Position in XP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$337,687
-$35,706 QoQ
Shares Held
20,768
+5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 317 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. XP ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
730,082 | $152,616,341 | |
| 2 | GS |
Goldman Sachs Group Inc
|
84,239 | $85,196,797 | |
| 3 | SCHW |
Schwab Charles Corp
|
732,753 | $67,611,119 | |
| 4 | WULF |
Terawulf Inc.
|
1,959,166 | $48,391,400 | |
| 5 | MC |
Moelis & Co
|
283,885 | $18,571,756 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
138,296 | $13,868,322 | |
| 7 | TW |
Tradeweb Markets Inc.
|
96,556 | $9,622,770 | |
| 8 | EVR |
Evercore Inc.
|
26,830 | $9,160,835 |
All Filings in XP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,687 | 20,768 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $373,393 | 19,611 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $305,677 | 18,673 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $404,154 | 21,509 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $536,067 | 26,538 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $458,342 | 33,334 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $175,012 | 14,769 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $293,588 | 16,365 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $238,749 | 13,573 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||