Envestnet Asset Management Inc
About Envestnet Asset Management Inc’s 13F portfolio
Envestnet Asset Management Inc is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Envestnet Asset Management Inc reported $423.6B across 4,822 US-listed positions (). Its largest position is ISHARES TR (IVV) at 7.3% of the reported book, and its ten biggest holdings make up 21% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE Arca: IVV ISHARES TR | $769.65 +0.00% | 7.3% | 41.4M | $31.0B |
| 2 |  NASDAQ: IUSB ISHARES TR | $45.66 −0.13% | 2.0% | 180.0M | $8.3B |
| 3 |  NYSE Arca: DYNF BLACKROCK ETF TRUST | $69.13 +0.10% | 1.8% | 113.0M | $7.7B |
| 4 |  NYSE Arca: VOO VANGUARD INDEX FDS | $704.20 +0.03% | 1.8% | 10.8M | $7.4B |
| 5 |  NYSE Arca: IVW ISHARES TR | $138.61 −0.14% | 1.6% | 49.3M | $6.8B |
| 6 |  NYSE Arca: VEA VANGUARD TAX-MANAGED FDS | $73.45 −0.46% | 1.5% | 88.1M | $6.3B |
| 7 |  NYSE Arca: IEMG ISHARES INC | $81.85 −0.05% | 1.4% | 69.0M | $5.7B |
| 8 |  NYSE Arca: IVE ISHARES TR | $237.86 +0.17% | 1.3% | 23.3M | $5.3B |
| 9 |  NYSE Arca: VUG VANGUARD INDEX FDS | $87.41 +0.01% | 1.2% | 58.6M | $5.0B |
| 10 |  NYSE Arca: VTV VANGUARD INDEX FDS | $226.83 +0.02% | 1.2% | 23.1M | $5.0B |
| 11 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 1.1% | 23.9M | $4.8B |
| 12 |  Cboe BZX: IEFA ISHARES TR | $100.96 −0.44% | 1.1% | 49.1M | $4.7B |
| 13 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 1.0% | 11.5M | $4.3B |
| 14 |  NYSE Arca: AGG ISHARES TR | $97.86 −0.15% | 1.0% | 43.0M | $4.3B |
| 15 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 1.0% | 14.0M | $4.0B |
| 16 |  Cboe BZX: GOVT ISHARES TR | $22.55 −0.09% | 0.9% | 167.2M | $3.8B |
| 17 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 0.7% | 13.0M | $3.1B |
| 18 |  NYSE Arca: BAI BLACKROCK ETF TRUST | $44.25 +0.98% | 0.7% | 57.6M | $3.0B |
| 19 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 0.7% | 7.9M | $3.0B |
| 20 |  NASDAQ: BNDX VANGUARD CHARLOTTE FDS | $47.78 −0.27% | 0.7% | 61.5M | $3.0B |
| 21 |  Cboe BZX: EFG ISHARES TR | $125.61 −0.48% | 0.7% | 23.6M | $2.9B |
| 22 |  NASDAQ: MBB ISHARES TR | $93.58 −0.20% | 0.7% | 30.9M | $2.9B |
| 23 |  NYSE Arca: IJH ISHARES TR | $76.62 +0.63% | 0.7% | 37.2M | $2.9B |
| 24 |  Cboe BZX: MTUM ISHARES TR | $304.00 +0.53% | 0.6% | 7.9M | $2.7B |
| 25 |  NASDAQ: GOOGL ALPHABET INC | $342.00 −1.43% | 0.6% | 7.5M | $2.7B |
Showing 1–25 of 500 positions on this page — of 4,822 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology8.1%
- Financial Services3.3%
- Healthcare2.6%
- Industrials2.5%
- Communication Services2.2%
- Consumer Cyclical2.0%
- Consumer Defensive1.3%
- Energy0.8%
- Utilities0.6%
- Basic Materials0.5%
- Real Estate0.3%
- AddedIVVISHARES TR+25.6%$31.0B
- AddedIUSBISHARES TR+35.3%$8.3B
- AddedDYNFBLACKROCK ETF TRUST+3.8%$7.7B
- AddedVOOVANGUARD INDEX FDS+1.3%$7.4B
- AddedVEAVANGUARD TAX-MANAGED FDS+2.4%$6.3B
- AddedVUGVANGUARD INDEX FDS+573%$5.0B
- AddedVTVVANGUARD INDEX FDS+2.4%$5.0B
- AddedNVDANVIDIA CORPORATION+3.7%$4.8B
- AddedAAPLAPPLE INC+4.9%$4.0B
- AddedGOVTISHARES TR+8.6%$3.8B
- ReducedIVWISHARES TR−0.1%$6.8B
- ReducedIEMGISHARES INC−20.4%$5.7B
- ReducedIVEISHARES TR−15.8%$5.3B
- ReducedIEFAISHARES TR−3.4%$4.7B
- ReducedMSFTMICROSOFT CORP−1.3%$4.3B
- ReducedAGGISHARES TR−3.4%$4.3B
- ReducedAMZNAMAZON COM INC−0.7%$3.1B
- ReducedBAIBLACKROCK ETF TRUST−13.5%$3.0B
- ReducedMTUMISHARES TR−6.8%$2.7B
- ReducedEFVISHARES TR−45.9%$2.5B
Reading Envestnet Asset Management Inc’s 13F portfolio
Envestnet Asset Management Inc’s $423.6B 13F book is spread across 4,822 reported positions and is broadly diversified — the ten largest names are just 21% of the portfolio. Spread this wide across 4,822 names, no single position dominates, which is typical of large, index-oriented mandates that track broad market exposure. Its five largest positions are IVV, IUSB, DYNF, VOO and IVW, led by ISHARES TR (IVV) at 7.3% of the portfolio. The heaviest sector exposure is Technology (8%), then Financial Services (3%).
What Envestnet Asset Management Inc changed last quarter
Between 2026-03-31 and Q2 2026, Envestnet Asset Management Inc was a net buyer: it opened 302 new positions and added to 2,692 more, while trimming 1,806 and closing 183 outright. Against a 4,822-name book, that is moderate turnover, pointing to steady rotation within the portfolio. Its largest new or increased position was ISHARES TR (IVV), and its biggest reduction was ISHARES TR (IVW).
What a 13F does and doesn’t reveal
A 13F captures only Envestnet Asset Management Inc’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Envestnet Asset Management Inc is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Envestnet Asset Management Inc's profile on this page is built directly from those filings.
How current is the 13F data on Envestnet Asset Management Inc's page?
It reflects Envestnet Asset Management Inc's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Envestnet Asset Management Inc files its next quarterly report, this page refreshes automatically.
Can I see Envestnet Asset Management Inc's complete list of holdings?
This page highlights Envestnet Asset Management Inc's largest positions rather than all 4,822 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Envestnet Asset Management Inc's filings.
Does a 13F show everything Envestnet Asset Management Inc owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Envestnet Asset Management Inc's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Envestnet Asset Management Inc made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.