Envestnet Portfolio Solutions, Inc. Portfolio Holdings

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

Envestnet Portfolio Solutions, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $23.8 Billion distributed in 1443 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.05B, Ishares Tr Russell 200 Growth with a value of $1.31B, Vanguard Index Fds S&P 500 ETF with a value of $1.12B, Vanguard Mid Cap ETF with a value of $781M, and Ishares Tr with a value of $768M.

Examining the 13F form we can see an decrease of $574M in the current position value, from $24.4B to 23.8B.

Envestnet Portfolio Solutions, Inc. is based out at Berwyn, PA

Below you can find more details about Envestnet Portfolio Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $23.8 Billion
ETFs: $20 Billion
Technology: $1.24 Billion
Financial Services: $507 Million
Consumer Cyclical: $394 Million
Healthcare: $388 Million
Communication Services: $364 Million
Industrials: $334 Million
Consumer Defensive: $188 Million
Other: $389 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.05 Billion 8.61% of portfolio
3,065,138
Q3 2025 Added 1.33%
$0
$1.31 Billion 5.5% of portfolio
4,793,792
Q3 2025 Reduced 4.66%
$0
$1.12 Billion 4.69% of portfolio
1,824,955
Q3 2025 Added 0.51%
$0
$781 Million 3.28% of portfolio
2,659,014
Q3 2025 Added 3.67%
$0
$768 Million 3.22% of portfolio
8,798,851
Q3 2025 Reduced 0.04%
$0
$749 Million 3.14% of portfolio
7,471,419
Q3 2025 Reduced 60.59%
$0
$710 Million 2.98% of portfolio
11,854,360
Q3 2025 Added 0.55%
$0
$612 Million 2.57% of portfolio
11,416,870
Q3 2025 Added 4.51%
$0
$565 Million 2.37% of portfolio
12,103,838
Q3 2025 Reduced 13.82%
$0
$548 Million 2.3% of portfolio
6,238,637
Q3 2025 Reduced 5.02%
$0
$530 Million 2.22% of portfolio
7,814,251
Q3 2025 Reduced 12.78%
$0
$483 Million 2.03% of portfolio
9,775,154
Q3 2025 Added 8.18%
$0
$465 Million 1.95% of portfolio
7,862,403
Q3 2025 Added 17.89%
$0
$429 Million 1.8% of portfolio
3,551,332
Q3 2025 Reduced 5.21%
$0
$394 Million 1.65% of portfolio
2,823,287
Q3 2025 Added 1.74%
$0
$371 Million 1.55% of portfolio
1,905,416
Q3 2025 Reduced 20.54%
$0
$336 Million 1.41% of portfolio
4,253,906
Q3 2025 Reduced 1.32%
$0
$299 Million 1.26% of portfolio
3,061,332
Q3 2025 Added 1.55%
$0
$287 Million 1.2% of portfolio
2,083,961
Q3 2025 Added 55.71%
$0
$279 Million 1.17% of portfolio
5,151,493
Q3 2025 Added 0.14%
$0
$259 Million 1.09% of portfolio
1,821,506
Q3 2025 Added 13.53%
$0
$257 Million 1.08% of portfolio
965,510
Q3 2025 Added 77.71%
$0
$252 Million 1.06% of portfolio
378,456
Q3 2025 Added 29.49%
$3.86T
$241 Million 1.01% of portfolio
466,147
Q3 2025 Reduced 1.57%
$0
$230 Million 0.96% of portfolio
2,233,141
Q3 2025 Reduced 8.88%
$505B
$225 Million 0.94% of portfolio
1,205,817
Q3 2025 Added 1.99%
$4.35T
$195 Million 0.82% of portfolio
764,465
Q3 2025 Reduced 1.8%
$0
$184 Million 0.77% of portfolio
561,925
Q3 2025 Reduced 3.09%
$0
$180 Million 0.76% of portfolio
1,896,494
Q3 2025 Added 0.47%
$0
$180 Million 0.76% of portfolio
8,358,130
Q3 2025 Added 6.24%
$0
$177 Million 0.74% of portfolio
1,658,407
Q3 2025 Reduced 66.0%
$0
$168 Million 0.71% of portfolio
2,153,162
Q3 2025 Reduced 1.7%
$0
$169 Million 0.71% of portfolio
3,594,348
Q3 2025 Added 1.34%
$0
$161 Million 0.68% of portfolio
2,272,973
Q3 2025 Added 0.78%
$0
$152 Million 0.64% of portfolio
726,175
Q3 2025 Added 1.62%
$63.9B
$124 Million 0.52% of portfolio
1,707,152
Q3 2025 Added 51.85%
$2.49T
$121 Million 0.51% of portfolio
553,350
Q3 2025 Added 0.46%
$0
$119 Million 0.5% of portfolio
464,403
Q3 2025 Reduced 2.21%
$0
$118 Million 0.5% of portfolio
633,514
Q3 2025 Reduced 2.4%
$0
$117 Million 0.49% of portfolio
1,969,985
Q3 2025 Added 3.29%
$0
$112 Million 0.47% of portfolio
3,525,606
Q3 2025 Added 20.26%
$0
$112 Million 0.47% of portfolio
2,195,648
Q3 2025 Reduced 0.01%
$1.46T
$109 Million 0.46% of portfolio
148,798
Q3 2025 Added 1.81%
$0
$109 Million 0.46% of portfolio
1,478,987
Q3 2025 Reduced 1.6%
$0
$107 Million 0.45% of portfolio
1,433,532
Q3 2025 Reduced 2.52%
$0
$106 Million 0.44% of portfolio
3,918,443
Q3 2025 Added 9,813.58%
$0
$98.5 Million 0.41% of portfolio
2,104,367
Q3 2025 Added 6.0%
$1.68T
$89.6 Million 0.38% of portfolio
368,500
Q3 2025 Reduced 14.71%
$0
$91.6 Million 0.38% of portfolio
2,141,699
Q3 2025 Added 23.28%

Summary

  • Portfolio
  • No. of Stocks 1,443
  • Current Value $23.8 Billion
  • Prior Value $24.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 78 stocks
  • Additional Purchases 415 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 942 stocks
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