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 |
|---|---|---|---|---|---|
| 201 | PEPPEPSICO INC | 37,080 | $5.2B | 27.23% | |
| 202 | SCHMSCHWAB STRATEGIC TR | 174,837 | $5.2B | 27.10% | |
| 203 | SCHMSchwab US Mid Cap Etf | 174,837 | $5.2B | 27.10% | |
| 204 | ABTABBOTT LABS | 38,623 | $5.2B | 27.05% | |
| 205 | REETISHARES TR | 201,569 | $5.2B | 26.94% | |
| 206 | SUBiShares Short-Term National Muni Bd ETF | 47,967 | $5.1B | 26.78% | |
| 207 | SUBISHARES TR | 47,967 | $5.1B | 26.78% | |
| 208 | GSGOLDMAN SACHS GROUP INC | 6,239 | $5.0B | 25.98% | |
| 209 | XLKSELECT SECTOR SPDR TR | 17,604 | $5.0B | 25.94% | |
| 210 | MOALTRIA GROUP INC | 74,788 | $4.9B | 25.83% | |
| 211 | BACBANK AMERICA CORP | 95,462 | $4.9B | 25.75% | |
| 212 | BILSPDR SERIES TRUST | 52,105 | $4.8B | 25.00% | |
| 213 | DUHPDIMENSIONAL ETF TRUST | 118,099 | $4.5B | 23.32% | |
| 214 | VGTVANGUARD WORLD FD | 5,970 | $4.5B | 23.31% | |
| 215 | CEGCONSTELLATION ENERGY CORP | 13,516 | $4.4B | 23.26% | |
| 216 | BXBLACKSTONE INC | 25,890 | $4.4B | 23.13% | |
| 217 | PRFZINVESCO EXCHANGE TRADED FD T | 95,248 | $4.3B | 22.62% | |
| 218 | MARMARRIOTT INTL INC NEW | 16,014 | $4.2B | 21.81% | |
| 219 | DFIVDIMENSIONAL ETF TRUST | 89,316 | $4.1B | 21.54% | |
| 220 | MRKMERCK & CO INC | 48,034 | $4.0B | 21.08% | |
| 221 | UNHUNITEDHEALTH GROUP INC | 11,621 | $4.0B | 20.98% | |
| 222 | CPKCHESAPEAKE UTILS CORP | 29,395 | $4.0B | 20.70% | |
| 223 | AQLTISHARES TR | 168,436 | $3.9B | 20.58% | |
| 224 | DSIISHARES TR | 31,106 | $3.9B | 20.48% | |
| 225 | DSIIshares Tr Msci Kld400 Soc | 31,106 | $3.9B | 20.48% | |
| 226 | AMLPALPS ETF TR | 82,006 | $3.8B | 20.12% | |
| 227 | GBTCGRAYSCALE BITCOIN TRUST ETF | 42,713 | $3.8B | 20.05% | |
| 228 | CSCOCISCO SYS INC | 55,818 | $3.8B | 19.97% | |
| 229 | TMOTHERMO FISHER SCIENTIFIC INC | 7,840 | $3.8B | 19.88% | |
| 230 | TMOThermo Electron Corp | 7,840 | $3.8B | 19.88% | |
| 231 | HYDVANECK ETF TRUST | 74,290 | $3.8B | 19.77% | |
| 232 | SCHWSCHWAB CHARLES CORP | 39,508 | $3.8B | 19.72% | |
| 233 | SCHWCharles Schwab Corp | 39,508 | $3.8B | 19.72% | |
| 234 | JNKSPDR SERIES TRUST | 37,660 | $3.7B | 19.29% | |
| 235 | SBUXSTARBUCKS CORP | 43,412 | $3.7B | 19.20% | |
| 236 | SBUXStarbucks | 43,412 | $3.7B | 19.20% | |
| 237 | AXPAMERICAN EXPRESS CO | 11,054 | $3.7B | 19.20% | |
| 238 | DONSPDR DOW JONES INDL AVERAGE | 7,841 | $3.6B | 19.01% | |
| 239 | IYWiShares Dow Jones | 18,332 | $3.6B | 18.77% | |
| 240 | IYWISHARES TR | 18,332 | $3.6B | 18.77% | |
| 241 | VOOGVANGUARD ADMIRAL FDS INC | 8,211 | $3.6B | 18.70% | |
| 242 | VOOGVanguard S&P 500 Etf | 8,211 | $3.6B | 18.70% | |
| 243 | DWDMORGAN STANLEY | 22,143 | $3.5B | 18.40% | |
| 244 | ETNEATON CORP PLC | 9,094 | $3.4B | 17.80% | |
| 245 | XLFSELECT SECTOR SPDR TR | 62,725 | $3.4B | 17.67% | |
| 246 | LRGFISHARES TR | 48,718 | $3.4B | 17.60% | |
| 247 | QCLNFIRST TR EXCHANGE-TRADED FD | 79,044 | $3.3B | 17.34% | |
| 248 | TAT&T INC | 117,398 | $3.3B | 17.33% | |
| 249 | GEVGE VERNOVA INC | 5,388 | $3.3B | 17.32% | |
| 250 | IBTGISHARES TR | 140,136 | $3.2B | 16.82% | |
| 251 | VPUVANGUARD WORLD FD | 16,650 | $3.2B | 16.49% | |
| 252 | BABOEING CO | 14,607 | $3.2B | 16.48% | |
| 253 | SCHGSchwab US Large Cap | 98,754 | $3.2B | 16.48% | |
| 254 | SCHGSCHWAB STRATEGIC TR | 98,754 | $3.2B | 16.48% | |
| 255 | DLNWISDOMTREE TR | 35,293 | $3.1B | 16.06% | |
| 256 | APOAPOLLO GLOBAL MGMT INC | 22,872 | $3.0B | 15.94% | |
| 257 | GBILGOLDMAN SACHS ETF TR | 30,366 | $3.0B | 15.91% | |
| 258 | GDXVANECK ETF TRUST | 39,751 | $3.0B | 15.88% | |
| 259 | PANWPALO ALTO NETWORKS INC | 14,653 | $3.0B | 15.60% | |
| 260 | EEMISHARES TR | 55,716 | $3.0B | 15.56% | |
| 261 | EEMiShares MSCI Emerging Markets | 55,716 | $3.0B | 15.56% | |
| 262 | DFASDIMENSIONAL ETF TRUST | 43,260 | $3.0B | 15.49% | |
| 263 | ITWILLINOIS TOOL WKS INC | 11,343 | $3.0B | 15.47% | |
| 264 | BLKBLACKROCK INC | 2,536 | $3.0B | 15.46% | |
| 265 | EFGISHARES TR | 25,798 | $2.9B | 15.36% | |
| 266 | COFCAPITAL ONE FINL CORP | 13,754 | $2.9B | 15.29% | |
| 267 | AQLTISHARES TR | 20,533 | $2.9B | 15.26% | |
| 268 | AQLTiShares Dow Jones Select Dividend | 20,533 | $2.9B | 15.26% | |
| 269 | OUSMALPS ETF TR | 64,638 | $2.9B | 15.14% | |
| 270 | WFCWELLS FARGO CO NEW | 34,439 | $2.9B | 15.09% | |
| 271 | WFCWells Fargo & Co | 34,439 | $2.9B | 15.09% | |
| 272 | PFEPFIZER INC | 112,934 | $2.9B | 15.05% | |
| 273 | CATCATERPILLAR INC | 6,019 | $2.9B | 15.02% | |
| 274 | NOCNORTHROP GRUMMAN CORP | 4,699 | $2.9B | 14.97% | |
| 275 | RDDTREDDIT INC | 12,227 | $2.8B | 14.70% | |
| 276 | RTXRTX CORPORATION | 16,677 | $2.8B | 14.59% | |
| 277 | DFCFDIMENSIONAL ETF TRUST | 64,938 | $2.8B | 14.52% | |
| 278 | IDXXIDEXX LABS INC | 4,315 | $2.8B | 14.41% | |
| 279 | JQUAJ P MORGAN EXCHANGE TRADED F | 42,930 | $2.7B | 14.12% | |
| 280 | DUKDUKE ENERGY CORP NEW | 21,666 | $2.7B | 14.02% | |
| 281 | FNDXSchwab Fundamental US Large Company ETF | 101,652 | $2.7B | 13.98% | |
| 282 | FNDXSCHWAB STRATEGIC TR | 101,652 | $2.7B | 13.98% | |
| 283 | SHOPSHOPIFY INC | 17,788 | $2.6B | 13.82% | |
| 284 | IWSiShares Russell Midcap Value | 18,920 | $2.6B | 13.82% | |
| 285 | IWSISHARES TR | 18,920 | $2.6B | 13.82% | |
| 286 | FASTFASTENAL CO | 53,734 | $2.6B | 13.78% | |
| 287 | ADPAUTOMATIC DATA PROCESSING IN | 8,895 | $2.6B | 13.65% | |
| 288 | UNPUNION PAC CORP | 11,041 | $2.6B | 13.65% | |
| 289 | UNPUnion Pacific Corp | 11,041 | $2.6B | 13.65% | |
| 290 | CARTMAPLEBEAR INC | 70,873 | $2.6B | 13.62% | |
| 291 | SOXXISHARES TR | 9,577 | $2.6B | 13.58% | |
| 292 | WDIVSPDR INDEX SHS FDS | 35,593 | $2.6B | 13.53% | |
| 293 | SPYDSPDR SERIES TRUST | 58,223 | $2.6B | 13.39% | |
| 294 | CBNKCAPITAL BANCORP INC MD | 79,703 | $2.5B | 13.29% | |
| 295 | IAU*iShares Gold Trust | 34,708 | $2.5B | 13.21% | |
| 296 | IAU*ISHARES GOLD TR | 34,708 | $2.5B | 13.21% | |
| 297 | IBTHISHARES TR | 111,216 | $2.5B | 13.10% | |
| 298 | DEHPDIMENSIONAL ETF TRUST | 81,792 | $2.5B | 13.06% | |
| 299 | BOXXEA SERIES TRUST | 21,766 | $2.5B | 12.96% | |
| 300 | MMSMAXIMUS INC | 27,050 | $2.5B | 12.92% |