What is Wealthspire Advisors, LLC's portfolio value?

As of Q2 2026, Wealthspire Advisors, LLC manages $9.3T across 1298 reported positions in their SEC 13F filing.

What are Wealthspire Advisors, LLC's top holdings?

Wealthspire Advisors, LLC's largest 13F positions include VEA, IJH, VXUS, representing approximately 24.5% of the reported portfolio.

How many stocks does Wealthspire Advisors, LLC hold?

Wealthspire Advisors, LLC holds 1298 reported positions as of their Q2 2026 13F filing.

When did Wealthspire Advisors, LLC last file a 13F?

The most recent 13F filing from Wealthspire Advisors, LLC reports positions as of Q2 2026. 13F filings are required within 45 days of each calendar quarter end.

Wealthspire Advisors, LLC

CIK: 1646247SEC EDGAR →

Portfolio Value

$9.3T

Holdings

1,298

As of

Q2 2026

New Positions

311

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VEA VANGUARD TAX-MANAGED FDS	15,662,182	$1.1T	12.00%
2	IJH ISHARES TR	7,961,778	$613.9B	6.60%
3	VXUS VANGUARD STAR FDS	6,446,651	$551.1B	5.93%
4	SPYM SPDR SERIES TRUST	5,799,266	$509.6B	5.48%
5	SCHD SCHWAB STRATEGIC TR	13,574,503	$430.4B	4.63%
6	VUG VANGUARD INDEX FDS	4,415,332	$380.3B	4.09%
7	DFAC DIMENSIONAL ETF TRUST	7,548,752	$334.9B	3.60%
8	VWO VANGUARD INTL EQUITY INDEX F	5,198,174	$310.3B	3.34%
9	SCHF SCHWAB STRATEGIC TR	10,939,617	$303.0B	3.26%
10	VTIP VANGUARD MALVERN FDS	5,045,602	$253.4B	2.73%

Quarterly Changes

Top Buys

SPYM↑ Increased

$452.1B

VUG↑ Increased

$380.0B

VO↑ Increased

$188.8B

VEA↑ Increased

$182.8B

IAU*↑ Increased

$122.6B

Top Sells

DFAE↓ Decreased

$13.0B

USFR↓ Decreased

$11.5B

BZH↓ Decreased

$9.8B

TFLO↓ Decreased

$9.8B

MKC/V↓ Decreased

$6.5B

New Positions (414)

VWIUX

$121.9B · 8.8M shares

MONEY MARKET FUND 261941702

$91.9B · 91.9M shares

SPAB

$52.5B · 2.1M shares

VANGUARD FEDERAL MMKT-INV

$49.4B · 49.4M shares

FIDELITY TREASURY (ONLY MONEY MARKET FD)

$44.1B · 44.1M shares

$43.9B · 484K shares

$37.1B · 3.4M shares

$30.0B · 2.7M shares

$28.4B · 677K shares

$24.9B · 24.9M shares

$19.8B · 373K shares

$17.3B · 729K shares

$17.3B · 1.5M shares

$14.1B · 498K shares

COLUMBIA TOTAL RETURN BOND FUND INST2 CLASS

$13.5B · 441K shares

$12.6B · 245K shares

$11.4B · 424K shares

$10.6B · 115K shares

$9.9B · 122K shares

$9.8B · 129K shares

$9.4B · 192K shares

$9.4B · 862K shares

$7.9B · 320K shares

$7.6B · 166K shares

$6.5B · 827K shares

$5.7B · 117K shares

$5.3B · 5.3M shares

$5.1B · 88K shares

$4.5B · 76K shares

$4.1B · 100K shares

BRIDGEWAY SMALL CAP VALUE FUND

$4.1B · 88K shares

$4.1B · 4.1M shares

$4.1B · 4.1M shares

$4.1B · 391K shares

$4.1B · 1.3M shares

JPMORGAN US TREAS (PLUS MMKT PREMIER)

$4.0B · 4.0M shares

$3.9B · 218K shares

$3.8B · 141K shares

$3.5B · 3.5M shares

$3.5B · 36K shares

JPM LIQ ASST MM FD - PREMIER FUND 3912

$3.4B · 3.4M shares

$3.2B · 63K shares

$3.1B · 71K shares

$3.1B · 53K shares

$2.9B · 761K shares

$2.8B · 153K shares

INTREPID INCOME INSTITUT IONAL

$2.7B · 304K shares

PIMIX

$2.5B · 226K shares

FIDELITY INSTITUTIONAL MONEY MARKET FUNDS TREASURY ONLY PORTFOLIO CLASS I

$2.4B · 2.4M shares

SWPPX

$2.3B · 121K shares

CRCL

$2.0B · 32K shares

MONEY MARKET POOL

$2.0B · 1.6M shares

MIGA

$1.9B · 22K shares

GENI

$1.8B · 301K shares

SHORT TERM INCOME POOL

$1.8B · 140K shares

POAGX

$1.8B · 27K shares

IGSB

$1.7B · 33K shares

JANUS HENDERSON (FORTY I)

$1.7B · 27K shares

$1.6B · 163K shares

$1.6B · 26K shares

$1.5B · 22K shares

$1.4B · 143K shares

$1.4B · 18K shares

$1.3B · 80K shares

BOBS DISC FURNITURE INC COM

$1.3B · 80K shares

GOLDMAN SACHS HIGH (YIELD MUNI P)

$1.2B · 128K shares

$1.1B · 1.1M shares

$1.1B · 15K shares

$1.0B · 28K shares

$1.0B · 1.0M shares

$1000.0M · 78K shares

SWTSX

$954.4M · 52K shares

GQG PARTNERS US QUALITY DIVIDEND INCOME FUND INST

$914.3M · 66K shares

TOTAL MARKET EQUITY

$908.2M · 13K shares

TCAI

$899.6M · 16K shares

POGRX

$895.1M · 18K shares

ASGN

$893.5M · 50K shares

$885.1M · 10K shares

FIDELITY SELECT (SEMICONDUCTORS PORT)

$871.6M · 12K shares

COLUMBIA DIVIDEND INCOME FUND

$835.2M · 21K shares

INCOME INDEX POOL

$819.5M · 71K shares

VTP

$810.9M · 11K shares

VANGUARD GLOBAL (EQUITY INVESTOR CL)

$804.4M · 20K shares

MOTG

$796.2M · 21K shares

FMACX

$779.6M · 17K shares

CCLFX

$761.8M · 73K shares

AMG PANTHEON FUND CLASS

$761.6M · 26K shares

$751.4M · 18K shares

DFA US LARGE CAP VALUE I

$740.3M · 11K shares

NH MODERATE GROWTH (PORT (FIDELITY FDS))

$738.2M · 14K shares

ARTISAN THEMATIC FUND ADVISOR SHARES

$711.7M · 24K shares

FGRIX

$700.7M · 9K shares

DFEOX

$697.4M · 13K shares

DLP

$696.0M · 5.1M shares

ZHGIIX

$690.9M · 70K shares

PRINCIPAL MID CAP (FUND CLASS A)

$690.8M · 18K shares

STONE RIDGE ALTERNATIVE LENDING RISK PREMIUM FUND

$683.8M · 15K shares

$663.7M · 28K shares

$655.6M · 8K shares

$651.0M · 22K shares

$644.4M · 6K shares

$639.1M · 7K shares

$638.9M · 17K shares

$638.7M · 17K shares

$626.0M · 25K shares

$615.4M · 20K shares

$611.1M · 9K shares

$608.9M · 8K shares

$605.7M · 8K shares

SHENKMAN SHORT DURATION HIGH INCOME FUND CLASS F

$588.1M · 60K shares

ATLKY

$586.8M · 29K shares

SLADX

$582.4M · 13K shares

VANGUARD CORE BOND ADMIR AL

$575.7M · 32K shares

U-U

$573.9M · 31K shares

JPM 100pcnt US TREAS FD - PREMIER FUND 675

$569.6M · 570K shares

$553.0M · 35K shares

$552.5M · 9K shares

$551.3M · 35K shares

$543.9M · 13K shares

$537.3M · 13K shares

$525.0M · 16K shares

$523.9M · 24K shares

$514.6M · 26K shares

ASHFORD HOSPITALITY TR INC PFD SER J

$506.5M · 20K shares

AIG

$501.3M · 7K shares

UBS BANK USA, NTN 4.1pcnt29 CD FDIC INS DUE 02/07/29

$499.8M · 500K shares

DGX

$486.3M · 89K shares

BLACKROCK GLOBAL EQT (MARKET NEUTRAL K)

$486.3M · 30K shares

$479.7M · 8K shares

$476.3M · 7K shares

$472.1M · 49K shares

$461.8M · 5K shares

THE OSTERWEIS STRATEGIC INCOME FUND

$460.8M · 41K shares

RSPT

$450.2M · 7K shares

SWVXX

$448.6M · 449K shares

MBXIX

$439.2M · 9K shares

HNVR

$438.2M · 19K shares

ALLSPRING EMERGING MARKE TS EQUITY INST

$434.9M · 10K shares

HARTFORD CORE EQUITY FUND CLASS I

$430.5M · 7K shares

$429.9M · 7K shares

$424.7M · 8K shares

$423.4M · 17K shares

$420.2M · 8K shares

$399.6M · 12K shares

$397.7M · 31K shares

$394.9M · 5K shares

$391.5M · 14K shares

$387.2M · 5K shares

$384.1M · 6K shares

$383.5M · 5K shares

OAKMARK GLOBAL (SELECT FD INSTL)

$380.5M · 15K shares

HDEF

$374.2M · 12K shares

XIFR

$369.4M · 31K shares

GQGIX

$362.1M · 20K shares

PUTNAM ULTRA SHORT DURAT ION INCOME Y

$361.6M · 36K shares

$359.3M · 6K shares

$358.3M · 4K shares

$357.9M · 15K shares

$354.2M · 18K shares

$351.4M · 21K shares

AZZAD WISE CAPITAL FUND

$350.9M · 33K shares

SWK

$345.3M · 4K shares

VANGUARD BALANCED INDEX FUND ADMIRAL SHARES

$345.3M · 6K shares

$343.6M · 8K shares

$342.0M · 6K shares

$341.5M · 25K shares

$336.4M · 11K shares

$325.7M · 7K shares

$324.6M · 14K shares

FERRETTI SPA AZ NOMINATIVA

$320.0M · 94K shares

NDAQ

$318.8M · 4K shares

STPZ

$316.6M · 6K shares

GS EMERGING MARKETS (EQUITY P)

$314.4M · 8K shares

$314.1M · 32K shares

$307.8M · 4K shares

$307.6M · 57K shares

$307.5M · 20K shares

LORD ABBETT INTERMEDIATE

$305.6M · 30K shares

INCOME POOL

$304.6M · 18K shares

$298.4M · 10K shares

$291.3M · 4K shares

$291.0M · 4K shares

$287.5M · 4K shares

$286.5M · 27K shares

$284.9M · 9K shares

$281.2M · 3K shares

$280.0M · 9K shares

$276.8M · 4K shares

$275.0M · 15K shares

GOLDMAN SACHS FUNDS

$269.5M · 270K shares

$267.5M · 4K shares

$257.9M · 24K shares

$256.9M · 10K shares

$256.2M · 3K shares

$256.0M · 9K shares

$255.2M · 9K shares

$251.0M · 3K shares

CALPRIVATE BANK 4.1pcnt27 CD FDIC INS DUE 02/09/27

$250.3M · 250K shares

FIRST BANK OF BE 4.15pcnt27 CD FDIC INS DUE 08/09/27

$250.2M · 250K shares

BHP

$249.8M · 3K shares

SIEMENS ENERGY AG SPONSORED ADR CMN

$249.6M · 7K shares

VFIDX

$248.4M · 28K shares

MQGIX

$246.6M · 4K shares

SCHC

$244.3M · 5K shares

T ROWE PRICE INSTITUTIONAL LARGE CAP CORE GROWTH FUND

$244.3M · 3K shares

DFLV

$241.9M · 6K shares

BITWISE HYPERLIQUID ETF

$241.3M · 7K shares

$240.9M · 44K shares

$239.7M · 6K shares

$237.3M · 4K shares

$232.6M · 5K shares

$229.5M · 3K shares

$229.3M · 8K shares

$228.1M · 23K shares

$227.2M · 4K shares

$225.5M · 460K shares

$223.7M · 12K shares

$223.3M · 4K shares

$223.3M · 12K shares

$221.3M · 3K shares

FIDELITY LARGE CAP GROWTH INDEX FUND

$221.2M · 5K shares

BAM

$220.6M · 5K shares

TEVA

$220.1M · 6K shares

$219.5M · 2K shares

$219.1M · 41K shares

$215.3M · 3K shares

$213.1M · 8K shares

$212.5M · 4K shares

$211.3M · 2K shares

$211.2M · 4K shares

$209.9M · 9K shares

$207.3M · 3K shares

$206.7M · 5K shares

CION GROSVENOR INFRASTRUCTURE FUND (CGIQX)

$206.1M · 7K shares

GDXJ

$205.7M · 2K shares

ACR

$205.7M · 12K shares

QDEF

$205.6M · 2K shares

LORD ABBETT GWTH LEADERS A

$205.4M · 3K shares

GOLDMAN SACHS TR

$204.8M · 205K shares

$204.2M · 4K shares

TAN

$203.0M · 3K shares

SPYI

$202.8M · 4K shares

JPMORGAN VALUE (ADVANTAGE FUND R6)

$202.7M · 5K shares

JANUS HENDERSON (CONTRARIAN I)

$202.5M · 6K shares

EMGF

$202.3M · 3K shares

OSCR

$202.3M · 7K shares

MAGS

$202.1M · 3K shares

$202.0M · 2K shares

CBT

$200.8M · 2K shares

SNDA

$200.8M · 5K shares

IBMQ

$200.0M · 8K shares

BLUEROCK INDUSTRIAL GROWTH REIT INC PREFERRED A

$200.0M · 8K shares

DOUBLELINE SHILLER ENH CAPE I

$199.9M · 13K shares

ALLSPRING

$195.5M · 196K shares

AZZAD ETHICAL MID CAP FUND

$191.5M · 10K shares

WPG PARTNERS SELECT SMALL CAP VALUE FUND - INSTL

$184.3M · 12K shares

STWD

$179.7M · 11K shares

PRINCIPAL SPECTRUM (PREF CAP SEC INC R6)

$177.9M · 19K shares

SPAXX

$161.0M · 161K shares

COLLER SECONDARIES PRIVATE EQUITY OPPORTUNITIES FUND (C-SPEF)

$160.0M · 27K shares

$159.5M · 12K shares

FIDELITY GOVERNMENT MONEY MARKET FUND PREMIUM CLASS

$150.8M · 151K shares

COMP

$145.7M · 12K shares

CMRF

$134.7M · 26K shares

EGRIX

$131.4M · 10K shares

MFS GOVERNMENT SECURITIE S I

$122.7M · 14K shares

GOLDMAN SACHS FIN (SQ TR OBL FST INSTL)

$122.4M · 122K shares

SKYLINE BUILDERS GROUP HOLDING LIMITED ETF

$119.6M · 39K shares

ZARE

$115.6M · 14K shares

MONEY MARKET FUND 09250C770

$114.2M · 114K shares

PRINCIPAL PREFERRED SECURITIES FUND CLASS I

$110.4M · 12K shares

XWEL

$109.3M · 105K shares

LCID

$106.7M · 16K shares

LCTX

$104.9M · 80K shares

MORGAN STANLEY PR 4.3pcnt29 CD FDIC INS DUE 03/13/29

$100.3M · 100K shares

MORGAN STANLEY P 4.25pcnt26 CD FDIC INS DUE 09/08/26

$100.1M · 100K shares

BANK HAPOALIM B.M 3.8pcnt27 CD FDIC INS DUE 03/01/27

$99.8M · 100K shares

WELLS FARGO BANK 3.85pcnt27 CD FDIC INS DUE 09/30/27

$99.7M · 100K shares

JFR

$97.4M · 13K shares

HLN

$95.4M · 10K shares

SWGXX

$94.7M · 95K shares

DIGIMARC CORP

$94.5M · 12K shares

$91.1M · 10K shares

$87.7M · 14K shares

$77.9M · 20K shares

$73.3M · 13K shares

$67.2M · 21K shares

$61.9M · 11K shares

$61.1M · 12K shares

VOLITIONRX LTD

$60.8M · 45K shares

FSCO

$59.3M · 12K shares

HRZN

$52.9M · 11K shares

WELLS FARGO BANK 3.75pcnt26 CD FDIC INS DUE 09/18/26

$51.0M · 51K shares

$50.8M · 13K shares

FORWARD INDS INC TEX COM

$50.6M · 12K shares

GRAB

$45.2M · 12K shares

ABTC

$43.6M · 64K shares

FXAIX

$32.7M · 125K shares

DREYFUS TREASURY (SEC CASH MGT INSTL)

$32.3M · 32K shares

ZPTA

$31.8M · 25K shares

PCOXX

$28.9M · 29K shares

FIMM MONEY MARKET PORT FUND INST CLASS M/M

$26.0M · 26K shares

SYNCHRONY BANK 5pcnt28 CD FDIC INS DUE 03/24/28

$25.4M · 25K shares

BANK HAPOALIM B.M 4.2pcnt26 CD FDIC INS DUE 12/30/26

$25.0M · 25K shares

FSKAX

$24.4M · 118K shares

FRSXX

$20.8M · 21K shares

FZFXX

$20.4M · 20K shares

MONEY MARKET FUND 608919205

$16.9M · 17K shares

FALCON OIL & GAS LTD COM

$14.1M · 64K shares

FIDELITY GOVERNMENT

$11.8M · 12K shares

WEST PT GOLD CORP

$10.0M · 10K shares

$8.7M · 13K shares

$8.7M · 10K shares

$7.4M · 25K shares

$6.3M · 9K shares

$5.8M · 65K shares

$5.8M · 34K shares

$5.5M · 15K shares

$4.2M · 23K shares

$4.1M · 9K shares

$3.7M · 33K shares

$2.8M · 17K shares

$2.7M · 10K shares

$2.4M · 14K shares

HONEYWELL INTL INC

$2.4M · 11K shares

HONEYWELL AEROSPACE INC

$2.3M · 11K shares

SPACE EXPLORATION TECHN CORP

$1.9M · 11K shares

$1.7M · 10K shares

NTRA

$1.6M · 6K shares

STATE STREET HEDGED (INT'L DEVLD EQ IDX K)

$1.5M · 9K shares

$1.3M · 60K shares

$1.1M · 1K shares

$1.1M · 2K shares

$1.0M · 2K shares

$979K · 5K shares

$880K · 7K shares

$851K · 3K shares

$775K · 7K shares

$757K · 7K shares

$726K · 6K shares

$723K · 3K shares

$704K · 3K shares

$675K · 6K shares

$641K · 2K shares

$583K · 3K shares

$567K · 3K shares

$546K · 3K shares

$545K · 2K shares

$536K · 3K shares

$508K · 2K shares

$504K · 4K shares

LVMUY

$500K · 5K shares

CRDO

$476K · 2K shares

FEDEX FGHT HLDG CO INC

$458K · 3K shares

$447K · 4K shares

$446K · 2K shares

$437K · 4K shares

$420K · 304 shares

$408K · 3K shares

$390K · 3K shares

$390K · 977 shares

$389K · 1K shares

AB GROWTH ADVISOR (CLASS)

$386K · 3K shares

$385K · 642 shares

$362K · 4K shares

$360K · 346 shares

$352K · 2K shares

$348K · 2K shares

$339K · 3K shares

$332K · 3K shares

$330K · 739 shares

$323K · 3K shares

$311K · 3K shares

$299K · 2K shares

$295K · 2K shares

FIDELITY SELECT TECH HARDWARE PORT

$277K · 1K shares

$271K · 717 shares

$269K · 2K shares

$267K · 2K shares

$266K · 999 shares

$266K · 2K shares

$265K · 2K shares

$264K · 700 shares

$251K · 1K shares

$248K · 2K shares

$245K · 2K shares

$245K · 484 shares

$242K · 494 shares

$238K · 2K shares

$235K · 1K shares

$232K · 2K shares

$230K · 2K shares

$225K · 1K shares

$225K · 2K shares

$224K · 1K shares

$223K · 945 shares

$223K · 1K shares

$219K · 784 shares

$218K · 2K shares

$214K · 2K shares

$202K · 1K shares

$200K · 389 shares

BALTIA AIR LINES INC COM

$38K · 375K shares

AERIUS COM

$29K · 12K shares

U S STEM CELL INC

$11K · 111K shares

NEW YORK REGIONAL RAIL CORP

$10K · 106K shares

WITH INC COM

$3K · 25K shares

ENTERTAINMENT ARTS

$3K · 12K shares

SMA ALLIANCE INC

$0 · 11K shares

WINSONIC DIGITAL MED XXX REGISTRATION REVOKED BY

$0 · 20K shares

AEGIS ASSMTS INC COM

$0 · 20K shares

COLLATERAL DELV TO

$0 · 116K shares

FTCHQ

$0 · 15K shares

RSTK ALL FOR ONE MEDIA CORP COM

$0 · 67K shares

Closed Positions (48)

$1.4B · 259K shares

$777.7M · 11K shares

$768.0M · 10K shares

$651.4M · 13K shares

$575.8M · 69K shares

$376.4M · 4K shares

$365.8M · 13K shares

$351.2M · 4K shares

$292.7M · 9K shares

$264.3M · 15K shares

$263.3M · 3K shares

$252.3M · 4K shares

$227.1M · 8K shares

$215.4M · 3K shares

$211.4M · 5K shares

$210.4M · 4K shares

$207.8M · 6K shares

$206.7M · 4K shares

$204.7M · 4K shares

$201.8M · 5K shares

$189.7M · 11K shares

$113.7M · 10K shares

$109.4M · 10K shares

$70.7M · 14K shares

$53.3M · 12K shares

$44.4M · 220K shares

$41.1M · 11K shares

$25.9M · 27K shares

$25.1M · 26K shares

$24.9M · 27K shares

$23.8M · 24K shares

$21.7M · 22K shares

$17.0M · 18K shares

$14.2M · 16K shares

$11.8M · 28K shares

$5.3M · 10K shares

HON

$3.4M · 15K shares

GABELLI EQUITY TR INC

$1.0M · 147K shares

$860K · 2K shares

$444K · 3K shares

$419K · 2K shares

$408K · 2K shares

$385K · 714 shares

$310K · 1K shares

$298K · 1K shares

$262K · 1K shares

$224K · 1K shares

$203K · 796 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	544	$8.1T	87.6%
Unknown	262	$826.8B	8.9%
Consumer Cyclical	52	$75.6B	0.8%
Technology	118	$67.3B	0.7%
Industrials	77	$36.0B	0.4%
Consumer Defensive	28	$35.9B	0.4%
Healthcare	77	$34.9B	0.4%
Communication Services	25	$24.4B	0.3%
Energy	28	$21.9B	0.2%
Utilities	28	$18.1B	0.2%
Real Estate	34	$10.7B	0.1%
Basic Materials	25	$6.0B	0.1%