Financial Engines Advisors L.L.C.
Sector Allocation
- Other98.5%$55.5B
- Financials0.6%$330.7M
- Technology0.5%$275.3M
- Industrials0.1%$58.2M
- Consumer Discretionary0.1%$52.3M
- Healthcare0.1%$51.5M
- Communication Services0.0%$18.0M
- Energy0.0%$15.7M
- Consumer Staples0.0%$13.8M
- Materials0.0%$9.2M
AUM History
13fpro.ai/research/fund/financial-engines-advisors-l-l-c-1420473
Conviction and streaks
Stable · top 10 = 56.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$5.0B
- SPDR$4.4B
- SCHWAB$4.1B
- ISHARES$3.7B
- VANGUARD$3.3B
- SPDR$2.6B
- ISHARES$2.4B
- VANGUARD$2.1B
- SPDR$2.0B
- SPDR$1.9B
- ISHARES$1.9B
- SCHWAB$1.9B
- SCHWAB$1.6B
- SPDR$1.5B
- SCHWAB$1.5B
- SCHWAB$1.4B
- SPDR$1.4B
- SCHWAB$1.3B
- ISHARES$1.2B
- ISHARES$1.1B
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/financial-engines-advisors-l-l-c-1420473
Financial Engines Advisors L.L.C. 13F holdings — Q2 2026
$56.3B portfolio (+14.3% QoQ) · 552 holdings · Q2 2026 13F · top 10 are 56% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500VAL
$5.0B
8.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR SERIES TRUST - ST STR BACKE ETF
$4.4B
7.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
SCHWAB STRATEGIC TR - INTL EQTY ETF
$4.1B
7.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - ISHS 5-10YR INVT
$3.7B
6.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INDEX FDS - GROWTH ETF
$3.3B
6.0% of stocks
+498%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR INDEX SHS FDS - ST STR PO EX ETF
$2.6B
4.7% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - FUTU EXPO TE ETF
$2.4B
4.3% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$2.1B
3.7% of stocks
+43%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - SP KENSHO NEWEC
$2.0B
3.6% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR P500GRW
$1.9B
3.5% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500VAL | $5.0B | 8.9% | +2% | — | — | — | — | |
| 2 | SPDR SERIES TRUST - ST STR BACKE ETF | $4.4B | 7.8% | +5% | — | — | — | — | |
| 3 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $4.1B | 7.3% | -3% | — | — | — | — | |
| 4 | ISHARES TR - ISHS 5-10YR INVT | $3.7B | 6.5% | +9% | — | — | — | — | |
| 5 | VANGUARD INDEX FDS - GROWTH ETF | $3.3B | 6.0% | +498% | — | — | — | — | |
| 6 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.6B | 4.7% | -7% | — | — | — | — | |
| 7 | ISHARES TR - FUTU EXPO TE ETF | $2.4B | 4.3% | -9% | — | — | — | — | |
| 8 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.1B | 3.7% | +43% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - SP KENSHO NEWEC | $2.0B | 3.6% | -5% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR P500GRW | $1.9B | 3.5% | -6% | — | — | — | — |
All holdings — Financial Engines Advisors L.L.C. (Q2 2026)
552 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $1.9B | 3.4% | 7.90M | -2% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $1.9B | 3.4% | 51.77M | -9% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $1.6B | 2.9% | 46.50M | -4% | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST LON TREAS ETFetf/fund | — | $1.5B | 2.8% | 59.02M | +8% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETFetf/fund | — | $1.5B | 2.7% | 41.92M | -4% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - US REIT ETFetf/fund | — | $1.4B | 2.5% | 59.84M | -0.1% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST INTER ETFetf/fund | — | $1.4B | 2.4% | 48.15M | +8% | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $1.3B | 2.4% | 39.21M | +15% | — | — | 13F |
| 19 | — | ISHARES TR - IBOXX INV CP ETFetf/fund | — | $1.2B | 2.2% | 11.42M | +5% | — | — | 13F |
| 20 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $1.1B | 1.9% | 7.37M | -4% | — | — | 13F |
| 21 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $1.1B | 1.9% | 18.80M | -9% | — | — | 13F |
| 22 | — | ISHARES TR - CORE INTL AGGRetf/fund | — | $890.9M | 1.6% | 17.61M | +7% | — | — | 13F |
| 23 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $598.8M | 1.1% | 7.76M | -2% | — | — | 13F |
| 24 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund | — | $548.4M | 1.0% | 15.12M | -3% | — | — | 13F |
| 25 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $508.6M | 0.9% | 4.33M | +2% | — | — | 13F |
| 26 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $440.3M | 0.8% | 5.01M | -0.8% | |||
| 27 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $323.8M | 0.6% | 3.36M | -0.0% | |||
| 28 | — | SPDR INDEX SHS FDS - ST STR SP N AM | — | $318.8M | 0.6% | 4.22M | -0.3% | |||
| 29 | — | ISHARES TR - US TECH BRKTHR | — | $256.1M | 0.5% | 3.57M | -10% | |||
| 30 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $238.5M | 0.4% | 3.02M | +2% | |||
| 31 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $201.6M | 0.4% | 3.89M | -77% | |||
| 32 | — | ISHARES TR - MSCI EAFE ETF | — | $163.7M | 0.3% | 1.58M | +2% | |||
| 33 | $STT | STATE STREET CORP | Financials | $160.0M | 0.3% | 1.43M | +13% | |||
| 34 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $151.4M | 0.3% | 4.19M | -9% | |||
| 35 | — | ISHARES TR - CORE S&P500 ETF | — | $149.2M | 0.3% | 199K | -4% | |||
| 36 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $144.8M | 0.3% | 3.26M | +5% | |||
| 37 | — | ISHARES TR - S&P MC 400GR ETF | — | $137.5M | 0.2% | 1.17M | -5% | |||
| 38 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $131.4M | 0.2% | 5.68M | +5% | |||
| 39 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $130.3M | 0.2% | 352K | -2% | |||
| 40 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $126.5M | 0.2% | 1.06M | -3% | |||
| 41 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $116.6M | 0.2% | 1.23M | +3% | |||
| 42 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $113.4M | 0.2% | 1.04M | -4% | |||
| 43 | — | ISHARES TR - S&P MC 400VL ETF | — | $90.0M | 0.2% | 609K | -3% | |||
| 44 | — | ISHARES TR - RUS 2000 GRW ETF | — | $87.9M | 0.2% | 223K | -6% | |||
| 45 | — | VANGUARD MALVERN FDS - CORE BD ETF | — | $83.5M | 0.1% | 1.08M | +10% | |||
| 46 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $71.0M | 0.1% | 966K | +0.7% | |||
| 47 | — | ISHARES TR - MSCI EAFE MIN VL | — | $68.4M | 0.1% | 780K | +1% | |||
| 48 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $65.5M | 0.1% | 1.40M | +0.4% | |||
| 49 | — | ISHARES TR - NATIONAL MUN ETF | — | $64.0M | 0.1% | 594K | +3% | |||
| 50 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $57.8M | 0.1% | 634K | -2% | |||
| 51 | $AAPL | Apple Inc. | Technology | $52.4M | 0.1% | 181K | -0.8% | |||
| 52 | — | ISHARES TR - S&P 500 VAL ETF | — | $51.2M | 0.1% | 225K | -1% | |||
| 53 | — | VANGUARD INDEX FDS - VALUE ETF | — | $47.7M | 0.1% | 219K | -4% | |||
| 54 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $44.6M | 0.1% | 1.21M | -0.8% | |||
| 55 | — | ISHARES TR - CORE S&P US VLU | — | $43.8M | 0.1% | 397K | +15% | |||
| 56 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $43.5M | 0.1% | 860K | +2% | |||
| 57 | $NVDA | NVIDIA CORP | Technology | $40.9M | 0.1% | 204K | -5% | |||
| 58 | $GOOGL | Alphabet Inc. | Technology | $37.4M | 0.1% | 105K | -0.3% | |||
| 59 | — | ISHARES TR - CORE US AGGBD ET | — | $36.3M | 0.1% | 366K | +3% | |||
| 60 | $MSFT | MICROSOFT CORP | Technology | $35.7M | 0.1% | 96K | -0.4% | |||
| 61 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $35.1M | 0.1% | 766K | +2% | |||
| 62 | — | ISHARES TR - CORE MSCI EAFE | — | $34.5M | 0.1% | 357K | -0.7% | |||
| 63 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $34.0M | 0.1% | 46K | -6% | |||
| 64 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $33.9M | 0.1% | 910K | -4% | |||
| 65 | $IBIT | iShares Bitcoin Trust ETF | Financials | $33.2M | 0.1% | 997K | +2% | |||
| 66 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $32.5M | 0.1% | 678K | +1% | |||
| 67 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $30.9M | 0.1% | 748K | +24% | |||
| 68 | $SPY | SPDR S&P 500 ETF TRUST | — | $30.4M | 0.1% | 41K | -2% | |||
| 69 | — | ISHARES TR - S&P 500 GRWT ETF | — | $29.2M | 0.1% | 212K | -4% | |||
| 70 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $27.9M | 0.1% | 685K | +5% | |||
| 71 | $AMZN | AMAZON COM INC | Consumer Discretionary | $26.9M | 0.1% | 113K | -6% | |||
| 72 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $26.4M | 0.1% | 496K | -91% | |||
| 73 | — | ISHARES TR - MBS ETF | — | $26.0M | 0.1% | 275K | +24% | |||
| 74 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $25.5M | 0.1% | 84K | -4% | |||
| 75 | $GOOG | Alphabet Inc. | Technology | $23.1M | 0.0% | 65K | -7% | |||
| 76 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $22.4M | 0.0% | 292K | -3% | |||
| 77 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $21.2M | 0.0% | 303K | -7% | |||
| 78 | $ABBV | AbbVie Inc. | Healthcare | $21.1M | 0.0% | 84K | +17% | |||
| 79 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $20.6M | 0.0% | 375K | -3% | |||
| 80 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $20.4M | 0.0% | 248K | +19% | |||
| 81 | $META | Meta Platforms, Inc. | Technology | $18.5M | 0.0% | 238K | +9% | |||
| 82 | $BNY | Bank of New York Mellon Corp | Financials | $18.5M | 0.0% | 128K | -15% | |||
| 83 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $18.4M | 0.0% | 465K | +5% | |||
| 84 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $18.3M | 0.0% | 85K | -5% | |||
| 85 | $IVZ | Invesco Ltd. | Financials | $17.5M | 0.0% | 345K | -61% | |||
| 86 | — | SPDR SERIES TRUST - ST STR CORPO ETF | — | $17.5M | 0.0% | 601K | +3% | |||
| 87 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $17.2M | 0.0% | 156K | -0.7% | |||
| 88 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $17.1M | 0.0% | 212K | +294% | |||
| 89 | — | ISHARES TR - ESG AW MSCI EAFE | — | $16.9M | 0.0% | 164K | -0.1% | |||
| 90 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | — | $16.7M | 0.0% | 380K | -61% | |||
| 91 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $16.5M | 0.0% | 232K | -3% | |||
| 92 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $16.0M | 0.0% | 412K | +20% | |||
| 93 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $15.8M | 0.0% | 595K | +2% | |||
| 94 | — | ISHARES INC - CORE MSCI EMKT | — | $15.7M | 0.0% | 190K | -5% | |||
| 95 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $14.2M | 0.0% | 41K | -2% | |||
| 96 | — | ISHARES TR - ULTRA SHORT DUR | — | $14.1M | 0.0% | 279K | -8% | |||
| 97 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $13.7M | 0.0% | 20K | -4% | |||
| 98 | $BA | BOEING CO | Industrials | $13.2M | 0.0% | 61K | -5% | |||
| 99 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $12.6M | 0.0% | 98K | +78% | |||
| 100 | $META | Meta Platforms, Inc. | Technology | $12.4M | 0.0% | 22K | -0.1% | |||
| 101 | — | ISHARES TR - S&P SML 600 GWT | — | $12.4M | 0.0% | 69K | +3% | |||
| 102 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $12.3M | 0.0% | 25K | -3% | |||
| 103 | — | ISHARES TR - RUS 1000 GRW ETF | — | $11.9M | 0.0% | 95K | +260% | |||
| 104 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $11.8M | 0.0% | 141K | +3% | |||
| 105 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $11.4M | 0.0% | 113K | +88% | |||
| 106 | — | ISHARES TR - ESG AWR US AGRGT | — | $11.4M | 0.0% | 240K | +4% | |||
| 107 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $9.9M | 0.0% | 238K | -7% | |||
| 108 | $TSLA | Tesla, Inc. | Consumer Discretionary | $9.7M | 0.0% | 23K | -2% | |||
| 109 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $9.6M | 0.0% | 117K | +0.3% | |||
| 110 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $9.0M | 0.0% | 74K | -7% | |||
| 111 | — | ISHARES TR - IBONDS 26 TRM TS | — | $8.7M | 0.0% | 380K | -4% | |||
| 112 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $8.5M | 0.0% | 340K | +4% | |||
| 113 | — | DBX ETF TR - XTRACKERS MSCI | — | $8.4M | 0.0% | 121K | -4% | |||
| 114 | — | MORGAN STANLEY ETF TRUST - CALVERT US MDCP | — | $8.4M | 0.0% | 110K | -3% | |||
| 115 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $8.2M | 0.0% | 11 | -15% | |||
| 116 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $8.2M | 0.0% | 152K | +4% | |||
| 117 | — | ISHARES TR - RUSSELL 2000 ETF | — | $8.2M | 0.0% | 27K | -2% | |||
| 118 | — | ISHARES TR - ESG AWARE MSCI | — | $8.1M | 0.0% | 145K | -4% | |||
| 119 | — | ISHARES TR - SP SMCP600VL ETF | — | $8.0M | 0.0% | 58K | -4% | |||
| 120 | — | ISHARES TR - 20 YR TR BD ETF | — | $7.8M | 0.0% | 91K | +92% | |||
| 121 | — | SPDR SERIES TRUST - ST INTL BBG ETF | — | $7.8M | 0.0% | 360K | -4% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $7.7M | 0.0% | 40K | -6% | |||
| 123 | — | ISHARES TR - IBONDS 27 TRM TS | — | $7.5M | 0.0% | 336K | -2% | |||
| 124 | $VSAT | VIASAT INC | Communication Services | $7.5M | 0.0% | 84K | -26% | |||
| 125 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $7.5M | 0.0% | 57K | -4% | |||
| 126 | $JPM | JPMORGAN CHASE & CO | Financials | $7.1M | 0.0% | 22K | +1% | |||
| 127 | $KMI | KINDER MORGAN, INC. | Energy | $6.9M | 0.0% | 217K | -5% | |||
| 128 | — | FIRST TR EXCHANGE TRADED FD - INDXX INOVTV ETF | — | $6.9M | 0.0% | 107K | -0.9% | |||
| 129 | — | SPDR SERIES TRUST - SPDR S&P 500 ESG | — | $6.9M | 0.0% | 94K | -4% | |||
| 130 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $6.8M | 0.0% | 234K | -0.7% | |||
| 131 | — | ISHARES TR - IBONDS 28 TRM TS | — | $6.7M | 0.0% | 301K | -2% | |||
| 132 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $6.5M | 0.0% | 162K | -6% | |||
| 133 | — | ISHARES TR - GNMA BOND ETF | — | $6.4M | 0.0% | 145K | +4% | |||
| 134 | — | ISHARES TR - 0-5YR INVT GR CP | — | $6.4M | 0.0% | 127K | +3% | |||
| 135 | — | SPDR SERIES TRUST - ST STR P400MID | — | $6.4M | 0.0% | 95K | -2% | |||
| 136 | — | ISHARES TR - ESG AWRE USD ETF | — | $6.2M | 0.0% | 269K | +2% | |||
| 137 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $6.2M | 0.0% | 75K | -2% | |||
| 138 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.0M | 0.0% | 17K | +1% | |||
| 139 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $6.0M | 0.0% | 175K | -8% | |||
| 140 | — | ISHARES TR - RUS 1000 ETF | — | $5.9M | 0.0% | 15K | +1% | |||
| 141 | — | SPDR SERIES TRUST - ST STR TIPS ETF | — | $5.6M | 0.0% | 218K | +18% | |||
| 142 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $5.2M | 0.0% | 96K | -4% | |||
| 143 | $AVGO | Broadcom Inc. | Technology | $5.1M | 0.0% | 14K | +0.8% | |||
| 144 | — | ISHARES TR - US TREAS BD ETF | — | $5.1M | 0.0% | 224K | -2% | |||
| 145 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $5.0M | 0.0% | 7,173 | -3% | |||
| 146 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $5.0M | 0.0% | 14K | -6% | |||
| 147 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $4.9M | 0.0% | 16K | -1% | |||
| 148 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $4.8M | 0.0% | 20K | -1% | |||
| 149 | — | ISHARES TR - INTL TREA BD ETF | — | $4.7M | 0.0% | 114K | +1.0% | |||
| 150 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $4.6M | 0.0% | 44K | -11% |
What changed in Q2 2026
Against the previous quarter's 13F: 42 new, 229 added to, 262 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.
New positions (42)
- BLACKROCK ETF TRUST - ISHA I IN TE ETF$3.8M
first bought this quarter
- GLOBAL X FDS - DEFENSE TECH ETF$2.5M
first bought this quarter
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F$2.0M
first bought this quarter
- ISHARES TR - 0-3 MTH TREASURY$966K
first bought this quarter
$SNOWSnowflake Inc.$581K
first bought this quarter
$BMYBRISTOL MYERS SQUIBB CO$526K
first bought this quarter
+36 more in the Excel export
Added to (229)
- VANGUARD INDEX FDS - GROWTH ETF+498%
now $3.3B
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF+43%
now $2.1B
- ISHARES TR - ISHS 5-10YR INVT+9%
now $3.7B
- SPDR SERIES TRUST - ST STR BACKE ETF+5%
now $4.4B
- SCHWAB STRATEGIC TR - US LCAP GR ETF+15%
now $1.3B
- SPDR SERIES TRUST - ST LON TREAS ETF+8%
now $1.5B
+223 more in the Excel export
Trimmed (262)
- SPDR INDEX SHS FDS - ST PORT MARK ETF-77%
now $201.6M
- PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF-91%
now $26.4M
- ISHARES TR - FUTU EXPO TE ETF-9%
now $2.4B
- SPDR INDEX SHS FDS - ST STR PO EX ETF-7%
now $2.6B
- SCHWAB STRATEGIC TR - US MID-CAP ETF-9%
now $1.9B
- SCHWAB STRATEGIC TR - INTL EQTY ETF-3%
now $4.1B
+256 more in the Excel export
Holdings by quarter
Every 13F Financial Engines Advisors L.L.C. has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow Financial Engines Advisors L.L.C.?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Financial Engines Advisors L.L.C.'s top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 9% over the last 4
Top 10 weight
56%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Financial Engines Advisors L.L.C. disclosed 552 positions worth $56.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 42 new positions and exited 21 and a full exit from $GM. The portfolio is most concentrated in Other (98.5% of disclosed assets). All figures are sourced directly from Financial Engines Advisors L.L.C.’s Form 13F-HR filing with the SEC under CIK 1420473.
Funds like this
managers whose biggest positions overlap Financial Engines Advisors L.L.C.'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Financial Engines Advisors L.L.C.
13F Pro is an AI hedge fund tracker and stock research platform. For Financial Engines Advisors L.L.C. (SEC CIK: 1420473), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Financial Engines Advisors L.L.C.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.