13FPulse
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Financial Engines Advisors L.L.C.

13F equity value
$56.3B
Positions
552
Top 10 concentration
56.2%
Quarters / total new picks
46 / 684
13F equity value over time
$0M$28B$56B20132014201520162017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 46 quarters, returned +1.3% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 52.2% of quarters (excess t = 0.09, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.1%
t-stat
0.09
Quarterly win rate
52%
Annualized excess
-2.1%
$1 → follow vs universe
$1.57 vs $1.98
Cumulative return: $1 invested in new picks vs universe
1.00 0.70 1.42 2.14 20132014201520162017201820192020202120222023202420252026 Follow Universe

Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 552 · 2026 Q2

Ticker Value Weight QoQ
SPYV $5.0B
8.9%
HOLD
SPMB $4.4B
7.8%
ADD +5%
SCHF $4.1B
7.3%
TRIM −3%
IGIB $3.7B
6.5%
ADD +9%
VUG $3.3B
5.9%
HOLD
SPDW $2.6B
4.7%
TRIM −7%
XT $2.4B
4.3%
TRIM −9%
VWO $2.1B
3.7%
ADD +43%
KOMP $2.0B
3.6%
TRIM −5%
SPYG $1.9B
3.5%
TRIM −6%
IWD $1.9B
3.4%
HOLD
SCHM $1.9B
3.4%
TRIM −9%
SCHV $1.6B
2.9%
TRIM −4%
SPTL $1.5B
2.8%
ADD +8%
SCHK $1.5B
2.7%
TRIM −4%
SCHH $1.4B
2.5%
HOLD
SPTI $1.4B
2.4%
ADD +8%
SCHG $1.3B
2.4%
ADD +15%
LQD $1.2B
2.2%
ADD +5%
IJR $1.1B
1.9%
TRIM −5%

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q2

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.