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Financial Engines Advisors L.L.C. — 13F Holdings & Portfolio

CIK 1420473 · latest 13F-HR filed 2026-05-14

Backtest portfolio

Financial Engines Advisors L.L.C. manages $49.25B in 13F-reported U.S. long-equity assets across 530 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPYV (9.35%), SPMB (8.56%), SCHF (7.67%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 29 new positions, exited 38, added to 104, and trimmed 192.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$49.25B

Long-equity book

Holdings

530

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+29 / −38 / ↑104 / ↓192

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$8.0M +51.2%
  • ISHARES TR$5.6M +18.9%
  • AMERICAN CENTY ETF TR$3.8M +7.9%
  • VANGUARD MALVERN FDS$3.7M +5.0%
  • MDU RES GROUP INC$2.4M +257.0%
Show all 104 →

Top Trims

  • VANGUARD INDEX FDS-$2.70B -85.1%
  • SPDR SERIES TRUST-$140.8M -7.6%
  • SCHWAB STRATEGIC TR-$115.1M -10.4%
  • PROFESIONALLY MANAGED PORTFO-$31.7M -10.1%
  • ISHARES TR-$20.3M -8.5%
Show all 192 →

New Positions

  • ISHARES INC$4.6M
  • NBT BANCORP INC$1.3M
  • J P MORGAN EXCHANGE TRADED F$899.7K
  • GENERAL MTRS CO$850.6K
  • ISHARES SILVER TR$720.3K
Show all 29 →

Exited Positions

  • CYTOMX THERAPEUTICS INC$16.3M
  • AMCOR PLC$3.6M
  • FASTENAL CO$1.7M
  • EVERGY INC$1.6M
  • VANGUARD ADMIRAL FDS INC$1.2M
Show all 38 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYV 78464A508 $4.61B 9.35% 81,414,415 SH
2 SPDR SERIES TRUST SPMB 78464A383 $4.22B 8.56% 188,312,251 SH
3 SCHWAB STRATEGIC TR SCHF 808524805 $3.78B 7.67% 152,570,229 SH
4 ISHARES TR IGIB 464288638 $3.39B 6.88% 63,675,202 SH
5 SPDR INDEX SHS FDS SPDW 78463X889 $2.55B 5.18% 55,849,043 SH
6 ISHARES TR XT 46434V381 $2.21B 4.48% 32,408,021 SH
7 SCHWAB STRATEGIC TR SCHM 808524508 $1.76B 3.57% 56,835,618 SH
8 SPDR SERIES TRUST KOMP 78468R648 $1.73B 3.51% 29,594,305 SH
9 ISHARES TR IWD 464287598 $1.71B 3.48% 8,019,224 SH
10 SPDR SERIES TRUST SPYG 78464A409 $1.70B 3.46% 17,402,089 SH
11 SCHWAB STRATEGIC TR SCHV 808524409 $1.48B 3.00% 48,427,803 SH
12 SPDR SERIES TRUST SPTL 78464A664 $1.44B 2.92% 54,679,484 SH
13 SCHWAB STRATEGIC TR SCHK 808524722 $1.37B 2.77% 43,613,251 SH
14 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.32B 2.67% 24,347,658 SH
15 SCHWAB STRATEGIC TR SCHH 808524847 $1.29B 2.61% 59,885,676 SH
16 SPDR SERIES TRUST SPTI 78464A672 $1.28B 2.60% 44,660,515 SH
17 ISHARES TR LQD 464287242 $1.19B 2.42% 10,913,210 SH
18 SPDR SERIES TRUST SPSM 78468R853 $998.9M 2.03% 20,673,325 SH
19 SCHWAB STRATEGIC TR SCHG 808524300 $993.5M 2.02% 34,105,277 SH
20 ISHARES TR IJR 464287804 $959.7M 1.95% 7,720,457 SH
21 ISHARES TR IAGG 46435G672 $821.6M 1.67% 16,419,088 SH
22 SPDR INDEX SHS FDS SPEM 78463X509 $789.1M 1.60% 16,822,188 SH
23 ISHARES TR IJH 464287507 $533.4M 1.08% 7,899,274 SH
24 SCHWAB STRATEGIC TR SCHE 808524706 $512.1M 1.04% 15,542,282 SH
25 ISHARES TR IEI 464288661 $501.9M 1.02% 4,231,532 SH
26 VANGUARD INDEX FDS VUG 922908736 $473.4M 0.96% 6,503,155 SH
27 SPDR SERIES TRUST SPYM 78464A854 $386.6M 0.78% 5,050,535 SH
28 SPDR INDEX SHS FDS NANR 78463X152 $355.8M 0.72% 4,236,126 SH
29 VANGUARD INDEX FDS VNQ 922908553 $297.9M 0.60% 3,358,966 SH
30 PROFESIONALLY MANAGED PORTFO AKRE 74316P579 $281.0M 0.57% 5,317,279 SH
31 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $234.7M 0.48% 2,960,848 SH
32 ISHARES TR TECB 46436E502 $219.3M 0.45% 3,952,438 SH
33 ISHARES TR EFA 464287465 $150.5M 0.31% 1,549,749 SH
34 ISHARES TR IVV 464287200 $135.4M 0.27% 207,322 SH
35 SCHWAB STRATEGIC TR SCHA 808524607 $133.3M 0.27% 4,583,359 SH
36 SCHWAB STRATEGIC TR SCHZ 808524839 $125.7M 0.26% 5,413,829 SH
37 ISHARES TR IJK 464287606 $123.9M 0.25% 1,231,346 SH
38 SPDR SERIES TRUST MDYG 78464A821 $121.3M 0.25% 1,263,838 SH
39 DIMENSIONAL ETF TRUST DFAC 25434V708 $120.8M 0.25% 3,108,602 SH
40 VANGUARD INDEX FDS VTI 922908769 $115.6M 0.23% 360,452 SH
41 SPDR SERIES TRUST SLYG 78464A201 $105.7M 0.21% 1,094,311 SH
42 SPDR SERIES TRUST SLYV 78464A300 $102.5M 0.21% 1,083,473 SH
43 SPDR SERIES TRUST MDYV 78464A839 $102.0M 0.21% 1,197,590 SH
44 ISHARES TR IJJ 464287705 $82.9M 0.17% 625,330 SH
45 VANGUARD MALVERN FDS VCRB 922020748 $76.0M 0.15% 982,681 SH
46 ISHARES TR IWO 464287648 $74.7M 0.15% 238,068 SH
47 VANGUARD BD INDEX FDS BND 921937835 $70.7M 0.14% 960,042 SH
48 ISHARES TR EFAV 46429B689 $70.2M 0.14% 768,375 SH
49 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $65.4M 0.13% 1,393,658 SH
50 ISHARES TR MUB 464288414 $61.5M 0.12% 579,572 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $49.25B 530 0001214659-26-006143
2025-12-31 2026-02-12 $52.78B 539 0001214659-26-001606
2025-09-30 2025-11-17 $52.39B 539 0001214659-25-016774