Arkolith/Funds/Financial Engines Advisors L.L.C.

Financial Engines Advisors L.L.C.

CIK 1420473Wealth platform
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Financial Engines Advisors L.L.C. holds a focused book of 530 stocks worth $49.2B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Inc Ishares Esg Awar and trimmed SS SPDR P S&P 500 Value ETF. Their largest long position is SS SPDR P S&P 500 Value ETF at 9% of the equity book.

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Use Arkolith to show Financial Engines Advisors L.L.C.'s latest
holdings, largest changes, and filing provenance.
Opened
29
new positions
Added to
164
existing
Trimmed
306
reduced
Sold out
34
exited

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
56%
Top 20 holdings
81%

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

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
0%
Financials
0%
Consumer Discretionary
0%
Industrials
0%
Health Care
0%
Communication Services
0%
Utilities
0%

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.

530 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$4.6B81.41M
9.4%
▼−0.5%
Reduced · −395K sh
2SPDR Series Trust
STATE STREET SPD
$4.2B188.31M
8.6%
▼−0.2%
Reduced · −450K sh
3Schwab Strategic TR
INTL EQTY ETF
$3.8B152.57M
7.7%
▼−2.8%
Reduced · −4.4M sh
4Ishares TR
ISHS 5-10YR INVT
$3.4B63.68M
6.9%
▲+0.8%
Added · +505K sh
5SPDR Index SHS FDS
STATE STREET SPD
$2.5B55.85M
5.2%
▼−2.4%
Reduced · −1.4M sh
6Ishares TR
FUTURE EXPONENTI
$2.2B32.41M
4.5%
▼−1.1%
Reduced · −344K sh
7Schwab Strategic TR
US MID-CAP ETF
$1.8B56.84M
3.6%
▼−1.9%
Reduced · −1.1M sh
8SPDR Series Trust
STATE STREET SPD
$1.7B29.59M
3.5%
▼−0.7%
Reduced · −221K sh
9Ishares TR
RUS 1000 VAL ETF
$1.7B8.02M
3.5%
▼−4.7%
Reduced · −399K sh
10SPDR Series Trust
STATE STREET SPD
$1.7B17.40M
3.5%
▲+0.7%
Added · +114K sh
11Schwab Strategic TR
US LCAP VA ETF
$1.5B48.43M
3.0%
▼−4.6%
Reduced · −2.3M sh
12SPDR Series Trust
STATE STREET SPD
$1.4B54.68M
2.9%
▲+0.8%
Added · +440K sh
13Schwab Strategic TR
1000 INDEX ETF
$1.4B43.61M
2.8%
▼−0.1%
Reduced · −66K sh
14Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.3B24.35M
2.7%
▼−0.1%
Reduced · −20K sh
15Schwab Strategic TR
US REIT ETF
$1.3B59.89M
2.6%
▼−0.3%
Reduced · −155K sh
16SPDR Series Trust
STATE STREET SPD
$1.3B44.66M
2.6%
▲+1.3%
Added · +566K sh
17Ishares TR
IBOXX INV CP ETF
$1.2B10.91M
2.4%
▼−1.3%
Reduced · −140K sh
18SPDR Series Trust
STATE STREET SPD
$998.9M20.67M
2.0%
▼−2.1%
Reduced · −454K sh
19Schwab Strategic TR
US LCAP GR ETF
$993.5M34.11M
2.0%
▲+0.3%
Added · +121K sh
20Ishares TR
CORE S&P SCP ETF
$959.7M7.72M
1.9%
▼−1.3%
Reduced · −101K sh
21Ishares TR
CORE INTL AGGR
$821.6M16.42M
1.7%
▲+2.1%
Added · +333K sh
22SPDR Index SHS FDS
STATE STREET SPD
$789.1M16.82M
1.6%
▼−1.1%
Reduced · −179K sh
23Ishares TR
CORE S&P MCP ETF
$533.4M7.90M
1.1%
▼−3.9%
Reduced · −325K sh
24Schwab Strategic TR
EMRG MKTEQ ETF
$512.1M15.54M
1.0%
▼−4.1%
Reduced · −669K sh
25Ishares TR
3 7 YR TREAS BD
$501.9M4.23M
1.0%
▼−1.3%
Reduced · −56K sh
26Vanguard Index FDS
GROWTH ETF
$473.4M6.50M
1.0%
▲+0.1%
Added · +8K sh
27SPDR Series Trust
STATE STREET SPD
$386.6M5.05M
0.8%
▼−0.3%
Reduced · −17K sh
28SPDR Index SHS FDS
STATE STREET SPD
$355.8M4.24M
0.7%
▼−23%
Reduced · −1.3M sh
29Vanguard Index FDS
REAL ESTATE ETF
$297.9M3.36M
0.6%
▼−0.3%
Reduced · −12K sh
30Profesionally Managed Portfo
AKRE FOCUS ETF
$281.0M5.32M
0.6%
▲+11%
Added · +544K sh
31Vanguard Scottsdale FDS
SHRT TRM CORP BD
$234.7M2.96M
0.5%
▼−0.4%
Reduced · −12K sh
32Ishares TR
US TECH BRKTHR
$219.3M3.95M
0.4%
▲+0.4%
Added · +17K sh
33Ishares TR
MSCI EAFE ETF
$150.5M1.55M
0.3%
▼−5.7%
Reduced · −94K sh
34Ishares TR
CORE S&P500 ETF
$135.4M207.3K
0.3%
▼−5.2%
Reduced · −11K sh
35Schwab Strategic TR
US SML CAP ETF
$133.3M4.58M
0.3%
▼−5.3%
Reduced · −258K sh
36Schwab Strategic TR
US AGGREGATE B
$125.7M5.41M
0.3%
▲+0.3%
Added · +17K sh
37Ishares TR
S&P MC 400GR ETF
$123.9M1.23M
0.3%
▼−6.0%
Reduced · −79K sh
38SPDR Series Trust
STATE STREET SPD
$121.3M1.26M
0.2%
▼−4.3%
Reduced · −57K sh
39Dimensional ETF Trust
US CORE EQUITY 2
$120.8M3.11M
0.2%
▲+1.4%
Added · +42K sh
40Vanguard Index FDS
TOTAL STK MKT
$115.6M360.5K
0.2%
▼−5.8%
Reduced · −22K sh
41SPDR Series Trust
STATE STREET SPD
$105.7M1.09M
0.2%
▼−4.3%
Reduced · −50K sh
42SPDR Series Trust
STATE STREET SPD
$102.5M1.08M
0.2%
▼−6.6%
Reduced · −77K sh
43SPDR Series Trust
STATE STREET SPD
$102.0M1.20M
0.2%
▼−4.5%
Reduced · −56K sh
44Ishares TR
S&P MC 400VL ETF
$82.9M625.3K
0.2%
▼−5.6%
Reduced · −37K sh
45Vanguard Malvern FDS
CORE BD ETF
$76.0M982.7K
0.2%
▲+5.7%
Added · +53K sh
46Ishares TR
RUS 2000 GRW ETF
$74.7M238.1K
0.2%
▼−6.3%
Reduced · −16K sh
47Vanguard BD Index FDS
TOTAL BND MRKT
$70.7M960.0K
0.1%
▼−7.3%
Reduced · −76K sh
48Ishares TR
MSCI EAFE MIN VL
$70.2M768.4K
0.1%
▼−3.6%
Reduced · −29K sh
49Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$65.4M1.39M
0.1%
▼−4.5%
Reduced · −65K sh
50Ishares TR
NATIONAL MUN ETF
$61.5M579.6K
0.1%
▼−3.4%
Reduced · −20K sh
Showing 50 of 530 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026530$49.2B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026539$52.8B13F-HR
Q3 2025Sep 30, 2025Nov 17, 2025539$52.4B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025517$50.1B13F-HR
Q1 2025Mar 31, 2025May 12, 2025429$46.6B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025442$47.5B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024380$47.9B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024348$45.0B13F-HR
Q1 2024Mar 31, 2024May 13, 2024331$44.4B13F-HR
Q4 2023Dec 31, 2023Feb 13, 2024318$42.4B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023277$38.1B13F-HR
Q2 2023Jun 30, 2023Aug 11, 2023287$39.4B13F-HR
Q1 2023Mar 31, 2023May 12, 2023283$37.7B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023289$35.0B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022286$30.7B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022293$32.8B13F-HR
Q1 2022Mar 31, 2022May 12, 2022327$37.5B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022267$37.6B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021266$33.9B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021203$34.5B13F-HR
Q1 2021Mar 31, 2021May 12, 2021268$32.0B13F-HR/A
Q4 2020Dec 31, 2020Feb 11, 2021260$29.3B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020243$25.1B13F-HR
Amended / restated
  • Q1 2021 · filed May 12, 202113F-HR · superseded

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.