Long-term investor
Envestnet Portfolio Solutions, Inc. @envestnetportfoliosoluti
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001998033).
Record
- Tracked since 2025-12-31 (257 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.5%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 7.2% · long · since 2025-12-31
- APUE · 5.5% · long · since 2025-12-31
- IWY · 5.1% · long · since 2025-12-31
- IUSB · 3.7% · long · since 2025-12-31
- IWX · 2.5% · long · since 2025-12-31
- IVW · 2.4% · long · since 2025-12-31
- DFAL · 2.3% · long · since 2026-06-30
- APIE · 2.3% · long · since 2025-12-31
- APCB · 2.2% · long · since 2025-12-31
- DYNF · 2.2% · long · since 2025-12-31
- IWS · 2.0% · long · since 2025-12-31
- IVE · 1.9% · long · since 2025-12-31