Wealthspire Advisors, LLC — 13F Holdings & Portfolio
CIK 1646247 · latest 13F-HR filed 2026-05-01
Wealthspire Advisors, LLC manages $12.73B in 13F-reported U.S. long-equity assets across 932 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (13.70%), VEA (7.33%), VOO (5.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 93 new positions, exited 192, added to 200, and trimmed 416.
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.
$12.73B
Long-equity book
932
Distinct positions
2026-03-31
Filed 2026-05-01
+93 / −192 / ↑200 / ↓416
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AON PLC$221.1M +229.0%
- VANGUARD TAX-MANAGED FDS$84.7M +10.0%
- VANGUARD INDEX FDS$69.7M +40.6%
- VANGUARD STAR FDS$44.7M +10.1%
- SCHWAB STRATEGIC TR$40.2M +15.3%
Top Trims
- VANGUARD INDEX FDS-$50.3M -6.9%
- MICROSOFT CORP-$49.0M -35.8%
- ALPHABET INC-$34.5M -31.2%
- APPLE INC-$30.4M -18.9%
- FUNDVANTAGE TR-$23.1M -42.4%
New Positions
- BEAZER HOMES USA INC$21.5M
- HARTFORD FDS EXCHANGE TRADED$10.3M
- PIPER SANDLER COMPANIES$2.1M
- JOHN MARSHALL BANCORP INC$1.3M
- ADAMS DIVERSIFIED EQUITY FD$1.1M
Exited Positions
- HUNTINGTON BANCSHARES INC$6.5M
- EVERGY INC$1.5M
- ASTRAZENECA PLC$998.2K
- APPLOVIN CORP$943.3K
- BANK MONTREAL QUE$887.1K
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 | $1.74B | 13.70% | 2,669,963 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $933.2M | 7.33% | 14,562,701 | SH |
| 3 | VANGUARD INDEX FDS | VOO | 922908363 | $675.3M | 5.30% | 1,130,127 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $520.6M | 4.09% | 7,709,430 | SH |
| 5 | VANGUARD STAR FDS | VXUS | 921909768 | $488.5M | 3.84% | 6,334,962 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $408.4M | 3.21% | 13,311,446 | SH |
| 7 | AON PLC | AON | G0403H108 | $317.6M | 2.49% | 984,075 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $308.9M | 2.43% | 963,010 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $302.2M | 2.37% | 12,209,080 | SH |
| 10 | VANGUARD INDEX FDS | VUG | 922908736 | $295.9M | 2.32% | 677,349 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $291.6M | 2.29% | 7,504,975 | SH |
| 12 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $286.9M | 2.25% | 441,132 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $264.7M | 2.08% | 4,897,422 | SH |
| 14 | VANGUARD INDEX FDS | VV | 922908637 | $241.4M | 1.90% | 807,783 | SH |
| 15 | ISHARES TR | IJR | 464287804 | $241.3M | 1.89% | 1,941,060 | SH |
| 16 | VANGUARD MALVERN FDS | VTIP | 922020805 | $222.6M | 1.75% | 4,455,868 | SH |
| 17 | ISHARES TR | IUSB | 46434V613 | $218.4M | 1.71% | 4,727,243 | SH |
| 18 | VANGUARD INDEX FDS | VO | 922908629 | $177.6M | 1.39% | 618,508 | SH |
| 19 | VANGUARD INDEX FDS | VXF | 922908652 | $169.5M | 1.33% | 823,550 | SH |
| 20 | APPLE INC | AAPL | 037833100 | $130.1M | 1.02% | 512,807 | SH |
| 21 | ISHARES INC | IEMG | 46434G103 | $117.7M | 0.92% | 1,687,480 | SH |
| 22 | VANGUARD INDEX FDS | VB | 922908751 | $105.2M | 0.83% | 401,536 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $95.2M | 0.75% | 1,267,763 | SH |
| 24 | CME GROUP INC | CME | 12572Q105 | $93.4M | 0.73% | 316,090 | SH |
| 25 | ISHARES TR | TFLO | 46434V860 | $90.8M | 0.71% | 1,792,834 | SH |
| 26 | FIRST TR EXCHANGE-TRADED FD | EMLP | 33738D101 | $89.4M | 0.70% | 2,048,764 | SH |
| 27 | MICROSOFT CORP | MSFT | 594918104 | $88.0M | 0.69% | 237,664 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $82.5M | 0.65% | 2,436,299 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $77.6M | 0.61% | 1,991,210 | SH |
| 30 | ALPHABET INC | GOOG | 02079K107 | $76.0M | 0.60% | 264,982 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFGR | 25434V658 | $73.2M | 0.58% | 2,755,256 | SH |
| 32 | INVESCO QQQ TR | QQQ | 46090E103 | $72.5M | 0.57% | 125,640 | SH |
| 33 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $72.4M | 0.57% | 2,822,930 | SH |
| 34 | ISHARES TR | IXUS | 46432F834 | $72.4M | 0.57% | 835,385 | SH |
| 35 | ISHARES TR | IEFA | 46432F842 | $71.4M | 0.56% | 788,483 | SH |
| 36 | ISHARES TR | HYDB | 46435G250 | $70.4M | 0.55% | 1,514,236 | SH |
| 37 | VANGUARD INDEX FDS | VBK | 922908595 | $61.7M | 0.48% | 204,118 | SH |
| 38 | MORGAN STANLEY ETF TRUST | CVLC | 61774R205 | $61.6M | 0.48% | 769,423 | SH |
| 39 | SPDR SERIES TRUST | SPYM | 78464A854 | $57.5M | 0.45% | 751,451 | SH |
| 40 | VANGUARD INDEX FDS | VTV | 922908744 | $57.5M | 0.45% | 292,875 | SH |
| 41 | NVIDIA CORPORATION | NVDA | 67066G104 | $55.3M | 0.43% | 317,353 | SH |
| 42 | VANGUARD BD INDEX FDS | BND | 921937835 | $55.2M | 0.43% | 749,709 | SH |
| 43 | ISHARES TR | MUB | 464288414 | $54.4M | 0.43% | 512,469 | SH |
| 44 | ISHARES TR | EFA | 464287465 | $53.9M | 0.42% | 555,277 | SH |
| 45 | PROSHARES TR | NOBL | 74348A467 | $49.3M | 0.39% | 464,941 | SH |
| 46 | AMAZON COM INC | AMZN | 023135106 | $45.7M | 0.36% | 219,404 | SH |
| 47 | PUTNAM ETF TRUST | PVAL | 746729300 | $45.2M | 0.36% | 975,073 | SH |
| 48 | VANGUARD INDEX FDS | VBR | 922908611 | $44.6M | 0.35% | 205,310 | SH |
| 49 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $41.4M | 0.33% | 1,256,495 | SH |
| 50 | ISHARES TR | SMMD | 46435G268 | $41.3M | 0.32% | 540,334 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |