Institutions / Wealthspire Advisors, LLC

Wealthspire Advisors, LLC

CIK 1646247 · Institution · as of Dec 31, 2025

Portfolio value

$12.57B

Positions

1,031

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,031 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$1.82B	2,663,792	14.5%
Vanguard Tax-Managed Fds	—	$848.46M	13,581,933	6.8%
Vanguard Index Fds	—	$725.57M	1,156,962	5.8%
iShares Tr	—	$504.43M	7,642,952	4.0%
Vanguard Star Fds	—	$443.84M	5,883,288	3.5%
Schwab Strategic Tr	—	$371.28M	13,535,721	3.0%
Vanguard Index Fds	—	$331.12M	987,621	2.6%
SPDR S&P 500 ETF Tr	—	$304.77M	446,916	2.4%
Dimensional ETF Trust	—	$297.83M	7,522,835	2.4%
Vanguard Index Fds	—	$292.68M	599,927	2.3%
Schwab Strategic Tr	—	$262.01M	10,898,799	2.1%
Vanguard Intl Equity Index F	—	$253.26M	4,710,913	2.0%
iShares Tr	—	$228.58M	1,901,977	1.8%
iShares Tr	—	$214.91M	4,617,814	1.7%
Vanguard Malvern Fds	—	$207.31M	4,191,463	1.6%
Vanguard Index Fds	—	$174.74M	602,087	1.4%
Vanguard Index Fds	—	$174.63M	835,091	1.4%
Vanguard Index Fds	—	$171.67M	545,331	1.4%
Apple Inc.	—	$160.55M	590,564	1.3%
Microsoft Corp	—	$137.00M	283,281	1.1%
iShares Inc	—	$113.94M	1,695,058	0.9%
Alphabet Inc.	—	$110.55M	352,299	0.9%
Vanguard Index Fds	—	$102.82M	398,598	0.8%
Aon plc	—	$96.55M	273,596	0.8%
Vanguard Intl Equity Index F	—	$89.70M	1,219,478	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.