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Wealthspire Advisors, LLC Top Holdings and 13F Report (2025)

About Wealthspire Advisors, LLC

Investment Activity

  • Wealthspire Advisors, LLC has $17.80 billion in total holdings as of June 30, 2025.
  • Wealthspire Advisors, LLC owns shares of 918 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 8.35% of the portfolio was purchased this quarter.
  • About 3.94% of the portfolio was sold this quarter.
  • This quarter, Wealthspire Advisors, LLC has purchased 859 new stocks and bought additional shares in 367 stocks.
  • Wealthspire Advisors, LLC sold shares of 384 stocks and completely divested from 39 stocks this quarter.

Largest New Holdings this Quarter

61774R205 - Calvert US Large-Cap Core Responsible Index ETF
$15,094,716 Holding
61774R106 - Calvert International Responsible Index ETF
$4,684,319 Holding
67073B106 - Nuveen Preferred & Income Opportunities Fund
$1,548,221 Holding
09661T107 - BNY Mellon US Large Cap Core Equity ETF
$932,472 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
11,529,556 shares (about $657.30M)
Vanguard FTSE Emerging Markets ETF
4,171,232 shares (about $206.31M)
Vanguard Large-Cap ETF
113,730 shares (about $32.45M)
Vanguard Large-Cap ETF
113,730 shares (about $32.45M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
294,620 shares (about $89.54M)
SPDR S&P 500 ETF Trust
135,200 shares (about $83.54M)
iShares Core S&P Mid-Cap ETF
658,716 shares (about $40.85M)
WisdomTree Floating Rate Treasury Fund
799,449 shares (about $40.22M)
Apple
153,044 shares (about $31.40M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthspire Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,232,636,948$13,932,998 0.4%5,206,37218.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,299,083,828$657,300,006 102.4%22,786,9467.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$919,218,452$40,853,569 -4.3%14,821,3225.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$768,044,222$15,158,954 -1.9%28,982,8004.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$721,205,442$12,633,105 1.8%10,438,6384.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$656,475,217$11,433,854 -1.7%1,155,6503.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$656,475,217$11,433,854 -1.7%1,155,6503.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$599,442,060$89,543,813 -13.0%1,972,3043.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$412,460,970$206,309,126 100.1%8,339,2842.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$404,169,258$20,234,605 -4.8%3,698,1362.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$393,234,130$9,899,068 -2.5%896,9762.2%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$348,964,016$195,028,213 126.7%6,941,7942.0%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$340,830,468$27,658,334 8.8%1,217,9201.9%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$281,906,729$16,246,451 -5.4%7,865,7011.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$267,961,726$83,536,458 -23.8%433,6841.5%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$237,855,184$11,769,289 5.2%10,762,6781.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$237,855,184$11,769,289 5.2%10,762,6781.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$221,036,188$1,747,900 -0.8%444,3741.2%Computer and Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$200,660,337$6,859,931 -3.3%4,340,4791.1%Manufacturing
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$156,948,682$4,415,753 2.9%814,4300.9%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$156,948,682$4,415,753 2.9%814,4300.9%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$156,469,513$32,447,141 26.2%548,4390.9%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$156,469,513$32,447,141 26.2%548,4390.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$103,182,815$3,877,278 3.9%1,718,8540.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$103,054,306$11,409,984 -10.0%583,0660.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$94,942,678$6,233,613 7.0%400,6300.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$94,942,678$6,233,613 7.0%400,6300.5%ETF
Apple Inc. stock logo
AAPL
Apple
$92,012,761$31,400,026 -25.4%448,4710.5%Computer and Technology
Aon plc stock logo
AON
AON
$83,182,919$19,611,108 -19.1%233,1620.5%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$82,550,316$15,457,978 23.0%1,683,6700.5%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$78,752,851$1,198,820 1.5%2,099,5160.4%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$75,585,645$383,356 0.5%2,610,9030.4%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$75,457,206$1,927,001 -2.5%2,182,7370.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$71,393,201$2,945,045 -4.0%2,921,1620.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$71,393,201$2,945,045 -4.0%2,921,1620.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$70,884,256$2,025,091 -2.8%128,4960.4%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$69,904,335$618,827 0.9%1,039,9340.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$69,904,335$618,827 0.9%1,039,9340.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$67,037,141$3,175,581 -4.5%803,0320.4%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$66,108,677$445,620 0.7%2,463,9830.4%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$65,716,506$1,590,157 2.5%1,297,4630.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$65,281,262$785,856 -1.2%844,4090.4%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$63,397,901$9,367,148 17.3%606,7950.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$63,397,901$9,367,148 17.3%606,7950.4%ETF
CME Group Inc. stock logo
CME
CME Group
$62,137,956$19,911,884 47.2%225,4480.3%Finance
iShares High Yield Systematic Bond ETF stock logo
HYDB
iShares High Yield Systematic Bond ETF
$59,986,853$928,326 1.6%1,263,5460.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$59,736,882$30,215,140 102.3%175,9200.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$57,616,738$3,312,699 -5.4%792,6370.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$50,812,165$578,711 1.2%568,4320.3%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$50,812,165$578,711 1.2%568,4320.3%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$50,425,833$1,227,683 -2.4%182,0810.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$50,425,833$1,227,683 -2.4%182,0810.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$49,677,816$3,225,290 -6.1%674,6950.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$49,677,816$3,225,290 -6.1%674,6950.3%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$49,498,331$53,371 -0.1%491,5430.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$47,507,774$5,135,595 -9.8%478,9080.3%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$46,343,054$411,419 -0.9%109,1500.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$46,343,054$411,419 -0.9%109,1500.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$44,056,966$2,090,597 -4.5%494,6880.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$39,039,907$189,991 0.5%177,9480.2%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$37,394,421$6,455,933 20.9%236,6890.2%Computer and Technology
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$36,096,155$40,220,266 -52.7%717,4750.2%Finance
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$36,081,782$2,587,561 7.7%851,7890.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$34,819,681$277,110 0.8%178,5530.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$34,819,681$277,110 0.8%178,5530.2%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$34,119,644$1,451,577 4.4%503,3880.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$32,803,263$25,370,717 -43.6%412,6190.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$32,452,972$301,918 -0.9%182,9470.2%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$31,452,248$25,060,066 -44.3%285,6700.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$30,972,671$956,480 -3.0%63,7600.2%Finance
Accenture PLC stock logo
ACN
Accenture
$30,030,327$6,036,971 25.2%100,4730.2%Computer and Technology
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$29,422,855$65,605 0.2%618,9070.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$28,762,143$260,319 0.9%954,2850.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$28,762,143$260,319 0.9%954,2850.2%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$26,013,895$36,349 -0.1%439,4240.1%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$25,981,892$1,720,273 -6.2%170,0940.1%Medical
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$23,575,649$3,189,216 -11.9%183,4400.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$23,012,798$594,606 2.7%79,3790.1%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$22,701,394$2,549 0.0%142,4900.1%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$21,467,962$4,097,223 -16.0%99,4850.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$21,467,962$4,097,223 -16.0%99,4850.1%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$20,754,474$33,111 0.2%293,3480.1%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$19,811,685$1,939,022 10.8%26,8410.1%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$19,637,653$6,201,670 46.2%108,0540.1%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$18,893,946$470,681 -2.4%136,2410.1%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$18,893,946$470,681 -2.4%136,2410.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$18,217,430$838,864 4.8%49,6880.1%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$18,062,065$160,772 -0.9%135,4890.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$18,062,065$160,772 -0.9%135,4890.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$17,699,444$9,228,918 109.0%97,1800.1%Consumer Staples
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$17,676,367$487,625 -2.7%192,1970.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$17,676,367$487,625 -2.7%192,1970.1%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$17,438,206$2,670,165 -13.3%132,9140.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$16,765,142$1,053 0.0%47,7640.1%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$16,765,142$1,053 0.0%47,7640.1%ETF
First Trust Energy Income Ptnrs Enh Inc ETF
$16,472,887$1,385,552 -7.8%835,3480.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,468,432$1,647,055 11.1%93,4480.1%Computer and Technology
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$16,145,015$232,947 -1.4%130,6450.1%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$16,145,015$232,947 -1.4%130,6450.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$16,047,830$11,813,199 -42.4%87,7800.1%ETF

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