StockDriftsStockDriftsTop 50 Envestnet Portfolio Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.21% | 2.01M | $1.50B | +66.09%(+799.15K) | $545.37(+42.54%) | 2026-06-30 | |
| APUE | TRUST FOR PROFESSIONAL MANAG | 5.48% | 24.74M | $1.14B | -0.70%(-173.30K) | $30.72(+55.50%) | 2026-06-30 | |
| IWY | ISHARES TR | 5.06% | 3.64M | $1.06B | -23.29%(-1.10M) | $161.91(+79.31%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.75% | 16.94M | $781.7M | +35.09%(+4.40M) | $45.31(+0.30%) | 2026-06-30 | |
| IWX | ISHARES TR | 2.47% | 4.91M | $516.1M | -22.05%(-1.39M) | $68.58(+64.87%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.35% | 3.57M | $491.0M | -2.30%(-83.95K) | $81.50(+73.95%) | 2026-06-30 | |
| APIE | TRUST FOR PROFESSIONAL MANAG | 2.26% | 12.15M | $471.1M | +0.05%(+6.57K) | $27.36(+46.39%) | 2026-06-30 | |
| APCB | TRUST FOR PROFESSIONAL MANAG | 2.18% | 15.47M | $455.2M | +1.01%(+154.02K) | $29.36(-1.38%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.17% | 6.67M | $453.3M | +1.45%(+95.44K) | $45.73(+53.13%) | 2026-06-30 | |
| IWS | ISHARES TR | 1.99% | 2.52M | $415.2M | -9.34%(-259.89K) | $112.37(+52.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +51.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.15% |
Envestnet Portfolio Solutions, Inc. reports $20.87B in US-listed equity holdings across 1,369 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.2%), APUE (5.5%) and IWY (5.1%). The top 20 holdings account for 47.74% of reported assets. Its disclosed equity book has returned +51.74% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Envestnet Portfolio Solutions, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1998033). View Envestnet Portfolio Solutions, Inc.’s 13F filings on SEC