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

CIK 1420473 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Financial Engines Advisors L.L.C. manages $56.31B in 13F-reported U.S. long-equity assets across 552 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYV (8.95%), SPMB (7.80%), SCHF (7.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 44 new positions, exited 22, added to 308, and trimmed 73.

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.

Filer Information
Address
3945 FREEDOM CIRCLE
SUITE 450
SANTA CLARA, CA 95054
Phone
(913) 319-8198
Filing Manager
Financial Engines Advisors L.L.C.
SANTA CLARA, CA
Signatory
David Carr
Director of Compliance
Loading holdings…
AUM

$56.31B

Long-equity book

Holdings

552

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+44 / −22 / ↑308 / ↓73

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$2.88B +607.4%
  • VANGUARD INTL EQUITY INDEX F$756.1M +57.5%
  • SPDR SERIES TRUST$435.7M +9.5%
  • SCHWAB STRATEGIC TR$333.5M +33.6%
  • SCHWAB STRATEGIC TR$315.2M +8.3%
Show all 308 →

Top Trims

  • SPDR INDEX SHS FDS-$587.6M -74.5%
  • PROFESIONALLY MANAGED PORTFO-$254.6M -90.6%
  • SPDR INDEX SHS FDS-$37.0M -10.4%
  • INVESCO EXCH TRADED FD TR II-$26.6M -60.3%
  • LEGG MASON ETF INVT-$24.4M -59.4%
Show all 73 →

New Positions

  • BLACKROCK ETF TRUST$3.8M
  • GLOBAL X FDS$2.5M
  • VANGUARD ADMIRAL FDS INC$2.0M
  • ISHARES TR$966.3K
  • HONEYWELL INTL INC$843.6K
Show all 44 →

Exited Positions

  • HONEYWELL INTL INC$1.4M
  • GENERAL MTRS CO$850.6K
  • DELTA AIR LINES INC$507.0K
  • EMCOR GROUP INC$422.3K
  • PG&E CORP$417.0K
Show all 22 →
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 $5.04B 8.95% 82,942,783 SH
2 SPDR SERIES TRUST SPMB 78464A383 $4.39B 7.80% 196,882,687 SH
3 SCHWAB STRATEGIC TR SCHF 808524805 $4.09B 7.27% 147,700,825 SH
4 ISHARES TR IGIB 464288638 $3.69B 6.54% 69,309,525 SH
5 VANGUARD INDEX FDS VUG 922908736 $3.35B 5.95% 38,876,521 SH
6 SPDR INDEX SHS FDS SPDW 78463X889 $2.62B 4.65% 52,021,601 SH
7 ISHARES TR XT 46434V381 $2.44B 4.32% 29,474,371 SH
8 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.07B 3.68% 34,713,916 SH
9 SPDR SERIES TRUST KOMP 78468R648 $2.02B 3.58% 28,216,004 SH
10 SPDR SERIES TRUST SPYG 78464A409 $1.95B 3.46% 16,355,720 SH
11 ISHARES TR IWD 464287598 $1.91B 3.40% 7,898,903 SH
12 SCHWAB STRATEGIC TR SCHM 808524508 $1.91B 3.39% 51,767,947 SH
13 SCHWAB STRATEGIC TR SCHV 808524409 $1.62B 2.87% 46,499,260 SH
14 SPDR SERIES TRUST SPTL 78464A664 $1.55B 2.75% 59,020,099 SH
15 SCHWAB STRATEGIC TR SCHK 808524722 $1.51B 2.68% 41,923,365 SH
16 SCHWAB STRATEGIC TR SCHH 808524847 $1.42B 2.52% 59,841,430 SH
17 SPDR SERIES TRUST SPTI 78464A672 $1.37B 2.43% 48,147,629 SH
18 SCHWAB STRATEGIC TR SCHG 808524300 $1.33B 2.36% 39,212,098 SH
19 ISHARES TR LQD 464287242 $1.25B 2.21% 11,419,910 SH
20 ISHARES TR IJR 464287804 $1.09B 1.94% 7,373,661 SH
21 SPDR SERIES TRUST SPSM 78468R853 $1.08B 1.93% 18,804,022 SH
22 ISHARES TR IAGG 46435G672 $890.9M 1.58% 17,606,618 SH
23 ISHARES TR IJH 464287507 $598.8M 1.06% 7,764,939 SH
24 SCHWAB STRATEGIC TR SCHE 808524706 $548.4M 0.97% 15,123,069 SH
25 ISHARES TR IEI 464288661 $508.6M 0.90% 4,330,638 SH
26 SPDR SERIES TRUST SPYM 78464A854 $440.3M 0.78% 5,010,116 SH
27 VANGUARD INDEX FDS VNQ 922908553 $323.8M 0.58% 3,358,164 SH
28 SPDR INDEX SHS FDS NANR 78463X152 $318.8M 0.57% 4,222,651 SH
29 ISHARES TR TECB 46436E502 $256.1M 0.45% 3,569,668 SH
30 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $238.5M 0.42% 3,017,285 SH
31 SPDR INDEX SHS FDS SPEM 78463X509 $201.6M 0.36% 3,892,454 SH
32 ISHARES TR EFA 464287465 $163.7M 0.29% 1,576,309 SH
33 SPDR SERIES TRUST MDYG 78464A821 $160.0M 0.28% 1,427,344 SH
34 SCHWAB STRATEGIC TR SCHA 808524607 $151.4M 0.27% 4,190,988 SH
35 ISHARES TR IVV 464287200 $149.2M 0.26% 199,252 SH
36 DIMENSIONAL ETF TRUST DFAC 25434V708 $144.8M 0.26% 3,264,547 SH
37 ISHARES TR IJK 464287606 $137.5M 0.24% 1,169,953 SH
38 SCHWAB STRATEGIC TR SCHZ 808524839 $131.4M 0.23% 5,681,166 SH
39 VANGUARD INDEX FDS VTI 922908769 $130.3M 0.23% 352,010 SH
40 SPDR SERIES TRUST SLYG 78464A201 $126.5M 0.22% 1,062,120 SH
41 SPDR SERIES TRUST MDYV 78464A839 $116.6M 0.21% 1,229,181 SH
42 SPDR SERIES TRUST SLYV 78464A300 $113.4M 0.20% 1,038,990 SH
43 ISHARES TR IJJ 464287705 $90.0M 0.16% 609,138 SH
44 ISHARES TR IWO 464287648 $87.9M 0.16% 223,223 SH
45 VANGUARD MALVERN FDS VCRB 922020748 $83.5M 0.15% 1,080,904 SH
46 VANGUARD BD INDEX FDS BND 921937835 $71.0M 0.13% 966,497 SH
47 ISHARES TR EFAV 46429B689 $68.4M 0.12% 779,547 SH
48 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $65.5M 0.12% 1,399,365 SH
49 ISHARES TR MUB 464288414 $64.0M 0.11% 594,473 SH
50 AMERICAN CENTY ETF TR AVLV 025072349 $57.8M 0.10% 634,091 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $56.31B 552 0001214659-26-010131
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