Envestnet Portfolio Solutions, Inc. Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$28.5B

Holdings

1,482

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,482 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
3,152,922$2.2B7.58%
2
IWYISHARES TR
4,754,627$1.3B4.62%
3
VOOVANGUARD INDEX FDS
1,859,900$1.2B4.09%
4
APUETRUST FOR PROFESSIONAL
26,792,150$1.1B3.92%
5
IEMGISHARES INC
12,804,813$860.0M3.02%
6
VOVANGUARD INDEX FDS
2,763,453$802.0M2.82%
7
AQLTISHARES TR
8,904,224$796.0M2.79%
8
AGGISHARES TR
7,767,348$775.0M2.72%
9
VEAVANGUARD TAX-MANAGED FDS
12,029,160$751.0M2.64%
10
IWXISHARES TR
6,332,301$581.0M2.04%
11
IUSBISHARES TR
12,467,587$580.0M2.04%
12
IVEISHARES TR
2,540,243$538.0M1.89%
13
EFVISHARES TR
7,400,273$528.0M1.85%
14
DYNFBLACKROCK ETF TRUST
8,261,259$502.0M1.76%
15
BNDXVANGUARD CHARLOTTE FDS
10,216,629$493.0M1.73%
16
APCBTRUST FOR PROFESSIONAL
16,305,253$483.0M1.70%
17
APIETRUST FOR PROFESSIONAL
13,359,462$474.0M1.66%
18
IVWISHARES TR
3,698,611$455.0M1.60%
19
IWSISHARES TR
2,856,534$402.0M1.41%
20
BSVVANGUARD BD INDEX FDS
4,449,447$350.0M1.23%
21
OEFISHARES TR
1,012,343$347.0M1.22%
22
VTWOVANGUARD SCOTTSDALE FDS
3,109,825$309.0M1.08%
23
VTVANGUARD INTL EQUITY INDEX
2,166,409$305.0M1.07%
24
VWOVANGUARD INTL EQUITY INDEX
5,269,272$283.0M0.99%
25
SPYSPDR S&P 500 ETF TR
403,527$275.0M0.97%
26
IWPISHARES TR
1,881,084$257.0M0.90%
27
NVDANVIDIA CORPORATION
1,262,561$235.0M0.83%
28
TLHISHARES TR
2,274,092$231.0M0.81%
29
MSFTMICROSOFT CORP
476,362$230.0M0.81%
30
AAPLAPPLE INC
823,738$223.0M0.78%
31
QUALISHARES TR
1,093,491$217.0M0.76%
32
VTIVANGUARD INDEX FDS
578,222$193.0M0.68%
33
MBBISHARES TR
2,003,307$190.0M0.67%
34
MUBISHARES TR
1,753,361$187.0M0.66%
35
SCHHSCHWAB STRATEGIC TR
8,916,100$186.0M0.65%
36
THROBLACKROCK ETF TRUST
4,775,272$184.0M0.65%
37
BAIBLACKROCK ETF TRUST
5,520,465$183.0M0.64%
38
MTUMISHARES TR
721,042$180.0M0.63%
39
VMBSVANGUARD SCOTTSDALE FDS
3,745,032$176.0M0.62%
40
BIVVANGUARD BD INDEX FDS
2,246,991$174.0M0.61%
41
BLVVANGUARD BD INDEX FDS
2,379,624$165.0M0.58%
42
VXFVANGUARD INDEX FDS
738,542$154.0M0.54%
43
AMZNAMAZON COM INC
628,856$145.0M0.51%
44
BINCBLACKROCK ETF TRUST II
2,734,939$144.0M0.51%
45
IAU*ISHARES GOLD TR
1,721,476$139.0M0.49%
46
XLSRSSGA ACTIVE TR
2,038,665$127.0M0.45%
47
VTVVANGUARD INDEX FDS
659,149$125.0M0.44%
48
GOOGLALPHABET INC
394,579$123.0M0.43%
49
SPDWSPDR INDEX SHS FDS
2,658,878$118.0M0.41%
50
IAGGISHARES TR
2,350,604$117.0M0.41%
51
DFISDIMENSIONAL ETF TRUST
3,571,543$117.0M0.41%
52
VXUSVANGUARD STAR FDS
1,502,638$113.0M0.40%
53
BNDVANGUARD BD INDEX FDS
1,515,588$112.0M0.39%
54
METAMETA PLATFORMS INC
164,799$108.0M0.38%
55
SPEMSPDR INDEX SHS FDS
2,162,944$101.0M0.35%
56
VUGVANGUARD INDEX FDS
197,979$96.0M0.34%
57
AVGOBROADCOM INC
273,625$94.0M0.33%
58
ITA*ISHARES TR
419,163$89.0M0.31%
59
JPMJPMORGAN CHASE & CO.
272,424$87.0M0.31%
60
APMUTRUST FOR PROFESSIONAL
3,273,539$82.0M0.29%
61
IWBISHARES TR
204,201$76.0M0.27%
62
SPYGSPDR SERIES TRUST
717,778$76.0M0.27%
63
GOOGALPHABET INC
235,949$74.0M0.26%
64
LCTUBLACKROCK ETF TRUST
944,913$70.0M0.25%
65
FISRSSGA ACTIVE TR
2,646,521$68.0M0.24%
66
SCHGSCHWAB STRATEGIC TR
1,952,024$63.0M0.22%
67
LLYELI LILLY & CO
56,034$60.0M0.21%
68
AVUVAMERICAN CENTY ETF TR
584,971$59.0M0.21%
69
GSUSGOLDMAN SACHS ETF TR
616,858$58.0M0.20%
70
SPSMSPDR SERIES TRUST
1,177,323$55.0M0.19%
71
VVISA INC
151,513$53.0M0.19%
72
TSLATESLA INC
111,669$50.0M0.18%
73
ESGUISHARES TR
333,501$49.0M0.17%
74
SUSCISHARES TR
2,119,098$49.0M0.17%
75
DSIISHARES TR
363,817$46.0M0.16%
76
IJRISHARES TR
382,617$45.0M0.16%
77
LQDISHARES TR
412,643$45.0M0.16%
78
GQ9SPDR GOLD TR
110,117$43.0M0.15%
79
HDHOME DEPOT INC
127,624$43.0M0.15%
80
EMBISHARES TR
451,837$43.0M0.15%
81
TLTISHARES TR
494,007$43.0M0.15%
82
VCRBVANGUARD MALVERN FDS
532,424$41.0M0.14%
83
NFLXNETFLIX INC
439,404$41.0M0.14%
84
SPTLSPDR SERIES TRUST
1,535,570$40.0M0.14%
85
MAMASTERCARD INCORPORATED
63,583$36.0M0.13%
86
EAGGISHARES TR
736,717$35.0M0.12%
87
SCHVSCHWAB STRATEGIC TR
1,186,424$35.0M0.12%
88
CVXCHEVRON CORP NEW
222,350$33.0M0.12%
89
IJHISHARES TR
507,503$33.0M0.12%
90
IGSBISHARES TR
628,580$33.0M0.12%
91
CSCOCISCO SYS INC
426,817$32.0M0.11%
92
XOMEXXON MOBIL CORP
269,143$32.0M0.11%
93
AQLTISHARES TR
1,429,153$32.0M0.11%
94
IDEVISHARES TR
393,249$32.0M0.11%
95
VTEBVANGUARD MUN BD FDS
636,598$32.0M0.11%
96
IWFISHARES TR
68,806$32.0M0.11%
97
GCORGOLDMAN SACHS ETF TR
772,682$32.0M0.11%
98
PLDPROLOGIS INC.
254,740$32.0M0.11%
99
VEUVANGUARD INTL EQUITY INDEX
424,788$31.0M0.11%
100
IWRISHARES TR
325,324$31.0M0.11%
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