Wealthspire Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$19.1B
Holdings
3,064
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (3,064 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWPISHARES TR | 136,513 | $19.4B | 101.65% | |
| 102 | IWRiShares Russell Midcap Blend | 195,108 | $18.8B | 98.49% | |
| 103 | IWRISHARES TR | 195,108 | $18.8B | 98.49% | |
| 104 | TSLATESLA INC | 41,533 | $18.5B | 96.58% | |
| 105 | METAMETA PLATFORMS INC | 25,039 | $18.4B | 96.15% | |
| 106 | AGGISHARES TR | 183,131 | $18.4B | 95.99% | |
| 107 | AGGiShares Barclays Aggregate Bond | 183,131 | $18.4B | 95.99% | |
| 108 | IWViShares Russell 3000 Index | 48,371 | $18.3B | 95.84% | |
| 109 | IWVISHARES TR | 48,371 | $18.3B | 95.84% | |
| 110 | IJJISHARES TR | 132,756 | $17.2B | 90.04% | |
| 111 | IJJiShares S&P Midcap 400/BARRA Value | 132,756 | $17.2B | 90.04% | |
| 112 | ACNACCENTURE PLC IRELAND | 69,550 | $17.2B | 89.68% | |
| 113 | RKTROCKET COS INC | 877,997 | $17.0B | 88.97% | |
| 114 | EIPIFIRST TR EXCHNG TRADED FD VI | 856,106 | $17.0B | 88.72% | |
| 115 | QUALISHARES TR | 86,729 | $16.9B | 88.20% | |
| 116 | IVWiShares SP 500 Growth Index | 139,108 | $16.8B | 87.80% | |
| 117 | IVWISHARES TR | 139,108 | $16.8B | 87.80% | |
| 118 | IWDiShares Russell 1000 Value Index | 80,467 | $16.4B | 85.66% | |
| 119 | IWDISHARES TR | 80,467 | $16.4B | 85.66% | |
| 120 | JNJJOHNSON & JOHNSON | 83,643 | $15.5B | 81.09% | |
| 121 | IWOISHARES TR | 48,336 | $15.5B | 80.88% | |
| 122 | COSTCOSTCO WHSL CORP NEW | 16,456 | $15.2B | 79.64% | |
| 123 | XOMEXXON MOBIL CORP | 134,377 | $15.2B | 79.22% | |
| 124 | VOTVANGUARD INDEX FDS | 50,863 | $14.9B | 78.13% | |
| 125 | VOTVanguard Mid Cap Growth | 50,863 | $14.9B | 78.13% | |
| 126 | PVALPUTNAM ETF TRUST | 328,659 | $14.0B | 73.41% | |
| 127 | AVGOBROADCOM INC | 40,954 | $13.5B | 70.64% | |
| 128 | IWNISHARES TR | 75,633 | $13.4B | 69.92% | |
| 129 | ITOTISHARES TR | 91,595 | $13.3B | 69.75% | |
| 130 | ITOTiShares Core S&P Total US Stock Market E | 91,595 | $13.3B | 69.75% | |
| 131 | DFUSDIMENSIONAL ETF TRUST | 184,108 | $13.3B | 69.73% | |
| 132 | SCHBSCHWAB STRATEGIC TR | 501,136 | $12.9B | 67.37% | |
| 133 | SCHBSchwab US Broad Market ETF | 501,136 | $12.9B | 67.37% | |
| 134 | VGKVANGUARD INTL EQUITY INDEX F | 155,409 | $12.4B | 64.84% | |
| 135 | VGKVanguard FTSE Europe ETF | 155,409 | $12.4B | 64.84% | |
| 136 | MGVVANGUARD WORLD FD | 90,026 | $12.4B | 64.84% | |
| 137 | SUSBiShares ESG 1-5 Year USD Corp Bd ETF | 489,462 | $12.4B | 64.77% | |
| 138 | SCHPSchwab U.S. TIPS | 452,896 | $12.2B | 63.82% | |
| 139 | SCHPSCHWAB STRATEGIC TR | 452,896 | $12.2B | 63.82% | |
| 140 | HDVISHARES TR | 97,295 | $11.9B | 62.29% | |
| 141 | QDFFLEXSHARES TR | 147,744 | $11.7B | 61.34% | |
| 142 | ABBVABBVIE INC | 50,381 | $11.7B | 60.99% | |
| 143 | MTSRMETSERA INC | 213,085 | $11.2B | 58.30% | |
| 144 | DGRWWISDOMTREE TR | 123,201 | $11.0B | 57.31% | |
| 145 | PGProcter & Gamble Co | 70,844 | $10.9B | 56.91% | |
| 146 | PGPROCTER AND GAMBLE CO | 70,844 | $10.9B | 56.91% | |
| 147 | ESGDISHARES TR | 113,250 | $10.5B | 55.06% | |
| 148 | IQDFFLEXSHARES TR | 366,817 | $10.5B | 54.73% | |
| 149 | VOEVANGUARD INDEX FDS | 59,235 | $10.3B | 54.07% | |
| 150 | PRFINVESCO EXCHANGE TRADED FD T | 220,956 | $10.0B | 52.23% | |
| 151 | SPYGSPDR SERIES TRUST | 94,153 | $9.8B | 51.45% | |
| 152 | 4I1PHILIP MORRIS INTL INC | 59,913 | $9.7B | 50.81% | |
| 153 | ESGUISHARES TR | 65,956 | $9.6B | 50.21% | |
| 154 | SCHASCHWAB STRATEGIC TR | 340,942 | $9.5B | 49.74% | |
| 155 | SCHASchwab US Small Cap ETF | 340,942 | $9.5B | 49.74% | |
| 156 | BSVVanguard Short Term Bond Index | 119,921 | $9.5B | 49.48% | |
| 157 | BSVVANGUARD BD INDEX FDS | 119,921 | $9.5B | 49.48% | |
| 158 | KOCOCA COLA CO | 142,034 | $9.4B | 49.25% | |
| 159 | SPMDSPDR SERIES TRUST | 163,918 | $9.4B | 49.02% | |
| 160 | HDHOME DEPOT INC | 22,640 | $9.2B | 47.96% | |
| 161 | DFUVDIMENSIONAL ETF TRUST | 204,098 | $9.1B | 47.69% | |
| 162 | CVXCHEVRON CORP NEW | 57,533 | $8.9B | 46.71% | |
| 163 | CVXChevron Texaco Corp | 57,533 | $8.9B | 46.71% | |
| 164 | IBMInternational Business Machines | 31,527 | $8.9B | 46.51% | |
| 165 | IBMINTERNATIONAL BUSINESS MACHS | 31,527 | $8.9B | 46.51% | |
| 166 | HYMBSPDR SERIES TRUST | 356,210 | $8.9B | 46.43% | |
| 167 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,893 | $8.9B | 46.41% | |
| 168 | VDCVANGUARD WORLD FD | 41,139 | $8.8B | 45.97% | |
| 169 | VIGVANGUARD SPECIALIZED FUNDS | 40,447 | $8.7B | 45.64% | |
| 170 | VIGVanguard Dividend Appreciation ETF | 40,447 | $8.7B | 45.64% | |
| 171 | BRK-BBERKSHIRE HATHAWAY INC DEL | 12 | $8.7B | 45.35% | |
| 172 | GSLCGOLDMAN SACHS ETF TR | 65,458 | $8.5B | 44.59% | |
| 173 | NFLXNETFLIX INC | 6,934 | $8.3B | 43.47% | |
| 174 | MAMASTERCARD INCORPORATED | 14,165 | $8.1B | 42.13% | |
| 175 | PLTRPALANTIR TECHNOLOGIES INC | 43,739 | $8.0B | 41.72% | |
| 176 | VVISA INC | 23,368 | $8.0B | 41.71% | |
| 177 | WMTWALMART INC | 76,915 | $7.9B | 41.45% | |
| 178 | WMTWal-Mart Stores Inc | 76,915 | $7.9B | 41.45% | |
| 179 | IBITISHARES BITCOIN TRUST ETF | 121,367 | $7.9B | 41.25% | |
| 180 | SDYSPDR SERIES TRUST | 56,128 | $7.9B | 41.10% | |
| 181 | DIHPDIMENSIONAL ETF TRUST | 241,080 | $7.3B | 38.31% | |
| 182 | GEGeneral Electric Co | 22,770 | $6.9B | 35.82% | |
| 183 | GEGE AEROSPACE | 22,770 | $6.9B | 35.82% | |
| 184 | MCDMCDONALDS CORP | 21,390 | $6.5B | 33.99% | |
| 185 | IVEiShares S&P 500/BARRA Value Index | 31,476 | $6.5B | 33.99% | |
| 186 | IVEISHARES TR | 31,476 | $6.5B | 33.99% | |
| 187 | PMBSPIMCO ETF TR | 130,885 | $6.5B | 33.98% | |
| 188 | DFAXDIMENSIONAL ETF TRUST | 205,537 | $6.4B | 33.72% | |
| 189 | AQLTISHARES TR | 267,153 | $6.2B | 32.29% | |
| 190 | ORCLORACLE CORP | 21,927 | $6.2B | 32.24% | |
| 191 | LLYELI LILLY & CO | 8,024 | $6.1B | 32.01% | |
| 192 | DTHWISDOMTREE TR | 124,102 | $6.1B | 31.89% | |
| 193 | BACVERIZON COMMUNICATIONS INC | 138,704 | $6.1B | 31.87% | |
| 194 | DCORDimensional US Core Equity 1 ETF | 83,366 | $6.0B | 31.36% | |
| 195 | EIMEATON VANCE MUN BD FD | 603,279 | $6.0B | 31.35% | |
| 196 | NBOSNEUBERGER BERMAN ETF TRUST | 220,285 | $5.9B | 30.94% | |
| 197 | BABINVESCO EXCH TRADED FD TR II | 200,897 | $5.5B | 28.67% | |
| 198 | BYRNBYRNA TECHNOLOGIES INC | 245,114 | $5.4B | 28.40% | |
| 199 | TFISPDR SERIES TRUST | 116,577 | $5.3B | 27.78% | |
| 200 | ESGEISHARES INC | 120,491 | $5.2B | 27.35% |