How many stocks does Financial Engines Advisors L.L.C. own?

As of Q1 2026, Financial Engines Advisors L.L.C. holds 530 positions in their 13F portfolio.

What is Financial Engines Advisors L.L.C.'s largest holding?

SPYV at 9.4% of portfolio, worth $4.6B.

What is Financial Engines Advisors L.L.C.'s total portfolio value?

$49.2B as of Q1 2026, tracked across 530 holdings.

Is Financial Engines Advisors L.L.C. a hedge fund?

Financial Engines Advisors L.L.C. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Financial Engines Advisors L.L.C. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Financial Engines Advisors L.L.C.'s portfolio changed in Q1 2026?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Financial Engines Advisors L.L.C.'s investment strategy?

Financial Engines Advisors L.L.C. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Financial Engines Advisors L.L Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Financial Engines Advisors L.L.C.

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$49.2B

AUM

530

Positions

Q1 2026

Filing

Rating · 5.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New0%Increased79%Decreased19%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.8 years

<1Q2%1-4Q15%1-2Y14%2Y+69%

Q1 2026 Summary

Active quarter - 28 new positions, 37 exits, 164 increased. Top move: IGIB (INCREASED, conviction 62). Portfolio: $49.2B across 530 positions.

Portfolio Allocation

Top holdings by portfolio weight

SPYV9.35%

SPMB8.56%

SCHF7.67%

IGIB6.88%

SPDW5.18%

XT4.48%

SCHM3.57%

KOMP3.51%

IWD3.48%

SPYG3.46%

Other3.00%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CRS19Q held

CARPENTER TECHNOLOGY CORP

Avg $59.34 · $2.7M est. P&L

Est. P&L

+589.11%

INTC6Q held

INTEL CORP

Avg $21.00 · $2.7M est. P&L

Est. P&L

+417.86%

VSAT30Q held

VIASAT INC

Avg $17.36 · $5.9M est. P&L

Est. P&L

+300.28%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings530 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
SPYV ETF SPDR SERIES TRUST	81.4M	$4.6B	9.4%	—	$33.28	+79.92%	27 qtrssince 2019-Q3	Decreased 0
SPMB ETF SPDR SERIES TRUST	188.3M	$4.2B	8.6%	—	$21.31	+3.50%	27 qtrssince 2019-Q3	Decreased 0
SCHF ETF SCHWAB STRATEGIC TR	152.6M	$3.8B	7.7%	—	$15.84	+68.55%	30 qtrssince 2018-Q4	Decreased 0
IGIB ETF ISHARES TR	63.7M	$3.4B	6.9%	—	$48.29	+9.23%	27 qtrssince 2019-Q3	Increased 62
SPDW ETF SPDR INDEX SHS FDS	55.8M	$2.5B	5.2%	—	$28.83	+70.56%	29 qtrssince 2019-Q1	Decreased 0
XT ETF ISHARES TR	32.4M	$2.2B	4.5%	—	$34.71	+127.97%	30 qtrssince 2018-Q4	Decreased 0
SCHM ETF SCHWAB STRATEGIC TR	56.8M	$1.8B	3.6%	—	$24.91	+36.29%	30 qtrssince 2018-Q4	Decreased 0
KOMP ETF SPDR SERIES TRUST	29.6M	$1.7B	3.5%	—	$38.01	+78.49%	29 qtrssince 2019-Q1	Decreased 0
IWD ETF ISHARES TR	8M	$1.7B	3.5%	—	$95.67	+142.99%	30 qtrssince 2018-Q4	Decreased 0
SPYG ETF SPDR SERIES TRUST	17.4M	$1.7B	3.5%	—	$52.99	+123.37%	27 qtrssince 2019-Q3	Increased 59
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