Top 50 Financial Engines Advisors L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 8.95% | 82.94M | $5.04B | +1.88%(+1.53M) | $36.09(+75.71%) | 2026-06-30 | |
| SPMB | SPDR SERIES TRUST | 7.8% | 196.88M | $4.39B | +4.55%(+8.57M) | $24.58(-10.22%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 7.27% | 147.70M | $4.09B | -3.19%(-4.87M) | $16.64(+72.16%) | 2026-06-30 | |
| IGIB | ISHARES TR | 6.54% | 69.31M | $3.69B | +8.85%(+5.63M) | $55.49(-6.14%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.95% | 38.88M | $3.35B | -0.36%(-142.41K) | $26.88(+231.73%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 4.65% | 52.02M | $2.62B | -6.85%(-3.83M) | $32.49(+60.68%) | 2026-06-30 | |
| XT | ISHARES TR | 4.32% | 29.47M | $2.44B | -9.05%(-2.93M) | $39.46(+111.58%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.68% | 34.71M | $2.07B | +42.58%(+10.37M) | $48.95(+23.37%) | 2026-06-30 | |
| KOMP | SPDR SERIES TRUST | 3.58% | 28.22M | $2.02B | -4.66%(-1.38M) | $41.03(+74.12%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.46% | 16.36M | $1.95B | -6.01%(-1.05M) | $56.90(+115.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.96% | +40.33% | +4.93% | +27.22% |
| Top 20 Holdings Unweighted | +12.38% | +41.94% | +4.68% | +25.70% |
Financial Engines Advisors L L C reports $56.31B in US-listed equity holdings across 552 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (8.9%), SPMB (7.8%) and SCHF (7.3%). The top 20 holdings account for 82.75% of reported assets. Its disclosed equity book has returned +40.33% on a three-year cumulative basis. 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 Financial Engines Advisors L L Cโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1420473). View Financial Engines Advisors L L Cโs 13F filings on SEC