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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.1 Million 0.24% of portfolio
1,759,358
Q3 2025 Added 9.72%
$0
$57.6 Million 0.24% of portfolio
627,612
Q3 2025 Added 39.29%
$0
$58.1 Million 0.24% of portfolio
1,254,850
Q3 2025 Added 121.08%
$0
$53.8 Million 0.23% of portfolio
369,798
Q3 2025 Added 36.0%
$0
$49.2 Million 0.21% of portfolio
2,089,194
Q3 2025 Added 9.39%
$0
$45.4 Million 0.19% of portfolio
491,846
Q3 2025 Added 7.17%
$0
$44.6 Million 0.19% of portfolio
375,378
Q3 2025 Reduced 6.59%
$0
$44.2 Million 0.19% of portfolio
396,506
Q3 2025 Added 20.88%
$0
$46.4 Million 0.19% of portfolio
368,274
Q3 2025 Reduced 6.45%
$0
$46.3 Million 0.19% of portfolio
1,777,330
Q3 2025 Reduced 49.23%
$0
$41.9 Million 0.18% of portfolio
469,324
Q3 2025 Reduced 5.0%
$0
$43.1 Million 0.18% of portfolio
439,650
Q3 2025 Added 53.26%
$0
$39 Million 0.16% of portfolio
409,274
Q3 2025 Reduced 0.02%
$0
$37.9 Million 0.16% of portfolio
788,982
Q3 2025 Reduced 5.98%
$0
$32.3 Million 0.14% of portfolio
402,897
Q3 2025 Reduced 4.32%
$0
$32.7 Million 0.14% of portfolio
616,694
Q3 2025 Added 0.03%
$130B
$32.3 Million 0.14% of portfolio
90,898
Q3 2025 Added 0.92%
$0
$31.9 Million 0.13% of portfolio
488,339
Q3 2025 Reduced 5.89%
$0
$29.8 Million 0.13% of portfolio
63,633
Q3 2025 Reduced 9.42%
$0
$30.1 Million 0.13% of portfolio
311,501
Q3 2025 Reduced -0.0%
$0
$30.3 Million 0.13% of portfolio
1,311,140
Q3 2025 Added 4.04%
$0
$30.1 Million 0.13% of portfolio
525,332
Q3 2025 Reduced 31.8%
$0
$29.9 Million 0.13% of portfolio
419,020
Q3 2025 Reduced 15.42%
$0
$30.9 Million 0.13% of portfolio
617,889
Q3 2025 Added 747.08%
$0
$26.1 Million 0.11% of portfolio
624,385
Q3 2025 Added 11.28%
$0
$27.1 Million 0.11% of portfolio
45,176
Q3 2025 Added 9.17%
$0
$27.2 Million 0.11% of portfolio
262,929
Q3 2025 Reduced 1.75%
$0
$25.7 Million 0.11% of portfolio
225,727
Q3 2025 Reduced 84.99%
$0
$25.4 Million 0.11% of portfolio
267,224
Q3 2025 Reduced 4.13%
$0
$26.2 Million 0.11% of portfolio
474,416
Q3 2025 Reduced 21.67%
$0
$23.5 Million 0.1% of portfolio
96,966
Q3 2025 Added 78.22%
$0
$24.5 Million 0.1% of portfolio
120,299
Q3 2025 Reduced 0.85%
$0
$23.7 Million 0.1% of portfolio
413,728
Q3 2025 Added 3.89%
$0
$22.5 Million 0.09% of portfolio
519,249
Q3 2025 Added 1.65%
$0
$21.2 Million 0.09% of portfolio
527,155
Q3 2025 Added 2.91%
$0
$19.7 Million 0.08% of portfolio
103,836
Q3 2025 Reduced 40.91%
$0
$20.1 Million 0.08% of portfolio
208,043
Q3 2025 Reduced 6.25%
$0
$19.8 Million 0.08% of portfolio
196,913
Q3 2025 Added 10.84%
$0
$19.3 Million 0.08% of portfolio
194,438
Q3 2025 Reduced 0.47%
$0
$18.5 Million 0.08% of portfolio
824,530
Q3 2025 Added 11.25%
$0
$19 Million 0.08% of portfolio
74,692
Q3 2025 Reduced 6.36%
$0
$16.7 Million 0.07% of portfolio
155,760
Q3 2025 Reduced 14.42%
$0
$16.5 Million 0.07% of portfolio
340,761
Q3 2025 Added 14.01%
$0
$16.5 Million 0.07% of portfolio
376,854
Q3 2025 Added 8.85%
$0
$17.5 Million 0.07% of portfolio
187,057
Q3 2025 Reduced 1.38%
$0
$16.4 Million 0.07% of portfolio
769,490
Q3 2025 Reduced 4.38%
$0
$16.5 Million 0.07% of portfolio
196,434
Q3 2025 Added 3.57%
$0
$15.2 Million 0.06% of portfolio
225,724
Q3 2025 Reduced 8.6%
$0
$15.2 Million 0.06% of portfolio
370,095
Q3 2025 Reduced 3.63%

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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email