Wealthspire Advisors, LLC Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$7.0B
Holdings
644
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (644 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,126,988 | $1.0T | 14431.44% | |
| 2 | VOOVANGUARD INDEX FDS | 1,143,640 | $499.5B | 7096.19% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 8,628,566 | $413.3B | 5871.20% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 5,195,285 | $395.5B | 5618.47% | |
| 5 | IJHISHARES TR | 1,354,309 | $375.3B | 5331.94% | |
| 6 | SPYSPDR S&P 500 ETF TR | 611,802 | $290.8B | 4131.01% | |
| 7 | VXUSVANGUARD STAR FDS | 4,105,962 | $238.0B | 3380.61% | |
| 8 | VTIVANGUARD INDEX FDS | 951,337 | $225.7B | 3205.82% | |
| 9 | SCHFSCHWAB STRATEGIC TR | 5,117,154 | $189.1B | 2686.67% | |
| 10 | IJRISHARES TR | 1,580,963 | $171.1B | 2431.10% | |
| 11 | VOVANGUARD INDEX FDS | 557,877 | $129.8B | 1843.63% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 2,981,653 | $122.5B | 1740.80% | |
| 13 | VXFVANGUARD INDEX FDS | 727,960 | $119.7B | 1700.26% | |
| 14 | VVVANGUARD INDEX FDS | 460,737 | $100.5B | 1427.77% | |
| 15 | VUGVANGUARD INDEX FDS | 313,165 | $97.4B | 1382.98% | |
| 16 | BABINVESCO EXCH TRADED FD TR II | 3,049,364 | $82.1B | 1165.67% | |
| 17 | IEMGISHARES INC | 1,618,904 | $81.9B | 1163.19% | |
| 18 | VBVANGUARD INDEX FDS | 362,847 | $77.4B | 1099.58% | |
| 19 | VTIPVANGUARD MALVERN FDS | 1,555,510 | $73.9B | 1049.37% | |
| 20 | NOBLPROSHARES TR | 766,480 | $73.0B | 1036.54% | |
| 21 | AAPLAPPLE INC | 369,289 | $71.1B | 1009.99% | |
| 22 | SCHXSCHWAB STRATEGIC TR | 1,178,173 | $66.4B | 943.92% | |
| 23 | MUBISHARES TR | 593,071 | $64.3B | 913.32% | |
| 24 | AQLTISHARES TR | 913,672 | $64.3B | 913.07% | |
| 25 | IXUSISHARES TR | 884,806 | $57.5B | 816.10% | |
| 26 | MSFTMICROSOFT CORP | 151,609 | $57.0B | 809.86% | |
| 27 | TFLOISHARES TR | 1,093,941 | $55.2B | 784.29% | |
| 28 | NDQINVESCO QQQ TR | 131,472 | $53.8B | 764.82% | |
| 29 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,888,339 | $52.3B | 742.77% | |
| 30 | VTVVANGUARD INDEX FDS | 327,347 | $48.9B | 695.18% | |
| 31 | SPYMSPDR SER TR | 834,599 | $46.7B | 662.74% | |
| 32 | IUSBISHARES TR | 935,153 | $43.1B | 612.00% | |
| 33 | EFAISHARES TR | 529,795 | $39.9B | 567.08% | |
| 34 | VEUVANGUARD INTL EQUITY INDEX F | 702,232 | $39.4B | 560.02% | |
| 35 | IWFISHARES TR | 116,991 | $35.5B | 503.84% | |
| 36 | CMECME GROUP INC | 164,257 | $34.6B | 491.39% | |
| 37 | VTEBVANGUARD MUN BD FDS | 605,817 | $30.9B | 439.32% | |
| 38 | ACNACCENTURE PLC IRELAND | 79,052 | $27.7B | 394.06% | |
| 39 | VTVANGUARD INTL EQUITY INDEX F | 262,875 | $27.0B | 384.17% | |
| 40 | SMMDISHARES TR | 425,056 | $26.2B | 371.76% | |
| 41 | BNDVANGUARD BD INDEX FDS | 329,116 | $24.2B | 343.86% | |
| 42 | AMZNAMAZON COM INC | 146,204 | $22.2B | 315.56% | |
| 43 | IGFISHARES TR | 458,139 | $21.6B | 306.20% | |
| 44 | SCHESCHWAB STRATEGIC TR | 865,835 | $21.5B | 304.90% | |
| 45 | IWMISHARES TR | 105,504 | $21.2B | 300.80% | |
| 46 | VBKVANGUARD INDEX FDS | 80,334 | $19.4B | 275.90% | |
| 47 | AGGISHARES TR | 191,761 | $19.0B | 270.36% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 52,907 | $18.9B | 268.04% | |
| 49 | VBRVANGUARD INDEX FDS | 103,097 | $18.6B | 263.57% | |
| 50 | GOOGALPHABET INC | 130,408 | $18.4B | 261.07% | |
| 51 | VNQVANGUARD INDEX FDS | 201,235 | $17.8B | 252.59% | |
| 52 | VYMVANGUARD WHITEHALL FDS | 145,365 | $16.2B | 230.51% | |
| 53 | IWVISHARES TR | 58,988 | $16.1B | 229.37% | |
| 54 | IWDISHARES TR | 89,573 | $14.8B | 210.25% | |
| 55 | XFEBFIRST TR ENERGY INFRASTRCTR | 895,076 | $14.7B | 209.27% | |
| 56 | VOTVANGUARD INDEX FDS | 65,471 | $14.4B | 204.20% | |
| 57 | JNJJOHNSON & JOHNSON | 91,134 | $14.3B | 202.91% | |
| 58 | AQLTISHARES TR | 587,983 | $13.5B | 192.44% | |
| 59 | DGRWWISDOMTREE TR | 177,306 | $12.5B | 177.01% | |
| 60 | XOMEXXON MOBIL CORP | 122,751 | $12.3B | 174.33% | |
| 61 | SPYGSPDR SER TR | 176,289 | $11.5B | 162.92% | |
| 62 | VOEVANGUARD INDEX FDS | 77,120 | $11.2B | 158.86% | |
| 63 | ITOTISHARES TR | 104,989 | $11.0B | 156.93% | |
| 64 | CVXCHEVRON CORP NEW | 72,860 | $10.9B | 154.37% | |
| 65 | IWBISHARES TR | 41,039 | $10.8B | 152.88% | |
| 66 | IWRISHARES TR | 138,388 | $10.8B | 152.79% | |
| 67 | VDCVANGUARD WORLD FDS | 55,206 | $10.5B | 149.75% | |
| 68 | SCHPSCHWAB STRATEGIC TR | 201,622 | $10.5B | 149.50% | |
| 69 | IVWISHARES TR | 139,283 | $10.5B | 148.59% | |
| 70 | GOOGLALPHABET INC | 72,654 | $10.1B | 144.17% | |
| 71 | IWPISHARES TR | 96,651 | $10.1B | 143.42% | |
| 72 | SPMDSPDR SER TR | 207,124 | $10.1B | 143.35% | |
| 73 | QDFFLEXSHARES TR | 157,773 | $9.7B | 137.89% | |
| 74 | TFISPDR SER TR | 204,229 | $9.6B | 136.34% | |
| 75 | IJJISHARES TR | 81,971 | $9.3B | 132.78% | |
| 76 | JPMJPMORGAN CHASE & CO | 54,535 | $9.3B | 131.77% | |
| 77 | GQ9SPDR GOLD TR | 46,616 | $8.9B | 126.58% | |
| 78 | CHHCHOICE HOTELS INTL INC | 77,380 | $8.8B | 124.54% | |
| 79 | ABBVABBVIE INC | 55,306 | $8.6B | 121.74% | |
| 80 | BSVVANGUARD BD INDEX FDS | 110,083 | $8.5B | 120.43% | |
| 81 | HDVISHARES TR | 82,969 | $8.5B | 120.19% | |
| 82 | IWOISHARES TR | 32,553 | $8.2B | 116.63% | |
| 83 | EFAVISHARES TR | 117,887 | $8.2B | 116.11% | |
| 84 | KOCOCA COLA CO | 138,300 | $8.2B | 115.77% | |
| 85 | AQLTISHARES TR | 68,673 | $8.0B | 114.34% | |
| 86 | PGPROCTER AND GAMBLE CO | 53,057 | $7.8B | 110.43% | |
| 87 | QCLNFIRST TR EXCHANGE-TRADED FD | 176,477 | $7.4B | 105.72% | |
| 88 | SDYSPDR SER TR | 59,492 | $7.4B | 105.60% | |
| 89 | HDHOME DEPOT INC | 21,406 | $7.4B | 105.38% | |
| 90 | IWNISHARES TR | 46,909 | $7.3B | 103.50% | |
| 91 | SCHASCHWAB STRATEGIC TR | 152,460 | $7.2B | 102.31% | |
| 92 | TSLATESLA INC | 28,812 | $7.2B | 101.70% | |
| 93 | DTHWISDOMTREE TR | 177,567 | $6.9B | 98.09% | |
| 94 | IQDFFLEXSHARES TR | 296,653 | $6.9B | 98.09% | |
| 95 | METAMETA PLATFORMS INC | 19,366 | $6.9B | 97.36% | |
| 96 | XLESELECT SECTOR SPDR TR | 81,125 | $6.8B | 96.61% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 10,080 | $6.7B | 94.51% | |
| 98 | ACWIISHARES TR | 65,042 | $6.6B | 94.03% | |
| 99 | UNHUNITEDHEALTH GROUP INC | 12,515 | $6.6B | 93.59% | |
| 100 | VIGVANGUARD SPECIALIZED FUNDS | 38,655 | $6.6B | 93.56% |
Page 1 of 7Next