Wealthspire Advisors, LLC Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$7.8B
Holdings
663
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (663 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,306,113 | $1.3T | 16160.78% | |
| 2 | VOOVANGUARD INDEX FDS | 1,156,363 | $578.4B | 7406.55% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 9,163,122 | $452.8B | 5799.06% | |
| 4 | IJHISHARES TR | 6,882,299 | $402.8B | 5157.62% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 4,922,867 | $382.8B | 4902.62% | |
| 6 | SPYSPDR S&P 500 ETF TR | 591,547 | $321.9B | 4122.76% | |
| 7 | VTIVANGUARD INDEX FDS | 1,071,492 | $286.6B | 3670.62% | |
| 8 | VXUSVANGUARD STAR FDS | 4,413,009 | $266.1B | 3407.72% | |
| 9 | SCHFSCHWAB STRATEGIC TR | 4,914,050 | $188.8B | 2417.75% | |
| 10 | IJRISHARES TR | 1,661,957 | $177.3B | 2270.03% | |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 3,292,061 | $144.1B | 1844.83% | |
| 12 | VOVANGUARD INDEX FDS | 540,403 | $130.8B | 1675.52% | |
| 13 | VXFVANGUARD INDEX FDS | 739,145 | $124.8B | 1597.71% | |
| 14 | VUGVANGUARD INDEX FDS | 322,652 | $120.7B | 1545.35% | |
| 15 | VVVANGUARD INDEX FDS | 440,264 | $109.9B | 1407.35% | |
| 16 | VTIPVANGUARD MALVERN FDS | 1,842,349 | $89.4B | 1145.20% | |
| 17 | AONAON PLC | 304,275 | $89.3B | 1143.94% | |
| 18 | IEMGISHARES INC | 1,587,581 | $85.0B | 1088.29% | |
| 19 | AAPLAPPLE INC | 392,195 | $82.6B | 1057.82% | |
| 20 | VBVANGUARD INDEX FDS | 366,628 | $79.9B | 1023.72% | |
| 21 | MSFTMICROSOFT CORP | 160,861 | $71.9B | 920.70% | |
| 22 | TFLOISHARES TR | 1,383,075 | $70.1B | 897.26% | |
| 23 | NOBLPROSHARES TR | 711,505 | $68.4B | 875.88% | |
| 24 | SCHXSCHWAB STRATEGIC TR | 1,055,113 | $67.8B | 868.15% | |
| 25 | AQLTISHARES TR | 858,544 | $62.4B | 798.63% | |
| 26 | MUBISHARES TR | 571,121 | $60.9B | 779.27% | |
| 27 | NDQINVESCO QQQ TR | 120,363 | $57.7B | 738.48% | |
| 28 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,884,183 | $57.4B | 734.96% | |
| 29 | IXUSISHARES TR | 841,672 | $56.9B | 728.19% | |
| 30 | VTVVANGUARD INDEX FDS | 331,399 | $53.2B | 680.78% | |
| 31 | VEUVANGUARD INTL EQUITY INDEX F | 884,489 | $51.9B | 664.19% | |
| 32 | SPYMSPDR SER TR | 810,236 | $51.9B | 664.05% | |
| 33 | IUSBISHARES TR | 939,485 | $42.5B | 544.04% | |
| 34 | IWFISHARES TR | 112,798 | $41.1B | 526.52% | |
| 35 | EFAISHARES TR | 497,963 | $39.0B | 499.50% | |
| 36 | VTEBVANGUARD MUN BD FDS | 637,750 | $32.0B | 409.24% | |
| 37 | CMECME GROUP INC | 162,348 | $31.9B | 408.73% | |
| 38 | AMZNAMAZON COM INC | 156,018 | $30.1B | 386.10% | |
| 39 | VBKVANGUARD INDEX FDS | 118,306 | $29.6B | 378.94% | |
| 40 | GOOGALPHABET INC | 140,844 | $25.8B | 330.82% | |
| 41 | VTVANGUARD INTL EQUITY INDEX F | 228,526 | $25.7B | 329.60% | |
| 42 | ACNACCENTURE PLC IRELAND | 82,812 | $25.1B | 321.75% | |
| 43 | SMMDISHARES TR | 398,990 | $25.0B | 319.84% | |
| 44 | SCHESCHWAB STRATEGIC TR | 861,533 | $22.9B | 293.03% | |
| 45 | IWMISHARES TR | 108,959 | $22.1B | 283.09% | |
| 46 | VBRVANGUARD INDEX FDS | 120,976 | $22.1B | 282.76% | |
| 47 | BNDVANGUARD BD INDEX FDS | 303,960 | $21.9B | 280.45% | |
| 48 | IGFISHARES TR | 441,971 | $21.2B | 271.22% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 51,880 | $21.1B | 270.26% | |
| 50 | AGGISHARES TR | 174,431 | $16.9B | 216.83% | |
| 51 | VYMVANGUARD WHITEHALL FDS | 142,468 | $16.9B | 216.37% | |
| 52 | EIPIFIRST TR EXCHNG TRADED FD VI | 851,524 | $15.8B | 202.59% | |
| 53 | NVDANVIDIA CORPORATION | 123,587 | $15.3B | 195.51% | |
| 54 | VNQVANGUARD INDEX FDS | 181,843 | $15.2B | 195.10% | |
| 55 | GOOGLALPHABET INC | 83,018 | $15.1B | 193.64% | |
| 56 | IWDISHARES TR | 86,026 | $15.0B | 192.19% | |
| 57 | JPMJPMORGAN CHASE & CO. | 73,861 | $14.9B | 191.31% | |
| 58 | IWVISHARES TR | 47,240 | $14.6B | 186.72% | |
| 59 | IVWISHARES TR | 156,427 | $14.5B | 185.37% | |
| 60 | XOMEXXON MOBIL CORP | 124,762 | $14.4B | 183.92% | |
| 61 | VOTVANGUARD INDEX FDS | 61,326 | $14.1B | 180.27% | |
| 62 | BABINVESCO EXCH TRADED FD TR II | 511,516 | $13.5B | 172.79% | |
| 63 | ITOTISHARES TR | 112,939 | $13.4B | 171.78% | |
| 64 | SCHPSCHWAB STRATEGIC TR | 252,683 | $13.1B | 168.30% | |
| 65 | AQLTISHARES TR | 576,818 | $13.0B | 166.71% | |
| 66 | JNJJOHNSON & JOHNSON | 87,798 | $12.8B | 164.33% | |
| 67 | IWRISHARES TR | 154,810 | $12.6B | 160.73% | |
| 68 | SPYGSPDR SER TR | 148,278 | $11.9B | 152.15% | |
| 69 | IWPISHARES TR | 106,742 | $11.8B | 150.84% | |
| 70 | COSTCOSTCO WHSL CORP NEW | 13,824 | $11.8B | 150.47% | |
| 71 | IWBISHARES TR | 38,799 | $11.5B | 147.83% | |
| 72 | USFRWISDOMTREE TR | 216,261 | $10.9B | 139.33% | |
| 73 | IJJISHARES TR | 95,032 | $10.8B | 138.07% | |
| 74 | DGRWWISDOMTREE TR | 131,909 | $10.3B | 131.84% | |
| 75 | CVXCHEVRON CORP NEW | 64,980 | $10.2B | 130.16% | |
| 76 | BSVVANGUARD BD INDEX FDS | 131,868 | $10.1B | 129.52% | |
| 77 | VOEVANGUARD INDEX FDS | 67,222 | $10.1B | 129.49% | |
| 78 | IWOISHARES TR | 38,197 | $10.0B | 128.41% | |
| 79 | METAMETA PLATFORMS INC | 19,678 | $9.9B | 127.06% | |
| 80 | VDCVANGUARD WORLD FD | 48,685 | $9.9B | 126.57% | |
| 81 | GQ9SPDR GOLD TR | 45,811 | $9.8B | 126.13% | |
| 82 | QDFFLEXSHARES TR | 146,984 | $9.8B | 125.18% | |
| 83 | SPMDSPDR SER TR | 188,684 | $9.7B | 123.95% | |
| 84 | CHHCHOICE HOTELS INTL INC | 77,380 | $9.2B | 117.92% | |
| 85 | KOCOCA COLA CO | 143,302 | $9.1B | 116.80% | |
| 86 | HDVISHARES TR | 79,807 | $8.7B | 111.09% | |
| 87 | IWNISHARES TR | 55,947 | $8.5B | 109.11% | |
| 88 | ABBVABBVIE INC | 49,673 | $8.5B | 109.09% | |
| 89 | PGPROCTER AND GAMBLE CO | 51,391 | $8.5B | 108.53% | |
| 90 | TFISPDR SER TR | 180,856 | $8.3B | 105.96% | |
| 91 | AQLTISHARES TR | 66,689 | $8.1B | 103.32% | |
| 92 | DFACDIMENSIONAL ETF TRUST | 247,247 | $8.0B | 102.08% | |
| 93 | GSLCGOLDMAN SACHS ETF TR | 69,866 | $7.5B | 95.69% | |
| 94 | IQDFFLEXSHARES TR | 295,576 | $7.3B | 94.12% | |
| 95 | ACWIISHARES TR | 65,006 | $7.3B | 93.56% | |
| 96 | HDHOME DEPOT INC | 20,423 | $7.0B | 90.03% | |
| 97 | VVISA INC | 25,654 | $6.7B | 86.22% | |
| 98 | SCHASCHWAB STRATEGIC TR | 141,118 | $6.7B | 85.75% | |
| 99 | SDYSPDR SER TR | 52,618 | $6.7B | 85.68% | |
| 100 | MRKMERCK & CO INC | 50,839 | $6.3B | 80.59% |
Page 1 of 7Next