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Sean P. Skuja

Envestnet Portfolio Solutions, Inc.

Assets Managed
$18.069B
Holdings
1286
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
-36.55%(2Q avg: -15.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Portfolio Solutions, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1286 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 18.069B in assets, with a quarterly growth rate of -36.55% and a 2-quarter average growth rate of -15.77%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -0.33%
6.53%
$1.179B
4.738M shares@ $248.85 avg price
APUE
Activepassive Us Equity Etf
Recent Activity
Decreased -7%
5.53%
$998.653M
24.916M shares@ $40.09 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -61.65%
4.38%
$789.812M
1.209M shares@ $653.21 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Decreased -0.57%
3.23%
$583.414M
6.296M shares@ $92.68 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 0.56%
3.21%
$579.1M
12.537M shares@ $46.2 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -15.41%
2.52%
$453.675M
2.149M shares@ $211.15 avg price
APCB
Activepassive Core Bond Etf
Recent Activity
Decreased -6.06%
2.5%
$451.046M
15.316M shares@ $29.45 avg price
APIE
Activepassive Intl Eqty Etf
Recent Activity
Decreased -9.06%
2.37%
$428.217M
12.148M shares@ $35.25 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -1.21%
2.29%
$413.279M
3.654M shares@ $113.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -53.91%
2.28%
$411.603M
5.901M shares@ $69.75 avg price

1-10 of 1286