Wealthspire Advisors, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$17.8T
Holdings
848
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (848 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 5,206,372 | $3.2T | 18.17% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 22,786,946 | $1.3T | 7.30% | |
| 3 | IJHISHARES TR | 14,821,322 | $919.2B | 5.17% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 28,982,800 | $768.0B | 4.32% | |
| 5 | VXUSVANGUARD STAR FDS | 10,438,638 | $721.2B | 4.05% | |
| 6 | VOOVanguard S&P 500 ETF | 1,155,650 | $656.5B | 3.69% | |
| 7 | VOOVANGUARD INDEX FDS | 1,155,650 | $656.5B | 3.69% | |
| 8 | VTIVANGUARD INDEX FDS | 1,972,304 | $599.4B | 3.37% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 8,339,284 | $412.5B | 2.32% | |
| 10 | IJRISHARES TR | 3,698,136 | $404.2B | 2.27% | |
| 11 | VUGVANGUARD INDEX FDS | 896,976 | $393.2B | 2.21% | |
| 12 | VTIPVANGUARD MALVERN FDS | 6,941,794 | $349.0B | 1.96% | |
| 13 | VOVANGUARD INDEX FDS | 1,217,920 | $340.8B | 1.92% | |
| 14 | DFACDIMENSIONAL ETF TRUST | 7,865,701 | $281.9B | 1.58% | |
| 15 | SPYSPDR S&P 500 ETF TR | 433,684 | $268.0B | 1.51% | |
| 16 | SCHFSchwab International Equity ETF | 10,762,678 | $237.9B | 1.34% | |
| 17 | SCHFSCHWAB STRATEGIC TR | 10,762,678 | $237.9B | 1.34% | |
| 18 | MSFTMICROSOFT CORP | 444,374 | $221.0B | 1.24% | |
| 19 | IUSBiShares Total US Bond ETF | 4,340,479 | $200.7B | 1.13% | |
| 20 | VXFVanguard Extended Market ETF | 814,430 | $156.9B | 0.88% | |
| 21 | VXFVANGUARD INDEX FDS | 814,430 | $156.9B | 0.88% | |
| 22 | VVVANGUARD INDEX FDS | 548,439 | $156.5B | 0.88% | |
| 23 | VVVanguard Large Cap ETF | 548,439 | $156.5B | 0.88% | |
| 24 | IEMGiShares Core MSCI Emerging Markets ETF | 1,718,854 | $103.2B | 0.58% | |
| 25 | VTVVANGUARD INDEX FDS | 583,066 | $103.1B | 0.58% | |
| 26 | VBVanguard Small Cap ETF | 400,630 | $94.9B | 0.53% | |
| 27 | VBVANGUARD INDEX FDS | 400,630 | $94.9B | 0.53% | |
| 28 | AAPLAPPLE INC | 448,471 | $92.0B | 0.52% | |
| 29 | AONAON PLC | 233,162 | $83.2B | 0.47% | |
| 30 | VTEBVANGUARD MUN BD FDS | 1,683,670 | $82.6B | 0.46% | |
| 31 | EMLPFirst Trust North American Energy Infrastructure ETF | 2,099,516 | $78.8B | 0.44% | |
| 32 | DFAEDIMENSIONAL ETF TRUST | 2,610,903 | $75.6B | 0.42% | |
| 33 | DFAIDIMENSIONAL ETF TRUST | 2,182,737 | $75.5B | 0.42% | |
| 34 | SCHXSCHWAB STRATEGIC TR | 2,921,162 | $71.4B | 0.40% | |
| 35 | SCHXSchwab US Large-Cap ETF | 2,921,162 | $71.4B | 0.40% | |
| 36 | NDQINVESCO QQQ TR | 128,496 | $70.9B | 0.40% | |
| 37 | VEUVanguard FTSE All-Wld ex-US ETF | 1,039,934 | $69.9B | 0.39% | |
| 38 | VEUVANGUARD INTL EQUITY INDEX F | 1,039,934 | $69.9B | 0.39% | |
| 39 | AQLTISHARES TR | 803,032 | $67.0B | 0.38% | |
| 40 | DFGRDimensional Global Real Estate ETF | 2,463,983 | $66.1B | 0.37% | |
| 41 | TFLOiShares Treasury Floating Rate Bond ETF | 1,297,463 | $65.7B | 0.37% | |
| 42 | IXUSiShares Core MSCI Total Int'l Stock Index | 844,409 | $65.3B | 0.37% | |
| 43 | MUBISHARES TR | 606,795 | $63.4B | 0.36% | |
| 44 | MUBiShares S&P National AMT-Free Muni | 606,795 | $63.4B | 0.36% | |
| 45 | CMECME GROUP INC | 225,448 | $62.1B | 0.35% | |
| 46 | HYDBISHARES TR | 1,263,546 | $60.0B | 0.34% | |
| 47 | IWBISHARES TR | 175,920 | $59.7B | 0.34% | |
| 48 | SPYMSPDR SERIES TRUST | 792,637 | $57.6B | 0.32% | |
| 49 | EFAISHARES TR | 568,432 | $50.8B | 0.29% | |
| 50 | EFAiShares MSCI EAFE ETF | 568,432 | $50.8B | 0.29% | |
| 51 | VBKVanguard Small Cap Growth ETF | 182,081 | $50.4B | 0.28% | |
| 52 | VBKVANGUARD INDEX FDS | 182,081 | $50.4B | 0.28% | |
| 53 | BNDVanguard Bond Index ETF | 674,695 | $49.7B | 0.28% | |
| 54 | BNDVANGUARD BD INDEX FDS | 674,695 | $49.7B | 0.28% | |
| 55 | NOBLPROSHARES TR | 491,543 | $49.5B | 0.28% | |
| 56 | AGGISHARES TR | 478,908 | $47.5B | 0.27% | |
| 57 | IWFiShares Russell 1000 Growth | 109,150 | $46.3B | 0.26% | |
| 58 | IWFISHARES TR | 109,150 | $46.3B | 0.26% | |
| 59 | VNQVANGUARD INDEX FDS | 494,688 | $44.1B | 0.25% | |
| 60 | AMZNAMAZON COM INC | 177,948 | $39.0B | 0.22% | |
| 61 | NVDANVIDIA CORPORATION | 236,689 | $37.4B | 0.21% | |
| 62 | USFRWISDOMTREE TR | 717,475 | $36.1B | 0.20% | |
| 63 | DFAUDIMENSIONAL ETF TRUST | 851,789 | $36.1B | 0.20% | |
| 64 | VBRVANGUARD INDEX FDS | 178,553 | $34.8B | 0.20% | |
| 65 | VBRVanguard Small Cap Value ETF | 178,553 | $34.8B | 0.20% | |
| 66 | SMMDiShares Russell 2500 ETF | 503,388 | $34.1B | 0.19% | |
| 67 | VCSHVanguard Short-Term Corporate Bond ETF | 412,619 | $32.8B | 0.18% | |
| 68 | GOOGALPHABET INC | 182,947 | $32.5B | 0.18% | |
| 69 | IVWISHARES TR | 285,670 | $31.5B | 0.18% | |
| 70 | BRK/BBERKSHIRE HATHAWAY INC DEL | 63,760 | $31.0B | 0.17% | |
| 71 | ACNACCENTURE PLC IRELAND | 100,473 | $30.0B | 0.17% | |
| 72 | EAGGiShares ESG U.S. Aggregate Bond ETF | 618,907 | $29.4B | 0.17% | |
| 73 | SCHESchwab Emerging Market Equities ETF | 954,285 | $28.8B | 0.16% | |
| 74 | SCHESCHWAB STRATEGIC TR | 954,285 | $28.8B | 0.16% | |
| 75 | IGFISHARES TR | 439,424 | $26.0B | 0.15% | |
| 76 | JNJJOHNSON & JOHNSON | 170,094 | $26.0B | 0.15% | |
| 77 | VTVANGUARD INTL EQUITY INDEX F | 183,440 | $23.6B | 0.13% | |
| 78 | JPMJPMORGAN CHASE & CO. | 79,379 | $23.0B | 0.13% | |
| 79 | PGPROCTER AND GAMBLE CO | 142,490 | $22.7B | 0.13% | |
| 80 | IWMiShares Russell 2000 Index | 99,485 | $21.5B | 0.12% | |
| 81 | IWMISHARES TR | 99,485 | $21.5B | 0.12% | |
| 82 | METAMETA PLATFORMS INC | 26,841 | $19.8B | 0.11% | |
| 83 | RSPINVESCO EXCHANGE TRADED FD T | 108,054 | $19.6B | 0.11% | |
| 84 | IWPiShares Russell Midcap Growth | 136,241 | $18.9B | 0.11% | |
| 85 | IWPISHARES TR | 136,241 | $18.9B | 0.11% | |
| 86 | HDHOME DEPOT INC | 49,688 | $18.2B | 0.10% | |
| 87 | VYMVanguard High Dividend | 135,489 | $18.1B | 0.10% | |
| 88 | VYMVANGUARD WHITEHALL FDS | 135,489 | $18.1B | 0.10% | |
| 89 | 4I1PHILIP MORRIS INTL INC | 97,180 | $17.7B | 0.10% | |
| 90 | IWRISHARES TR | 192,197 | $17.7B | 0.10% | |
| 91 | IWRiShares Russell Midcap Blend | 192,197 | $17.7B | 0.10% | |
| 92 | MGVVANGUARD WORLD FD | 132,914 | $17.4B | 0.10% | |
| 93 | IWViShares Russell 3000 Index | 47,764 | $16.8B | 0.09% | |
| 94 | IWVISHARES TR | 47,764 | $16.8B | 0.09% | |
| 95 | EIPIFirst Trust Energy Income Ptnrs Enh Inc ETF | 835,348 | $16.5B | 0.09% | |
| 96 | GOOGLALPHABET INC | 93,448 | $16.5B | 0.09% | |
| 97 | IJJiShares S&P Midcap 400/BARRA Value | 130,645 | $16.1B | 0.09% | |
| 98 | IJJISHARES TR | 130,645 | $16.1B | 0.09% | |
| 99 | QUALISHARES TR | 87,780 | $16.0B | 0.09% | |
| 100 | GQ9SPDR GOLD TR | 52,517 | $16.0B | 0.09% |
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