Envestnet Portfolio Solutions, Inc.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$28.5B

Total Positions

1,482

New This Quarter

121

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV7.58%

IWY4.62%

VOO4.10%

APUE3.92%

IEMG3.02%

VO2.82%

IEFA2.80%

AGG2.72%

VEA2.64%

IWX2.04%

Other22.23%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

APP7Q held

AppLovin Corp

Avg $86.06 · $7.1M est. P&L

Est. P&L

+706.11%

FIX10Q held

Comfort Systems USA Inc

Avg $195.79 · $392,845 est. P&L

Est. P&L

+383.64%

CIEN10Q held

Ciena Corp

Avg $52.87 · $279,170 est. P&L

Est. P&L

+350.88%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1482 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	3.2M	$2.2B	7.6%	—	$431.16	+60.01%	10 qtrs	Increased 64
IWY ISHARES TR	4.8M	$1.3B	4.6%	—	$160.52	+73.77%	10 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	1.9M	$1.2B	4.1%	—	$387.17	+63.17%	10 qtrs	Increased 60
APUE TRUST FOR PROFESSIONAL MANAG	26.8M	$1.1B	3.9%	—	$30.88	+35.96%	10 qtrs	Increased 58
IEMG ISHARES INC	12.8M	$860.7M	3.0%	—	$50.97	+32.20%	10 qtrs	Increased 65
VO VANGUARD INDEX FDS	2.8M	$802M	2.8%	—	$275.52	+6.32%	10 qtrs	Increased 57
IEFA ISHARES TR	8.9M	$796.6M	2.8%	—	$62.06	+44.82%	10 qtrs	Increased 55
AGG ISHARES TR	7.8M	$775.8M	2.7%	—	$89.53	+11.47%	10 qtrs	Increased 57
VEA VANGUARD TAX-MANAGED FDS	12M	$751.5M	2.6%	—	$41.15	+52.57%	10 qtrs	Increased 55
IWX ISHARES TR	6.3M	$581.7M	2.0%	—	$65.68	+40.76%	10 qtrs	Increased 55
IUSB ISHARES TR	12.5M	$580.2M	2.0%	—	$41.20	+12.85%	10 qtrs	Increased 56
IVE ISHARES TR	2.5M	$538.7M	1.9%	—	$189.49	+12.70%	10 qtrs	Increased 68
EFV ISHARES TR	7.4M	$528.5M	1.9%	—	$51.34	+39.61%	10 qtrs	Decreased 0
DYNF BLACKROCK ETF TRUST	8.3M	$502.4M	1.8%	—	$47.04	+30.21%	8 qtrs	Increased 52
BNDX VANGUARD CHARLOTTE FDS	10.2M	$493.7M	1.7%	—	$43.62	+10.67%	10 qtrs	Increased 52
APCB TRUST FOR PROFESSIONAL MANAG	16.3M	$483.5M	1.7%	—	$27.08	+9.57%	10 qtrs	Increased 50
APIE TRUST FOR PROFESSIONAL MANAG	13.4M	$474.4M	1.7%	—	$26.10	+36.93%	10 qtrs	Increased 49
IVW ISHARES TR	3.7M	$455.9M	1.6%	—	$83.46	+48.76%	10 qtrs	Increased 51
IWS ISHARES TR	2.9M	$402.9M	1.4%	—	$109.28	+30.29%	10 qtrs	Increased 50
921937827 VANGUARD BD INDEX FDS	4.4M	$350.7M	1.2%	—	—	—	—	Increased 51
OEF ISHARES TR	1M	$347.2M	1.2%	—	$299.13	+15.36%	9 qtrs	Increased 51
VTWO VANGUARD SCOTTSDALE FDS	3.1M	$309.5M	1.1%	—	$83.62	+19.88%	10 qtrs	Increased 49
VT VANGUARD INTL EQUITY INDEX F	2.2M	$305.6M	1.1%	—	$123.76	+14.72%	9 qtrs	Increased 51
VWO VANGUARD INTL EQUITY INDEX F	5.3M	$283.3M	1.0%	—	$37.16	+44.80%	10 qtrs	Increased 44
SPY SPDR S&P 500 ETF TR	403,527	$275.2M	1.0%	—	$534.30	+28.58%	10 qtrs	Increased 46
Showing 25 of 1,482 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JPIEJP MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+185,555 shares+$8.6M

AIRRFIRST TR EXCHANGE TRADED FD

Q1 2024 → Q4 2025+70,809 shares+$7.5M

CMFISHARES TR

Q1 2024 → Q4 2025+301,295 shares+$17.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer