Wealth Enhancement Advisory Services »

Expensify shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Expensify by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $105k 55k 1.89
2025-09-30 $22k 13k 1.70

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Alps Etf Tr Smith Core Plus (SMTH)
Microsoft Corporation Put Option (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Intl Moment (IMTM)
Micron Technology (MU)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Expensify

Parallel Advisors
Acadian Asset Management
Vanguard Capital Management
AQR Capital Management
Palogic Value Management
CastleKnight Management
Vanguard Portfolio Management
BlackRock
Jane Street
Formula Growth
Marshall Wace
Renaissance Technologies
State Street Corporation
Geode Capital Management
Millennium Management

View all funds holding Expensify