StockDriftsStockDriftsTop 50 Wealth Enhancement Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.85% | 5.06M | $3.92B | +5.66%(+271.40K) | $429.35(+79.34%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.34% | 7.09M | $2.24B | +10.82%(+691.65K) | $201.72(+70.01%) | 2026-09-30 | |
| SMTH | ALPS ETF TR | 2.68% | 73.10M | $1.80B | +47.01%(+23.37M) | $25.69(-3.97%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 8.33M | $1.65B | +14.06%(+1.03M) | $96.50(+124.97%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.26% | 3.16M | $1.51B | +16.81%(+454.39K) | $369.59(+44.36%) | 2026-09-30 | |
| AGG | ISHARES TR | 1.98% | 14.08M | $1.33B | -15.19%(-2.52M) | $100.37(-5.24%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.4% | 15.97M | $936.9M | +9.37%(+1.37M) | $45.79(+26.74%) | 2026-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 1.37% | 17.51M | $921.3M | +6.73%(+1.10M) | $36.57(+46.82%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 1.36% | 9.89M | $912.0M | +7.15%(+659.86K) | $68.33(+36.07%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.35% | 3.89M | $907.6M | +15.57%(+523.72K) | $183.36(+43.13%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.11% | +64.76% | +7.99% | +46.88% |
| Top 20 Holdings Unweighted | +19.56% | +70.89% | +8.54% | +50.67% |
Wealth Enhancement Advisory Services LLC reports $67.31B in US-listed equity holdings across 4,085 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.8%), AAPL (3.3%) and SMTH (2.7%). The top 20 holdings account for 33.9% of reported assets. Its disclosed equity book has returned +64.76% on a three-year cumulative basis. Figures reflect the Q3 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 Wealth Enhancement Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632972). View Wealth Enhancement Advisory Services LLC’s 13F filings on SEC