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Sean P. Skuja

Envestnet Portfolio Solutions, Inc.

Assets Managed
$20.866B
Holdings
1369
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.49%(2Q avg: -10.53%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Portfolio Solutions, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1369 positions.

Assets under management

The assets under management (AUM) of Envestnet Portfolio Solutions, Inc. 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 20.866B in assets, with a quarterly growth rate of 15.49% and a 2-quarter average growth rate of -10.53%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 66.1%
7.21%
$1.504B
2.008M shares@ $748.9 avg price
APUE
Activepassive Us Equity Etf
Recent Activity
Decreased -0.69%
5.48%
$1.143B
24.743M shares@ $46.2 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -23.28%
5.07%
$1.056B
3.635M shares@ $290.62 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 35.1%
3.75%
$781.656M
16.937M shares@ $46.16 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Decreased -22.05%
2.48%
$516.052M
4.907M shares@ $105.17 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -2.29%
2.36%
$490.959M
3.57M shares@ $137.54 avg price
DFAL
Dimsnl Us Lc Cr Eq Mt Etf
Recent Activity
New Position
2.35%
$489.853M
9.729M shares@ $50.36 avg price
APIE
Activepassive Intl Eqty Etf
Recent Activity
Increased 0.06%
2.26%
$471.111M
12.155M shares@ $38.77 avg price
APCB
Activepassive Core Bond Etf
Recent Activity
Increased 1.01%
2.19%
$455.229M
15.47M shares@ $29.43 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.46%
2.18%
$453.318M
6.665M shares@ $68.02 avg price

1-10 of 1369