Arkolith/Funds/Envestnet Asset Management Inc

Envestnet Asset Management Inc

CIK 1407543Wealth platform
Holdings as of Mar 31, 2026·disclosed May 4, 2026·~34-day 13F lag·13F-HR
Inactive

Envestnet Asset Management Inc holds a diversified book of 4703 stocks worth $373.6B as of Q1 2026 (disclosed May 4, 2026, a ~45-day 13F lag). This quarter they opened Ishares Def Industrials Act and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ishares Core S&P 500 ETF at 6% of the equity book.

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Use Arkolith to show ENVESTNET ASSET MANAGEMENT INC's latest
holdings, largest changes, and filing provenance.
Opened
422
new positions
Added to
3,118
existing
Trimmed
1,143
reduced
Sold out
127
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
19%
Top 20 holdings
29%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Information Technology
10%
Financials
5%
Industrials
4%
Consumer Discretionary
3%
Health Care
3%
Utilities
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

4,703 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$21.5B32.96M
5.8%
▲+25%
Added · +6.6M sh
2Vanguard Index FDS
S&P 500 ETF SHS
$6.4B10.68M
1.7%
▲+64%
Added · +4.2M sh
3BlackRock ETF Trust
ISHARES US EQUIT
$6.3B108.96M
1.7%
▼−1.5%
Reduced · −1.6M sh
4Ishares TR
CORE UNIVRSL USD
$6.1B133.08M
1.6%
▲+12%
Added · +14.0M sh
5Ishares Inc
CORE MSCI EMKT
$6.1B86.78M
1.6%
▲+11%
Added · +8.4M sh
6Ishares TR
S&P 500 VAL ETF
$5.9B27.73M
1.6%
▼−2.3%
Reduced · −664K sh
7Ishares TR
S&P 500 GRWT ETF
$5.6B49.32M
1.5%
▲+13%
Added · +5.7M sh
8Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.5B86.07M
1.5%
▲+13%
Added · +9.7M sh
9Ishares TR
CORE MSCI EAFE
$4.6B50.86M
1.2%
▲+46%
Added · +16.0M sh
10Ishares TR
EAFE VALUE ETF
$4.4B59.66M
1.2%
▲+13%
Added · +6.8M sh
11Vanguard Index FDS
VALUE ETF
$4.4B22.59M
1.2%
▲+11%
Added · +2.3M sh
12Ishares TR
CORE US AGGBD ET
$4.4B44.58M
1.2%
▲+24%
Added · +8.6M sh
13Microsoft Corp
COM
$4.3B11.65M
1.2%
▲+12%
Added · +1.2M sh
14Nvidia Corporation
COM
$4.0B23.04M
1.1%
▲+11%
Added · +2.3M sh
15Vanguard Index FDS
GROWTH ETF
$3.8B8.70M
1.0%
▲+14%
Added · +1.0M sh
16Ishares TR
US TREAS BD ETF
$3.5B153.89M
0.9%
▲+113%
Added · +81.6M sh
17Ishares TR
MSCI USA QLT FCT
$3.4B17.77M
0.9%
▲+6.2%
Added · +1.0M sh
18Apple Inc
COM
$3.4B13.32M
0.9%
▲+14%
Added · +1.6M sh
19Vanguard Charlotte FDS
TOTAL INT BD ETF
$2.8B59.23M
0.8%
▲+26%
Added · +12.0M sh
20Ishares TR
MBS ETF
$2.7B28.90M
0.7%
▲+11%
Added · +2.8M sh
21Amazon Com Inc
COM
$2.7B13.10M
0.7%
▲+8.3%
Added · +1.0M sh
22Ishares TR
EAFE GRWTH ETF
$2.5B22.40M
0.7%
▲+742%
Added · +19.7M sh
23Vanguard BD Index FDS
SHORT TRM BOND
$2.5B31.52M
0.7%
▲+29%
Added · +7.0M sh
24Ishares TR
CORE S&P MCP ETF
$2.4B36.04M
0.7%
▲+5.4%
Added · +1.8M sh
25Ishares TR
10-20 YR TRS ETF
$2.3B22.94M
0.6%
▼−2.7%
Reduced · −641K sh
26Broadcom Inc
COM
$2.3B7.40M
0.6%
▲+15%
Added · +968K sh
27Ishares TR
RUS 1000 GRW ETF
$2.3B5.35M
0.6%
▲+1.6%
Added · +82K sh
28Ishares TR
CORE S&P SCP ETF
$2.2B17.89M
0.6%
▲+9.4%
Added · +1.5M sh
29BlackRock ETF Trust
ISHARES A I INNO
$2.2B66.54M
0.6%
▲+15%
Added · +8.7M sh
30Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.1B39.56M
0.6%
▲+12%
Added · +4.1M sh
31JPMorgan Chase & Co
COM
$2.1B7.19M
0.6%
▲+6.1%
Added · +412K sh
32Alphabet Inc
CAP STK CL A
$2.1B7.32M
0.6%
▲+9.3%
Added · +624K sh
33Ishares TR
MSCI USA MMENTM
$2.0B8.47M
0.5%
▲+7.5%
Added · +588K sh
34BlackRock ETF Trust
ISHARES US THEMA
$2.0B55.05M
0.5%
▲+10%
Added · +5.2M sh
35Vanguard Index FDS
TOTAL STK MKT
$1.9B6.03M
0.5%
▲+4.9%
Added · +282K sh
36Schwab Strategic TR
US LCAP GR ETF
$1.9B64.46M
0.5%
▲+0.2%
Added · +134K sh
37Vanguard BD Index FDS
INTERMED TERM
$1.8B23.55M
0.5%
▲+40%
Added · +6.7M sh
38Meta Platforms Inc
CL A
$1.8B3.17M
0.5%
▲+12%
Added · +340K sh
39Alphabet Inc
CAP STK CL C
$1.8B6.28M
0.5%
▲+7.5%
Added · +440K sh
40Ishares TR
NATIONAL MUN ETF
$1.8B16.70M
0.5%
▲+18%
Added · +2.5M sh
41Vanguard BD Index FDS
TOTAL BND MRKT
$1.8B23.88M
0.5%
▲+11%
Added · +2.4M sh
42Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$1.8B7.39M
0.5%
▲+0.1%
Added · +7K sh
43Invesco QQQ TR
UNIT SER 1
$1.7B3.01M
0.5%
▲+2.1%
Added · +63K sh
44Vanguard Index FDS
MID CAP ETF
$1.7B5.89M
0.5%
▲+125%
Added · +3.3M sh
45State STR SPDR S&P 500 ETF T
TR UNIT
$1.7B2.58M
0.4%
▲+4.5%
Added · +112K sh
46Select Sector SPDR TR
STATE STREET TEC
$1.6B11.77M
0.4%
▲+0.9%
Added · +104K sh
47SPDR Series Trust
STATE STREET SPD
$1.6B20.26M
0.4%
▲+13%
Added · +2.4M sh
48BlackRock ETF Trust
ISHARES LARGE CA
$1.5B37.73M
0.4%
▲534×
Added · +37.7M sh
49Ishares TR
RUS 1000 ETF
$1.5B4.34M
0.4%
▼−4.9%
Reduced · −225K sh
50Ishares TR
RUS 1000 VAL ETF
$1.5B6.89M
0.4%
▼−11%
Reduced · −858K sh
Showing 50 of 4,703 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 4, 20264,703$373.6B13F-HR
Q4 2025Dec 31, 2025Feb 10, 20264,439$337.1B13F-HR
Q3 2025Sep 30, 2025Nov 5, 20254,505$347.5B13F-HR
Q2 2025Jun 30, 2025Aug 1, 20254,426$342.7B13F-HR
Q1 2025Mar 31, 2025Apr 29, 20254,343$310.2B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20254,296$311.5B13F-HR
Q3 2024Sep 30, 2024Nov 7, 20244,216$309.8B13F-HR
Q2 2024Jun 30, 2024Aug 8, 20244,158$287.0B13F-HR
Q1 2024Mar 31, 2024May 13, 20244,170$267.9B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20244,042$241.8B13F-HR
Q3 2023Sep 30, 2023Nov 13, 20234,002$218.6B13F-HR
Q2 2023Jun 30, 2023Aug 4, 20233,941$225.6B13F-HR
Q1 2023Mar 31, 2023May 11, 20233,965$208.1B13F-HR
Q4 2022Dec 31, 2022Feb 7, 20233,945$193.2B13F-HR
Q3 2022Sep 30, 2022Nov 10, 20223,896$175.2B13F-HR
Q2 2022Jun 30, 2022Aug 3, 20223,911$178.9B13F-HR
Q1 2022Mar 31, 2022May 4, 20223,924$198.8B13F-HR
Q4 2021Dec 31, 2021Feb 4, 20223,864$202.2B13F-HR
Q3 2021Sep 30, 2021Oct 7, 20213,668$182.1B13F-HR
Q2 2021Jun 30, 2021Aug 4, 20213,632$176.1B13F-HR
Q1 2021Mar 31, 2021May 4, 20213,492$153.9B13F-HR
Q4 2020Dec 31, 2020Feb 2, 20213,266$132.5B13F-HR
Q3 2020Sep 30, 2020Oct 9, 20203,094$112.9B13F-HR
Q2 2020Jun 30, 2020Jul 8, 20203,061$102.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.