Wealthspire Advisors, LLC Q2 2023 Filing
Filed August 1, 2023
Portfolio Value
$6.1B
Holdings
559
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (559 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 1,932,162 | $861.2B | 14074.94% | |
| 2 | VOOVANGUARD INDEX FDS | 1,086,171 | $442.4B | 7230.53% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 5,654,139 | $410.6B | 6710.78% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 7,981,888 | $368.6B | 6024.35% | |
| 5 | IJHISHARES TR | 1,339,508 | $350.3B | 5724.46% | |
| 6 | SPYSPDR S&P 500 ETF TR | 575,375 | $255.1B | 4168.65% | |
| 7 | VXUSVANGUARD STAR FDS | 3,581,308 | $200.8B | 3282.46% | |
| 8 | SCHFSCHWAB STRATEGIC TR | 5,020,895 | $179.0B | 2925.43% | |
| 9 | VTIVANGUARD INDEX FDS | 777,783 | $171.3B | 2800.17% | |
| 10 | IJRISHARES TR | 1,525,573 | $152.0B | 2484.62% | |
| 11 | VOVANGUARD INDEX FDS | 557,071 | $122.6B | 2004.46% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 2,745,208 | $111.7B | 1825.19% | |
| 13 | VVVANGUARD INDEX FDS | 479,189 | $97.1B | 1587.65% | |
| 14 | VXFVANGUARD INDEX FDS | 630,533 | $93.8B | 1533.76% | |
| 15 | VUGVANGUARD INDEX FDS | 284,264 | $80.4B | 1314.61% | |
| 16 | IEMGISHARES INC | 1,577,150 | $77.7B | 1270.51% | |
| 17 | BABINVESCO EXCH TRADED FD TR II | 2,579,022 | $68.5B | 1119.10% | |
| 18 | VBVANGUARD INDEX FDS | 336,102 | $66.8B | 1092.53% | |
| 19 | SCHXSCHWAB STRATEGIC TR | 1,246,884 | $65.3B | 1067.23% | |
| 20 | NOBLPROSHARES TR | 685,260 | $64.6B | 1055.90% | |
| 21 | AAPLAPPLE INC | 304,652 | $59.1B | 965.80% | |
| 22 | AQLTISHARES TR | 839,777 | $56.7B | 926.43% | |
| 23 | IXUSISHARES TR | 884,117 | $55.4B | 904.84% | |
| 24 | TFLOISHARES TR | 1,061,433 | $53.8B | 879.00% | |
| 25 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,885,914 | $50.9B | 832.21% | |
| 26 | MUBISHARES TR | 472,043 | $50.4B | 823.41% | |
| 27 | SPYMSPDR SER TR | 899,000 | $46.8B | 765.64% | |
| 28 | VTVVANGUARD INDEX FDS | 305,795 | $43.5B | 710.18% | |
| 29 | ACWVISHARES INC | 405,089 | $39.7B | 649.17% | |
| 30 | MSFTMICROSOFT CORP | 112,810 | $38.4B | 627.86% | |
| 31 | EFAISHARES TR | 528,725 | $38.3B | 626.49% | |
| 32 | VEUVANGUARD INTL EQUITY INDEX F | 650,227 | $35.4B | 578.21% | |
| 33 | IUSBISHARES TR | 770,119 | $35.0B | 572.31% | |
| 34 | CMECME GROUP INC | 188,414 | $34.9B | 570.58% | |
| 35 | IWFISHARES TR | 121,277 | $33.4B | 545.44% | |
| 36 | DTHWISDOMTREE TR | 881,786 | $32.6B | 532.36% | |
| 37 | VTVANGUARD INTL EQUITY INDEX F | 290,354 | $28.2B | 460.21% | |
| 38 | VTEBVANGUARD MUN BD FDS | 540,691 | $27.2B | 443.78% | |
| 39 | IQDFFLEXSHARES TR | 1,110,205 | $24.6B | 402.27% | |
| 40 | IGFISHARES TR | 507,843 | $23.8B | 389.68% | |
| 41 | ACNACCENTURE PLC IRELAND | 75,772 | $23.4B | 382.13% | |
| 42 | AGGISHARES TR | 233,595 | $22.9B | 373.94% | |
| 43 | IWMISHARES TR | 118,449 | $22.2B | 362.52% | |
| 44 | SMMDISHARES TR | 374,305 | $21.5B | 351.57% | |
| 45 | GOOGALPHABET INC | 173,686 | $21.0B | 343.38% | |
| 46 | SCHESCHWAB STRATEGIC TR | 792,666 | $19.5B | 319.08% | |
| 47 | VNQVANGUARD INDEX FDS | 220,778 | $18.4B | 301.54% | |
| 48 | BNDVANGUARD BD INDEX FDS | 235,066 | $17.1B | 279.25% | |
| 49 | AMZNAMAZON COM INC | 129,822 | $16.9B | 276.58% | |
| 50 | SDYSPDR SER TR | 131,590 | $16.1B | 263.62% | |
| 51 | VTIPVANGUARD MALVERN FDS | 334,814 | $15.9B | 259.47% | |
| 52 | AQLTISHARES TR | 684,396 | $15.7B | 256.14% | |
| 53 | SCHPSCHWAB STRATEGIC TR | 296,310 | $15.5B | 253.90% | |
| 54 | VOTVANGUARD INDEX FDS | 69,149 | $14.2B | 232.54% | |
| 55 | XFEBFIRST TR ENERGY INFRASTRCTR | 932,031 | $13.7B | 223.91% | |
| 56 | IWDISHARES TR | 86,511 | $13.7B | 223.14% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 37,983 | $13.0B | 211.68% | |
| 58 | DGRWWISDOMTREE TR | 186,752 | $12.4B | 203.45% | |
| 59 | IWVISHARES TR | 48,918 | $12.4B | 203.45% | |
| 60 | VOEVANGUARD INDEX FDS | 85,837 | $11.9B | 194.13% | |
| 61 | VDCVANGUARD WORLD FDS | 60,647 | $11.8B | 192.73% | |
| 62 | ITOTISHARES TR | 115,240 | $11.3B | 184.28% | |
| 63 | QCLNFIRST TR EXCHANGE-TRADED FD | 213,131 | $10.9B | 178.20% | |
| 64 | IWBISHARES TR | 42,869 | $10.4B | 170.76% | |
| 65 | TFISPDR SER TR | 224,737 | $10.4B | 169.53% | |
| 66 | SPMDSPDR SER TR | 224,348 | $10.3B | 168.26% | |
| 67 | QDFFLEXSHARES TR | 174,129 | $10.1B | 164.45% | |
| 68 | IVWISHARES TR | 130,995 | $9.2B | 150.89% | |
| 69 | CHHCHOICE HOTELS INTL INC | 77,256 | $9.1B | 148.38% | |
| 70 | VBKVANGUARD INDEX FDS | 39,484 | $9.1B | 148.25% | |
| 71 | VBRVANGUARD INDEX FDS | 54,372 | $9.0B | 146.98% | |
| 72 | VYMVANGUARD WHITEHALL FDS | 84,229 | $8.9B | 146.01% | |
| 73 | JNJJOHNSON & JOHNSON | 53,053 | $8.8B | 143.51% | |
| 74 | BSVVANGUARD BD INDEX FDS | 115,607 | $8.7B | 142.78% | |
| 75 | HDVISHARES TR | 84,459 | $8.5B | 139.12% | |
| 76 | GQ9SPDR GOLD TR | 47,623 | $8.5B | 138.74% | |
| 77 | KOCOCA COLA CO | 136,750 | $8.2B | 134.59% | |
| 78 | XOMEXXON MOBIL CORP | 74,037 | $7.9B | 129.77% | |
| 79 | AQLTISHARES TR | 69,556 | $7.9B | 128.79% | |
| 80 | NDQINVESCO QQQ TR | 20,250 | $7.5B | 122.25% | |
| 81 | GOOGLALPHABET INC | 61,311 | $7.3B | 119.93% | |
| 82 | BILSPDR SER TR | 79,756 | $7.3B | 119.69% | |
| 83 | SCHASCHWAB STRATEGIC TR | 159,103 | $7.0B | 113.88% | |
| 84 | RKTROCKET COS INC | 740,400 | $6.6B | 108.41% | |
| 85 | TSLATESLA INC | 25,129 | $6.6B | 107.51% | |
| 86 | XLESELECT SECTOR SPDR TR | 79,114 | $6.4B | 104.94% | |
| 87 | ABBVABBVIE INC | 46,411 | $6.3B | 102.18% | |
| 88 | ACWIISHARES TR | 64,999 | $6.2B | 101.90% | |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 38,352 | $6.2B | 101.81% | |
| 90 | MDYSPDR S&P MIDCAP 400 ETF TR | 12,949 | $6.2B | 101.35% | |
| 91 | GSLCGOLDMAN SACHS ETF TR | 64,877 | $5.7B | 92.55% | |
| 92 | CVXCHEVRON CORP NEW | 35,716 | $5.6B | 91.84% | |
| 93 | PGPROCTER AND GAMBLE CO | 36,425 | $5.5B | 90.33% | |
| 94 | UNHUNITEDHEALTH GROUP INC | 11,331 | $5.4B | 89.01% | |
| 95 | JPMJPMORGAN CHASE & CO | 36,245 | $5.3B | 86.15% | |
| 96 | METAMETA PLATFORMS INC | 17,763 | $5.1B | 83.30% | |
| 97 | PEPPEPSICO INC | 26,732 | $5.0B | 80.92% | |
| 98 | MRKMERCK & CO INC | 41,997 | $4.8B | 79.20% | |
| 99 | BACVERIZON COMMUNICATIONS INC | 128,082 | $4.8B | 77.85% | |
| 100 | EIMEATON VANCE MUN BD FD | 477,576 | $4.8B | 77.65% |
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