Wealthspire Advisors, LLC Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$9.8B
Holdings
756
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (756 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,432,463 | $1.4T | 14274.92% | |
| 2 | VOOVANGUARD INDEX FDS | 1,163,567 | $614.0B | 6246.90% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 9,857,108 | $520.6B | 5296.05% | |
| 4 | IJHISHARES TR | 7,196,228 | $448.5B | 4562.67% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 5,119,956 | $432.8B | 4403.15% | |
| 6 | SPYSPDR S&P 500 ETF TR | 601,431 | $345.1B | 3510.88% | |
| 7 | VTIVANGUARD INDEX FDS | 1,107,356 | $313.6B | 3190.12% | |
| 8 | VXUSVANGUARD STAR FDS | 4,599,963 | $297.8B | 3029.80% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 7,901,035 | $270.9B | 2756.37% | |
| 10 | IJRISHARES TR | 1,762,984 | $206.2B | 2097.84% | |
| 11 | SCHFSCHWAB STRATEGIC TR | 4,959,791 | $203.9B | 2074.93% | |
| 12 | IUSBISHARES TR | 4,283,811 | $201.9B | 2053.63% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 3,613,807 | $172.9B | 1759.27% | |
| 14 | VOVANGUARD INDEX FDS | 551,127 | $145.4B | 1479.32% | |
| 15 | VXFVANGUARD INDEX FDS | 761,788 | $138.6B | 1410.51% | |
| 16 | VUGVANGUARD INDEX FDS | 345,725 | $132.7B | 1350.42% | |
| 17 | VVVANGUARD INDEX FDS | 440,626 | $116.0B | 1180.29% | |
| 18 | AAPLAPPLE INC | 437,325 | $101.9B | 1036.68% | |
| 19 | VTIPVANGUARD MALVERN FDS | 2,012,522 | $99.2B | 1009.63% | |
| 20 | AONAON PLC | 282,579 | $97.8B | 994.69% | |
| 21 | MSFTMICROSOFT CORP | 222,485 | $95.7B | 974.00% | |
| 22 | IEMGISHARES INC | 1,628,379 | $93.5B | 951.11% | |
| 23 | VBVANGUARD INDEX FDS | 374,113 | $88.7B | 902.87% | |
| 24 | SCHXSCHWAB STRATEGIC TR | 1,037,803 | $70.4B | 716.38% | |
| 25 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,963,218 | $66.0B | 671.11% | |
| 26 | AQLTISHARES TR | 844,008 | $65.9B | 670.20% | |
| 27 | MUBISHARES TR | 597,883 | $64.9B | 660.77% | |
| 28 | TFLOISHARES TR | 1,272,371 | $64.4B | 655.01% | |
| 29 | NDQINVESCO QQQ TR | 129,521 | $63.2B | 643.14% | |
| 30 | DFGRDIMENSIONAL ETF TRUST | 2,171,563 | $62.7B | 637.61% | |
| 31 | DFAEDIMENSIONAL ETF TRUST | 2,279,507 | $62.5B | 635.68% | |
| 32 | NOBLPROSHARES TR | 582,367 | $62.2B | 632.54% | |
| 33 | IXUSISHARES TR | 849,118 | $61.7B | 627.43% | |
| 34 | VTVVANGUARD INDEX FDS | 338,188 | $59.0B | 600.64% | |
| 35 | VEUVANGUARD INTL EQUITY INDEX F | 931,826 | $58.7B | 597.26% | |
| 36 | DFAIDIMENSIONAL ETF TRUST | 1,816,611 | $57.7B | 587.35% | |
| 37 | EAGGiShares ESG U.S. Aggregate Bond ETF | 1,149,477 | $55.9B | 568.24% | |
| 38 | SPYMSPDR SER TR | 785,980 | $53.1B | 539.84% | |
| 39 | BNDVANGUARD BD INDEX FDS | 683,074 | $51.3B | 521.97% | |
| 40 | USFRWISDOMTREE TR | 1,021,046 | $51.3B | 521.68% | |
| 41 | HYDBISHARES TR | 1,054,970 | $50.7B | 515.83% | |
| 42 | DFAUDimensional U.S. Core Equity Market ETF | 1,236,727 | $49.1B | 499.39% | |
| 43 | EFAISHARES TR | 555,386 | $46.4B | 472.54% | |
| 44 | VBKVANGUARD INDEX FDS | 170,025 | $45.5B | 462.50% | |
| 45 | IWFISHARES TR | 119,266 | $44.8B | 455.48% | |
| 46 | VTEBVANGUARD MUN BD FDS | 747,600 | $38.2B | 388.82% | |
| 47 | CMECME GROUP INC | 165,601 | $36.5B | 371.74% | |
| 48 | AMZNAMAZON COM INC | 177,241 | $33.0B | 335.99% | |
| 49 | VCSHVANGUARD SCOTTSDALE FDS | 409,896 | $32.6B | 331.19% | |
| 50 | ACNACCENTURE PLC IRELAND | 90,419 | $32.0B | 325.17% | |
| 51 | VBRVANGUARD INDEX FDS | 153,391 | $30.8B | 313.33% | |
| 52 | IWBISHARES TR | 95,869 | $30.1B | 306.64% | |
| 53 | SMMDISHARES TR | 426,813 | $28.9B | 294.11% | |
| 54 | AGGISHARES TR | 278,460 | $28.2B | 286.89% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 60,343 | $27.8B | 282.56% | |
| 56 | GOOGALPHABET INC | 165,206 | $27.6B | 281.00% | |
| 57 | SCHESCHWAB STRATEGIC TR | 899,039 | $26.2B | 266.89% | |
| 58 | IWMISHARES TR | 116,450 | $25.7B | 261.69% | |
| 59 | VTVANGUARD INTL EQUITY INDEX F | 211,655 | $25.3B | 257.76% | |
| 60 | VNQVANGUARD INDEX FDS | 249,132 | $24.3B | 246.95% | |
| 61 | IGFISHARES TR | 436,255 | $23.7B | 241.58% | |
| 62 | HYMBSPDR Nuveen S&P High Yield Municipal Bond | 900,292 | $23.6B | 240.61% | |
| 63 | SUSBiShares ESG 1-5 Year USD Corp Bd ETF | 917,928 | $23.1B | 234.97% | |
| 64 | IWDISHARES TR | 107,111 | $20.3B | 206.83% | |
| 65 | VYMVANGUARD WHITEHALL FDS | 143,539 | $18.4B | 187.21% | |
| 66 | QUALISHARES TR | 101,742 | $18.2B | 185.59% | |
| 67 | IVWISHARES TR | 177,002 | $16.9B | 172.42% | |
| 68 | EIPIFIRST TR EXCHNG TRADED FD VI | 857,543 | $16.6B | 168.82% | |
| 69 | NVDANVIDIA CORPORATION | 134,952 | $16.4B | 166.73% | |
| 70 | JPMJPMORGAN CHASE & CO. | 76,921 | $16.2B | 165.01% | |
| 71 | COSTCOSTCO WHSL CORP NEW | 17,850 | $15.8B | 160.99% | |
| 72 | JNJJOHNSON & JOHNSON | 96,703 | $15.7B | 159.44% | |
| 73 | IWVISHARES TR | 47,896 | $15.6B | 159.20% | |
| 74 | IWRISHARES TR | 174,485 | $15.4B | 156.46% | |
| 75 | XOMEXXON MOBIL CORP | 129,390 | $15.2B | 154.31% | |
| 76 | VOTVANGUARD INDEX FDS | 62,211 | $15.1B | 154.09% | |
| 77 | GOOGLALPHABET INC | 88,977 | $14.8B | 150.13% | |
| 78 | IWPISHARES TR | 122,348 | $14.3B | 146.00% | |
| 79 | IJJISHARES TR | 113,524 | $14.0B | 142.77% | |
| 80 | ITOTISHARES TR | 109,935 | $13.8B | 140.50% | |
| 81 | SCHPSCHWAB STRATEGIC TR | 246,119 | $13.2B | 134.29% | |
| 82 | DUHPDIMENSIONAL ETF TRUST | 377,386 | $12.9B | 130.81% | |
| 83 | PGPROCTER AND GAMBLE CO | 73,113 | $12.7B | 128.83% | |
| 84 | METAMETA PLATFORMS INC | 21,950 | $12.6B | 127.84% | |
| 85 | AQLTISHARES TR | 517,286 | $12.1B | 123.41% | |
| 86 | IWOISHARES TR | 42,237 | $12.0B | 122.04% | |
| 87 | GQ9SPDR GOLD TR | 48,923 | $11.9B | 120.98% | |
| 88 | BABINVESCO EXCH TRADED FD TR II | 422,163 | $11.6B | 118.41% | |
| 89 | DGRWWISDOMTREE TR | 139,480 | $11.6B | 118.08% | |
| 90 | DFUSDIMENSIONAL ETF TRUST | 186,247 | $11.6B | 117.85% | |
| 91 | SPYGSPDR SER TR | 138,533 | $11.5B | 116.89% | |
| 92 | SCHBSCHWAB STRATEGIC TR | 170,245 | $11.3B | 115.21% | |
| 93 | ABBVABBVIE INC | 55,754 | $11.0B | 112.01% | |
| 94 | QDFFLEXSHARES TR | 147,174 | $10.6B | 107.37% | |
| 95 | DIHPDimensional International High Pbly ETF | 380,999 | $10.6B | 107.37% | |
| 96 | PVALPUTNAM ETF TRUST | 276,845 | $10.5B | 106.86% | |
| 97 | HYDMarket Vectors High Yield Muni ETF | 197,778 | $10.5B | 106.79% | |
| 98 | VOEVANGUARD INDEX FDS | 61,830 | $10.4B | 105.46% | |
| 99 | IWNISHARES TR | 62,067 | $10.4B | 105.33% | |
| 100 | ESGDISHARES TR | 120,542 | $10.1B | 103.22% |
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