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)

StockValue
JVALJ P MORGAN EXCHANGE TRADED F
$379K
MTRNMATERION CORP
$378K
ARESARES MANAGEMENT CORPORATION
$375K
WYWEYERHAEUSER CO MTN BE
$374K
CDWCDW CORP
$373K
CMGCHIPOTLE MEXICAN GRILL INC
$370K
VTECVANGUARD CALIF TAX FREE FDS
$370K
EFSIEAGLE FINL SVCS INC
$369K
MG1MGE ENERGY INC
$367K
PAGPENSKE AUTOMOTIVE GRP INC
$364K
IDGTISHARES TR
$362K
SHVISHARES TR
$359K
GEMGOLDMAN SACHS ETF TR
$358K
KLACKLA CORP
$358K
MTUMISHARES TR
$357K
LHXL3HARRIS TECHNOLOGIES INC
$357K
INDAISHARES TR
$354K
GVIISHARES TR
$354K
XSDSPDR SERIES TRUST
$350K
IYEISHARES TR
$349K
JGROJ P MORGAN EXCHANGE TRADED F
$348K
RRXREGAL REXNORD CORPORATION
$348K
RRXRegal Rexnord Corp Com Stk Usd0.01
$348K
IBDRISHARES TR
$348K
CLOZSERIES PORTFOLIOS TR
$347K
OXYOCCIDENTAL PETE CORP
$346K
MRSHMARSH & MCLENNAN COS INC
$346K
BDYNBLACKROCK ETF TRUST
$343K
MKLMARKEL GROUP INC
$336K
BPBP PLC
$334K
FISFIDELITY NATL INFORMATION SV
$332K
BNDWVANGUARD SCOTTSDALE FDS
$330K
XYZBLOCK INC
$329K
RELYREMITLY GLOBAL INC
$326K
GWWGRAINGER W W INC
$326K
UIUBIQUITI INC
$324K
SPGIS&P GLOBAL INC
$321K
HTDCORCEPT THERAPEUTICS INC
$321K
CDNSCADENCE DESIGN SYSTEM INC
$320K
DLSWisdomTree International Small Cap
$320K
DKNGDRAFTKINGS INC NEW
$318K
ZZILLOW GROUP INC
$315K
SPTLSPDR SERIES TRUST
$315K
HUBSHUBSPOT INC
$313K
PRUPRUDENTIAL FINL INC
$313K
ACWIISHARES TR
$312K
SRESEMPRA
$312K
JEPQJ P MORGAN EXCHANGE TRADED F
$312K
POOLPOOL CORP
$311K
VISVANGUARD WORLD FD
$311K
ICUIICU MED INC
$310K
USRTiShares Core US REIT ETF
$309K
USRTISHARES TR
$309K
HIGHARTFORD INSURANCE GROUP INC
$309K
VTWOVANGUARD SCOTTSDALE FDS
$308K
EVREVERCORE INC
$308K
HRIHERC HLDGS INC
$308K
DDDUPONT DE NEMOURS INC
$308K
IONQIONQ INC
$308K
ARKKARK ETF TR
$307K
ELVELEVANCE HEALTH INC FORMERLY
$305K
IDAIDACORP INC
$304K
FBNDFidelity Total Bond Etf
$304K
FBNDFIDELITY MERRIMACK STR TR
$304K
EUSAISHARES INC
$303K
UBSIUNITED BANKSHARES INC WEST V
$301K
PEGPUBLIC SVC ENTERPRISE GRP IN
$300K
PEGPublic Service Enterprise Group
$300K
SPHQINVESCO EXCHANGE TRADED FD T
$300K
RWRSPDR SERIES TRUST
$299K
ARKTARK ETF TR
$299K
LECOLINCOLN ELEC HLDGS INC
$298K
SPXLDIREXION SHS ETF TR
$298K
IGPTINVESCO EXCHANGE TRADED FD T
$297K
AVYAVERY DENNISON CORP
$296K
MLMMARTIN MARIETTA MATLS INC
$296K
OGEOGE ENERGY CORP
$294K
PBWINVESCO EXCHANGE TRADED FD T
$294K
FNBF N B CORP
$293K
FTNTFORTINET INC
$293K
OPCHOPTION CARE HEALTH INC
$292K
ESEVERSOURCE ENERGY
$291K
IBTIISHARES TR
$291K
XLCSELECT SECTOR SPDR TR
$291K
IBDQISHARES TR
$291K
SPDWSPDR INDEX SHS FDS
$290K
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$290K
CARRCARRIER GLOBAL CORPORATION
$289K
STESTERIS PLC
$288K
ADMARCHER DANIELS MIDLAND CO
$288K
CHDCHURCH & DWIGHT CO INC
$287K
KKRKKR & CO INC
$286K
COWZPACER FDS TR
$286K
EFTEATON VANCE FLTING RATE INC
$285K
FDLFIRST TR EXCHANGE-TRADED FD
$285K
PEJINVESCO EXCHANGE TRADED FD T
$281K
JCIJOHNSON CTLS INTL PLC
$280K
UPSUNITED PARCEL SERVICE INC
$280K
BHRBBURKE HERBERT FINL SVCS CORP
$278K
SJMSMUCKER J M CO
$276K
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