Ellenbecker Investment Group — 13F holdings

Ellenbecker Investment Group reported 149 holdings worth $860M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. IVV ISHARES TR — $211M (24.5%)
  2. AGG ISHARES TR — $85.0M (9.9%)
  3. VEA VANGUARD TAX-MANAGED FDS — $79.1M (9.2%)
  4. IWF ISHARES TR — $77.8M (9.0%)
  5. VB VANGUARD INDEX FDS — $60.6M (7.0%)
  6. PYLD PIMCO ETF TR — $50.0M (5.8%)
  7. IWD ISHARES TR — $37.7M (4.4%)
  8. VWO VANGUARD INTL EQUITY INDEX F — $34.4M (4.0%)
  9. SPMD SPDR SERIES TRUST — $28.5M (3.3%)
  10. AOA ISHARES TR — $21.8M (2.5%)