Wealthspire Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $1.82B | 14.5% |
| VANGUARD TAX-MANAGED FDS | $848.46M | 6.8% |
| VANGUARD INDEX FDS | $725.57M | 5.8% |
| ISHARES TR | $504.43M | 4.0% |
| VANGUARD STAR FDS | $443.84M | 3.5% |
| SCHWAB STRATEGIC TR | $371.28M | 3.0% |
| VANGUARD INDEX FDS | $331.12M | 2.6% |
| SPDR S&P 500 ETF TR | $304.77M | 2.4% |
| DIMENSIONAL ETF TRUST | $297.83M | 2.4% |
| VANGUARD INDEX FDS | $292.68M | 2.3% |
| SCHWAB STRATEGIC TR | $262.01M | 2.1% |
| VANGUARD INTL EQUITY INDEX F | $253.26M | 2.0% |
| ISHARES TR | $228.58M | 1.8% |
| ISHARES TR | $214.91M | 1.7% |
| VANGUARD MALVERN FDS | $207.31M | 1.6% |
| VANGUARD INDEX FDS | $174.74M | 1.4% |
| VANGUARD INDEX FDS | $174.63M | 1.4% |
| VANGUARD INDEX FDS | $171.67M | 1.4% |
| Apple Inc. | $160.55M | 1.3% |
| MICROSOFT CORP | $137.00M | 1.1% |
| ISHARES INC | $113.94M | 0.9% |
| Alphabet Inc. | $110.55M | 0.9% |
| VANGUARD INDEX FDS | $102.82M | 0.8% |
| Aon plc | $96.55M | 0.8% |
| VANGUARD INTL EQUITY INDEX F | $89.70M | 0.7% |
| ISHARES TR | $87.02M | 0.7% |
| DIMENSIONAL ETF TRUST | $83.20M | 0.7% |
| INVESCO QQQ TR | $82.11M | 0.7% |
| FIRST TR EXCHANGE-TRADED FD | $81.99M | 0.7% |
| DIMENSIONAL ETF TRUST | $78.03M | 0.6% |
| SCHWAB STRATEGIC TR | $75.79M | 0.6% |
| NVIDIA Corp | $73.74M | 0.6% |
| ISHARES TR | $72.52M | 0.6% |
| DIMENSIONAL ETF TRUST | $72.46M | 0.6% |
| ISHARES TR | $67.57M | 0.5% |
| iShares MSCI UAE ETF | $67.32M | 0.5% |
| ISHARES TR | $65.24M | 0.5% |
| MORGAN STANLEY ETF TRUST | $64.01M | 0.5% |
| CME Group Inc | $61.90M | 0.5% |
| SPDR SERIES TRUST | $61.52M | 0.5% |
| VANGUARD INDEX FDS | $61.48M | 0.5% |
| WISDOMTREE TR | $59.06M | 0.5% |
| Amazon.com Inc | $58.72M | 0.5% |
| VANGUARD INDEX FDS | $55.20M | 0.4% |
| FUNDVANTAGE TR | $54.45M | 0.4% |
| VANGUARD BD INDEX FDS | $53.89M | 0.4% |
| ISHARES TR | $52.58M | 0.4% |
| Alphabet Inc. | $50.57M | 0.4% |
| PROSHARES TR | $49.53M | 0.4% |
| ISHARES TR | $48.92M | 0.4% |