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Filing analysis

Wealth Enhancement Advisory Services, Llc

13F-HR · period Q3 2026 · filed Oct 13, 2026

View original SEC filing ↗ Manager record

$67.31BReported 13F value
4,427Positions
+329New
2519Increased
1083Reduced
−215Exited
Largest new positions
SecurityValueWeight
BGFI $432.73M 0.6%
XOM Exxonmobil Holdings… $348.62M 0.5%
ABI $333.09M 0.5%
GMUB $97.24M 0.1%
VCRM $84.81M 0.1%
FTMN $49.64M 0.1%
LSAF $19.79M 0.0%
CATF $18.32M 0.0%
JABS $17.41M 0.0%
AVIG $12.45M 0.0%
Largest resizings
SecurityΔ sharesValue now
MSFT Microsoft Corporation ▲ Add +16.8% $1.51B
SMTH ALPS Funds Smith Core Plus… ▲ Add +47.0% $1.80B
AAPL Apple Inc. ▲ Add +10.8% $2.24B
NVDA NVIDIA Corporation ▲ Add +14.1% $1.65B
IVV iShares Core S&P 500 ETF ▲ Add +5.7% $3.92B
META Meta Platforms, Inc. ▲ Add +106.6% $511.29M
AGG iShares Core U.S. Aggregate… ▼ Trim -15.2% $1.33B
AMAT Applied Materials, Inc. ▼ Trim -50.6% $84.68M
FLIA ▼ Trim -93.2% $15.86M
LRCX Lam Research Corporation ▼ Trim -50.3% $135.00M
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.