WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
•CIK: 1632972•Filing: Q4 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, helmed by renowned investor John Doe, manages $73.6B in assets with a focus on growth-oriented tech and financial stocks, as evidenced by top holdings like IVV and AVGO. Recently, the fund has made notable moves by adding high-growth positions in NVDA and ALAB, while exiting traditional holdings such as ISHARES TR and UNILEVER P, signaling a strategic pivot towards more aggressive growth opportunities.
Total AUM
$73.6B
+ $3.7M in options
QoQ Performance
+26.9%
Positions
2,410
+ 9 options
Top 10 Concentration
33.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV6.2%
AVGO3.8%
AAPL2.8%
AGG2.7%
NVDA2.0%
SMTH2.0%
MSFT2.0%
VWO1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.3%
Technology19.7%
ETF10.2%
Financial4.6%
Consumer3.7%
Healthcare3.3%
Industrial1.5%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+3286 more exited positions
Changes from Q3 2025
NEW2 new positions
↑149 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023