Wealthspire Advisors, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$10.1B
Holdings
792
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (792 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVViShares Core S&P 500 ETF | 2,556,471 | $1.5T | 14956.98% | |
| 2 | VOOVANGUARD INDEX FDS | 1,171,516 | $631.2B | 6273.46% | |
| 3 | VEAVanguard MSCI EAFE ETF | 10,683,889 | $510.9B | 5077.65% | |
| 4 | IJHiShares S&P Midcap 400 Index | 7,606,982 | $474.0B | 4710.79% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 15,144,112 | $413.7B | 4111.95% | |
| 6 | SPYSPDR S&P 500 ETF TR | 586,133 | $343.5B | 3414.22% | |
| 7 | VTIVANGUARD INDEX FDS | 1,146,397 | $332.2B | 3301.96% | |
| 8 | VXUSVANGUARD STAR FDS | 4,795,167 | $282.6B | 2808.43% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 7,976,206 | $275.9B | 2742.02% | |
| 10 | IJRiShares Core S&P Small-Cap ETF | 1,891,540 | $217.9B | 2166.04% | |
| 11 | IUSBiShares Total US Bond ETF | 4,510,774 | $203.9B | 2026.34% | |
| 12 | SCHFSchwab International Equity ETF | 10,198,152 | $188.7B | 1875.07% | |
| 13 | VUGVANGUARD INDEX FDS | 456,531 | $187.4B | 1862.27% | |
| 14 | VWOVanguard FTSE Emerging Markets ETF | 3,950,485 | $174.0B | 1729.10% | |
| 15 | VXFVanguard Extended Market ETF | 779,659 | $148.1B | 1472.09% | |
| 16 | VOVANGUARD INDEX FDS | 557,214 | $147.2B | 1462.73% | |
| 17 | VTIPVANGUARD MALVERN FDS | 2,750,327 | $133.2B | 1323.53% | |
| 18 | VVVANGUARD INDEX FDS | 448,843 | $121.1B | 1203.09% | |
| 19 | AAPLAPPLE INC | 462,148 | $115.7B | 1150.20% | |
| 20 | AONAON Corp | 296,862 | $106.6B | 1059.66% | |
| 21 | MSFTMICROSOFT CORP | 231,856 | $97.7B | 971.27% | |
| 22 | VBVANGUARD INDEX FDS | 375,457 | $90.2B | 896.61% | |
| 23 | IEMGiShares Core MSCI Emerging Markets ETF | 1,635,475 | $85.4B | 848.80% | |
| 24 | EMLPFIRST TR EXCHANGE-TRADED FD | 2,027,567 | $72.3B | 718.39% | |
| 25 | SCHXSCHWAB STRATEGIC TR | 3,109,070 | $72.1B | 716.25% | |
| 26 | USFRWISDOMTREE TR | 1,404,395 | $70.7B | 702.35% | |
| 27 | NDQINVESCO QQQ TR | 131,223 | $67.1B | 666.73% | |
| 28 | DFAEDimensional Emerging Core Equity Mkt ETF | 2,530,427 | $64.2B | 638.02% | |
| 29 | DFAIDIMENSIONAL ETF TRUST | 2,136,108 | $62.4B | 619.91% | |
| 30 | MUBiShares S&P National AMT-Free Muni | 584,735 | $62.3B | 619.21% | |
| 31 | TFLOISHARES TR | 1,217,104 | $61.4B | 610.50% | |
| 32 | DFGRDIMENSIONAL ETF TRUST | 2,404,967 | $61.4B | 610.45% | |
| 33 | AQLTiShares Core MSCI EAFE ETF | 864,280 | $60.7B | 603.68% | |
| 34 | SPYMSPDR SER TR | 863,733 | $59.5B | 591.80% | |
| 35 | VTVVANGUARD INDEX FDS | 339,257 | $57.4B | 570.83% | |
| 36 | VEUVanguard FTSE All-Wld ex-US ETF | 996,479 | $57.2B | 568.56% | |
| 37 | IXUSiShares Core MSCI Total Int'l Stock Index | 857,327 | $56.7B | 563.55% | |
| 38 | HYDBiShares High Yield Systematic Bond ETF | 1,188,263 | $55.9B | 555.17% | |
| 39 | VBKVANGUARD INDEX FDS | 190,073 | $53.2B | 529.05% | |
| 40 | BNDVANGUARD BD INDEX FDS | 727,028 | $52.3B | 519.59% | |
| 41 | NOBLPROSHARES TR | 502,928 | $50.1B | 497.59% | |
| 42 | IWFiShares Russell 1000 Growth | 119,673 | $48.1B | 477.63% | |
| 43 | EFAiShares MSCI EAFE ETF | 560,009 | $42.3B | 420.82% | |
| 44 | AMZNAMAZON COM INC | 186,835 | $41.0B | 407.38% | |
| 45 | CMECME GROUP INC | 153,337 | $35.6B | 353.91% | |
| 46 | VTEBVANGUARD MUN BD FDS | 704,877 | $35.3B | 351.18% | |
| 47 | VBRVANGUARD INDEX FDS | 171,840 | $34.1B | 338.46% | |
| 48 | GOOGALPHABET INC | 176,240 | $33.6B | 333.57% | |
| 49 | DFAUDIMENSIONAL ETF TRUST | 797,068 | $32.3B | 320.75% | |
| 50 | VCSHVANGUARD SCOTTSDALE FDS | 412,773 | $32.2B | 320.03% | |
| 51 | SMMDISHARES TR | 469,382 | $31.9B | 317.22% | |
| 52 | IWBiShares Russell 1000 Index | 95,881 | $30.9B | 306.99% | |
| 53 | ACNAccenture PLC Class A | 86,985 | $30.6B | 304.12% | |
| 54 | BRK/BBerkshire Hathaway Cl B | 63,530 | $28.8B | 286.20% | |
| 55 | EAGGiShares ESG U.S. Aggregate Bond ETF | 607,562 | $28.2B | 280.42% | |
| 56 | IWMiShares Russell 2000 Index | 121,787 | $26.9B | 267.45% | |
| 57 | AGGiShares Barclays Aggregate Bond | 271,896 | $26.3B | 261.85% | |
| 58 | SCHESchwab Emerging Market Equities ETF | 939,135 | $25.0B | 248.55% | |
| 59 | VNQVANGUARD INDEX FDS | 269,037 | $24.0B | 238.19% | |
| 60 | NVDANvidia Corp | 174,896 | $23.5B | 233.43% | |
| 61 | VTVANGUARD INTL EQUITY INDEX F | 196,611 | $23.1B | 229.56% | |
| 62 | IGFISHARES TR | 438,690 | $22.9B | 227.89% | |
| 63 | IWDiShares Russell 1000 Value Index | 107,332 | $19.9B | 197.48% | |
| 64 | JPMJP Morgan Chase & Co | 78,508 | $18.8B | 187.03% | |
| 65 | GOOGLALPHABET INC | 99,011 | $18.7B | 186.28% | |
| 66 | IVWiShares SP 500 Growth Index | 180,516 | $18.3B | 182.15% | |
| 67 | VYMVanguard High Dividend | 141,860 | $18.1B | 179.89% | |
| 68 | EIPIFIRST TR EXCHNG TRADED FD VI | 878,146 | $17.1B | 170.10% | |
| 69 | QUALiShares MSCI USA Quality Factor ETF | 91,247 | $16.2B | 161.49% | |
| 70 | IWRiShares Russell Midcap Blend | 182,535 | $16.1B | 160.37% | |
| 71 | IWPiShares Russell Midcap Growth | 126,697 | $16.1B | 159.60% | |
| 72 | IWViShares Russell 3000 Index | 47,908 | $16.0B | 159.15% | |
| 73 | VOTVANGUARD INDEX FDS | 59,393 | $15.1B | 149.79% | |
| 74 | XOMEXXON MOBIL CORP | 138,264 | $14.9B | 147.82% | |
| 75 | IJJiShares S&P Midcap 400/BARRA Value | 118,795 | $14.8B | 147.53% | |
| 76 | COSTCostco Wholesale Corp | 16,131 | $14.8B | 146.89% | |
| 77 | METAMETA PLATFORMS INC | 24,909 | $14.6B | 144.95% | |
| 78 | ITOTISHARES TR | 109,320 | $14.1B | 139.74% | |
| 79 | TSLATESLA INC | 34,258 | $13.8B | 137.50% | |
| 80 | BYRNBYRNA TECHNOLOGIES INC | 471,054 | $13.6B | 134.88% | |
| 81 | JNJJOHNSON & JOHNSON | 90,480 | $13.1B | 130.05% | |
| 82 | SPYGSPDR S&P 500 Growth ETF | 147,388 | $13.0B | 128.76% | |
| 83 | IWOISHARES TR | 44,125 | $12.7B | 126.22% | |
| 84 | SCHPSCHWAB STRATEGIC TR | 490,414 | $12.7B | 125.90% | |
| 85 | PVALPUTNAM ETF TRUST | 330,289 | $12.3B | 121.85% | |
| 86 | PGProcter & Gamble Co | 72,467 | $12.1B | 120.74% | |
| 87 | GQ9SPDR GOLD TR | 50,055 | $12.1B | 120.45% | |
| 88 | DFUSDIMENSIONAL ETF TRUST | 181,861 | $11.6B | 115.22% | |
| 89 | SUSBiShares ESG 1-5 Year USD Corp Bd ETF | 467,656 | $11.6B | 114.80% | |
| 90 | SCHBSCHWAB STRATEGIC TR | 507,103 | $11.5B | 114.41% | |
| 91 | HYMBSPDR Nuveen S&P High Yield Municipal Bond | 443,772 | $11.4B | 112.82% | |
| 92 | DGRWWISDOMTREE TR | 139,479 | $11.3B | 112.19% | |
| 93 | CHHCHOICE HOTELS INTL INC | 77,434 | $11.0B | 109.27% | |
| 94 | IWNISHARES TR | 65,610 | $10.8B | 107.05% | |
| 95 | QDFFLEXSHARES TR | 147,561 | $10.4B | 103.46% | |
| 96 | ABBVABBVIE INC | 55,215 | $9.8B | 97.51% | |
| 97 | VOEVANGUARD INDEX FDS | 59,662 | $9.7B | 95.92% | |
| 98 | AVGOBROADCOM INC | 41,508 | $9.6B | 95.64% | |
| 99 | DIHPDIMENSIONAL ETF TRUST | 379,522 | $9.6B | 95.17% | |
| 100 | HDViShares Core High Dividend ETF | 84,763 | $9.5B | 94.57% |
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