Financial Engines Advisors L.L.C.
All 13F Filings
- Location
- Santa Clara, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 56,314,612
- Description
- Financial Engines Advisors is the investment-advisory reporting entity associated with Edelman Financial Engines. The business provides investment advice and financial-planning services. This entity's 13F history records qualifying reported securities positions, not the full financial assets or planning circumstances of every client relationship.
- Founded
- 1996
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 552 | 56,314,612 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2026 | 5/14/2026 | 530 | 49,249,849 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2025 | 2/12/2026 | 539 | 52,779,494 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q3 2025 | 11/17/2025 | 539 | 52,394,185 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q2 2025 | 8/14/2025 | 517 | 50,099,955 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2025 | 5/12/2025 | 429 | 46,622,299 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2024 | 2/12/2025 | 442 | 47,515,787 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q3 2024 | 11/12/2024 | 380 | 47,918,061 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q2 2024 | 8/14/2024 | 348 | 45,011,375 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2024 | 5/13/2024 | 331 | 44,368,549 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2023 | 2/13/2024 | 318 | 42,396,574 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q3 2023 | 11/13/2023 | 277 | 38,052,867 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q2 2023 | 8/11/2023 | 287 | 39,438,166 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2023 | 5/12/2023 | 283 | 37,681,259 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2022 | 2/14/2023 | 289 | 34,981,831 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q3 2022 | 11/10/2022 | 286 | 30,661,843 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q2 2022 | 8/11/2022 | 293 | 32,817,176 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2022 | 5/12/2022 | 305 | 37,461,868 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2021 | 2/10/2022 | 267 | 37,618,426 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q3 2021 | 11/12/2021 | 266 | 33,858,774 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q2 2021 | 8/12/2021 | 203 | 34,464,651 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2021 | 5/12/2021 | 268 | 32,005,493 | 13F-HR/A - RESTATEMENT | Financial Engines Advisors L.L.C. |
| Q1 2021 | 5/12/2021 | 268 | 32,005,493 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2020 | 2/11/2021 | 255 | 29,340,848 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q3 2020 | 11/12/2020 | 243 | 25,103,204 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q2 2020 | 8/13/2020 | 230 | 22,856,665 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2020 | 5/13/2020 | 150 | 18,614,455 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2019 | 2/13/2020 | 131 | 20,669,928 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q2 2014 | 7/29/2014 | 54 | 116,406 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q1 2014 | 4/28/2014 | 52 | 122,256 | 13F-HR | Financial Engines Advisors L.L.C. |
| Q4 2013 | 2/6/2014 | 53 | 120,243 | 13F-HR | Financial Engines Advisors L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 584.8 K | 1.0% | 58.38 K | 0 | 58.38 K |
| ETFs | 55.66 M | 98.8% | 7.005 M | 0 | 7.005 M |
| Debt | 66.35 K | 0.1% | 1.16 K | 0 | 1.16 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
56,314,612
Holdings
552
QoQ value change ($000)
7,064,763
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.