Envestnet Portfolio Solutions, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Envestnet Portfolio Solutions, Inc. disclosed 1272 stock positions valued at approximately $20.87B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, TRUST FOR PROFESSIONAL MANAG, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 1272
- Portfolio Value
- $20.87B
Holdings by Sector
Envestnet Portfolio Solutions, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 7.21% | 2,008,278 | +799,154 | +66.09% | $1,503,979,664 |
| TRUST FOR PROFESSIONAL MANAG | APUE | Other | 5.48% | 24,743,201 | -173,298 | -0.70% | $1,143,135,865 |
| ISHARES TR | IWY | Other | 5.06% | 3,635,042 | -1,103,446 | -23.29% | $1,056,415,796 |
| ISHARES TR | IUSB | Other | 3.75% | 16,937,298 | +4,399,948 | +35.09% | $781,656,321 |
| ISHARES TR | IWX | Other | 2.47% | 4,907,301 | -1,388,302 | -22.05% | $516,051,820 |
| ISHARES TR | IVW | Other | 2.35% | 3,569,833 | -83,950 | -2.30% | $490,959,200 |
| TRUST FOR PROFESSIONAL MANAG | APIE | Other | 2.26% | 12,154,559 | +6,569 | +0.05% | $471,110,717 |
| TRUST FOR PROFESSIONAL MANAG | APCB | Other | 2.18% | 15,469,678 | +154,020 | +1.01% | $455,229,300 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.17% | 6,665,461 | +95,441 | +1.45% | $453,318,011 |
| ISHARES TR | IWS | Other | 1.99% | 2,522,416 | -259,887 | -9.34% | $415,189,617 |
| ISHARES TR | IVE | Other | 1.88% | 1,728,446 | -420,146 | -19.55% | $392,460,961 |
| ISHARES INC | IEMG | Other | 1.64% | 4,131,673 | -1,769,444 | -29.98% | $342,267,761 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.49% | 416,956 | +47,244 | +12.78% | $311,359,276 |
| ISHARES TR | IEFA | Other | 1.45% | 3,139,054 | +255,556 | +8.86% | $303,169,794 |
| ISHARES TR | EFG | Other | 1.13% | 1,892,107 | +52,153 | +2.83% | $235,415,967 |
| ISHARES TR | TLH | Other | 1.10% | 2,288,353 | -720,075 | -23.94% | $229,636,230 |
| ISHARES TR | AGG | Other | 1.04% | 2,184,657 | -873,073 | -28.55% | $216,237,396 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.96% | 4,156,520 | +114,975 | +2.84% | $201,300,272 |
| ISHARES TR | MBB | Other | 0.96% | 2,119,612 | +188,877 | +9.78% | $200,345,687 |
| NVIDIA CORPORATION | NVDA | Technology | 0.96% | 997,308 | +62,828 | +6.72% | $199,533,049 |
| ISHARES TR | IWP | Other | 0.95% | 1,352,671 | -294,918 | -17.90% | $198,044,519 |
| APPLE INC | AAPL | Technology | 0.95% | 683,492 | +56,636 | +9.03% | $197,758,658 |
| ISHARES TR | GOVT | Other | 0.94% | 8,583,212 | +617,450 | +7.75% | $195,525,559 |
| VANGUARD INDEX FDS | VOO | Other | 0.91% | 276,737 | +1,285 | +0.47% | $190,066,017 |
| ISHARES TR | MTUM | Other | 0.90% | 548,612 | -157,762 | -22.33% | $188,080,803 |
| VANGUARD INDEX FDS | VTI | Other | 0.90% | 504,889 | +8,298 | +1.67% | $186,829,263 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.80% | 2,337,029 | +47,679 | +2.08% | $166,513,332 |
| SSGA ACTIVE TR | XLSR | Other | 0.76% | 2,435,953 | +191,092 | +8.51% | $157,995,897 |
| ISHARES TR | EFV | Other | 0.65% | 1,783,999 | -2,459,308 | -57.96% | $136,565,153 |
| ISHARES TR | MUB | Other | 0.64% | 1,242,985 | +67,637 | +5.75% | $133,770,015 |
Showing 30 of 1,272 holdings in the latest reporting period.