account_balance
Investment manager · 13F filer · SEC CIK 1407543
Envestnet Asset Management Inc
Reported value$424Bas of Jun 30, 2026
Positions4,822 301 new, 182 sold out
Top 10 weight20.9%IVV alone is 7%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
7.3%Added +26%
IUSBiShares Tr
2.0%Added +35%
DYNFBlackRock ETF Trust
1.8%Added +4%
VOOVanguard Index FDS
1.8%
IVWiShares Tr
1.6%
VEAVanguard Tax-managed FDS
1.5%Added +2%
IEMGiShares Inc
1.4%Trimmed −20%
IVEiShares Tr
1.3%Trimmed −16%
VUGVanguard Index FDS
1.2%Added +573%
VTVVanguard Index FDS
1.2%Added +2%
NVDANvidia Corporation
1.1%Added +4%
IEFAiShares Tr
1.1%Trimmed −3%
IVViShares Tr
7.3%Added +26%
IUSB2.0%
DYNF1.8%
VOO1.8%
IVW1.6%
VEA1.5%
IEMG1.4%
IVE1.3%
VUG1.2%
VTV1.2%
NVDA1.1%IEFA1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 7.3% Added +26%
IUSB iShares Tr 2.0% Added +35%
DYNF BlackRock ETF Trust 1.8% Added +4%
VOO Vanguard Index FDS 1.8% Held
IVW iShares Tr 1.6% Held
VEA Vanguard Tax-managed FDS 1.5% Added +2%
IEMG iShares Inc 1.4% Trimmed −20%
IVE iShares Tr 1.3% Trimmed −16%
VUG Vanguard Index FDS 1.2% Added +573%
VTV Vanguard Index FDS 1.2% Added +2%
NVDA Nvidia Corporation 1.1% Added +4%IEFA iShares Tr 1.1% Trimmed −3%
What changed