Wealthspire Advisors, LLC Q1 2023 Filing
Filed May 9, 2023
Portfolio Value
$5.8B
Holdings
533
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (533 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 1,834,327 | $754.1B | 12941.79% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 6,039,169 | $441.8B | 7583.01% | |
| 3 | VOOVANGUARD INDEX FDS | 1,093,368 | $411.2B | 7057.09% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 7,832,884 | $353.8B | 6072.43% | |
| 5 | IJHISHARES TR | 1,316,826 | $329.4B | 5653.76% | |
| 6 | SPYSPDR S&P 500 ETF TR | 562,614 | $230.3B | 3953.26% | |
| 7 | VXUSVANGUARD STAR FDS | 3,322,319 | $183.4B | 3148.11% | |
| 8 | SCHFSCHWAB STRATEGIC TR | 5,036,654 | $175.3B | 3008.23% | |
| 9 | VTIVANGUARD INDEX FDS | 707,078 | $144.3B | 2476.85% | |
| 10 | IJRISHARES TR | 1,481,418 | $143.3B | 2458.64% | |
| 11 | VOVANGUARD INDEX FDS | 556,943 | $117.5B | 2016.13% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 2,677,731 | $108.2B | 1856.69% | |
| 13 | VVVANGUARD INDEX FDS | 484,492 | $90.5B | 1553.38% | |
| 14 | VXFVANGUARD INDEX FDS | 610,155 | $85.5B | 1468.17% | |
| 15 | ACWVISHARES INC | 857,897 | $83.0B | 1424.54% | |
| 16 | IEMGISHARES INC | 1,568,726 | $76.5B | 1313.62% | |
| 17 | VUGVANGUARD INDEX FDS | 269,060 | $67.1B | 1151.87% | |
| 18 | NOBLPROSHARES TR | 712,446 | $65.0B | 1115.64% | |
| 19 | VBVANGUARD INDEX FDS | 338,532 | $64.2B | 1101.38% | |
| 20 | BABINVESCO EXCH TRADED FD TR II | 2,342,980 | $63.0B | 1080.90% | |
| 21 | AQLTISHARES TR | 855,536 | $57.2B | 981.58% | |
| 22 | IXUSISHARES TR | 881,094 | $54.6B | 936.80% | |
| 23 | MUBISHARES TR | 486,385 | $52.4B | 899.39% | |
| 24 | TFLOISHARES TR | 1,032,798 | $52.2B | 896.75% | |
| 25 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,935,518 | $51.5B | 884.61% | |
| 26 | SCHXSCHWAB STRATEGIC TR | 1,063,515 | $51.4B | 882.90% | |
| 27 | AAPLAPPLE INC | 298,242 | $49.2B | 844.07% | |
| 28 | SPYMSPDR SER TR | 910,834 | $43.9B | 752.70% | |
| 29 | VTVVANGUARD INDEX FDS | 314,046 | $43.4B | 744.39% | |
| 30 | EFAISHARES TR | 527,597 | $37.7B | 647.61% | |
| 31 | CMECME GROUP INC | 194,030 | $37.2B | 637.77% | |
| 32 | IUSBISHARES TR | 768,081 | $35.4B | 608.36% | |
| 33 | DTHWISDOMTREE TR | 923,953 | $34.8B | 597.03% | |
| 34 | VEUVANGUARD INTL EQUITY INDEX F | 618,444 | $33.1B | 567.54% | |
| 35 | MSFTMICROSOFT CORP | 107,408 | $31.0B | 531.45% | |
| 36 | VTVANGUARD INTL EQUITY INDEX F | 313,519 | $28.9B | 495.51% | |
| 37 | VTEBVANGUARD MUN BD FDS | 533,608 | $27.0B | 463.95% | |
| 38 | IWFISHARES TR | 108,704 | $26.6B | 455.83% | |
| 39 | IGFISHARES TR | 540,519 | $25.8B | 442.49% | |
| 40 | IQDFFLEXSHARES TR | 1,056,792 | $23.3B | 400.46% | |
| 41 | GOOGALPHABET INC | 213,319 | $22.2B | 380.76% | |
| 42 | AGGISHARES TR | 218,662 | $21.8B | 373.93% | |
| 43 | IWMISHARES TR | 120,147 | $21.4B | 367.87% | |
| 44 | ACNACCENTURE PLC IRELAND | 74,456 | $21.3B | 365.23% | |
| 45 | SMMDISHARES TR | 362,853 | $19.9B | 341.39% | |
| 46 | SCHESCHWAB STRATEGIC TR | 794,754 | $19.5B | 334.45% | |
| 47 | VNQVANGUARD INDEX FDS | 225,888 | $18.8B | 321.93% | |
| 48 | SDYSPDR SER TR | 147,705 | $18.3B | 313.60% | |
| 49 | BNDVANGUARD BD INDEX FDS | 245,881 | $18.2B | 311.56% | |
| 50 | AQLTISHARES TR | 717,166 | $16.8B | 287.77% | |
| 51 | VTIPVANGUARD MALVERN FDS | 340,871 | $16.3B | 279.76% | |
| 52 | SCHPSCHWAB STRATEGIC TR | 295,059 | $15.8B | 271.48% | |
| 53 | VOTVANGUARD INDEX FDS | 72,611 | $14.2B | 242.87% | |
| 54 | IWDISHARES TR | 90,765 | $13.8B | 237.17% | |
| 55 | AMZNAMAZON COM INC | 126,938 | $13.1B | 225.02% | |
| 56 | XFEBFIRST TR ENERGY INFRASTRCTR | 885,712 | $12.7B | 217.99% | |
| 57 | VDCVANGUARD WORLD FDS | 63,514 | $12.3B | 210.95% | |
| 58 | VOEVANGUARD INDEX FDS | 91,593 | $12.3B | 210.74% | |
| 59 | DGRWWISDOMTREE TR | 194,174 | $12.1B | 207.74% | |
| 60 | IWVISHARES TR | 47,674 | $11.2B | 192.60% | |
| 61 | QCLNFIRST TR EXCHANGE-TRADED FD | 212,981 | $11.1B | 190.90% | |
| 62 | BRK/BBERKSHIRE HATHAWAY INC DEL | 36,019 | $11.1B | 190.87% | |
| 63 | TFISPDR SER TR | 231,046 | $10.8B | 185.65% | |
| 64 | HDVISHARES TR | 104,158 | $10.6B | 181.72% | |
| 65 | IWBISHARES TR | 44,736 | $10.1B | 172.92% | |
| 66 | SPMDSPDR SER TR | 227,919 | $10.0B | 171.87% | |
| 67 | QDFFLEXSHARES TR | 173,780 | $9.5B | 162.43% | |
| 68 | BSVVANGUARD BD INDEX FDS | 122,387 | $9.4B | 160.66% | |
| 69 | VBRVANGUARD INDEX FDS | 58,904 | $9.4B | 160.49% | |
| 70 | GQ9SPDR GOLD TR | 49,910 | $9.1B | 156.94% | |
| 71 | CHHCHOICE HOTELS INTL INC | 77,256 | $9.1B | 155.38% | |
| 72 | VBKVANGUARD INDEX FDS | 40,668 | $8.8B | 151.05% | |
| 73 | VYMVANGUARD WHITEHALL FDS | 81,791 | $8.6B | 148.08% | |
| 74 | KOCOCA COLA CO | 137,067 | $8.5B | 145.92% | |
| 75 | IVWISHARES TR | 132,142 | $8.4B | 144.89% | |
| 76 | XLESELECT SECTOR SPDR TR | 100,788 | $8.3B | 143.28% | |
| 77 | XOMEXXON MOBIL CORP | 75,886 | $8.3B | 142.81% | |
| 78 | JNJJOHNSON & JOHNSON | 53,382 | $8.3B | 142.01% | |
| 79 | AQLTISHARES TR | 70,522 | $8.3B | 141.82% | |
| 80 | ABBVABBVIE INC | 46,962 | $7.5B | 128.45% | |
| 81 | BILSPDR SER TR | 75,919 | $7.0B | 119.63% | |
| 82 | SCHASCHWAB STRATEGIC TR | 164,389 | $6.9B | 118.29% | |
| 83 | RKTROCKET COS INC | 740,400 | $6.7B | 115.13% | |
| 84 | NDQINVESCO QQQ TR | 19,816 | $6.4B | 109.14% | |
| 85 | ITOTISHARES TR | 69,600 | $6.3B | 108.16% | |
| 86 | MDYSPDR S&P MIDCAP 400 ETF TR | 13,605 | $6.2B | 107.03% | |
| 87 | GOOGLALPHABET INC | 58,062 | $6.0B | 103.36% | |
| 88 | CVXCHEVRON CORP NEW | 36,692 | $6.0B | 102.74% | |
| 89 | ACWIISHARES TR | 64,998 | $5.9B | 101.69% | |
| 90 | VIGVANGUARD SPECIALIZED FUNDS | 37,994 | $5.9B | 100.42% | |
| 91 | UNHUNITEDHEALTH GROUP INC | 11,465 | $5.4B | 92.99% | |
| 92 | PGPROCTER AND GAMBLE CO | 36,143 | $5.4B | 92.23% | |
| 93 | GSLCGOLDMAN SACHS ETF TR | 65,815 | $5.3B | 91.74% | |
| 94 | PFEPFIZER INC | 128,309 | $5.2B | 89.85% | |
| 95 | EIMEATON VANCE MUN BD FD | 498,063 | $5.2B | 88.89% | |
| 96 | BACVERIZON COMMUNICATIONS INC | 130,838 | $5.1B | 87.32% | |
| 97 | SHYISHARES TR | 61,880 | $5.1B | 87.26% | |
| 98 | TSLATESLA INC | 23,898 | $5.0B | 85.08% | |
| 99 | PEPPEPSICO INC | 26,018 | $4.7B | 81.40% | |
| 100 | REETISHARES TR | 202,516 | $4.6B | 79.69% |
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