Wealthspire Advisors, LLC
CIK: 0001646247Latest portfolio: $12.6B · Q4 2025
Holdings
1,031
Total Value
$12.6B
New Positions
22
Closed Positions
2,017
Top Holdings
View All 1,031 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,663,792 | $1.8B | 14.52% | +35K | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 13,581,933 | $848.0M | 6.75% | +1.0M | |
| 3 | VOOVANGUARD INDEX FDS | 1,156,962 | $725.0M | 5.77% | +2K | |
| 4 | IJHISHARES TR | 7,642,952 | $504.0M | 4.01% | +184K | |
| 5 | VXUSVANGUARD STAR FDS | 5,883,288 | $443.0M | 3.53% | +367K | |
| 6 | SCHDSCHWAB STRATEGIC TR | 13,535,721 | $371.0M | 2.95% | -604,950 | |
| 7 | VTIVANGUARD INDEX FDS | 987,621 | $331.0M | 2.63% | -17,101 | |
| 8 | SPYSPDR S&P 500 ETF TR | 446,916 | $304.0M | 2.42% | +5K | |
| 9 | DFACDIMENSIONAL ETF TRUST | 7,522,835 | $297.0M | 2.36% | -156,016 | |
| 10 | VUGVANGUARD INDEX FDS | 599,927 | $292.0M | 2.32% | +138K | |
| 11 | SCHFSCHWAB STRATEGIC TR | 10,898,799 | $262.0M | 2.09% | +104K | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 4,710,913 | $253.0M | 2.01% | +247K | |
| 13 | IJRISHARES TR | 1,901,977 | $228.0M | 1.81% | +45K | |
| 14 | IUSBISHARES TR | 4,617,814 | $214.0M | 1.70% | +228K | |
| 15 | VTIPVANGUARD MALVERN FDS | 4,191,463 | $207.0M | 1.65% | +398K | |
| 16 | VOVANGUARD INDEX FDS | 602,087 | $174.0M | 1.38% | -1,843 | |
| 17 | VXFVANGUARD INDEX FDS | 835,091 | $174.0M | 1.38% | +12K | |
| 18 | VVVANGUARD INDEX FDS | 545,331 | $171.0M | 1.36% | +25K | |
| 19 | AAPLAPPLE INC | 590,564 | $160.0M | 1.27% | +148K | |
| 20 | MSFTMICROSOFT CORP | 283,281 | $137.0M | 1.09% | +68K | |
| 21 | IEMGISHARES INC | 1,695,058 | $113.0M | 0.90% | -9,909 | |
| 22 | GOOGALPHABET INC | 352,299 | $110.0M | 0.88% | +170K | |
| 23 | VBVANGUARD INDEX FDS | 398,598 | $102.0M | 0.81% | +2K | |
| 24 | AONAON PLC | 273,596 | $96.0M | 0.76% | +43K | |
| 25 | VEUVANGUARD INTL EQUITY INDEX F | 1,219,478 | $89.0M | 0.71% | +117K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.6000013700073e+231T)
Industrials0.0% ($8.000400040004e+179T)
Healthcare0.0% ($1.900013000130006e+143T)
Unknown0.0% ($8.200072000350003e+114T)
Consumer Cyclical0.0% ($5.800026000120007e+102T)
Consumer Defensive0.0% ($1.700012000120001e+57T)
Utilities0.0% ($5.0004000300029995e+56T)
Energy0.0% ($1.8000900020001e+50T)
Communication Services0.0% ($1.1000050000310008e+44T)
Basic Materials0.0% ($3.000200010001e+33T)
Real Estate0.0% ($1.0001000100010001e+30T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $12.6B | 1,032 |
| Q3 2025 | Nov 14, 2025 | $19.1T | 3,187 |
| Q2 2025 | Aug 11, 2025 | $17.8T | 971 |
| Q1 2025 | May 9, 2025 | $16.7T | 921 |
| Q4 2024 | Feb 4, 2025 | $10.1T | 792 |
| Q3 2024 | Nov 13, 2024 | $9829.1T | 756 |
| Q2 2024 | Aug 8, 2024 | $7808.9T | 663 |
| Q1 2024 | May 6, 2024 | $7497.7T | 641 |
| Q4 2023 | Feb 7, 2024 | $7039.6T | 644 |
| Q3 2023 | Nov 6, 2023 | $6055.7T | 594 |
| Q2 2023 | Aug 1, 2023 | $6118.6T | 559 |
| Q1 2023 | May 9, 2023 | $5826.5T | 534 |
| Q4 2022 | Feb 14, 2023 | $5495.4T | 582 |
| Q3 2022 | Nov 14, 2022 | $4.8T | 512 |
| Q2 2022 | Aug 9, 2022 | $4.8T | 497 |
| Q1 2022 | May 9, 2022 | $4.4T | 428 |
| Q4 2021 | Feb 14, 2022 | $4.5T | 534 |
| Q3 2021 | Nov 15, 2021 | $4.8T | 579 |
| Q2 2021 | Aug 13, 2021 | $3.8T | 366 |
| Q1 2021 | May 17, 2021 | $4.2T | 703 |
| Q4 2020 | Feb 16, 2021 | $3.4T | 580 |
| Q3 2020 | Nov 16, 2020 | $1.7T | 329 |
| Q2 2020 | Aug 14, 2020 | $1.4T | 282 |
| Q1 2020 | May 12, 2020 | $2.4T | 558 |
| Q4 2019 | Feb 14, 2020 | $1.4T | 215 |
| Q3 2019 | Nov 12, 2019 | $1.2T | 168 |
| Q2 2019 | Aug 13, 2019 | $1.1T | 96 |
| Q1 2019 | May 8, 2019 | $1.1T | 44 |
| Q4 2018 | Feb 14, 2019 | $1.0T | 953 |
Fund Information
Wealthspire Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $12.6B across 1,031 holdings. The largest position is ISHARES TR (IVV), representing 14.5% of the portfolio. Compared to the previous quarter, the fund opened 24 new positions and closed 2,060 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.