Wealthspire Advisors, LLC — 13F Holdings & Portfolio
CIK 1646247 · latest 13F-HR filed 2026-08-11
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 and exited 48; 623 existing positions rose in reported value and 131 fell.
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.
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
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26IVV11.8% · +7%VEA6.1% · +8%VOO4.4% · +2%IJH3.4% · +3%VXUS3.0% · +2%SPYM2.8% · +672%VTI2.6% · +35%SCHD2.4% · +2%VUG2.1% · +552%SPY2.1% · +14%DFAC1.8% · +1%VWO1.7% · +6%SCHF1.7% · -10%IJR1.7% · +4%VTIP1.4% · +13%IUSB1.4% · +16%AON1.3% · -26%AAPL1.3% · +53%SGOV1.2% · +14717%VXF1.1% · +2%VO1.0% · +279%VV1.0% · -34%IEMG0.8% · +6%NVDA0.7% · +102%MSFT0.7% · +44%IAU0.7% · +5284%VTEI0.7% · newVB0.7% · -2%VEU0.6% · +7%GOOG0.6% · +15%SOXX0.6% · +1417%QQQ0.5% · +7%BKLC0.5% · +7881%DFAE0.5% · -3%MONEY MARKET0.5% · newAMZN0.5% · +74%IWV0.5% · +414%EMLP0.5% · +2%ACWX0.5% · +9132%ITOT0.5% · +448%SCHX0.5% · +1%DFAI0.5% · +0%TFLO0.4% · -11%DFGR0.4% · +1%IXUS0.4% · +1%IEFA0.4% · +5%VGES0.4% · newSMH0.4% · +1853%CME0.4% · +12%GOOGL0.4% · +60%VBK0.4% · +0%CVLC0.4% · +2%VTV0.4% · +15%HYDB0.4% · +2%SHY0.4% · +4256%IWF0.4% · +463%MUB0.3% · +11%EFA0.3% · +5%IWB0.3% · +75%BND0.3% · +10%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 40.7%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Apr 30, 2026.
Assets Under Management
$34.32B
Discretionary
$33.05B
Employees
397
Accounts
9,973
Address
521 FIFTH AVENUE
15TH FLOOR
NEW YORK, NY 10175
15TH FLOOR
NEW YORK, NY 10175
Phone
(212) 973-1200
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DEL PRIORE, MICHAEL, J Control | CHIEF COMPLIANCE OFFICER since Jan 2020 | Less than 5% | Individual |
| GOSS, MICHAEL, EDMOND Control | DIRECTOR since Oct 2025 | Less than 5% | Individual |
| HILZENRATH, ROBERT, JAY Control | DIRECTOR since Oct 2025 | Less than 5% | Individual |
| LAMENA, MICHAEL, ANTHONY Control | CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP since May 2019 | Less than 5% | Individual |
| LONG, BRAD, Leighton Control | CHIEF INVESTMENT OFFICER since Oct 2025 | Less than 5% | Individual |
| MOO, VERONICA, EI CHUN Control | DIRECTOR since Jul 2017 | Less than 5% | Individual |
| NELSON, CARL, EDWARD Control | PRESIDENT, WEALTHSPIRE, LP since Oct 2025 | Less than 5% | Individual |
| Olson, Channing Control | CHIEF OPERATIONS OFFICER since Oct 2025 | Less than 5% | Individual |
| POWERS, BRIAN, DAVID Control | CHIEF FINANCIAL OFFICER since May 2019 | Less than 5% | Individual |
| SCHNEIDER, BRETT, RONALD Control | DIRECTOR since Jan 2009 | Less than 5% | Individual |
| SONTAG, ERIC, MATTHEW Control | PRESIDENT since Nov 2011 | Less than 5% | Individual |
| WEALTHSPIRE HOLDINGS, LLC Control | MEMBER since Nov 2017 | 75% or more | Domestic Entity |
| MADISON DEARBORN PARTNERS Control Indirect owner via MDCP CO-INVESTORS (CHICAGO-C), L.P. | GENERAL PARTNER since Oct 2025 | General partner, trustee or manager | Domestic Entity |
| MDCP CO-INVESTORS (CHICAGO-C), L.P. Control Indirect owner via WEALTHSPIRE GP LLC | OWNER since Oct 2025 | 25–50% | Domestic Entity |
| MDCP IX CHICAGO SPLITTER AGGREGATOR, L.P. Control Indirect owner via WEALTHSPIRE HOLDCO, LP | OWNER since Oct 2025 | 75% or more | Domestic Entity |
| WEALTHSPIRE GP LLC Control Indirect owner via WEALTHSPIRE HOLDCO, LP | GENERAL PARTNER since Oct 2025 | 75% or more | Domestic Entity |
| WEALTHSPIRE HOLDCO, LP Control Indirect owner via WEALTHSPIRE TOPCO, LP | OWNER since Oct 2025 | 75% or more | Domestic Entity |
| WEALTHSPIRE I, LP Control Indirect owner via WEALTHSPIRE II, LP | OWNER since Oct 2025 | 75% or more | Domestic Entity |
| WEALTHSPIRE II, LP Control Indirect owner via WEALTHSPIRE, LP | OWNER since Oct 2025 | 75% or more | Domestic Entity |
| WEALTHSPIRE TOPCO, LP Control Indirect owner via WEALTHSPIRE I, LP | OWNER since Oct 2025 | 75% or more | Domestic Entity |
| WEALTHSPIRE US PARENT, LLC Control Indirect owner via WEALTHSPIRE HOLDINGS, LLC | SHAREHOLDER since Oct 2025 | 75% or more | Domestic Entity |
| WEALTHSPIRE, LP Control Indirect owner via WEALTHSPIRE US PARENT, LLC | OWNER since Oct 2025 | 75% or more | Domestic Entity |
Ownership & leadership changes · 20 filings with changes since Apr 3, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 27, 2026 filing
- AddedMADISON DEARBORN PARTNERS · GENERAL PARTNER · General partner, trustee or manager · indirect via MDCP CO-INVESTORS (CHICAGO-C), L.P. · control person
- AddedMDCP IX CHICAGO SPLITTER AGGREGATOR, L.P. · OWNER · 75% or more · indirect via WEALTHSPIRE HOLDCO, LP · control person
Nov 25, 2025 filing
- No longer listedAON CORPORATION · OWNER · 75% or more · indirect via RANDOLPH ACQUISITION CORP. · control person · listed since Jan 2025
- No longer listedAON GLOBAL HOLDINGS INTERMEDIARIES, LTD · OWNER · 75% or more · indirect via AON NORTH AMERICA, INC. · control person · listed since Jan 2025
- No longer listedAON GLOBAL HOLDINGS, PLC · OWNER · 75% or more · indirect via AON GLOBAL HOLDINGS INTERMEDIARIES, LTD · control person · listed since Jan 2025
- No longer listedAON GLOBAL LIMITED · OWNER · 75% or more · indirect via AON GLOBAL HOLDINGS, PLC · control person · listed since Jan 2025
- No longer listedAON NORTH AMERICA, INC. · OWNER · 75% or more · indirect via AON CORPORATION · control person · listed since Jan 2025
- No longer listedAON, PLC · OWNER · 75% or more · indirect via RANDOLPH FINANCE UNLIMITED COMPANY · control person · listed since Jun 2014
- No longer listedLIESER, LORI, MICHELL · VICE PRESIDENT · Less than 5% · listed since Aug 2005
- No longer listedMORIARTY, MICHAEL, JOSEPH · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Dec 2017
- No longer listedNFP CORP. · OWNER · 75% or more · indirect via WEALTHSPIRE HOLDINGS, LLC · control person · listed since Nov 2017
- No longer listedNFP INTERMEDIATE HOLDINGS B. CORP. · OWNER · 75% or more · indirect via NFP CORP. · control person · listed since Jul 2013
- No longer listedO'MALLEY, EDWARD, GEORGE · DIRECTOR · Less than 5% · control person · listed since Feb 2015
- No longer listedRANDOLPH ACQUISITION CORP. · OWNER · 75% or more · indirect via NFP INTERMEDIATE HOLDINGS B. CORP. · control person · listed since Apr 2024
- No longer listedRANDOLPH FINANCE UNLIMITED COMPANY · OWNER · 75% or more · indirect via AON GLOBAL LIMITED · control person · listed since Jan 2025
- No longer listedSTASTNEY, HOYT, RONALD · CHIEF LEGAL OFFICER · Less than 5% · control person · listed since May 2019
- AddedGOSS, MICHAEL, EDMOND · DIRECTOR · Less than 5% · control person
- AddedHILZENRATH, ROBERT, JAY · DIRECTOR · Less than 5% · control person
- AddedLONG, BRAD, Leighton · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- AddedMDCP CO-INVESTORS (CHICAGO-C), L.P. · OWNER · 25–50% · indirect via WEALTHSPIRE GP LLC · control person
- AddedNELSON, CARL, EDWARD · PRESIDENT, WEALTHSPIRE, LP · Less than 5% · control person
- AddedOlson, Channing · CHIEF OPERATIONS OFFICER · Less than 5% · control person
- AddedWEALTHSPIRE GP LLC · GENERAL PARTNER · 75% or more · indirect via WEALTHSPIRE HOLDCO, LP · control person
- AddedWEALTHSPIRE HOLDCO, LP · OWNER · 75% or more · indirect via WEALTHSPIRE TOPCO, LP · control person
- AddedWEALTHSPIRE I, LP · OWNER · 75% or more · indirect via WEALTHSPIRE II, LP · control person
- AddedWEALTHSPIRE II, LP · OWNER · 75% or more · indirect via WEALTHSPIRE, LP · control person
- AddedWEALTHSPIRE TOPCO, LP · OWNER · 75% or more · indirect via WEALTHSPIRE I, LP · control person
- and 4 more
Mar 28, 2025 filing
- No longer listedRANDOLPH FINANCE UNLIMITED COMPANY · OWNER · 75% or more · indirect via RANDOLPH ACQUISITION CORP. · control person · listed since Apr 2024
- AddedAON CORPORATION · OWNER · 75% or more · indirect via RANDOLPH ACQUISITION CORP. · control person
- AddedAON GLOBAL HOLDINGS INTERMEDIARIES, LTD · OWNER · 75% or more · indirect via AON NORTH AMERICA, INC. · control person
- AddedAON GLOBAL HOLDINGS, PLC · OWNER · 75% or more · indirect via AON GLOBAL HOLDINGS INTERMEDIARIES, LTD · control person
- AddedAON GLOBAL LIMITED · OWNER · 75% or more · indirect via AON GLOBAL HOLDINGS, PLC · control person
- AddedAON NORTH AMERICA, INC. · OWNER · 75% or more · indirect via AON CORPORATION · control person
- AddedRANDOLPH FINANCE UNLIMITED COMPANY · OWNER · 75% or more · indirect via AON GLOBAL LIMITED · control person
Apr 29, 2024 filing
- No longer listedMADISON DEARBORN PARTNERS · GENERAL PARTNER · General partner, trustee or manager · indirect via PATRIOT SPV GP, L.P. · control person · listed since Jul 2013
- No longer listedNFP HOLDINGS, LLC · OWNER · 75% or more · indirect via NFP PARENT CO, LLC · control person · listed since Jul 2013
- No longer listedNFP INTERMEDIATE HOLDINGS A. CORP. · OWNER · 75% or more · indirect via NFP INTERMEDIATE HOLDINGS B. CORP. · control person · listed since Jul 2013
- No longer listedNFP PARENT CO, LLC · OWNER · 75% or more · indirect via NFP INTERMEDIATE HOLDINGS A. CORP. · control person · listed since Oct 2014
- No longer listedNFP ULTIMATE HOLDINGS, LLC · OWNER · 75% or more · indirect via NFP HOLDINGS, LLC · control person · listed since Feb 2017
- No longer listedPATRIOT SPV GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via PATRIOT SPV, L.P. · control person · listed since Mar 2021
- No longer listedPATRIOT SPV, L.P. · OWNER · 25–50% · indirect via NFP ULTIMATE HOLDINGS, LLC · control person · listed since Mar 2021
- AddedAON, PLC · OWNER · 75% or more · indirect via RANDOLPH FINANCE UNLIMITED COMPANY · control person
- AddedRANDOLPH ACQUISITION CORP. · OWNER · 75% or more · indirect via NFP INTERMEDIATE HOLDINGS B. CORP. · control person
- AddedRANDOLPH FINANCE UNLIMITED COMPANY · OWNER · 75% or more · indirect via RANDOLPH ACQUISITION CORP. · control person
Sep 1, 2023 filing
- No longer listedFRIEDMAN, GREGORY, HUGH · CHIEF STRATEGY OFFICER · Less than 5% · control person · listed since Jan 2022
Mar 31, 2023 filing
- No longer listedDECARLO, JAMES, EDWIN · CHIEF STRATEGIC GROWTH OFFICER · Less than 5% · control person · listed since Nov 2020
- No longer listedSONTAG, HOWARD, VAUGHN · SR. MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2014
Jul 20, 2022 filing
- AddedFRIEDMAN, GREGORY, HUGH · CHIEF STRATEGY OFFICER · Less than 5% · control person
Mar 31, 2021 filing
- No longer listedMADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. · OWNER · 25–50% · indirect via NFP ULTIMATE HOLDINGS, LLC · control person · listed since Jul 2013
- No longer listedMADISON DEARBORN PARTNERS · GENERAL PARTNER · General partner, trustee or manager · indirect via MADISON DEARBORN PARTNERS VI-A&C, L.P. · control person · listed since Jul 2013
- No longer listedMADISON DEARBORN PARTNERS VI-A&C, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. · control person · listed since Jul 2013
- No longer listedNFP CORP. · SHAREHOLDER · 75% or more · control person · listed since Aug 2005
- AddedMADISON DEARBORN PARTNERS · GENERAL PARTNER · General partner, trustee or manager · indirect via PATRIOT SPV GP, L.P. · control person
- AddedNFP CORP. · OWNER · 75% or more · indirect via WEALTHSPIRE HOLDINGS, LLC · control person
- AddedPATRIOT SPV GP, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via PATRIOT SPV, L.P. · control person
- AddedPATRIOT SPV, L.P. · OWNER · 25–50% · indirect via NFP ULTIMATE HOLDINGS, LLC · control person
- AddedWEALTHSPIRE HOLDINGS, LLC · MEMBER · 75% or more · control person
Jan 3, 2021 filing
- AddedDECARLO, JAMES, EDWIN · CHIEF STRATEGIC GROWTH OFFICER · Less than 5% · control person
- AddedMORIARTY, MICHAEL, JOSEPH · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Jun 30, 2020 filing
- ChangedSONTAG, ERIC, MATTHEW · title CHIEF OPERATIONS OFFICER → PRESIDENT & CHIEF OPERATIONS OFFICER
Older changes (11 more filings)
Mar 30, 2020 filing
- No longer listedDELGASS, MICHAEL, NICHOLAS · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2014
- No longer listedFASANO, CRAIG, MICHAEL · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2014
- No longer listedLEVY-LEROY, DONNA · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2014
- No longer listedSTANIFORD, MARTHA, SIMPSON · MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2014
- AddedPOWERS, BRIAN, DAVID · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Jan 6, 2020 filing
- AddedDEL PRIORE, MICHAEL, J · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedSTASTNEY, HOYT, RONALD · title CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL → CHIEF LEGAL OFFICER
May 31, 2019 filing
- No longer listedEVAN, MICHAEL, ANDREW · DRECTOR · Less than 5% · control person · listed since Sep 2013
- No longer listedROSS, ROBERT, KARL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2011
- AddedLAMENA, MICHAEL, ANTHONY · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- AddedSTASTNEY, HOYT, RONALD · CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL · Less than 5% · control person
Apr 9, 2018 filing
- No longer listedMADISON DEARBORN PARTNERS VI-A&C, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via MADISON DEARBORN PARTNERS VI-A, L.P. · control person · listed since Jul 2013
- No longer listedMADISON DEARBORN PARTNERS VI-A, L.P. · OWNER · 75% or more · indirect via NFP HOLDINGS, LLC · control person · listed since Jul 2013
- No longer listedNFP PARENT CO, LLC · OWNER · 75% or more · indirect via PATRIOT INTERMEDIATE HOLDINGS A. CORP. · control person · listed since Oct 2014
- No longer listedNFP ULTIMATE HOLDINGS, LLC · OWNER · 75% or more · indirect via NFP PARENT CO, LLC · control person · listed since Feb 2017
- AddedMADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. · OWNER · 25–50% · indirect via NFP ULTIMATE HOLDINGS, LLC · control person
- AddedMADISON DEARBORN PARTNERS VI-A&C, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. · control person
- AddedMOO, VERONICA, EI CHUN · DIRECTOR · Less than 5% · control person
- AddedNFP PARENT CO, LLC · OWNER · 75% or more · indirect via NFP INTERMEDIATE HOLDINGS A. CORP. · control person
- AddedNFP ULTIMATE HOLDINGS, LLC · OWNER · 75% or more · indirect via NFP HOLDINGS, LLC · control person
Apr 5, 2017 filing
- AddedEVAN, MICHAEL, ANDREW · DRECTOR · Less than 5% · control person
- AddedNFP ULTIMATE HOLDINGS, LLC · OWNER · 75% or more · indirect via NFP PARENT CO, LLC · control person
- AddedO'MALLEY, EDWARD, GEORGE · DIRECTOR · Less than 5% · control person
Mar 30, 2015 filing
- No longer listedMADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. · OWNER · 75% or more · indirect via PATRIOT INVESTMENT HOLDINGS, LLC · control person · listed since Jul 2013
- No longer listedNATIONAL FINANCIAL PARTNERS CORP. · SHAREHOLDER · 75% or more · control person · listed since Aug 2005
- No longer listedPATRIOT INTERMEDIATE HOLDINGS A. CORP. · OWNER · 75% or more · indirect via PATRIOT INTERMEDIATE HOLDINGS B. CORP. · control person · listed since Jul 2013
- No longer listedPATRIOT INTERMEDIATE HOLDINGS B. CORP. · OWNER · 75% or more · indirect via NATIONAL FINANCIAL PARTNERS CORP. · control person · listed since Jul 2013
- No longer listedPATRIOT INVESTMENT HOLDINGS, LLC · OWNER · 75% or more · indirect via PATRIOT INTERMEDIATE HOLDINGS A. CORP. · control person · listed since Jul 2013
- AddedMADISON DEARBORN PARTNERS VI-A, L.P. · OWNER · 75% or more · indirect via NFP HOLDINGS, LLC · control person
- AddedNFP CORP. · SHAREHOLDER · 75% or more · control person
- AddedNFP HOLDINGS, LLC · OWNER · 75% or more · indirect via NFP PARENT CO, LLC · control person
- AddedNFP INTERMEDIATE HOLDINGS A. CORP. · OWNER · 75% or more · indirect via NFP INTERMEDIATE HOLDINGS B. CORP. · control person
- AddedNFP INTERMEDIATE HOLDINGS B. CORP. · OWNER · 75% or more · indirect via NFP CORP. · control person
- AddedNFP PARENT CO, LLC · OWNER · 75% or more · indirect via PATRIOT INTERMEDIATE HOLDINGS A. CORP. · control person
Mar 31, 2014 filing
- ChangedDELGASS, MICHAEL, NICHOLAS · title EXECUTIVE VICE PRESIDENT → MANAGING DIRECTOR
- ChangedFASANO, CRAIG, MICHAEL · title EXECUTIVE VICE PRESIDENT → MANAGING DIRECTOR
- ChangedLEVY-LEROY, DONNA · title EXECUTIVE VICE PRESIDENT → MANAGING DIRECTOR
- ChangedSONTAG, HOWARD, VAUGHN · title PRESIDENT → SR. MANAGING DIRECTOR
- ChangedSTANIFORD, MARTHA, SIMPSON · title EXECUTIVE VICE PRESIDENT → MANAGING DIRECTOR
Nov 5, 2013 filing
- AddedMADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. · OWNER · 75% or more · indirect via PATRIOT INVESTMENT HOLDINGS, LLC · control person
- AddedMADISON DEARBORN PARTNERS · GENERAL PARTNER · General partner, trustee or manager · indirect via MADISON DEARBORN PARTNERS VI-A&C, L.P. · control person
- AddedMADISON DEARBORN PARTNERS VI-A&C, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via MADISON DEARBORN PARTNERS VI-A, L.P. · control person
- AddedPATRIOT INTERMEDIATE HOLDINGS A. CORP. · OWNER · 75% or more · indirect via PATRIOT INTERMEDIATE HOLDINGS B. CORP. · control person
- AddedPATRIOT INTERMEDIATE HOLDINGS B. CORP. · OWNER · 75% or more · indirect via NATIONAL FINANCIAL PARTNERS CORP. · control person
- AddedPATRIOT INVESTMENT HOLDINGS, LLC · OWNER · 75% or more · indirect via PATRIOT INTERMEDIATE HOLDINGS A. CORP. · control person
- ChangedDELGASS, MICHAEL, NICHOLAS · now a control person
- ChangedLEVY-LEROY, DONNA · title CHIEF INVESTMENT OFFICER → EXECUTIVE VICE PRESIDENT; now a control person
Apr 1, 2013 filing
- AddedSTANIFORD, MARTHA, SIMPSON · EXECUTIVE VICE PRESIDENT · Less than 5% · control person
Aug 23, 2012 filing
- No longer listedSTANIFORD, MARTHA, S. · EXECUTIVE VICE PRESIDENT · Less than 5% · listed since Feb 2003
Apr 3, 2012 filing (earliest on record)
- ListedDELGASS, MICHAEL, NICHOLAS · EXECUTIVE VICE PRESIDENT · Less than 5%
- ListedFASANO, CRAIG, MICHAEL · EXECUTIVE VICE PRESIDENT · Less than 5% · control person
- ListedLEVY-LEROY, DONNA · CHIEF INVESTMENT OFFICER · Less than 5%
- ListedLIESER, LORI, MICHELL · VICE PRESIDENT · Less than 5%
- ListedNATIONAL FINANCIAL PARTNERS CORP. · SHAREHOLDER · 75% or more · control person
- ListedROSS, ROBERT, KARL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedSCHNEIDER, BRETT, RONALD · DIRECTOR · Less than 5% · control person
- ListedSONTAG, ERIC, MATTHEW · CHIEF OPERATIONS OFFICER · Less than 5% · control person
- ListedSONTAG, HOWARD, VAUGHN · PRESIDENT · Less than 5% · control person
- ListedSTANIFORD, MARTHA, S. · EXECUTIVE VICE PRESIDENT · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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%
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%
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
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
Wealthspire Advisors, LLC Holdings (2026-06-30)
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 |
Filer Information
Address
521 5TH AVENUE15TH FLOOR
NEW YORK, NY 10175
Phone
(414) 509-1330
Filing Manager
Wealthspire Advisors, LLC
NEW YORK, NY
Signatory
Michael Del Priore
Chief Compliance Officer