Filing analysis
Wealth Enhancement Advisory Services, Llc
13F-HR · period Q1 2026 · filed Apr 08, 2026
$49.10BReported 13F value
3,722Positions
+276New
1193Increased
1983Reduced
−325Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| XAGG | $37.27M | 0.1% |
| IDEF iShares Defense Industrials… | $5.96M | 0.0% |
| BLCR iShares Large Cap Core Active… | $5.89M | 0.0% |
| RSBT | $5.17M | 0.0% |
| IALT iShares Systematic… | $3.89M | 0.0% |
| RTO Rentokil Initial plc | $3.66M | 0.0% |
| MMCA | $3.64M | 0.0% |
| MISL | $3.43M | 0.0% |
| HTFL Heartflow, Inc. Common Stock | $3.33M | 0.0% |
| FEM | $2.49M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| AVGO Broadcom Inc. | ▼ Trim | -83.7% | $0 |
| AAPL Apple Inc. | ▼ Trim | -29.1% | $0 |
| IVV iShares Core S&P 500 ETF | ▼ Trim | -31.4% | $2.94B |
| NVDA NVIDIA Corporation | ▼ Trim | -16.8% | $0 |
| MSFT Microsoft Corporation | ▼ Trim | -21.8% | $799.39M |
| AGG iShares Core U.S. Aggregate… | ▼ Trim | -23.9% | $1.47B |
| SPY State Street SPDR S&P 500 ETF | ▼ Trim | -16.3% | $0 |
| DWAS | ▼ Trim | -91.0% | $41.08M |
| IMTM iShares MSCI Intl Momentum… | ▼ Trim | -39.7% | $581.62M |
| AMZN Amazon.com, Inc. | ▼ Trim | -25.1% | $562.09M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.