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 |
|---|---|---|---|---|---|
| 401 | PGRPROGRESSIVE CORP | 5,578 | $1.4B | 7.20% | |
| 402 | MUMICRON TECHNOLOGY INC | 8,214 | $1.4B | 7.19% | |
| 403 | MDLZMONDELEZ INTL INC | 21,911 | $1.4B | 7.16% | |
| 404 | INTUINTUIT | 2,000 | $1.4B | 7.14% | |
| 405 | CRWDCROWDSTRIKE HLDGS INC | 2,766 | $1.4B | 7.09% | |
| 406 | ECLECOLAB INC | 4,875 | $1.3B | 6.98% | |
| 407 | CMFISHARES TR | 23,267 | $1.3B | 6.94% | |
| 408 | CMFiShares Calif Amt Free | 23,267 | $1.3B | 6.94% | |
| 409 | CBCHUBB LIMITED | 4,698 | $1.3B | 6.93% | |
| 410 | SCHVSCHWAB STRATEGIC TR | 45,354 | $1.3B | 6.90% | |
| 411 | MECMAYVILLE ENGR CO INC | 95,415 | $1.3B | 6.86% | |
| 412 | ADIANALOG DEVICES INC | 5,284 | $1.3B | 6.79% | |
| 413 | JSCPJ P MORGAN EXCHANGE TRADED F | 26,645 | $1.3B | 6.63% | |
| 414 | BCCCGLOBAL X FDS | 26,540 | $1.3B | 6.61% | |
| 415 | XLYSELECT SECTOR SPDR TR | 5,244 | $1.3B | 6.57% | |
| 416 | ADBEADOBE INC | 3,538 | $1.2B | 6.53% | |
| 417 | EPDENTERPRISE PRODS PARTNERS L | 39,622 | $1.2B | 6.48% | |
| 418 | EPDEnterprise Products Partners | 39,622 | $1.2B | 6.48% | |
| 419 | IEVISHARES TR | 18,606 | $1.2B | 6.37% | |
| 420 | NKENIKE INC | 17,415 | $1.2B | 6.35% | |
| 421 | CMCSACOMCAST CORP NEW | 38,589 | $1.2B | 6.34% | |
| 422 | TIPISHARES TR | 10,897 | $1.2B | 6.34% | |
| 423 | AFLAFLAC INC | 10,822 | $1.2B | 6.32% | |
| 424 | FICOFAIR ISAAC CORP | 803 | $1.2B | 6.28% | |
| 425 | SHELSHELL PLC | 16,542 | $1.2B | 6.19% | |
| 426 | XLISELECT SECTOR SPDR TR | 7,643 | $1.2B | 6.16% | |
| 427 | IGVISHARES TR | 10,246 | $1.2B | 6.16% | |
| 428 | URIUNITED RENTALS INC | 1,231 | $1.2B | 6.15% | |
| 429 | VLOVALERO ENERGY CORP | 6,887 | $1.2B | 6.13% | |
| 430 | SPSBSPDR SERIES TRUST | 38,647 | $1.2B | 6.12% | |
| 431 | FISVFranks International | 9,071 | $1.2B | 6.11% | |
| 432 | FISVFISERV INC | 9,071 | $1.2B | 6.11% | |
| 433 | PNCPNC FINL SVCS GROUP INC | 5,808 | $1.2B | 6.10% | |
| 434 | TFCTRUIST FINL CORP | 25,467 | $1.2B | 6.09% | |
| 435 | BMYBRISTOL-MYERS SQUIBB CO | 25,719 | $1.2B | 6.06% | |
| 436 | CVSCVS HEALTH CORP | 15,370 | $1.2B | 6.06% | |
| 437 | OREALTY INCOME CORP | 18,820 | $1.1B | 5.98% | |
| 438 | DFICDIMENSIONAL ETF TRUST | 34,493 | $1.1B | 5.91% | |
| 439 | AJGArthur J Gallagher & Co | 3,647 | $1.1B | 5.91% | |
| 440 | AJGGALLAGHER ARTHUR J & CO | 3,647 | $1.1B | 5.91% | |
| 441 | ESGVVanguard ESG US Stock ETF | 9,479 | $1.1B | 5.87% | |
| 442 | ESGVVANGUARD WORLD FD | 9,479 | $1.1B | 5.87% | |
| 443 | EFAVISHARES TR | 13,163 | $1.1B | 5.84% | |
| 444 | MDYGSPDR SERIES TRUST | 12,180 | $1.1B | 5.83% | |
| 445 | EDCONSOLIDATED EDISON INC | 11,072 | $1.1B | 5.82% | |
| 446 | BKLCBNY MELLON ETF TRUST | 8,570 | $1.1B | 5.75% | |
| 447 | TRVCCITIGROUP INC | 10,702 | $1.1B | 5.68% | |
| 448 | NFGNATIONAL FUEL GAS CO | 11,755 | $1.1B | 5.68% | |
| 449 | VHTVANGUARD WORLD FD | 4,182 | $1.1B | 5.68% | |
| 450 | RJFRAYMOND JAMES FINL INC | 6,259 | $1.1B | 5.65% | |
| 451 | WECWEC ENERGY GROUP INC | 9,422 | $1.1B | 5.65% | |
| 452 | FDXFEDEX CORP | 4,578 | $1.1B | 5.65% | |
| 453 | IUSViShares Trust - iShares Core U.S. Value ETF | 10,795 | $1.1B | 5.64% | |
| 454 | IUSVISHARES TR | 10,795 | $1.1B | 5.64% | |
| 455 | BOTZGLOBAL X FDS | 30,442 | $1.1B | 5.64% | |
| 456 | TXNTEXAS INSTRS INC | 5,800 | $1.1B | 5.57% | |
| 457 | AIQGLOBAL X FDS | 21,488 | $1.1B | 5.55% | |
| 458 | IGMISHARES TR | 8,379 | $1.1B | 5.52% | |
| 459 | IGMIshares North American | 8,379 | $1.1B | 5.52% | |
| 460 | ATROASTRONICS CORP | 23,094 | $1.1B | 5.51% | |
| 461 | ELLAUDER ESTEE COS INC | 11,931 | $1.1B | 5.50% | |
| 462 | PHPARKER-HANNIFIN CORP | 1,375 | $1.0B | 5.45% | |
| 463 | PSXPHILLIPS 66 | 7,586 | $1.0B | 5.40% | |
| 464 | NLYANNALY CAPITAL MANAGEMENT IN | 50,862 | $1.0B | 5.37% | |
| 465 | DBEFDBX ETF TR | 22,128 | $1.0B | 5.37% | |
| 466 | HSICHENRY SCHEIN INC | 15,427 | $1.0B | 5.35% | |
| 467 | PDBCINVESCO ACTVELY MNGD ETC FD | 76,138 | $1.0B | 5.35% | |
| 468 | A4SAMERIPRISE FINL INC | 2,066 | $1.0B | 5.31% | |
| 469 | AGNCAGNC INVT CORP | 103,380 | $1.0B | 5.29% | |
| 470 | UBERUBER TECHNOLOGIES INC | 10,290 | $1.0B | 5.27% | |
| 471 | VTHRVANGUARD SCOTTSDALE FDS | 3,417 | $1.0B | 5.26% | |
| 472 | ZBHZIMMER BIOMET HOLDINGS INC | 10,130 | $997.8M | 5.22% | |
| 473 | BNDXVANGUARD CHARLOTTE FDS | 20,005 | $989.5M | 5.17% | |
| 474 | RLRALPH LAUREN CORP | 3,141 | $984.9M | 5.15% | |
| 475 | IDEVISHARES TR | 12,169 | $975.6M | 5.10% | |
| 476 | SUSAISHARES TR | 7,176 | $973.4M | 5.09% | |
| 477 | ROKROCKWELL AUTOMATION INC | 2,765 | $966.5M | 5.05% | |
| 478 | CLCOLGATE PALMOLIVE CO | 12,058 | $963.9M | 5.04% | |
| 479 | CLColgate-Palmolive Co | 12,058 | $963.9M | 5.04% | |
| 480 | DFARDIMENSIONAL ETF TRUST | 39,908 | $951.8M | 4.98% | |
| 481 | TTTRANE TECHNOLOGIES PLC | 2,244 | $946.9M | 4.95% | |
| 482 | CSXCSX CORP | 26,578 | $943.8M | 4.93% | |
| 483 | BDXBECTON DICKINSON & CO | 5,008 | $937.3M | 4.90% | |
| 484 | VOOVVANGUARD ADMIRAL FDS INC | 4,687 | $934.9M | 4.89% | |
| 485 | VOOVVanguard S&P 500 Value ETF | 4,687 | $934.9M | 4.89% | |
| 486 | ORLYOREILLY AUTOMOTIVE INC | 8,657 | $933.3M | 4.88% | |
| 487 | SGOVISHARES TR | 9,203 | $926.8M | 4.85% | |
| 488 | IBBISHARES TR | 6,361 | $918.4M | 4.80% | |
| 489 | TROWPRICE T ROWE GROUP INC | 8,896 | $913.1M | 4.77% | |
| 490 | EZBCFRANKLIN TEMPLETON DIGITAL H | 13,768 | $911.6M | 4.77% | |
| 491 | MPCMARATHON PETE CORP | 4,719 | $909.6M | 4.76% | |
| 492 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,830 | $904.2M | 4.73% | |
| 493 | MLB1MERCADOLIBRE INC | 386 | $902.1M | 4.72% | |
| 494 | ACWVISHARES INC | 7,474 | $896.3M | 4.69% | |
| 495 | EWEDWARDS LIFESCIENCES CORP | 11,496 | $894.0M | 4.67% | |
| 496 | LQDISHARES TR | 7,898 | $880.4M | 4.60% | |
| 497 | DFSVDIMENSIONAL ETF TRUST | 27,343 | $870.6M | 4.55% | |
| 498 | JCPBJ P MORGAN EXCHANGE TRADED F | 18,271 | $868.8M | 4.54% | |
| 499 | LAMRLAMAR ADVERTISING CO NEW | 6,986 | $855.2M | 4.47% | |
| 500 | PSAPUBLIC STORAGE OPER CO | 2,955 | $853.6M | 4.46% |