WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in RZLV — Rezolve Ai PLC
CIK 1632972
PLYMOUTH, MN
Position in RZLV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$74,116
+$3,435 QoQ
Shares Held
23,529
-14.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 31 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in RZLV Over Time
Shares Held
Position Value (USD)
Derivatives in RZLV
reported options exposure · as of Dec 31, 2025CallValue
$25,700
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. RZLV ranks #76 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
376,874 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in RZLV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,116 | 23,529 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $70,681 | 27,610 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $69,215 | 26,932 | Shares | Sole | 2026-01-08 | |
| 2025-12-31 | $25,700 | 10,000 | Call | Sole | 2026-01-08 | |
| 2025-09-30 | $120,989 | 24,295 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||