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Eric Duncan

Wealth Enhancement Advisory Services, Llc

Assets Managed
$49.101B
Holdings
3569
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
-33.4%(2Q avg: -10.96%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Enhancement Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3569 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 49.101B in assets, with a quarterly growth rate of -33.4% and a 2-quarter average growth rate of -10.96%. The portfolio is managed by Eric Duncan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -31.4%
6%
$2.945B
4.484M shares@ $656.75 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -23.93%
3%
$1.471B
14.926M shares@ $98.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -28.05%
2.69%
$1.321B↓ Put
5.622M shares@ $234.92 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Decreased -24.12%
2.19%
$1.074B
42.086M shares@ $25.52 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -16.43%
1.99%
$972.438M↓ Put
6.483M shares@ $150.01 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -20.62%
1.63%
$799.387M
2.394M shares@ $333.92 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Decreased -20.94%
1.45%
$707.689M
14.593M shares@ $48.5 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -29.55%
1.42%
$693.051M
12.96M shares@ $53.48 avg price
USVM
Victoryshares Us Small Mid C
Recent Activity
Decreased -20.53%
1.35%
$659.487M
6.974M shares@ $94.57 avg price
JMOM
Jpmorgan Us Momentum Factor
Recent Activity
Decreased -25.49%
1.28%
$628.215M
9.124M shares@ $68.86 avg price

1-10 of 3569