Financial Engines Advisors L.L.C.

Q3 2025 13F-HR Holdings

Location
Santa Clara, CA
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
539
Total value ($000)
$52,394,185
Net value change ($000)
+2,294,230 (4.6%)
New positions
47
Sold out positions
25
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYV 278,017 6.6%
IGIB 174,314 5.7%
SPTI 161,993 15.8%
XT 127,133 5.6%
SCHWAB STRATEGIC TRUST 123,953 3.5%
KOMP 113,420 6.1%
VWO 108,038 9.0%
SPMB 100,084 2.5%
VUG 90,177 2.8%
SPTL 88,300 6.7%
Top Reduces (Value $000, Stocks/ETFs)
IJR -131,466 -12.5%
BK -14,594 -100.0%
SLYG -5,371 -4.6%
SLYV -3,760 -3.4%
BLCN -3,429 -100.0%
ORLY -2,252 -100.0%
BKCH -2,252 -100.0%
EFAV -1,430 -2.0%
ODFL -1,328 -9.2%
AXON -1,100 -23.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type