0.1	$18M	-18%	133k	132.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$18M	-88%	85k	205.80	View chart
Analog Devices (ADI)	0.1	$17M	-32%	54k	318.14	View chart
Coca-Cola Company (KO)	0.1	$17M	-5%	225k	76.05	View chart
Regions Financial Corporation (RF)	0.1	$17M	-3%	653k	26.12	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$17M	+2%	159k	106.68	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$17M	+19%	672k	24.80	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$17M	+4%	805k	20.64	View chart
Evergy (EVRG)	0.1	$17M	+59%	201k	81.92	View chart
Kraft Heinz (KHC)	0.1	$16M	+4646%	715k	22.49	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$16M	NEW	212k	75.45	View chart
IDEXX Laboratories (IDXX)	0.1	$16M	-7%	28k	561.89	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$16M		201k	78.41	View chart
Thermo Fisher Scientific (TMO)	0.1	$16M	+13%	32k	491.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$15M	-51%	157k	97.23	View chart
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)	0.1	$15M	+21%	475k	31.94	View chart
Oracle Corporation (ORCL)	0.1	$15M	-20%	103k	147.11	View chart
Amcor Com New (AMCR)	0.1	$15M	NEW	379k	39.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$15M	-16%	162k	92.28	View chart
Palantir Technologies Cl A (PLTR)	0.1	$15M	-3%	102k	146.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$15M	-26%	77k	191.92	View chart
T. Rowe Price (TROW)	0.1	$15M		164k	90.14	View chart
Home Depot (HD)	0.1	$15M	-64%	45k	328.90	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$15M	+12%	766k	19.19	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$15M	-4%	483k	30.32	View chart
Wal-Mart Stores (WMT)	0.1	$15M	-41%	118k	124.28	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$15M	+19%	363k	40.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$15M	-8%	206k	70.18	View chart
Booking Holdings (BKNG)	0.1	$14M		3.4k	4210.34	View chart
Intuitive Surgical Com New (ISRG)	0.1	$14M	-34%	31k	460.98	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$14M	+43%	271k	51.84	View chart
Costco Wholesale Corporation (COST)	0.1	$14M	-58%	14k	996.42	View chart
Exelon Corporation (EXC)	0.1	$14M	-2%	284k	49.02	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.1	$14M	-6%	346k	40.06	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$13M	+56%	599k	22.22	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$13M		140k	94.73	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$13M	-18%	129k	101.79	View chart
CoStar (CSGP)	0.1	$13M	+32%	324k	40.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$13M	-9%	27k	479.20	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$13M	-81%	133k	97.91	View chart
Goldman Sachs (GS)	0.1	$13M	-12%	15k	846.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$13M	-39%	48k	261.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$13M		133k	94.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$12M	+7%	270k	45.62	View chart
Gilead Sciences (GILD)	0.1	$12M	-16%	89k	139.37	View chart
Philip Morris International (PM)	0.1	$12M	-38%	74k	165.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$12M	-3%	127k	95.62	View chart
Franklin Resources (BEN)	0.1	$12M		508k	23.62	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$12M	+34%	258k	45.80	View chart
Waste Management (WM)	0.1	$12M	-11%	51k	229.79	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$11M	+11%	233k	48.93	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$11M	+5%	305k	37.20	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$11M	+8%	386k	29.18	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$11M		237k	46.83	View chart
TJX Companies (TJX)	0.1	$11M	-44%	69k	159.70	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$11M	+7%	244k	45.06	View chart
Linde SHS (LIN)	0.1	$11M	-46%	22k	495.77	View chart
Allstate Corporation (ALL)	0.1	$11M		52k	207.34	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$11M	-9%	214k	49.37	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$10M	-16%	219k	47.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$10M	-64%	18k	577.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$10M	-57%	41k	248.00	View chart
Republic Services (RSG)	0.1	$10M	-3%	47k	219.02	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$10M		240k	42.54	View chart
Merck & Co (MRK)	0.1	$9.9M	-11%	82k	120.29	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.1	$9.9M	+138%	194k	51.00	View chart
Verisk Analytics (VRSK)	0.1	$9.8M	+2%	52k	189.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$9.7M	-8%	50k	192.90	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$9.6M	+6%	140k	68.47	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$9.5M	+6%	311k	30.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$9.5M	-12%	115k	82.57	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$9.5M	-16%	71k	132.90	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$9.4M	-16%	171k	55.16	View chart
Blackrock Etf Trust Ishares World Ex (LCTD)	0.1	$9.4M		170k	55.29	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$9.3M	+25%	216k	43.20	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.1	$9.3M	+34%	161k	57.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$9.3M	-63%	100k	92.74	View chart
Spdr Series Trust State Street Spd (XPH)	0.1	$9.3M	-2%	172k	54.09	View chart
Bank of America Corporation (BAC)	0.1	$9.2M	-62%	189k	48.75	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$9.2M	-14%	121k	76.02	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$9.1M		57k	160.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$9.0M	-2%	102k	88.70	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$9.0M	-44%	27k	337.95	View chart
Hldgs (UAL)	0.0	$9.0M		97k	92.07	View chart
Mastercard Incorporated Cl A (MA)	0.0	$8.9M	-71%	18k	499.66	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.0	$8.9M	NEW	127k	69.89	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$8.6M	+938%	78k	110.39	View chart
Parker-Hannifin Corporation (PH)	0.0	$8.6M	-31%	9.6k	895.20	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$8.5M	-5%	101k	84.66	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$8.5M	+17%	170k	50.34	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.0	$8.4M	+22%	272k	30.81	View chart
Leidos Holdings (LDOS)	0.0	$8.3M	-3%	54k	155.52	View chart
O'reilly Automotive (ORLY)	0.0	$8.3M		90k	92.31	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$8.2M		213k	38.42	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.0	$8.1M	-43%	204k	39.73	View chart
Universal Hlth Svcs CL B (UHS)	0.0	$8.0M	-4%	45k	178.97	View chart
Uber Technologies (UBER)	0.0	$7.9M	-35%	110k	71.93	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$7.9M	-8%	112k	70.27	View chart
Verizon Communications (VZ)	0.0	$7.9M	-25%	157k	50.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$7.8M		157k	49.95	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$7.7M	+74%	302k	25.62	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.0	$7.7M	-7%	305k	25.32	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$7.6M	-6%	280k	27.15	View chart
Amgen (AMGN)	0.0	$7.4M	-57%	21k	351.85	View chart
Morgan Stanley Com New (MS)	0.0	$7.4M	-59%	45k	164.57	View chart
Arista Networks Com Shs (ANET)	0.0	$7.4M	-4%	60k	122.78	View chart
Zoetis Cl A (ZTS)	0.0	$7.3M	+4%	62k	118.21	View chart
salesforce (CRM)	0.0	$7.2M	-12%	39k	186.67	View chart
ConAgra Foods (CAG)	0.0	$7.2M	+3492%	459k	15.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$7.2M	-2%	287k	25.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$7.2M		212k	33.75	View chart
Applovin Corp Com Cl A (APP)	0.0	$6.9M	+48%	17k	398.00	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$6.9M	-4%	138k	49.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$6.8M	-66%	68k	100.66	View chart
Centene Corporation (CNC)	0.0	$6.8M	+4%	208k	32.74	View chart
Coinbase Global Com Cl A (COIN)	0.0	$6.8M	+42%	39k	174.61	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$6.7M		187k	35.90	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$6.7M	+18%	265k	25.11	View chart
Boeing Company (BA)	0.0	$6.6M	-43%	33k	199.03	View chart
Boston Scientific Corporation (BSX)	0.0	$6.6M	+8%	106k	62.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$6.6M	-79%	79k	83.57	View chart
At&t (T)	0.0	$6.6M	-14%	227k	28.99	View chart
American Express Company (AXP)	0.0	$6.6M	+2%	22k	302.48	View chart
Caterpillar (CAT)	0.0	$6.5M	-20%	9.2k	708.43	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$6.5M	+18%	57k	114.99	View chart
Nextera Energy (NEE)	0.0	$6.5M	-73%	70k	92.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$6.5M	-45%	44k	148.10	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 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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