Envestnet Asset Management Inc 13F holdings and portfolio
Envestnet Asset Management Inc 13F holdings summary
Envestnet Asset Management Inc reported 4,825 positions worth $424.2B in its latest 13F filing for the quarter ended Jun 30, 2026 (filed Sep 23, 2026). Its largest holdings are IVV, IUSB, DYNF, VOO, IVW.
Top 10 holdings
| Company | Ticker | Value | Weight |
|---|---|---|---|
| Ishares Tr | IVV | $31.0B | 7.3% |
| Ishares Tr | IUSB | $8.3B | 2.0% |
| BlackRock ETF Trust | DYNF | $7.7B | 1.8% |
| Vanguard Index Fds | VOO | $7.4B | 1.8% |
| Ishares Tr | IVW | $6.8B | 1.6% |
| Vanguard Tax-Managed Fds | VEA | $6.3B | 1.5% |
| Ishares Inc | IEMG | $5.7B | 1.3% |
| Ishares Tr | IVE | $5.3B | 1.2% |
| Vanguard Index Fds | VUG | $5.0B | 1.2% |
| Vanguard Index Fds | VTV | $5.0B | 1.2% |
Source: SEC Form 13F. Holdings are reported quarterly, up to 45 days after quarter end.