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Envestnet Portfolio Solutions - Q2 2026 13F Filings

EN

Envestnet Portfolio Solutions, Inc.

CIK: 0001998033
Address: Pennsylvania Berwyn 1000 Chesterbrook Boulevard Suite 250
$20.87 B
Portfolio Value
1369
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/23/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IVV Ishares Core S&P 500 Etf
+$598.48 M
2. DFAL Dimensional Us Large Cap Core Equity Market Etf
+$489.85 M
3. IUSB Ishares Core Total Usd Bond Market Etf
+$203.06 M
4. CORO Ishares International Country Rotation Active Etf
+$153.04 M
5. IALT Ishares Systematic Alternatives Active Etf
+$140.91 M

Top Sells

Q2 2026
1. IWY Ishares Russell Top 200 Growth Etf
−$320.68 M
2. QUAL Ishares Msci Usa Quality Factor Etf
−$195.42 M
3. EFV Ishares Msci Eafe Value Etf
−$188.26 M
4. IEMG Ishares Core Msci Emerging Markets Etf
−$146.58 M
5. IWX Ishares Russell Top 200 Value Etf
−$145.99 M

Asset Allocation

Stocks/ETFs
+15.49%
$20.86 B 99.99%
Options
$0 0.00%
Debt
$0 0.00%
Other
-34.37%
$2.15 M 0.01%

Sector Allocation (Stocks)

Envestnet Portfolio Solutions Q2 2026 Filing Summary

Envestnet Portfolio Solutions, Inc. originally filed its 13F report for Q2 2026 on July 20, 2026. The filing was subsequently amended, with the latest update submitted on September 23, 2026. The portfolio totaled 20.87 B reflecting a +15.48% change from the prior quarter, spanning 1,369 assets. The top 10 holdings comprised 35.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 157 new positions and 74 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Envestnet Portfolio Solutions’s Q2 2026 Filing

Yes. Envestnet Portfolio Solutions originally filed on 07/20/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 09/23/2026.

In the Q2 2026 filing, Envestnet Portfolio Solutions reported a managed portfolio value of 20.9 B, consisting of 1,370 individual positions.

Multiple filings indicate that Envestnet Portfolio Solutions updated their Q2 2026 report. The initial filing was submitted on 07/20/2026, followed by amendments to correct data or disclose previously confidential holdings.

This page displays the raw filing documents. To see which stocks Envestnet Portfolio Solutions bought or sold during Q2 2026, please visit Envestnet Portfolio Solutions's Portfolio Analysis page.