Wealth Enhancement Trust Services, Inc. Portfolio Holdings

Wealth Enhancement Trust Services, Inc.

  • $792 Billion
  • Q4 2025

Wealth Enhancement Trust Services, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $792 Billion distributed in 1052 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Two Rds Shared Tr with a value of $54.5B, Invesco Exchange Traded Fd Tr with a value of $33.4B, Apple Inc. with a value of $30.1B, Microsoft Corp with a value of $27.2B, and Nvidia Corp with a value of $26.1B.

Examining the 13F form we can see an increase of $792B in the current position value.

Wealth Enhancement Trust Services, Inc. is based out at Sioux Falls, SD

Below you can find more details about Wealth Enhancement Trust Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $792 Billion
ETFs: $373 Billion
Technology: $126 Billion
Financial Services: $78.5 Billion
Healthcare: $45.4 Billion
Communication Services: $43.9 Billion
Consumer Cyclical: $35.4 Billion
Consumer Defensive: $25.7 Billion
Industrials: $23.3 Billion
Other: $24.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.5 Billion 6.89% of portfolio
5,795,540
Q4 2025 New
$0
$33.4 Billion 4.22% of portfolio
445,438
Q4 2025 New
$4.3T
$30.1 Billion 3.81% of portfolio
110,808
Q4 2025 New
$3.78T
$27.2 Billion 3.43% of portfolio
56,211
Q4 2025 New
$465B
$26.1 Billion 3.29% of portfolio
139,748
Q4 2025 New
$1.65T
$21.9 Billion 2.77% of portfolio
70,116
Q4 2025 New
$0
$18.8 Billion 2.38% of portfolio
598,903
Q4 2025 New
$0
$17.3 Billion 2.18% of portfolio
25,350
Q4 2025 New
$0
$17 Billion 2.14% of portfolio
117,618
Q4 2025 New
$533B
$16 Billion 2.02% of portfolio
45,524
Q4 2025 New
$453B
$15.1 Billion 1.91% of portfolio
20
Q4 2025 New
$2.39T
$13.7 Billion 1.73% of portfolio
59,477
Q4 2025 New
$881B
$13.3 Billion 1.68% of portfolio
41,181
Q4 2025 New
$0
$10.6 Billion 1.34% of portfolio
141,964
Q4 2025 New
$0
$10.2 Billion 1.29% of portfolio
16,283
Q4 2025 New
$0
$10 Billion 1.27% of portfolio
128,821
Q4 2025 New
$662B
$9.54 Billion 1.21% of portfolio
18,978
Q4 2025 New
$0
$9.34 Billion 1.18% of portfolio
91,198
Q4 2025 New
$0
$9.1 Billion 1.15% of portfolio
120,594
Q4 2025 New
$522B
$8.81 Billion 1.11% of portfolio
42,593
Q4 2025 New
$0
$8.74 Billion 1.1% of portfolio
174,797
Q4 2025 New
$1.74T
$8.18 Billion 1.03% of portfolio
26,072
Q4 2025 New
$971B
$7.66 Billion 0.97% of portfolio
7,132
Q4 2025 New
$0
$7.47 Billion 0.94% of portfolio
440,668
Q4 2025 New
$279B
$7.36 Billion 0.93% of portfolio
66,073
Q4 2025 New
$0
$7.33 Billion 0.93% of portfolio
76,210
Q4 2025 New
$0
$7.31 Billion 0.92% of portfolio
10,667
Q4 2025 New
$139B
$7.2 Billion 0.91% of portfolio
20,803
Q4 2025 New
$0
$6.87 Billion 0.87% of portfolio
228,459
Q4 2025 New
$255B
$6.48 Billion 0.82% of portfolio
17,509
Q4 2025 New
$0
$6.34 Billion 0.8% of portfolio
132,224
Q4 2025 New
$1.37T
$6.27 Billion 0.79% of portfolio
9,497
Q4 2025 New
$0
$6.18 Billion 0.78% of portfolio
122,111
Q4 2025 New
$0
$5.9 Billion 0.75% of portfolio
33,253
Q4 2025 New
$193B
$5.44 Billion 0.69% of portfolio
9,599
Q4 2025 New
$512B
$5.48 Billion 0.69% of portfolio
9,597
Q4 2025 New
$0
$5.28 Billion 0.67% of portfolio
52,887
Q4 2025 New
$0
$5.3 Billion 0.67% of portfolio
19,003
Q4 2025 New
$204B
$5.23 Billion 0.66% of portfolio
36,412
Q4 2025 New
$404B
$5.15 Billion 0.65% of portfolio
5,972
Q4 2025 New
$0
$5.12 Billion 0.65% of portfolio
42,621
Q4 2025 New
$0
$5.12 Billion 0.65% of portfolio
101,206
Q4 2025 New
J P Morgan Exchange Traded F
-
$5.01 Billion 0.63% of portfolio
-
Q4 2025 New
$0
$4.82 Billion 0.61% of portfolio
52,782
Q4 2025 New
$0
$4.39 Billion 0.55% of portfolio
13,594
Q4 2025 New
$490B
$3.85 Billion 0.49% of portfolio
31,984
Q4 2025 New
$191B
$3.74 Billion 0.47% of portfolio
698
Q4 2025 New
$235B
$3.66 Billion 0.46% of portfolio
34,800
Q4 2025 New
$346B
$3.47 Billion 0.44% of portfolio
24,192
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,052
  • Current Value $792 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 738 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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