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Portfolio (Quarterly) Guide ↗

Envestnet Portfolio Solutions, Inc.

· CIK 0001998033
13F Portfolio $20.9B AUM 1,369 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1369 New
Page 55 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CHCO CITY HLDG CO Financial Services 2,934.0 $389K 0.00% NEW $132.64 +9.3%
1082 FDN FIRST TR EXCHANGE-TRADED FD 1,468.0 $389K 0.00% NEW $264.72 +8.2%
1083 VOE VANGUARD INDEX FDS 1,957.0 $387K 0.00% NEW $197.60 +6.1%
1084 WBD WARNER BROS DISCOVERY INC Communication Services 14,447.0 $385K 0.00% NEW $26.66 +7.7%
1085 TALO TALOS ENERGY INC Energy 29,535.0 $381K 0.00% NEW $12.91 +31.1%
1086 IGLD FIRST TR EXCHANGE-TRADED FD 18,095.0 $381K 0.00% NEW $21.06 +8.2%
1087 AIZ ASSURANT INC Financial Services 1,417.0 $381K 0.00% NEW $268.57 +7.2%
1088 JHCB JOHN HANCOCK EXCHANGE TRADED 17,923.0 $380K 0.00% NEW $21.21 -1.8%
1089 CRWV COREWEAVE INC Technology 3,796.0 $378K 0.00% NEW $99.54 -13.4%
1090 QYLD GLOBAL X FDS 20,488.0 $378K 0.00% NEW $18.43 -2.0%
1091 EMB ISHARES TR 3,915.0 $378K 0.00% NEW $96.44 -1.6%
1092 BIIB BIOGEN INC Healthcare 1,738.0 $376K 0.00% NEW $216.06 +1.0%
1093 SMB VANECK ETF TRUST 21,587.0 $375K 0.00% NEW $17.35 -0.7%
1094 PBP INVESCO EXCHANGE TRADED FD T 16,317.0 $374K 0.00% NEW $22.90 +1.1%
1095 GSEP FIRST TR EXCHNG TRADED FD VI 9,109.0 $373K 0.00% NEW $40.96 +1.8%
1096 TM TOYOTA MOTOR CORP Consumer Cyclical 2,215.0 $373K 0.00% NEW $168.43 +15.1%
1097 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,145.0 $373K 0.00% NEW $118.53 -24.4%
1098 TPHD TIMOTHY PLAN 8,798.0 $372K 0.00% NEW $42.28 +3.0%
1099 SPHD INVESCO EXCH TRADED FD TR II 7,261.0 $369K 0.00% NEW $50.84 +5.2%
1100 MMIT NEW YORK LIFE INVTS ACTIVE E 15,083.0 $367K 0.00% NEW $24.35 -1.5%
Page 55 of 69  ·  1,369 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 30.7%
Financial Services 23.0%
Industrials 9.6%
Healthcare 8.9%
Consumer Cyclical 8.0%
Communication Services 5.7%
Consumer Defensive 5.0%
Utilities 3.6%
Energy 2.6%
Real Estate 1.7%