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

About Wealthspire Advisors, LLC

Investment Activity

  • Wealthspire Advisors, LLC has $16.74 billion in total holdings as of March 31, 2025.
  • Wealthspire Advisors, LLC owns shares of 870 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 25.35% of the portfolio was purchased this quarter.
  • About 0.90% of the portfolio was sold this quarter.
  • This quarter, Wealthspire Advisors, LLC has purchased 873 new stocks and bought additional shares in 397 stocks.
  • Wealthspire Advisors, LLC sold shares of 327 stocks and completely divested from 48 stocks this quarter.

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$9,980,520 Holding
756158101 - REAVES UTIL INCOME FD
$1,937,352 Holding
37890B100 - Global Business Travel Group
$1,877,349 Holding
67066V101 - Nuveen Quality Municipal Income Fund
$570,837 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
2,627,461 shares (about $1.48B)
iShares Core S&P Mid-Cap ETF
7,873,056 shares (about $459.39M)
Schwab US Dividend Equity ETF
14,410,724 shares (about $402.92M)
Vanguard Total International Stock ETF
5,460,621 shares (about $339.10M)
Vanguard Total Stock Market ETF
1,120,527 shares (about $307.97M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
17,249 shares (about $9.65M)
iShares National Muni Bond ETF
67,595 shares (about $7.13M)
iShares National Muni Bond ETF
67,595 shares (about $7.13M)
iShares Expanded Tech-Software Sector ETF
52,644 shares (about $4.68M)
Vanguard Large-Cap ETF
14,134 shares (about $3.63M)

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
$2,912,850,778$1,476,370,025 102.8%5,183,93217.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$903,260,244$459,392,831 103.5%15,480,0385.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$826,353,200$402,923,836 95.2%29,554,8364.9%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$636,884,480$339,104,588 113.9%10,255,7883.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$623,041,280$307,965,585 97.7%2,266,9243.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$604,244,357$2,190,285 0.4%1,175,7783.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$604,244,357$2,190,285 0.4%1,175,7783.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$572,213,110$29,151,055 5.4%11,257,3903.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$572,213,110$29,151,055 5.4%11,257,3903.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$406,075,010$208,276,569 105.3%3,883,2822.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$340,989,710$171,698,907 101.4%919,5562.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$318,237,895$9,649,218 -2.9%568,8841.9%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$289,418,256$145,311,454 100.8%1,119,0861.7%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$274,444,007$11,308,972 4.3%8,319,0061.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$206,846,925$1,009,521 -0.5%4,488,8661.2%Manufacturing
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$202,351,994$632,545 0.3%10,230,1311.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$202,351,994$632,545 0.3%10,230,1311.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$188,646,071$9,847,084 5.5%4,168,0521.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$188,646,071$9,847,084 5.5%4,168,0521.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$168,132,202$81,096,024 93.2%447,8881.0%Computer and Technology
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$152,802,807$15,561,467 11.3%3,062,1800.9%Manufacturing
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$152,802,807$15,561,467 11.3%3,062,1800.9%Manufacturing
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$136,346,597$2,042,488 1.5%791,5160.8%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$136,346,597$2,042,488 1.5%791,5160.8%ETF
Apple Inc. stock logo
AAPL
Apple
$133,614,634$30,957,617 30.2%601,5150.8%Computer and Technology
Aon plc stock logo
AON
AON
$114,990,591$3,484,055 -2.9%288,1320.7%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$111,870,188$53,266,953 90.9%647,6220.7%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$111,733,205$3,632,860 -3.1%434,7090.7%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$111,733,205$3,632,860 -3.1%434,7090.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$89,280,657$1,014,096 1.1%1,654,2650.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$83,006,829$250,799 -0.3%374,3260.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$83,006,829$250,799 -0.3%374,3260.5%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$77,512,674$1,499,188 2.0%2,067,5560.5%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$76,346,803$5,663,586 8.0%1,516,9240.5%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$69,907,683$3,197,046 4.8%2,238,4790.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$67,899,718$32,923,717 94.1%1,368,3940.4%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$67,253,463$1,740,689 2.7%2,597,6610.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$67,159,933$1,488,347 -2.2%3,041,6630.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$67,159,933$1,488,347 -2.2%3,041,6630.4%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$64,268,046$1,113,608 1.8%2,447,3740.4%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$64,138,982$2,480,515 4.0%1,266,0680.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$63,627,118$1,755,686 -2.7%841,0720.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$62,524,002$2,077,546 3.4%1,030,7280.4%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$62,524,002$2,077,546 3.4%1,030,7280.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$61,975,383$442,658 0.7%132,1670.4%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$59,657,798$192,187 -0.3%854,5740.4%Manufacturing
iShares High Yield Bond Factor ETF stock logo
HYDB
iShares High Yield Bond Factor ETF
$58,579,602$2,624,279 4.7%1,243,9920.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$57,764,084$25,179,797 77.3%731,7470.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$55,120,679$1,678,392 -3.0%838,2100.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$54,527,239$7,127,216 -11.6%517,1400.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$54,527,239$7,127,216 -11.6%517,1400.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$52,773,750$626,455 -1.2%718,4990.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$52,773,750$626,455 -1.2%718,4990.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$52,494,692$25,598,727 95.2%530,6780.3%Finance
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$50,280,047$1,109,165 -2.2%492,0730.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$47,647,956$30,890,660 184.3%513,2820.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$46,958,408$896,045 -1.9%186,5140.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$46,958,408$896,045 -1.9%186,5140.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$46,914,324$22,555,747 92.6%518,1620.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$45,928,830$159,292 0.3%561,9580.3%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$45,928,830$159,292 0.3%561,9580.3%Finance
CME Group Inc. stock logo
CME
CME Group
$40,643,375$35,283 -0.1%153,2040.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$39,762,907$3,449,857 -8.0%110,1190.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$39,762,907$3,449,857 -8.0%110,1190.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$35,005,754$1,171,137 3.5%65,7290.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$33,691,606$1,855,605 -5.2%177,0820.2%Retail/Wholesale
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$32,997,908$985,846 3.1%177,1320.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$32,997,908$985,846 3.1%177,1320.2%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$30,394,638$244,632 -0.8%790,7040.2%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$30,142,507$787,378 2.7%481,9720.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$30,076,222$15,070,947 100.4%181,3560.2%Medical
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$29,320,195$473,138 1.6%617,5270.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$28,847,855$1,313,745 4.8%184,6490.2%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$26,667,517$2,742,853 -9.3%86,9390.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$26,667,517$2,742,853 -9.3%86,9390.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$26,071,493$179,563 0.7%945,6480.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$26,071,493$179,563 0.7%945,6480.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$26,043,123$10,449,923 67.0%152,3970.2%ETF
Accenture plc stock logo
ACN
Accenture
$25,049,029$2,093,790 -7.7%80,2750.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$24,280,444$11,930,605 96.6%142,4740.1%Consumer Staples
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$24,147,168$1,350,122 5.9%208,2550.1%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$24,147,168$1,350,122 5.9%208,2550.1%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$24,056,890$73,695 0.3%440,0380.1%Manufacturing
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$23,949,960$18,881,651 372.5%467,9550.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$23,633,824$661,305 -2.7%118,4720.1%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$23,633,824$661,305 -2.7%118,4720.1%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$21,223,666$2,268,398 12.0%195,8260.1%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$20,976,098$10,564,683 101.5%292,8800.1%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$20,596,537$400,969 2.0%109,4630.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$20,596,537$400,969 2.0%109,4630.1%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$19,746,672$9,993,543 102.5%153,2660.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,968,563$289,454 -1.5%77,3280.1%Finance
FIRST TR EXCHNG TRADED FD VI
$18,374,840$557,245 3.1%905,6100.1%FT ENERGY INCOME
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$17,628,246$666,081 -3.6%136,6950.1%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$17,628,246$666,081 -3.6%136,6950.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$17,371,622$8,679,581 99.9%47,4000.1%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$17,011,959$568,247 3.5%143,0420.1%Energy
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$16,801,248$1,272,988 8.2%197,4990.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$16,801,248$1,272,988 8.2%197,4990.1%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$16,405,754$1,520,089 10.2%139,6350.1%ETF

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