2026-Q1 · 4,703 positions · $373.6B reported · filed 2026-05-04
PORT replays the filed quarters against SPY — return, risk, attribution and what changed since the previous book.
Top holdings · as reported for 2026-Q1
| Ticker | Name | Sector | Weight |
|---|---|---|---|
| IVV | ISHARES TR | — | 5.8% |
| VOO | VANGUARD INDEX FDS | — | 1.7% |
| DYNF | BLACKROCK ETF TRUST | — | 1.7% |
| IUSB | ISHARES TR | — | 1.6% |
| IEMG | ISHARES INC | — | 1.6% |
| IVE | ISHARES TR | — | 1.6% |
| IVW | ISHARES TR | — | 1.5% |
| VEA | VANGUARD TAX-MANAGED FDS | — | 1.5% |
| IEFA | ISHARES TR | — | 1.2% |
| EFV | ISHARES TR | — | 1.2% |
10 of 4,703 reported positions.
Versus 2025-Q4: 422 new · 2,913 added · 969 trimmed · 399 held · 158 exited
Sector mix: Information Technology 7.5% · Financials 4.9% · Industrials 4.5% of the book · The five largest positions are 12.4% of the book.
PORT — Envestnet Asset Management Inc · 13F 2026-Q1
Envestnet Asset Management Inc's filed 13F book, analyzed: return vs SPY, risk, attribution, what changed.
Pick a source — a fund manager's filed 13F, an ETF's holdings, or a saved portfolio — and every tab fills in. Or try an example:
Hypothetical, modeled with hindsight — not real results, and no guide to future results. See the Disclaimer.