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Portfolio (Quarterly) Guide ↗

ENVESTNET ASSET MANAGEMENT INC

· CIK 0001407543
13F Portfolio $423.6B AUM 4,822 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4822 New
Page 4 of 242  ·  4,822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 2,958,917.0 $1.28B 0.30% NEW $433.33 -20.7%
62 XLF SELECT SECTOR SPDR TR 23,529,311.0 $1.26B 0.30% NEW $53.61 +7.4%
63 JNJ JOHNSON & JOHNSON Healthcare 4,910,996.0 $1.25B 0.29% NEW $253.97 +3.3%
64 ABBV ABBVIE INC Healthcare 4,886,670.0 $1.23B 0.29% NEW $251.64 -0.5%
65 APUE TRUST FOR PROFESSIONAL MANAG 26,302,868.0 $1.22B 0.29% NEW $46.20 +3.4%
66 VB VANGUARD INDEX FDS 3,935,022.0 $1.19B 0.28% NEW $303.07 +1.6%
67 CSCO CISCO SYS INC Technology 10,036,893.0 $1.18B 0.28% NEW $117.46 -3.9%
68 IXUS ISHARES TR 12,009,882.0 $1.15B 0.27% NEW $95.44 +2.8%
69 DFAI DIMENSIONAL ETF TRUST 27,763,226.0 $1.15B 0.27% NEW $41.25 +5.1%
70 SPYG SPDR SERIES TRUST 9,489,431.0 $1.13B 0.27% NEW $118.99 +2.9%
71 PM PHILIP MORRIS INTL INC Consumer Defensive 6,216,401.0 $1.12B 0.27% NEW $180.91 +2.0%
72 GGOV BLACKROCK ETF TRUST II 22,193,212.0 $1.12B 0.26% NEW $50.29 -0.4%
73 VXF VANGUARD INDEX FDS 4,451,442.0 $1.10B 0.26% NEW $246.21 +1.5%
74 CGDV CAPITAL GROUP DIVIDEND VALUE 22,227,674.0 $1.10B 0.26% NEW $49.28 +3.0%
75 VXUS VANGUARD STAR FDS 12,227,362.0 $1.05B 0.25% NEW $85.49 +2.8%
76 BLV VANGUARD BD INDEX FDS 13,866,536.0 $955.8M 0.23% NEW $68.93 -5.1%
77 MA MASTERCARD INCORPORATED Financial Services 1,834,080.0 $942.0M 0.22% NEW $513.60 +9.5%
78 MGC VANGUARD WORLD FD 3,369,826.0 $922.1M 0.22% NEW $273.63 +3.4%
79 VEU VANGUARD INTL EQUITY INDEX F 10,993,333.0 $920.7M 0.22% NEW $83.75 +2.5%
80 HD HOME DEPOT INC Consumer Cyclical 2,596,155.0 $915.6M 0.22% NEW $352.68 -4.2%
Page 4 of 242  ·  4,822 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 18.0%
Industrials 11.9%
Healthcare 10.3%
Consumer Cyclical 8.7%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 3.2%
Real Estate 2.3%