Wealth Enhancement Advisory Services, LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$49.1B
Holdings
3,414
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 6.50M shares)
6.1%
02
$AGG
ISHARES TR
Q1 2026: Exited (was 19.62M shares)
3.0%
03
$AAPL
APPLE INC
Q1 2026: Increased (0 → 158.7k shares)
2.7%
04
$SMTH
ALPS ETF TR
Q1 2026: Exited (was 55.47M shares)
2.2%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (87.1k shares)
2.0%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (31.6k shares)
1.7%
07
$FNDF
SCHWAB STRATEGIC TR
Q3 2025: Exited (was 16.92M shares)
1.5%
08
$VWO
VANGUARD INTL EQUITY INDEX F
Q3 2025: Exited (was 17.10M shares)
1.4%
09
$USVM
VICTORY PORTFOLIOS II
Held since at least Q1 2024
1.4%
10
$JMOM
J P MORGAN EXCHANGE TRADED F
Q2 2025: Exited (was 11.63M shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:50 UTC.