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Wealthspire Advisors, LLC — 13F Holdings & Portfolio

CIK 1646247 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Wealthspire Advisors, LLC manages $18.16B in 13F-reported U.S. long-equity assets across 1,298 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (11.83%), VEA (6.14%), VOO (4.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 414 new positions, exited 48, added to 623, and trimmed 131.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
521 5TH AVENUE
15TH FLOOR
NEW YORK, NY 10175
Phone
(414) 509-1330
Filing Manager
Wealthspire Advisors, LLC
NEW YORK, NY
Signatory
Michael Del Priore
Chief Compliance Officer
Loading holdings…
AUM

$18.16B

Long-equity book

Holdings

1,298

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+414 / −48 / ↑623 / ↓131

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$452.1M +786.1%
  • ISHARES TR$404.0M +23.2%
  • ISHARES TR$222.4M +14718.2%
  • VANGUARD TAX-MANAGED FDS$182.8M +19.6%
  • VANGUARD INDEX FDS$171.8M +55.6%
Show all 623 →

Top Trims

  • AON PLC-$76.7M -24.1%
  • VANGUARD INDEX FDS-$59.1M -24.5%
  • CME GROUP INC-$15.0M -16.0%
  • WISDOMTREE TR-$11.5M -28.3%
  • ISHARES TR-$9.8M -10.8%
Show all 131 →

New Positions

  • VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS$121.9M
  • MONEY MARKET FUND 261941702$91.9M
  • SPDR SER TR BARCLAYS AGGREGATE BD ETF$52.5M
  • VANGUARD FEDERAL MMKT-INV$49.4M
  • FIDELITY TREASURY (ONLY MONEY MARKET FD)$44.1M
Show all 414 →

Exited Positions

  • HONEYWELL INTL INC$3.4M
  • GLOBAL BUSINESS TRAVEL GROUP$1.4M
  • ARGAN INC$860.0K
  • KRATOS DEFENSE & SEC SOLUTIO$777.7K
  • VANGUARD MALVERN FDS$768.0K
Show all 48 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $2.15B 11.83% 2,868,273 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.12B 6.14% 15,662,182 SH
3 VANGUARD INDEX FDS VOO 922908363 $792.8M 4.37% 1,154,326 SH
4 ISHARES TR IJH 464287507 $613.9M 3.38% 7,961,778 SH
5 VANGUARD STAR FDS VXUS 921909768 $551.1M 3.03% 6,446,651 SH
6 SPDR SERIES TRUST SPYM 78464A854 $509.6M 2.81% 5,799,266 SH
7 VANGUARD INDEX FDS VTI 922908769 $480.8M 2.65% 1,299,198 SH
8 SCHWAB STRATEGIC TR SCHD 808524797 $430.4M 2.37% 13,574,503 SH
9 VANGUARD INDEX FDS VUG 922908736 $380.3M 2.09% 4,415,332 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $375.3M 2.07% 502,627 SH
11 DIMENSIONAL ETF TRUST DFAC 25434V708 $334.9M 1.84% 7,548,752 SH
12 VANGUARD INTL EQUITY INDEX F VWO 922042858 $310.3M 1.71% 5,198,174 SH
13 SCHWAB STRATEGIC TR SCHF 808524805 $303.0M 1.67% 10,939,617 SH
14 ISHARES TR IJR 464287804 $300.4M 1.65% 2,025,543 SH
15 VANGUARD MALVERN FDS VTIP 922020805 $253.4M 1.40% 5,045,602 SH
16 ISHARES TR IUSB 46434V613 $253.0M 1.39% 5,483,050 SH
17 AON PLC AON G0403H108 $240.9M 1.33% 726,424 SH
18 APPLE INC AAPL 037833100 $227.1M 1.25% 784,975 SH
19 ISHARES TR SGOV 46436E718 $223.9M 1.23% 2,224,301 SH
20 VANGUARD INDEX FDS VXF 922908652 $206.4M 1.14% 838,191 SH
21 VANGUARD INDEX FDS VO 922908629 $188.9M 1.04% 2,345,040 SH
22 VANGUARD INDEX FDS VV 922908637 $182.3M 1.00% 530,162 SH
23 ISHARES INC IEMG 46434G103 $148.4M 0.82% 1,791,433 SH
24 NVIDIA CORPORATION NVDA 67066G104 $128.3M 0.71% 641,006 SH
25 MICROSOFT CORP MSFT 594918104 $127.6M 0.70% 342,187 SH
26 ISHARES GOLD TR IAU 464285204 $125.3M 0.69% 1,659,286 SH
27 VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS VTEI 922907878 $121.9M 0.67% 8,824,534 SH
28 VANGUARD INDEX FDS VB 922908751 $118.2M 0.65% 389,955 SH
29 VANGUARD INTL EQUITY INDEX F VEU 922042775 $113.5M 0.63% 1,355,390 SH
30 ALPHABET INC GOOG 02079K107 $107.7M 0.59% 304,880 SH
31 ISHARES TR SOXX 464287523 $103.6M 0.57% 161,642 SH
32 INVESCO QQQ TR QQQ 46090E103 $98.7M 0.54% 134,082 SH
33 BNY MELLON ETF TRUST BKLC 09661T107 $98.6M 0.54% 687,689 SH
34 DIMENSIONAL ETF TRUST DFAE 25434V302 $95.5M 0.53% 2,373,919 SH
35 MONEY MARKET FUND 261941702 — 261941702 $91.9M 0.51% 91,862,768 SH
36 AMAZON COM INC AMZN 023135106 $91.2M 0.50% 382,824 SH
37 ISHARES TR IWV 464287689 $90.7M 0.50% 212,799 SH
38 FIRST TR EXCHANGE-TRADED FD EMLP 33738D101 $90.4M 0.50% 2,078,591 SH
39 ISHARES TR ACWX 464288240 $89.8M 0.49% 1,180,155 SH
40 ISHARES TR ITOT 464287150 $84.7M 0.47% 515,328 SH
41 SCHWAB STRATEGIC TR SCHX 808524201 $83.6M 0.46% 2,840,786 SH
42 DIMENSIONAL ETF TRUST DFAI 25434V203 $82.6M 0.45% 2,002,126 SH
43 ISHARES TR TFLO 46434V860 $81.0M 0.45% 1,599,878 SH
44 DIMENSIONAL ETF TRUST DFGR 25434V658 $80.5M 0.44% 2,777,041 SH
45 ISHARES TR IXUS 46432F834 $80.4M 0.44% 842,622 SH
46 ISHARES TR IEFA 46432F842 $80.3M 0.44% 831,014 SH
47 VANECK ETF TRUST SMH 92189F676 $78.4M 0.43% 119,562 SH
48 CME GROUP INC CME 12572Q105 $78.4M 0.43% 355,010 SH
49 ALPHABET INC GOOGL 02079K305 $77.4M 0.43% 216,448 SH
50 VANGUARD INDEX FDS VBK 922908595 $75.0M 0.41% 205,004 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $18.16B 1,298 0001646247-26-000005
2026-03-31 2026-05-01 $12.73B 932 0001646247-26-000003
2025-12-31 2026-02-13 $12.57B 1,032 0001646247-26-000001