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 |
|---|---|---|---|---|---|
| 201 | SCHWSCHWAB CHARLES CORP | 43,968 | $4.0B | 22.54% | |
| 202 | XLVSELECT SECTOR SPDR TR | 29,489 | $4.0B | 22.34% | |
| 203 | AQLTISHARES TR | 169,088 | $3.9B | 22.20% | |
| 204 | AMLPALPS ETF TR | 80,352 | $3.9B | 22.06% | |
| 205 | BXBLACKSTONE INC | 26,080 | $3.9B | 21.92% | |
| 206 | MRKMERCK & CO INC | 49,274 | $3.9B | 21.92% | |
| 207 | PRFZINVESCO EXCHANGE TRADED FD T | 95,248 | $3.9B | 21.77% | |
| 208 | VGTVANGUARD WORLD FD | 5,778 | $3.8B | 21.54% | |
| 209 | HYDMarket Vectors High Yield Muni ETF | 76,258 | $3.8B | 21.52% | |
| 210 | SHWSHERWIN WILLIAMS CO | 11,030 | $3.8B | 21.28% | |
| 211 | GSGOLDMAN SACHS GROUP INC | 5,258 | $3.7B | 20.91% | |
| 212 | GBTCGRAYSCALE BITCOIN TRUST ETF | 43,589 | $3.7B | 20.78% | |
| 213 | JNKSPDR Blmbg Barclays High Yield Bd ETF | 37,973 | $3.7B | 20.76% | |
| 214 | AXPAMERICAN EXPRESS CO | 11,261 | $3.6B | 20.19% | |
| 215 | XLKSELECT SECTOR SPDR TR | 14,151 | $3.6B | 20.14% | |
| 216 | MTDMETTLER TOLEDO INTERNATIONAL | 3,036 | $3.6B | 20.04% | |
| 217 | MARMARRIOTT INTL INC NEW | 13,003 | $3.6B | 19.96% | |
| 218 | CPKCHESAPEAKE UTILS CORP | 29,469 | $3.5B | 19.91% | |
| 219 | UTGREAVES UTIL INCOME FD | 97,683 | $3.5B | 19.86% | |
| 220 | MOALTRIA GROUP INC | 59,973 | $3.5B | 19.76% | |
| 221 | DWDMORGAN STANLEY | 24,547 | $3.5B | 19.43% | |
| 222 | HONHONEYWELL INTL INC | 14,730 | $3.4B | 19.28% | |
| 223 | LRCXLAM RESEARCH CORP | 34,754 | $3.4B | 19.01% | |
| 224 | LRGFISHARES TR | 52,092 | $3.3B | 18.77% | |
| 225 | APOAPOLLO GLOBAL MGMT INC | 23,379 | $3.3B | 18.64% | |
| 226 | TJXTJX COS INC NEW | 26,706 | $3.3B | 18.53% | |
| 227 | DONSPDR DOW JONES INDL AVERAGE | 7,462 | $3.3B | 18.48% | |
| 228 | TMOTHERMO FISHER SCIENTIFIC INC | 8,041 | $3.3B | 18.32% | |
| 229 | ETNEATON CORP PLC | 9,119 | $3.3B | 18.29% | |
| 230 | VOOGVanguard S&P 500 Etf | 8,209 | $3.3B | 18.29% | |
| 231 | VOOGVANGUARD ADMIRAL FDS INC | 8,209 | $3.3B | 18.29% | |
| 232 | AZNASTRAZENECA PLC | 46,469 | $3.2B | 18.25% | |
| 233 | REGNREGENERON PHARMACEUTICALS | 6,137 | $3.2B | 18.11% | |
| 234 | CARTMAPLEBEAR INC | 70,954 | $3.2B | 18.04% | |
| 235 | TAT&T INC | 110,648 | $3.2B | 17.99% | |
| 236 | BABOEING CO | 15,085 | $3.2B | 17.76% | |
| 237 | QCLNFIRST TR EXCHANGE-TRADED FD | 95,966 | $3.1B | 17.63% | |
| 238 | XLFSELECT SECTOR SPDR TR | 59,837 | $3.1B | 17.61% | |
| 239 | IBTGISHARES TR | 135,573 | $3.1B | 17.47% | |
| 240 | PANWPALO ALTO NETWORKS INC | 15,087 | $3.1B | 17.35% | |
| 241 | GBILGOLDMAN SACHS ETF TR | 30,428 | $3.0B | 17.12% | |
| 242 | DEHPDIMENSIONAL ETF TRUST | 107,979 | $3.0B | 16.99% | |
| 243 | WFCWells Fargo & Co | 37,246 | $3.0B | 16.77% | |
| 244 | WFCWELLS FARGO CO NEW | 37,246 | $3.0B | 16.77% | |
| 245 | DLNWISDOMTREE TR | 35,713 | $2.9B | 16.48% | |
| 246 | HRLHORMEL FOODS CORP | 96,670 | $2.9B | 16.43% | |
| 247 | VPUVANGUARD WORLD FD | 16,430 | $2.9B | 16.30% | |
| 248 | ADPAUTOMATIC DATA PROCESSING IN | 9,335 | $2.9B | 16.18% | |
| 249 | AUIDAUTHID INC | 542,759 | $2.9B | 16.13% | |
| 250 | PFEPFIZER INC | 118,142 | $2.9B | 16.09% | |
| 251 | PFEPfizer Inc | 118,142 | $2.9B | 16.09% | |
| 252 | DFASDIMENSIONAL ETF TRUST | 44,635 | $2.8B | 15.98% | |
| 253 | ITWILLINOIS TOOL WKS INC | 11,442 | $2.8B | 15.90% | |
| 254 | SCHGSCHWAB STRATEGIC TR | 96,848 | $2.8B | 15.90% | |
| 255 | SCHGSchwab US Large Cap | 96,848 | $2.8B | 15.90% | |
| 256 | GEVGE VERNOVA INC | 5,299 | $2.8B | 15.76% | |
| 257 | OUSMALPS ETF TR | 64,638 | $2.8B | 15.70% | |
| 258 | IYWISHARES TR | 16,000 | $2.8B | 15.58% | |
| 259 | CAVACAVA GROUP INC | 32,873 | $2.8B | 15.56% | |
| 260 | DFCFDIMENSIONAL ETF TRUST | 64,938 | $2.7B | 15.42% | |
| 261 | BLKBLACKROCK INC | 2,604 | $2.7B | 15.36% | |
| 262 | RTXRTX CORPORATION | 18,395 | $2.7B | 15.09% | |
| 263 | DUKDUKE ENERGY CORP NEW | 22,729 | $2.7B | 15.07% | |
| 264 | CBNKCAPITAL BANCORP INC MD | 79,585 | $2.7B | 15.02% | |
| 265 | EEMISHARES TR | 54,733 | $2.6B | 14.84% | |
| 266 | EEMiShares MSCI Emerging Markets | 54,733 | $2.6B | 14.84% | |
| 267 | JQUAJPMorgan US Quality Factor ETF | 43,845 | $2.6B | 14.80% | |
| 268 | COFCAPITAL ONE FINL CORP | 12,235 | $2.6B | 14.63% | |
| 269 | SOXXISHARES TR | 10,901 | $2.6B | 14.62% | |
| 270 | CRMSALESFORCE INC | 9,532 | $2.6B | 14.61% | |
| 271 | AQLTiShares Dow Jones Select Dividend | 19,570 | $2.6B | 14.61% | |
| 272 | AQLTISHARES TR | 19,570 | $2.6B | 14.61% | |
| 273 | WDIVSPDR INDEX SHS FDS | 35,593 | $2.5B | 14.11% | |
| 274 | IWSiShares Russell Midcap Value | 18,916 | $2.5B | 14.05% | |
| 275 | IWSISHARES TR | 18,916 | $2.5B | 14.05% | |
| 276 | EFGISHARES TR | 22,220 | $2.5B | 13.98% | |
| 277 | DFSIDIMENSIONAL ETF TRUST | 63,082 | $2.5B | 13.97% | |
| 278 | SPYDSPDR SERIES TRUST | 58,301 | $2.5B | 13.90% | |
| 279 | TMUST-MOBILE US INC | 10,298 | $2.5B | 13.79% | |
| 280 | TMUST-Mobile US Inc | 10,298 | $2.5B | 13.79% | |
| 281 | DISDISNEY WALT CO | 19,334 | $2.4B | 13.47% | |
| 282 | SYKSTRYKER CORPORATION | 5,979 | $2.4B | 13.29% | |
| 283 | SYKStryker Corp | 5,979 | $2.4B | 13.29% | |
| 284 | NOWSERVICENOW INC | 2,281 | $2.3B | 13.18% | |
| 285 | FNDXSCHWAB STRATEGIC TR | 95,502 | $2.3B | 13.17% | |
| 286 | IQLTISHARES TR | 54,049 | $2.3B | 13.13% | |
| 287 | CLCOLGATE PALMOLIVE CO | 25,538 | $2.3B | 13.05% | |
| 288 | FASTFASTENAL CO | 54,887 | $2.3B | 12.95% | |
| 289 | SCHZSCHWAB STRATEGIC TR | 99,179 | $2.3B | 12.95% | |
| 290 | JPSTJ P MORGAN EXCHANGE TRADED F | 45,334 | $2.3B | 12.91% | |
| 291 | AMGNAMGEN INC | 8,216 | $2.3B | 12.89% | |
| 292 | IAU*iShares Gold Trust | 36,428 | $2.3B | 12.77% | |
| 293 | IAU*ISHARES GOLD TR | 36,428 | $2.3B | 12.77% | |
| 294 | SPYVSPDR SERIES TRUST | 42,431 | $2.2B | 12.48% | |
| 295 | PXFPowershares FTSE RAFI Dev Markets ex-US | 38,439 | $2.2B | 12.40% | |
| 296 | IDXXIDEXX LABS INC | 4,104 | $2.2B | 12.37% | |
| 297 | CATCaterpillar Inc | 5,623 | $2.2B | 12.27% | |
| 298 | CATCATERPILLAR INC | 5,623 | $2.2B | 12.27% | |
| 299 | IBTHISHARES TR | 96,821 | $2.2B | 12.24% | |
| 300 | NEENEXTERA ENERGY INC | 31,308 | $2.2B | 12.21% |