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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 18 of 69  ·  1,369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CGMM CAPITAL GROUP EQUITY ETF TR 137,808.0 $4.5M 0.02% NEW $32.97 +0.2%
342 KLAC KLA CORP Technology 14,948.0 $4.5M 0.02% NEW $301.72 -39.8%
343 WELL WELLTOWER INC Real Estate 19,790.0 $4.5M 0.02% NEW $226.97 +5.7%
344 SMH VANECK ETF TRUST 6,822.0 $4.5M 0.02% NEW $655.89 -16.6%
345 HWM HOWMET AEROSPACE INC Industrials 16,574.0 $4.5M 0.02% NEW $268.86 -2.1%
346 CDNS CADENCE DESIGN SYSTEM INC Technology 11,780.0 $4.4M 0.02% NEW $375.32 -15.8%
347 GLW CORNING INC Technology 17,130.0 $4.4M 0.02% NEW $255.43 -43.0%
348 SBUX STARBUCKS CORP Consumer Cyclical 42,743.0 $4.4M 0.02% NEW $102.19 +5.2%
349 FLXR TCW ETF TRUST 110,888.0 $4.3M 0.02% NEW $39.21 -0.7%
350 VCSH VANGUARD SCOTTSDALE FDS 54,982.0 $4.3M 0.02% NEW $79.03 -0.5%
351 PFE PFIZER INC Healthcare 179,745.0 $4.3M 0.02% NEW $24.08 +16.2%
352 RDVY FIRST TR EXCHANGE TRADED FD 53,138.0 $4.3M 0.02% NEW $81.06 +1.6%
353 JBBB JANUS DETROIT STR TR 90,958.0 $4.3M 0.02% NEW $47.35 +0.4%
354 WEC WEC ENERGY GROUP INC Utilities 36,702.0 $4.3M 0.02% NEW $116.77 -7.9%
355 AGGH SIMPLIFY EXCHANGE TRADED FUN 209,964.0 $4.2M 0.02% NEW $20.17 -1.3%
356 CARY ANGEL OAK FUNDS TRUST 203,620.0 $4.2M 0.02% NEW $20.78 -0.3%
357 VLUE ISHARES TR 21,113.0 $4.2M 0.02% NEW $199.81 +0.2%
358 VV VANGUARD INDEX FDS 12,187.0 $4.2M 0.02% NEW $343.92 +2.2%
359 QQMG INVESCO EXCH TRADED FD TR II 81,810.0 $4.2M 0.02% NEW $51.23 -4.0%
360 EUSB ISHARES TR 96,390.0 $4.2M 0.02% NEW $43.45 -1.3%
Page 18 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%