Financial Engines Advisors L.L.C.

Q1 2026 13F-HR Holdings

Location
Santa Clara, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
530
Total value ($000)
$49,249,849
Net value change ($000)
-3,529,645 (-6.7%)
New positions
29
Sold out positions
38
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHH 32,698 2.6%
IJR 19,740 2.1%
IAGG 17,145 2.1%
SCHM 16,421 0.9%
SPSM 8,903 0.9%
SPDW 8,493 0.3%
SPTI 8,291 0.7%
DFAI 7,985 51.2%
VWO 5,988 0.5%
IUSV 5,612 18.9%
Top Reduces (Value $000, Stocks/ETFs)
VUG -2,695,073 -85.1%
SPYG -140,754 -7.6%
SCHG -115,079 -10.4%
XT -75,559 -3.3%
SCHK -66,268 -4.6%
IWD -57,164 -3.2%
KOMP -50,287 -2.8%
SPYV -41,152 -0.9%
AKRE -31,653 -10.1%
LQD -28,496 -2.3%
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