Wealthspire Advisors, LLC
CIK: 1646247SEC EDGAR →
Portfolio Value
$6.1T
Holdings
932
As of
Q1 2026
New Positions
926
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 14,562,701 | $933.2B | 15.24% |
| 2 | ISHARES TR | 7,709,430 | $520.6B | 8.50% |
| 3 | VANGUARD STAR FDS | 6,334,962 | $488.5B | 7.98% |
| 4 | SCHWAB STRATEGIC TR | 13,311,446 | $408.4B | 6.67% |
| 5 | SCHWAB STRATEGIC TR | 12,209,080 | $302.2B | 4.94% |
| 6 | DIMENSIONAL ETF TRUST | 7,504,975 | $291.6B | 4.76% |
| 7 | VANGUARD INTL EQUITY INDEX F | 4,897,422 | $264.7B | 4.32% |
| 8 | VANGUARD MALVERN FDS | 4,455,868 | $222.6B | 3.64% |
| 9 | ISHARES TR | 4,727,243 | $218.4B | 3.57% |
| 10 | ISHARES INC | 1,687,480 | $117.7B | 1.92% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 462 | $5.8T | 94.0% |
| Unknown | 56 | $121.9B | 2.0% |
| Consumer Cyclical | 40 | $72.6B | 1.2% |
| Technology | 91 | $41.2B | 0.7% |
| Consumer Defensive | 25 | $28.7B | 0.5% |
| Industrials | 69 | $28.0B | 0.5% |
| Healthcare | 67 | $20.4B | 0.3% |
| Communication Services | 19 | $18.3B | 0.3% |
| Energy | 25 | $12.2B | 0.2% |
| Utilities | 26 | $9.3B | 0.2% |
| Real Estate | 27 | $8.3B | 0.1% |
| Basic Materials | 25 | $6.0B | 0.1% |