Envestnet Portfolio Solutions, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Envestnet Portfolio Solutions, Inc. reported 1,286 stock positions worth $18.1 billion. Its top holding was iShares Russell Top 200 Grow (IWY) at 6.5% of the portfolio, followed by Activepassive US Equity ETF (APUE, 5.5%) and iShares Core S&P 500 ETF (IVV, 4.4%). Compared with Q4 2025, it opened 68 new positions, sold out of 264, added to 289 and reduced 922. The biggest buy was Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares +1%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001998033
- Portfolio Value
- $18.1B (Q1 2026)
- SEC Filing
- 0001214659-26-005209 ↗ filed Apr 29, 2026
Holdings Value
Holdings 1,286 stocks · $18.1B
| IWY iShares Russell Top 200 Grow | 6.53% | 4,738,488 | $1.2B | Reduce -0.3% |
| APUE Activepassive US Equity ETF | 5.53% | 24,916,499 | $998.7M | Reduce -7.0% |
| IVV iShares Core S&P 500 ETF | 4.37% | 1,209,124 | $789.8M | Reduce -61.6% |
| IWX iShares Russell Top 200 Valu | 3.23% | 6,295,603 | $583.4M | Reduce -0.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.21% | 12,537,350 | $579.1M | Add +0.6% |
| IVE iShares S&P 500 Value ETF | 2.51% | 2,148,592 | $453.7M | Reduce -15.4% |
| APCB Activepassive Core Bond ETF | 2.50% | 15,315,658 | $451.0M | Reduce -6.1% |
| APIE Activepassive Intl Eqty ETF | 2.37% | 12,147,990 | $428.2M | Reduce -9.1% |
| IVW iShares S&P 500 Growth ETF | 2.29% | 3,653,783 | $413.3M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 2.28% | 5,901,117 | $411.6M | Reduce -53.9% |
| IWS iShares Russell Mid-Cap Valu | 2.24% | 2,782,303 | $405.5M | Reduce -2.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.12% | 6,570,020 | $382.2M | Reduce -20.5% |
| EFV iShares MSCI Eafe Value ETF | 1.75% | 4,243,307 | $315.5M | Reduce -42.7% |
| AGG iShares Core U.S. Aggregate | 1.68% | 3,057,730 | $303.5M | Reduce -60.6% |
| TLH iShares 10-20 Year Treasury | 1.68% | 3,008,428 | $303.0M | Add +32.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.44% | 2,883,498 | $261.0M | Reduce -67.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.33% | 369,712 | $240.4M | Reduce -8.4% |
| IWP iShares Russell Mid-Cap Grow | 1.17% | 1,647,589 | $211.1M | Reduce -12.4% |
| EFG iShares MSCI Eafe Growth ETF | 1.13% | 1,839,954 | $204.9M | Add +1491.8% |
| QUAL iShares MSCI USA Quality Fac | 1.08% | 1,014,939 | $194.7M | Reduce -7.2% |
| BNDX Vanguard Total Intl Bond ETF | 1.07% | 4,041,545 | $194.2M | Reduce -60.4% |
| BAI Ishrs AI in and Tech Act ETF | 1.02% | 5,585,010 | $184.0M | Add +1.2% |
| MBB iShares MBS ETF | 1.01% | 1,930,735 | $183.3M | Reduce -3.6% |
| GOVT iShares US Treasury Bond ETF | 1.01% | 7,965,762 | $182.5M | Add +457.4% |
| THRO iShares U.S. Thematic Rotati | 0.94% | 4,706,059 | $170.5M | Reduce -1.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.94% | 706,374 | $169.5M | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 0.91% | 275,452 | $164.6M | Reduce -85.2% |
| NVDA Nvidia Corp. | 0.90% | 934,480 | $163.0M | Reduce -26.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.88% | 496,591 | $159.3M | Reduce -14.1% |
| AAPL Apple Inc. | 0.88% | 626,856 | $159.1M | Reduce -23.9% |
| VEA Vanguard Ftse Developed ETF | 0.81% | 2,289,350 | $146.7M | Reduce -81.0% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.75% | 3,304,392 | $135.7M | Add +50573.1% |
| XLSR SS US Sector Rotation | 0.72% | 2,244,861 | $129.6M | Add +10.1% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.71% | 3,945,092 | $129.1M | New |
| MUB iShares National Muni Bond E | 0.69% | 1,175,348 | $124.8M | Reduce -33.0% |
| IAGG iShares Intl Aggregate Bond | 0.68% | 2,470,476 | $123.6M | Add +5.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.67% | 2,323,420 | $120.7M | Reduce -15.1% |
| MSFT Microsoft Corp. | 0.66% | 320,661 | $118.7M | Reduce -32.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.62% | 2,437,302 | $111.3M | Reduce -8.3% |
| DFIS Dimensional International SM | 0.61% | 3,300,184 | $111.1M | Reduce -7.6% |
| BND Vanguard Total Bond Market | 0.54% | 1,319,664 | $97.2M | Reduce -12.9% |
| FISR SS Fi Sector Rotation | 0.53% | 3,721,954 | $95.7M | Add +40.6% |
| AMZN Amazon.com Inc. | 0.52% | 455,333 | $94.8M | Reduce -27.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 478,310 | $93.8M | Reduce -27.4% |
| VXUS Vanguard Total Intl Stock | 0.50% | 1,167,418 | $90.0M | Reduce -22.3% |
| SPEM State Street SP PTF Em ETF | 0.49% | 1,885,529 | $88.5M | Reduce -12.8% |
| APMU Activepassive Interm Muni BD | 0.43% | 3,089,868 | $76.9M | Reduce -5.6% |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 883,412 | $69.3M | Reduce -80.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 153,900 | $67.2M | Reduce -22.3% |
| GSUS Goldman Sachs Marketbeta US | 0.36% | 730,250 | $65.4M | Add +18.4% |
| AVGO Broadcom Inc. | 0.36% | 207,929 | $64.4M | Reduce -24.0% |
| META Meta Platforms Inc. Class A | 0.36% | 112,373 | $64.3M | Reduce -31.8% |
| AVUV Avantis US Small Cap Value | 0.33% | 540,480 | $59.7M | Reduce -7.6% |
| LCTU iShares U.S. Carbon Transiti | 0.33% | 843,617 | $59.2M | Reduce -10.7% |
| GOOGL Alphabet Inc. Class A | 0.32% | 200,902 | $57.8M | Reduce -49.1% |
| GOOG Alphabet Inc. Class C | 0.32% | 201,151 | $57.7M | Reduce -14.8% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 1,033,930 | $55.9M | Reduce -80.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.30% | 1,137,153 | $54.9M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 0.30% | 182,397 | $53.7M | Reduce -33.0% |
| IWB iShares Russell 1000 ETF | 0.29% | 146,636 | $52.3M | Reduce -28.2% |
| SCHG Schwab US Large-Cap Growth | 0.28% | 1,728,880 | $50.4M | Reduce -11.4% |
| SUSC iShares ESG Aware Usd Corpor | 0.28% | 2,158,124 | $49.9M | Add +1.8% |
| IAU iShares Gold Trust | 0.27% | 547,969 | $48.3M | Reduce -68.2% |
| GLD SPDR Gold Shares | 0.26% | 110,098 | $47.4M | Reduce -0.0% |
| ESGU iShares ESG Aware MSCI USA | 0.26% | 330,863 | $46.8M | Reduce -0.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.25% | 1,721,135 | $45.3M | Add +12.1% |
| GCOR Goldman Sachs Access US Agg | 0.23% | 1,020,222 | $42.2M | Add +32.0% |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.23% | 1,188,939 | $41.9M | Add +11.6% |
| VCRB Vanguard Core Bond ETF | 0.23% | 534,429 | $41.4M | Add +0.4% |
| LMUB iShares LT National Muni BD | 0.23% | 816,931 | $40.8M | New |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 844,212 | $40.1M | Add +14.6% |
| IJR iShares Core S&P Small-Cap E | 0.22% | 320,878 | $39.9M | Reduce -16.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.22% | 326,059 | $39.5M | Reduce -10.4% |
| V Visa Inc. Class A | 0.21% | 126,208 | $38.1M | Reduce -16.7% |
| XOM Exxon Mobil Corp. | 0.21% | 222,997 | $37.8M | Reduce -17.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.20% | 327,885 | $35.7M | Reduce -20.5% |
| LLY Eli Lilly & Co. | 0.20% | 38,713 | $35.6M | Reduce -30.9% |
| SCHV Schwab US Large-Cap Value | 0.20% | 1,165,603 | $35.6M | Reduce -1.8% |
| BIV Vanguard Intermediate-Term B | 0.19% | 450,631 | $34.8M | Reduce -80.0% |
| TSLA Tesla Inc. | 0.19% | 92,700 | $34.5M | Reduce -17.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 722,987 | $33.9M | Reduce -80.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 620,262 | $32.6M | Reduce -1.3% |
| BLV Vanguard Long-Term Bond ETF | 0.17% | 458,611 | $31.5M | Reduce -80.7% |
| NFLX Netflix Inc. | 0.17% | 316,155 | $30.4M | Reduce -28.1% |
| VCIT Vanguard Int-Term Corporate | 0.17% | 362,748 | $30.0M | Add +4.0% |
| AMAT Applied Materials Inc. | 0.16% | 86,988 | $29.7M | Reduce -4.6% |
| USXF iShares ESG Advance MSCI USA | 0.16% | 518,560 | $28.6M | Reduce -1.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 477,927 | $28.3M | Add +9.9% |
| SPTI SS SPDR P Int Term TSY ETF | 0.16% | 986,785 | $28.3M | Add +18.1% |
| CVX Chevron Corp. | 0.15% | 133,410 | $27.6M | Reduce -40.0% |
| DUK Duke Energy Corp. | 0.15% | 210,438 | $27.6M | Add +42.4% |
| BDYN iShares DYN Act ETF | 0.15% | 1,109,940 | $27.0M | Add +10.7% |
| GSIE Goldman Sachs Activebeta Int | 0.15% | 621,463 | $26.8M | Add +29.4% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 278,390 | $26.6M | Add +19.2% |
| MO Altria Group Inc. | 0.15% | 398,720 | $26.3M | Add +17.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.14% | 348,047 | $26.1M | Reduce -18.1% |
| IWF iShares Russell 1000 Growth | 0.14% | 60,264 | $25.7M | Reduce -12.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 564,830 | $25.7M | Reduce -10.4% |
| GWX State Street SPDR S&P Intern | 0.14% | 590,373 | $24.9M | Add +8.2% |
| LRCX Lam Research Corp. | 0.13% | 113,081 | $24.2M | Reduce -14.7% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -61.6% | 4.37% | −3.21 |
| VOO Vanguard S&P 500 ETF | Reduce -85.2% | 0.91% | −3.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -99.9% | 0.01% | −2.81 |
| VEA Vanguard Ftse Developed ETF | Reduce -81.0% | 0.81% | −1.83 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -67.6% | 1.44% | −1.35 |
| OEF iShares S&P 100 ETF | Reduce -99.8% | 0.00% | −1.22 |
| AGG iShares Core U.S. Aggregate | Reduce -60.6% | 1.68% | −1.04 |
| VT Vanguard Tot World STK ETF | Reduce -98.1% | 0.03% | −1.04 |
| VTWO Vanguard Russell 2000 ETF | Reduce -93.5% | 0.11% | −0.97 |
| BSV Vanguard Short-Term Bond ETF | Reduce -80.2% | 0.38% | −0.85 |
| IEMG iShares Core MSCI Emerging | Reduce -53.9% | 2.28% | −0.74 |
| VWO Vanguard Ftse Emerging Marke | Reduce -80.4% | 0.31% | −0.69 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -60.4% | 1.07% | −0.66 |
| SCHH Schwab US REIT ETF | Reduce -99.8% | 0.00% | −0.65 |
| VXF Vanguard Extended Market ETF | Reduce -88.5% | 0.10% | −0.45 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -80.7% | 0.19% | −0.43 |
| BIV Vanguard Intermediate-Term B | Reduce -80.0% | 0.19% | −0.42 |
| BLV Vanguard Long-Term Bond ETF | Reduce -80.7% | 0.17% | −0.41 |
| ITA iShares U.S. Aerospace & Def | Reduce -94.4% | 0.03% | −0.29 |
| IAU iShares Gold Trust | Reduce -68.2% | 0.27% | −0.22 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -81.5% | 0.07% | −0.20 |
| MSFT Microsoft Corp. | Reduce -32.7% | 0.66% | −0.15 |
| EMB iShares JP Morgan Usd Emergi | Reduce -99.1% | 0.00% | −0.15 |
| TLT iShares 20+ Year Treasury BD | Reduce -95.3% | 0.01% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -49.1% | 0.32% | −0.11 |
| EFV iShares MSCI Eafe Value ETF | Reduce -42.7% | 1.75% | −0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -94.6% | 0.01% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -71.9% | 0.05% | −0.08 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -79.9% | 0.04% | −0.08 |
| HD Home Depot Inc. | Reduce -64.9% | 0.08% | −0.07 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -75.8% | 0.03% | −0.07 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Sold out | 0.00% | −0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -81.1% | 0.03% | −0.07 |
| NUBD Nuveen ESG US Aggregate Bond | Sold out | 0.00% | −0.06 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -98.8% | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -64.8% | 0.06% | −0.05 |
| PYLD PIMCO Multisector Bond Actv | Reduce -81.8% | 0.02% | −0.05 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Sold out | 0.00% | −0.05 |
| JMBS Janus Henderson Mortg Backed | Reduce -92.8% | 0.01% | −0.05 |
| BLK BlackRock Inc. | Reduce -71.1% | 0.03% | −0.05 |
| BAC Bank of America Corp. | Reduce -62.1% | 0.05% | −0.05 |
| HIMU iShares High Yild Muni A ETF | Reduce -83.1% | 0.02% | −0.04 |
| EMN Eastman Chemical Co. | Reduce -97.0% | 0.00% | −0.04 |
| INTU Intuit Inc. | Reduce -65.6% | 0.02% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -63.1% | 0.05% | −0.04 |
| NOW ServiceNow Inc. | Reduce -68.7% | 0.02% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -73.0% | 0.04% | −0.04 |
| RDVY First Trust Rising Dividend | Reduce -77.0% | 0.02% | −0.04 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -79.2% | 0.02% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.6% | 3.21% | +1.17 |
| EFG iShares MSCI Eafe Growth ETF | Add +1491.8% | 1.13% | +1.09 |
| GOVT iShares US Treasury Bond ETF | Add +457.4% | 1.01% | +0.89 |
| TLH iShares 10-20 Year Treasury | Add +32.3% | 1.68% | +0.87 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +50573.1% | 0.75% | +0.75 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.71% | +0.71 |
| BAI Ishrs AI in and Tech Act ETF | Add +1.2% | 1.02% | +0.37 |
| FISR SS Fi Sector Rotation | Add +40.6% | 0.53% | +0.29 |
| IAGG iShares Intl Aggregate Bond | Add +5.1% | 0.68% | +0.27 |
| XLSR SS US Sector Rotation | Add +10.1% | 0.72% | +0.27 |
| LMUB iShares LT National Muni BD | New | 0.23% | +0.23 |
| GSUS Goldman Sachs Marketbeta US | Add +18.4% | 0.36% | +0.16 |
| CERY SS SPDR BBG En RY CM St N-Ui | Add +11.6% | 0.23% | +0.13 |
| GCOR Goldman Sachs Access US Agg | Add +32.0% | 0.23% | +0.12 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +12.1% | 0.25% | +0.11 |
| SUSC iShares ESG Aware Usd Corpor | Add +1.8% | 0.28% | +0.10 |
| FE Firstenergy Corp. | Add +576.9% | 0.11% | +0.10 |
| EAGG iShares ESG Aware US Aggrega | Add +14.6% | 0.22% | +0.10 |
| DUK Duke Energy Corp. | Add +42.4% | 0.15% | +0.09 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.09% | +0.09 |
| KHC The Kraft Heinz Co. | Add +4646.2% | 0.09% | +0.09 |
| AMCR Amcor PLC | New | 0.08% | +0.08 |
| VCRB Vanguard Core Bond ETF | Add +0.4% | 0.23% | +0.08 |
| MO Altria Group Inc. | Add +17.5% | 0.15% | +0.08 |
| GSIE Goldman Sachs Activebeta Int | Add +29.4% | 0.15% | +0.08 |
| SPTI SS SPDR P Int Term TSY ETF | Add +18.1% | 0.16% | +0.07 |
| IEF iShares 7-10 Year Treasury B | Add +19.2% | 0.15% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +9.9% | 0.16% | +0.07 |
| VCIT Vanguard Int-Term Corporate | Add +4.0% | 0.17% | +0.06 |
| KMI Kinder Morgan Inc. | Add +40.5% | 0.10% | +0.06 |
| GSLC Goldman Activebeta US LC ETF | Add +30.1% | 0.13% | +0.06 |
| GWX State Street SPDR S&P Intern | Add +8.2% | 0.14% | +0.06 |
| BDYN iShares DYN Act ETF | Add +10.7% | 0.15% | +0.06 |
| EVRG Evergy Inc. | Add +59.3% | 0.09% | +0.06 |
| GSID Goldman Sachs Marketbeta Int | New | 0.05% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.6% | 0.13% | +0.05 |
| SHV iShares 0-1 Year Treasury Bo | Add +938.4% | 0.05% | +0.04 |
| CAFX Congress Intermediate Bond | Add +3.4% | 0.11% | +0.04 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +43.8% | 0.08% | +0.04 |
| SPLB SS SPDR P Long Term C ETF | Add +56.3% | 0.07% | +0.04 |
| EMHC SS SPDR BB Em Usd Bond ETF | Add +19.2% | 0.09% | +0.04 |
| BDVL iShares DV Equity Active ETF | Add +4.3% | 0.11% | +0.04 |
| JMTG Mortgage-Backed Securities | Add +138.9% | 0.05% | +0.04 |
| BCUS Bancreek U.S. Large Cap ETF | Add +21.2% | 0.08% | +0.04 |
| CAG Conagra Brands Inc. | Add +3492.2% | 0.04% | +0.04 |
| SRLN SS Blackstone Sr Loan ETF | Add +19.3% | 0.08% | +0.04 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Add +12.1% | 0.08% | +0.04 |
| GVI iShares Intermediate Governm | Add +2.4% | 0.09% | +0.04 |
| GIGB Goldman Sachs Inv GRD Corp. | Add +34.2% | 0.07% | +0.03 |
| EBND State Street SPDR Bloomberg | Add +4.1% | 0.09% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 1,369 | $20.9B | IVV, APUE, IWY, IUSB, IWX |
| Q1 2026 | 1,286 | $18.1B | IWY, APUE, IVV, IWX, IUSB |
| Q4 2025 | 1,482 | $28.5B | IVV, IWY, VOO, APUE, IEMG |
| Q3 2025 | 1,443 | $27.1B | IVV, IWY, VOO, APUE, VO |
| Q2 2025 | 1,516 | $27.2B | AGG, IVV, IWY, VOO, APUE |
| Q1 2025 | 1,528 | $26.1B | IVV, AGG, IWY, APUE, VOO |
| Q4 2024 | 1,719 | $30.6B | IVV, AGG, IWY, APUE, VOO |
| Q3 2024 | 1,676 | $30.8B | IVV, AGG, APUE, IWY, IUSB |
| Q2 2024 | 1,625 | $28.7B | IVV, AGG, IWY, APUE, VOO |
| Q1 2024 | 1,596 | $26.6B | IVV, AGG, IWY, VOO, IEFA |