Wealthspire Advisors, LLC Q2 2022 Filing
Filed August 9, 2022
Portfolio Value
$4.8T
Holdings
497
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (497 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 1,474,005 | $558.9B | 11.68% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 5,736,415 | $410.9B | 8.59% | |
| 3 | VOOVANGUARD INDEX FDS | 1,048,751 | $363.8B | 7.61% | |
| 4 | IJHISHARES TR | 1,250,550 | $282.9B | 5.91% | |
| 5 | VEAVANGUARD TAX-MANAGED INTL FD | 6,438,818 | $262.7B | 5.49% | |
| 6 | SPYSPDR S&P 500 ETF TR | 592,659 | $223.6B | 4.67% | |
| 7 | VTIVANGUARD INDEX FDS | 756,488 | $142.7B | 2.98% | |
| 8 | SCHFSCHWAB STRATEGIC TR | 4,400,138 | $138.4B | 2.89% | |
| 9 | IJRISHARES TR | 1,342,659 | $124.1B | 2.59% | |
| 10 | VXUSVANGUARD STAR FDS | 2,119,394 | $109.4B | 2.29% | |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 2,331,650 | $97.1B | 2.03% | |
| 12 | VOVANGUARD INDEX FDS | 475,951 | $93.7B | 1.96% | |
| 13 | ACWVISHARES INC | 976,010 | $92.2B | 1.93% | |
| 14 | MUBISHARES TR | 723,790 | $77.0B | 1.61% | |
| 15 | VXFVANGUARD INDEX FDS | 541,355 | $71.0B | 1.48% | |
| 16 | AQLTISHARES TR | 860,953 | $50.7B | 1.06% | |
| 17 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,937,894 | $49.9B | 1.04% | |
| 18 | VBVANGUARD INDEX FDS | 276,661 | $48.7B | 1.02% | |
| 19 | VVVANGUARD INDEX FDS | 254,550 | $43.9B | 0.92% | |
| 20 | SCHXSCHWAB STRATEGIC TR | 970,076 | $43.3B | 0.91% | |
| 21 | AAPLAPPLE INC | 299,829 | $41.0B | 0.86% | |
| 22 | IXUSISHARES TR | 707,152 | $40.3B | 0.84% | |
| 23 | CMECME GROUP INC | 195,980 | $40.1B | 0.84% | |
| 24 | BABINVESCO EXCH TRADED FD TR II | 1,440,758 | $39.9B | 0.83% | |
| 25 | SPYMSPDR SER TR | 893,556 | $39.6B | 0.83% | |
| 26 | NOBLPROSHARES TR | 441,920 | $37.7B | 0.79% | |
| 27 | EFAISHARES TR | 600,494 | $37.5B | 0.78% | |
| 28 | DTHWISDOMTREE TR | 1,069,644 | $37.0B | 0.77% | |
| 29 | VTEBVANGUARD MUN BD FDS | 621,656 | $31.0B | 0.65% | |
| 30 | VEUVANGUARD INTL EQUITY INDEX F | 605,891 | $30.3B | 0.63% | |
| 31 | IGFISHARES TR | 643,832 | $30.1B | 0.63% | |
| 32 | IUSBISHARES TR | 605,534 | $28.4B | 0.59% | |
| 33 | JPINJ P MORGAN EXCHANGE TRADED F | 566,435 | $27.6B | 0.58% | |
| 34 | VTVANGUARD INTL EQUITY INDEX F | 306,442 | $26.2B | 0.55% | |
| 35 | IWFISHARES TR | 109,966 | $24.1B | 0.50% | |
| 36 | IEMGISHARES INC | 456,074 | $22.4B | 0.47% | |
| 37 | AQLTISHARES TR | 935,456 | $22.4B | 0.47% | |
| 38 | MSFTMICROSOFT CORP | 86,001 | $22.1B | 0.46% | |
| 39 | ACNACCENTURE PLC IRELAND | 75,310 | $20.9B | 0.44% | |
| 40 | IQDFFLEXSHARES TR | 1,019,733 | $20.8B | 0.44% | |
| 41 | AGGISHARES TR | 191,854 | $19.5B | 0.41% | |
| 42 | IWMISHARES TR | 110,035 | $18.6B | 0.39% | |
| 43 | VUGVANGUARD INDEX FDS | 83,215 | $18.5B | 0.39% | |
| 44 | VNQVANGUARD INDEX FDS | 195,247 | $17.8B | 0.37% | |
| 45 | BNDVANGUARD BD INDEX FDS | 232,522 | $17.5B | 0.37% | |
| 46 | VTVVANGUARD INDEX FDS | 131,438 | $17.3B | 0.36% | |
| 47 | SDYSPDR SER TR | 140,217 | $16.6B | 0.35% | |
| 48 | AMZNAMAZON COM INC | 147,519 | $15.7B | 0.33% | |
| 49 | SCHESCHWAB STRATEGIC TR | 613,260 | $15.6B | 0.33% | |
| 50 | VTIPVANGUARD MALVERN FDS | 291,588 | $14.6B | 0.31% | |
| 51 | SCHPSCHWAB STRATEGIC TR | 249,124 | $13.9B | 0.29% | |
| 52 | XFEBFIRST TR ENERGY INFRASTRCTR | 873,070 | $12.5B | 0.26% | |
| 53 | VDCVANGUARD WORLD FDS | 66,844 | $12.4B | 0.26% | |
| 54 | DGRWWISDOMTREE TR | 210,530 | $12.1B | 0.25% | |
| 55 | IWDISHARES TR | 81,866 | $11.9B | 0.25% | |
| 56 | BILSPDR SER TR | 118,902 | $10.9B | 0.23% | |
| 57 | QCLNFIRST TR EXCHANGE-TRADED FD | 205,203 | $10.7B | 0.22% | |
| 58 | HDVISHARES TR | 105,955 | $10.6B | 0.22% | |
| 59 | QDFFLEXSHARES TR | 197,869 | $10.0B | 0.21% | |
| 60 | IWVISHARES TR | 45,411 | $9.9B | 0.21% | |
| 61 | BRK/BBERKSHIRE HATHAWAY INC DEL | 34,523 | $9.4B | 0.20% | |
| 62 | SMMDISHARES TR | 179,382 | $9.3B | 0.19% | |
| 63 | SPMDSPDR SER TR | 226,125 | $9.0B | 0.19% | |
| 64 | GQ9SPDR GOLD TR | 52,103 | $8.8B | 0.18% | |
| 65 | JNJJOHNSON & JOHNSON | 49,339 | $8.8B | 0.18% | |
| 66 | CHHCHOICE HOTELS INTL INC | 77,257 | $8.6B | 0.18% | |
| 67 | VYMVANGUARD WHITEHALL FDS | 78,491 | $8.0B | 0.17% | |
| 68 | AQLTISHARES TR | 66,561 | $7.8B | 0.16% | |
| 69 | IVWISHARES TR | 129,133 | $7.8B | 0.16% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 146,734 | $7.4B | 0.16% | |
| 71 | XLESELECT SECTOR SPDR TR | 102,614 | $7.3B | 0.15% | |
| 72 | ABBVABBVIE INC | 47,791 | $7.3B | 0.15% | |
| 73 | TFISPDR SER TR | 156,457 | $7.2B | 0.15% | |
| 74 | SHYISHARES TR | 83,362 | $6.9B | 0.14% | |
| 75 | KOCOCA COLA CO | 105,685 | $6.6B | 0.14% | |
| 76 | SCHASCHWAB STRATEGIC TR | 164,618 | $6.4B | 0.13% | |
| 77 | GOOGLALPHABET INC | 2,927 | $6.4B | 0.13% | |
| 78 | IWBISHARES TR | 27,632 | $5.7B | 0.12% | |
| 79 | PFEPFIZER INC | 106,426 | $5.6B | 0.12% | |
| 80 | RKTROCKET COS INC | 740,400 | $5.4B | 0.11% | |
| 81 | ACWIISHARES TR | 64,842 | $5.4B | 0.11% | |
| 82 | UNHUNITEDHEALTH GROUP INC | 10,441 | $5.4B | 0.11% | |
| 83 | IQLTISHARES TR | 170,350 | $5.3B | 0.11% | |
| 84 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,665 | $5.2B | 0.11% | |
| 85 | VBKVANGUARD INDEX FDS | 26,544 | $5.2B | 0.11% | |
| 86 | XOMEXXON MOBIL CORP | 60,657 | $5.2B | 0.11% | |
| 87 | BSVVANGUARD BD INDEX FDS | 66,375 | $5.1B | 0.11% | |
| 88 | GSLCGOLDMAN SACHS ETF TR | 67,572 | $5.1B | 0.11% | |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 35,233 | $5.1B | 0.11% | |
| 90 | CVXCHEVRON CORP NEW | 33,708 | $4.9B | 0.10% | |
| 91 | GOOGALPHABET INC | 2,194 | $4.8B | 0.10% | |
| 92 | NDQINVESCO QQQ TR | 17,067 | $4.8B | 0.10% | |
| 93 | PGPROCTER AND GAMBLE CO | 32,779 | $4.7B | 0.10% | |
| 94 | BYRNBYRNA TECHNOLOGIES INC | 548,434 | $4.7B | 0.10% | |
| 95 | TSLATESLA INC | 6,877 | $4.6B | 0.10% | |
| 96 | IEIISHARES TR | 37,767 | $4.5B | 0.09% | |
| 97 | PEPPEPSICO INC | 26,830 | $4.5B | 0.09% | |
| 98 | HDHOME DEPOT INC | 15,680 | $4.3B | 0.09% | |
| 99 | MRKMERCK & CO INC | 43,761 | $4.0B | 0.08% | |
| 100 | LRGFISHARES TR | 104,376 | $4.0B | 0.08% |
Page 1 of 5Next