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Portfolio (Quarterly) Guide ↗

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

· CIK 0001632972
13F Portfolio $59.8B AUM 4,384 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 846 New 1551 Added 1667 Reduced 365 Exited
Page 191 of 207  ·  4,137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3801 CF CALL CF INDUSTRIES HOLD Basic Materials 1,000.0 $97K NEW $96.99 +22.7%
3802 LUMENTUM HLDGS INC 12,000.0 $97K -3K -20.0% $8.08
3803 ASLE AERSALE CORPORATION Industrials 15,996.0 $96K NEW $6.02 -4.2%
3804 LFMD LIFEMD INC Healthcare 20,716.0 $96K NEW $4.64 -26.7%
3805 BBAI BIGBEAR AI HLDGS INC Technology 29,383.0 $96K -3K -9.3% $3.27 -3.1%
3806 CHRS COHERUS ONCOLOGY INC Healthcare 62,255.0 $96K +29K +84.7% $1.54 -13.6%
3807 ACHR ARCHER AVIATION INC Industrials 32,149.0 $96K +789.0 +2.5% $2.98 +116.5%
3808 EPM EVOLUTION PETE CORP Energy 26,231.0 $95K NEW $3.63 -8.0%
3809 NTR CALL NUTRIEN LTD Basic Materials 2,000.0 $95K NEW $47.54 +48.3%
3810 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 21,896.0 $94K NEW $4.30 +22.3%
3811 TALK TALKSPACE INC Healthcare 17,982.0 $94K +735.0 +4.3% $5.23 +0.4%
3812 CNXN PC CONNECTION INC Technology 7,831.0 $94K +7K +636.0% $11.97 +551.2%
3813 NPK INTERNATIONAL INC 46,511.0 $93K +43K +1410.1% $2.00
3814 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 20,934.0 $93K -88K -80.8% $4.44 -5.0%
3815 TWI TITAN INTL INC ILL Industrials 12,651.0 $93K +2K +21.4% $7.34 -11.0%
3816 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 13,282.0 $93K NEW $6.97 +47.5%
3817 JAMES RIV GROUP HOLDINGS INC 20,165.0 $92K +5K +33.2% $4.56
3818 MASS 908 DEVICES INC Healthcare 11,325.0 $92K NEW $8.10 +26.4%
3819 CRM CALL SALESFORCE INC Technology 1,000.0 $91K NEW $91.43 +125.4%
3820 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 35,467.0 $91K -3K -8.6% $2.56 +15.2%
Page 191 of 207  ·  4,137 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 33.6%
Financial Services 16.6%
Industrials 10.5%
Healthcare 9.3%
Consumer Cyclical 8.2%
Communication Services 7.3%
Consumer Defensive 4.6%
Energy 3.8%
Utilities 2.9%
Real Estate 1.8%