Wealthspire Advisors, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$17.8B
Holdings
848
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (848 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COSTCOSTCO WHSL CORP NEW | 15,799 | $15.6B | 87.89% | |
| 102 | VIGVANGUARD SPECIALIZED FUNDS | 76,078 | $15.6B | 87.50% | |
| 103 | CVLCCalvert US Large-Cp Cor Rspnb ETF | 197,213 | $15.1B | 84.82% | |
| 104 | XOMEXXON MOBIL CORP | 139,153 | $15.0B | 84.30% | |
| 105 | VOTVANGUARD INDEX FDS | 51,311 | $14.6B | 82.00% | |
| 106 | VOTVanguard Mid Cap Growth | 51,311 | $14.6B | 82.00% | |
| 107 | IWDiShares Russell 1000 Value Index | 74,404 | $14.5B | 81.21% | |
| 108 | IWDISHARES TR | 74,404 | $14.5B | 81.21% | |
| 109 | SPYGSPDR SERIES TRUST | 149,058 | $14.2B | 79.84% | |
| 110 | IWOISHARES TR | 48,040 | $13.7B | 77.17% | |
| 111 | TSLATESLA INC | 40,256 | $12.8B | 71.86% | |
| 112 | AVGOBROADCOM INC | 45,807 | $12.6B | 70.95% | |
| 113 | ITOTiShares Core S&P Total US Stock Market E | 93,158 | $12.6B | 70.69% | |
| 114 | ITOTISHARES TR | 93,158 | $12.6B | 70.69% | |
| 115 | DFUSDIMENSIONAL ETF TRUST | 181,452 | $12.2B | 68.34% | |
| 116 | SUSBiShares ESG 1-5 Year USD Corp Bd ETF | 479,307 | $12.1B | 67.79% | |
| 117 | SCHPSCHWAB STRATEGIC TR | 449,628 | $12.0B | 67.41% | |
| 118 | SCHBSCHWAB STRATEGIC TR | 500,346 | $11.9B | 67.00% | |
| 119 | SCHBSchwab US Broad Market ETF | 500,346 | $11.9B | 67.00% | |
| 120 | IWNISHARES TR | 74,917 | $11.8B | 66.42% | |
| 121 | VGKVANGUARD INTL EQUITY INDEX F | 143,095 | $11.1B | 62.32% | |
| 122 | VGKVanguard FTSE Europe ETF | 143,095 | $11.1B | 62.32% | |
| 123 | HDViShares Core High Dividend ETF | 92,380 | $10.8B | 60.83% | |
| 124 | QDFFLEXSHARES TR | 147,905 | $10.8B | 60.82% | |
| 125 | PVALPUTNAM ETF TRUST | 266,003 | $10.7B | 60.14% | |
| 126 | PLTRPALANTIR TECHNOLOGIES INC | 77,813 | $10.6B | 59.61% | |
| 127 | DGRWWISDOMTREE TR | 125,691 | $10.5B | 59.15% | |
| 128 | ESGDiShares MSCI EAFE ESG ETF | 117,314 | $10.5B | 58.82% | |
| 129 | KOCoca Cola Co | 146,674 | $10.4B | 58.31% | |
| 130 | KOCOCA COLA CO | 146,674 | $10.4B | 58.31% | |
| 131 | IBMInternational Business Machines | 35,033 | $10.3B | 58.03% | |
| 132 | IBMINTERNATIONAL BUSINESS MACHS | 35,033 | $10.3B | 58.03% | |
| 133 | HYMBSPDR SERIES TRUST | 406,646 | $10.1B | 56.63% | |
| 134 | IQDFFLEXSHARES TR | 362,871 | $9.8B | 55.26% | |
| 135 | DIHPDIMENSIONAL ETF TRUST | 332,754 | $9.8B | 55.14% | |
| 136 | CHHCHOICE HOTELS INTL INC | 76,950 | $9.8B | 54.86% | |
| 137 | BSVVANGUARD BD INDEX FDS | 122,642 | $9.7B | 54.24% | |
| 138 | VOEVANGUARD INDEX FDS | 57,957 | $9.5B | 53.56% | |
| 139 | ESGUiShares ESG Aware MSCI USA ETF | 69,886 | $9.5B | 53.13% | |
| 140 | ABBVABBVIE INC | 50,854 | $9.4B | 53.04% | |
| 141 | PRFPowershares FTSE RAFI US 1000 ETF | 220,823 | $9.3B | 52.45% | |
| 142 | VVISA INC | 26,257 | $9.3B | 52.39% | |
| 143 | NFLXNETFLIX INC | 6,893 | $9.2B | 51.87% | |
| 144 | SPMDSPDR SERIES TRUST | 168,018 | $9.1B | 51.34% | |
| 145 | WMTWALMART INC | 93,440 | $9.1B | 51.34% | |
| 146 | WMTWal-Mart Stores Inc | 93,440 | $9.1B | 51.34% | |
| 147 | VDCVANGUARD WORLD FD | 41,593 | $9.1B | 51.19% | |
| 148 | BYRNBYRNA TECHNOLOGIES INC | 293,243 | $9.1B | 50.89% | |
| 149 | SBUXSTARBUCKS CORP | 95,370 | $8.7B | 49.11% | |
| 150 | DFUVDFA Dimensional US Marketwide Value ETF | 206,188 | $8.7B | 48.99% | |
| 151 | MDYSPDR S&P MIDCAP 400 ETF TR | 15,328 | $8.7B | 48.79% | |
| 152 | SCHASCHWAB STRATEGIC TR | 340,847 | $8.6B | 48.46% | |
| 153 | CVXCHEVRON CORP NEW | 60,155 | $8.6B | 48.40% | |
| 154 | CVXChevron Texaco Corp | 60,155 | $8.6B | 48.40% | |
| 155 | MAMASTERCARD INCORPORATED | 15,076 | $8.5B | 47.61% | |
| 156 | BRK-BBERKSHIRE HATHAWAY INC DEL | 12 | $8.4B | 47.10% | |
| 157 | GSLCGOLDMAN SACHS ETF TR | 65,851 | $8.0B | 44.92% | |
| 158 | SDYSPDR SERIES TRUST | 53,407 | $7.2B | 40.74% | |
| 159 | PMBSPIMCO ETF TR | 137,751 | $6.8B | 37.97% | |
| 160 | LLYELI LILLY & CO | 8,317 | $6.5B | 36.43% | |
| 161 | LLYEli Lilly & Co | 8,317 | $6.5B | 36.43% | |
| 162 | IBITISHARES BITCOIN TRUST ETF | 105,759 | $6.5B | 36.38% | |
| 163 | AQLTISHARES TR | 281,657 | $6.5B | 36.37% | |
| 164 | DFAXDIMENSIONAL ETF TRUST | 211,114 | $6.2B | 34.84% | |
| 165 | IVEISHARES TR | 31,371 | $6.1B | 34.45% | |
| 166 | IVEiShares S&P 500/BARRA Value Index | 31,371 | $6.1B | 34.45% | |
| 167 | DUHPDIMENSIONAL ETF TRUST | 172,208 | $6.1B | 34.41% | |
| 168 | TFISPDR SERIES TRUST | 136,004 | $6.1B | 34.14% | |
| 169 | EIMEATON VANCE MUN BD FD | 605,142 | $5.9B | 32.88% | |
| 170 | BACVERIZON COMMUNICATIONS INC | 134,957 | $5.8B | 32.82% | |
| 171 | GEGE AEROSPACE | 22,536 | $5.8B | 32.60% | |
| 172 | GEGeneral Electric Co | 22,536 | $5.8B | 32.60% | |
| 173 | NBOSNEUBERGER BERMAN ETF TRUST | 221,289 | $5.8B | 32.38% | |
| 174 | BABInvesco Taxable Municipal Bond ETF | 216,111 | $5.7B | 32.22% | |
| 175 | DTHWISDOMTREE TR | 123,135 | $5.7B | 32.06% | |
| 176 | DCORDIMENSIONAL ETF TRUST | 83,352 | $5.6B | 31.31% | |
| 177 | UNPUNION PAC CORP | 22,724 | $5.2B | 29.38% | |
| 178 | SUBiShares Short-Term National Muni Bd ETF | 48,930 | $5.2B | 29.24% | |
| 179 | SUBISHARES TR | 48,930 | $5.2B | 29.24% | |
| 180 | PEPPEPSICO INC | 39,014 | $5.2B | 28.95% | |
| 181 | PEPPepsiCo Inc | 39,014 | $5.2B | 28.95% | |
| 182 | ABTABBOTT LABS | 37,498 | $5.1B | 28.66% | |
| 183 | BACBANK AMERICA CORP | 104,258 | $4.9B | 27.72% | |
| 184 | MCDMCDONALDS CORP | 16,851 | $4.9B | 27.67% | |
| 185 | MCDMcDonalds Corp | 16,851 | $4.9B | 27.67% | |
| 186 | SCHMSCHWAB STRATEGIC TR | 174,017 | $4.9B | 27.43% | |
| 187 | SCHMSchwab US Mid Cap Etf | 174,017 | $4.9B | 27.43% | |
| 188 | ESGEiShares MSCI Emerging Markets ESG ETF | 122,150 | $4.8B | 26.89% | |
| 189 | REETIshares Global Reit Etf | 192,801 | $4.8B | 26.76% | |
| 190 | CVIEMORGAN STANLEY ETF TRUST | 71,957 | $4.7B | 26.32% | |
| 191 | NOCNORTHROP GRUMMAN CORP | 9,252 | $4.6B | 25.99% | |
| 192 | ORCLORACLE CORP | 20,701 | $4.5B | 25.43% | |
| 193 | DFIVDIMENSIONAL ETF TRUST | 105,007 | $4.5B | 25.27% | |
| 194 | BILSPDR SERIES TRUST | 48,792 | $4.5B | 25.15% | |
| 195 | CSCOCISCO SYS INC | 62,322 | $4.3B | 24.30% | |
| 196 | CEGCONSTELLATION ENERGY CORP | 13,019 | $4.2B | 23.61% | |
| 197 | DSIISHARES TR | 35,591 | $4.1B | 23.23% | |
| 198 | DSIIshares Tr Msci Kld400 Soc | 35,591 | $4.1B | 23.23% | |
| 199 | UNHUNITEDHEALTH GROUP INC | 13,093 | $4.1B | 22.95% | |
| 200 | SCHWSCHWAB CHARLES CORP | 43,968 | $4.0B | 22.54% |