Eric Duncan

Wealth Enhancement Advisory Services, Llc

Assets Managed

$59.787B

Holdings

3975

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

21.77%(2Q avg: -5.82%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Enhancement Advisory Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 3975 positions.

Assets under management

The assets under management (AUM) of Wealth Enhancement Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 59.787B in assets, with a quarterly growth rate of 21.77% and a 2-quarter average growth rate of -5.82%. The portfolio is managed by Eric Duncan, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 6.87%	6.06%	$3.62B 4.791M shares@ $755.53 avg price	Increased 6.87%
AAPL Apple Inc Recent Activity Increased 15.17%	3.17%	$1.893B 6.474M shares@ $292.35 avg price	Increased 15.17%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 11.24%	2.71%	$1.617B 16.602M shares@ $97.43 avg price	Increased 11.24%
NVDA Nvidia Corp Recent Activity Increased 13.18%	2.24%	$1.335B 7.337M shares@ $181.95 avg price	Increased 13.18%
SMTH Alps Smth Cor Bd Plus Etf Recent Activity Increased 18.16%	2.11%	$1.258B 49.725M shares@ $25.31 avg price	Increased 18.16%
MSFT Microsoft Corp Recent Activity Increased 14.27%	1.61%	$962.081M↓ Put 2.735M shares@ $351.71 avg price	Increased 14.27%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 12.66%	1.46%	$868.138M 14.6M shares@ $59.46 avg price	Increased 12.66%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 12.45%	1.44%	$858.584M 16.409M shares@ $52.33 avg price	Increased 12.45%
USVM Victoryshares Us Small Mid C Recent Activity Increased 14.02%	1.43%	$854.798M 7.951M shares@ $107.51 avg price	Increased 14.02%
AVLV Avantis Us Large Cap Value Recent Activity Increased 19.82%	1.42%	$843.142M 9.226M shares@ $91.39 avg price	Increased 19.82%

1-10 of 3975