13F Insight
DOSSIER · 13F-HR · Q1 2026

Financial Engines Advisors L.L.C.

$49.2B in tracked AUM across 530 positions as of Q1 2026.

FE
CIK 0001420473 · last filed Mar 31, 2026
Total AUM
$49.2B
as of Q1 2026
Holdings
530
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of Financial Engines Advisors L.L.C. SEC 13F Filing
1. Portfolio Overview

Financial Engines Advisors L.L.C. reported a substantial portfolio valued at $52.39 billion as of September 30, 2025, representing a growth of +4.6% from the previous quarter's $50.10 billion. The portfolio is highly diversified, encompassing 539 total holdings. A defining characteristic of this filing is the overwhelming dominance of Exchange Traded Funds (ETFs), which account ...

The firm’s strategy appears to be built on a "core-satellite" or purely strategic asset allocation model, utilizing broad market beta exposure rather than stock picking. This is consistent with Financial Engines' business model as a provider of managed accounts and advisory services, where portfolios are typically constructed to meet specific risk-return profiles using diversified building blocks.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$4.6B81.4M9.4%02
SPMB
SPDR SERIES TRUST
$4.2B188.3M8.6%03
SCHF
SCHWAB STRATEGIC TR
$3.8B152.6M7.7%04
IGIB
ISHARES TR
$3.4B63.7M6.9%05
SPDW
SPDR INDEX SHS FDS
$2.5B55.8M5.2%06
XT
ISHARES TR
$2.2B32.4M4.5%07
SCHM
SCHWAB STRATEGIC TR
$1.8B56.8M3.6%08
KOMP
SPDR SERIES TRUST
$1.7B29.6M3.5%09
IWD
ISHARES TR
$1.7B8.0M3.5%10
SPYG
SPDR SERIES TRUST
$1.7B17.4M3.5%

Filing history

2026Q1Mar 31
$49.2B▼ 6.7%
530 positionsView →2025Q4Dec 31
$52.8B▲ 0.7%
539 positionsView →2025Q3Sep 30
$52.4B▲ 4.6%
539 positionsView →2025Q2Jun 30
$50.1B▲ 7.5%
517 positionsLocked2025Q1Mar 31
$46.6B▼ 1.9%
429 positionsLocked2024Q4Dec 31
$47.5B▼ 0.8%
442 positionsLocked2024Q3Sep 30
$47.9B▲ 6.5%
380 positionsLocked2024Q2Jun 30
$45.0B▲ 1.4%
348 positionsLocked2024Q1Mar 31
$44.4B▲ 4.7%
331 positionsLocked2023Q4Dec 31
$42.4B▲ 11.4%
318 positionsLocked2023Q3Sep 30
$38.1B▼ 3.5%
277 positionsLocked2023Q2Jun 30
$39.4B▲ 4.7%
287 positionsLocked
Showing 12 of 64