Wealthspire Advisors, LLC Top Holdings and 13F Report (2026)

About Wealthspire Advisors, LLC

Investment Activity

Wealthspire Advisors, LLC has $12.73 billion in total holdings as of March 31, 2026.
Wealthspire Advisors, LLC owns shares of 932 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 6.58% of the portfolio was purchased this quarter.
About 3.82% of the portfolio was sold this quarter.
This quarter, Wealthspire Advisors, LLC has purchased 1,031 new stocks and bought additional shares in 263 stocks.
Wealthspire Advisors, LLC sold shares of 502 stocks and completely divested from 192 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $1,744,046,398
Vanguard FTSE Developed Markets ETF: $933,177,863
Vanguard S&P 500 ETF: $675,307,398
iShares Core S&P Mid-Cap ETF: $520,617,837
Vanguard Total International Stock ETF: $488,488,949

Largest New Holdings this Quarter

07556Q881 - Beazer Homes USA: $21,493,736 Holding
41653L404 - Hartford Schroders Tax-Aware Bond ETF: $10,272,458 Holding
724078209 - PIPER SANDLER COMPANIES: $2,061,951 Holding
47805L101 - John Marshall Bancorp: $1,300,775 Holding
006212104 - Adams Diversified Equity Fund: $1,121,224 Holding

Largest Purchases this Quarter

AON: 710,479 shares (about $229.33M)
Vanguard Large-Cap ETF: 262,452 shares (about $78.43M)
Vanguard FTSE Developed Markets ETF: 980,768 shares (about $62.85M)
Vanguard Total International Stock ETF: 451,674 shares (about $34.83M)
Vanguard Growth ETF: 77,422 shares (about $33.82M)

Largest Sales this Quarter

Alphabet: 87,317 shares (about $25.05M)
Apple: 77,757 shares (about $19.73M)
WisdomTree Floating Rate Treasury Fund: 363,938 shares (about $18.32M)
Microsoft: 45,617 shares (about $16.89M)
Vanguard S&P 500 ETF: 26,835 shares (about $16.04M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$1,744,046,398	$4,030,959 â–²	0.2%	2,669,963	13.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$933,177,863	$62,847,612 â–²	7.2%	14,562,701	7.3%	ETF
VOO Vanguard S&P 500 ETF	$675,307,398	$16,035,254 â–¼	-2.3%	1,130,127	5.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$520,617,837	$4,489,260 â–²	0.9%	7,709,430	4.1%	ETF
VXUS Vanguard Total International Stock ETF	$488,488,949	$34,828,584 â–²	7.7%	6,334,962	3.8%	ETF
SCHD Schwab US Dividend Equity ETF	$408,395,156	$6,880,757 â–¼	-1.7%	13,311,446	3.2%	ETF
AON AON	$317,639,641	$229,328,348 â–²	259.7%	984,075	2.5%	Finance
VTI Vanguard Total Stock Market ETF	$308,943,124	$7,895,452 â–¼	-2.5%	963,010	2.4%	ETF
SCHF Schwab International Equity ETF	$302,174,720	$32,429,454 â–²	12.0%	12,209,080	2.4%	ETF
VUG Vanguard Growth ETF	$295,859,385	$33,817,169 â–²	12.9%	677,349	2.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$291,643,335	$694,040 â–¼	-0.2%	7,504,975	2.3%	ETF
SPY SPDR S&P 500 ETF Trust	$286,886,042	$3,761,570 â–¼	-1.3%	441,132	2.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$264,705,671	$10,080,812 â–²	4.0%	4,897,422	2.1%	ETF
VV Vanguard Large-Cap ETF	$241,405,936	$78,433,776 â–²	48.1%	807,783	1.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$241,293,141	$4,858,407 â–²	2.1%	1,941,060	1.9%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$222,570,587	$13,207,029 â–²	6.3%	4,455,868	1.7%	Manufacturing
IUSB iShares Core Total USD Bond Market ETF	$218,351,375	$5,054,526 â–²	2.4%	4,727,243	1.7%	Manufacturing
VO Vanguard Mid-Cap ETF	$177,623,161	$4,715,784 â–²	2.7%	618,508	1.4%	ETF
VXF Vanguard Extended Market ETF	$169,486,591	$2,375,138 â–¼	-1.4%	823,550	1.3%	ETF
AAPL Apple	$130,145,163	$19,733,930 â–¼	-13.2%	512,807	1.0%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$117,701,696	$528,565 â–¼	-0.4%	1,687,480	0.9%	ETF
VB Vanguard Small-Cap ETF	$105,170,256	$769,521 â–²	0.7%	401,536	0.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$95,209,035	$3,626,205 â–²	4.0%	1,267,763	0.7%	ETF
CME CME Group	$93,357,182	$26,406,948 â–²	39.4%	316,090	0.7%	Finance
TFLO iShares Treasury Floating Rate Bond ETF	$90,771,196	$3,462,991 â–²	4.0%	1,792,834	0.7%	ETF
EMLP First Trust North American Energy Infrastructure Fund	$89,449,029	$5,075,693 â–¼	-5.4%	2,048,764	0.7%	ETF
MSFT Microsoft	$87,976,140	$16,886,056 â–¼	-16.1%	237,664	0.7%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$82,493,081	$4,006,078 â–¼	-4.6%	2,436,299	0.6%	ETF
DFAI Dimensional International Core Equity Market ETF	$77,577,531	$2,193,526 â–¼	-2.7%	1,991,210	0.6%	ETF
GOOG Alphabet	$76,012,783	$25,047,770 â–¼	-24.8%	264,982	0.6%	Computer and Technology
DFGR Dimensional Global Real Estate ETF	$73,234,708	$333,898 â–²	0.5%	2,755,256	0.6%	ETF
QQQ Invesco QQQ	$72,517,027	$4,627,260 â–¼	-6.0%	125,640	0.6%	Finance
SCHX Schwab US Large-Cap ETF	$72,379,923	$167,198 â–²	0.2%	2,822,930	0.6%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$72,377,720	$3,469,844 â–²	5.0%	835,385	0.6%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$71,381,341	$2,004,243 â–¼	-2.7%	788,483	0.6%	ETF
HYDB iShares High Yield Systematic Bond ETF	$70,442,254	$4,058,730 â–²	6.1%	1,514,236	0.6%	ETF
VBK Vanguard Small-Cap Growth ETF	$61,694,560	$191,022 â–²	0.3%	204,118	0.5%	ETF
CVLC Calvert US Large-Cap Core Responsible Index ETF	$61,600,002	$762,091 â–²	1.3%	769,423	0.5%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$57,516,041	$1,183,920 â–¼	-2.0%	751,451	0.5%	ETF
VTV Vanguard Value ETF	$57,462,115	$761,257 â–²	1.3%	292,875	0.5%	ETF
NVDA NVIDIA	$55,346,449	$13,614,034 â–¼	-19.7%	317,353	0.4%	Computer and Technology
BND Vanguard Total Bond Market ETF	$55,208,537	$1,634,365 â–²	3.1%	749,709	0.4%	ETF
MUB iShares National Muni Bond ETF	$54,398,579	$10,258,441 â–¼	-15.9%	512,469	0.4%	ETF
EFA iShares MSCI EAFE ETF	$53,934,040	$747,998 â–²	1.4%	555,277	0.4%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$49,288,396	$1,168,972 â–¼	-2.3%	464,941	0.4%	ETF
AMZN Amazon.com	$45,695,254	$7,284,449 â–¼	-13.7%	219,404	0.4%	Retail/Wholesale
PVAL Putnam Focused Large Cap Value ETF	$45,243,371	$6,722,708 â–²	17.5%	975,073	0.4%	ETF
VBR Vanguard Small-Cap Value ETF	$44,603,546	$1,588,313 â–²	3.7%	205,310	0.4%	ETF
SCHE Schwab Emerging Markets Equity ETF	$41,401,509	$8,186,922 â–²	24.6%	1,256,495	0.3%	ETF
SMMD iShares Russell 2500 ETF	$41,254,467	$2,500,384 â–²	6.5%	540,334	0.3%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$40,765,236	$18,320,641 â–¼	-31.0%	809,798	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$40,190,559	$3,878,089 â–¼	-8.8%	94,256	0.3%	ETF
GOOGL Alphabet	$38,804,370	$7,657,985 â–¼	-16.5%	134,944	0.3%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$37,813,515	$890,915 â–²	2.4%	477,022	0.3%	ETF
ACN Accenture	$37,807,757	$19,883,134 â–²	110.9%	190,669	0.3%	Computer and Technology
DFAU Dimensional US Core Equity Market ETF	$36,741,336	$483,912 â–¼	-1.3%	814,303	0.3%	ETF
TSLA Tesla	$34,567,220	$12,741,377 â–²	58.4%	92,985	0.3%	Auto/Tires/Trucks
VTEB Vanguard Tax-Exempt Bond ETF	$33,712,459	$584,860 â–¼	-1.7%	675,736	0.3%	ETF
CVIE Calvert International Responsible Index ETF	$32,794,095	$364,104 â–²	1.1%	451,150	0.3%	ETF
CAVA CAVA Group	$32,641,290	$30,256,601 â–²	1,268.8%	403,477	0.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$31,994,584	$1,689,171 â–¼	-5.0%	66,767	0.3%	Finance
FUNDVANTAGE TR	$31,383,441	$13,630,958 â–¼	-30.3%	1,533,930	0.2%	POLEN FOCUS GROW
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$31,276,938	$519,865 â–¼	-1.6%	657,769	0.2%	ETF
IGF iShares Global Infrastructure ETF	$30,293,507	$74,102 â–¼	-0.2%	452,142	0.2%	Manufacturing
IWB iShares Russell 1000 ETF	$29,509,251	$2,694,523 â–¼	-8.4%	82,761	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$28,283,873	$294,256 â–¼	-1.0%	1,234,565	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$27,401,981	$1,671,433 â–²	6.5%	142,778	0.2%	ETF
IWM iShares Russell 2000 ETF	$23,895,518	$259,904 â–¼	-1.1%	96,353	0.2%	Finance
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$23,470,554	$19,894,737 â–²	556.4%	1,024,244	0.2%	Manufacturing
XOM ExxonMobil	$22,833,525	$3,951,382 â–¼	-14.8%	134,584	0.2%	Energy
VT Vanguard Total World Stock ETF	$22,145,770	$258,659 â–²	1.2%	160,105	0.2%	ETF
BZH Beazer Homes USA	$21,493,736	$21,493,736 â–²	New Holding	1,117,138	0.2%	Construction
JNJ Johnson & Johnson	$21,113,102	$1,974,839 â–¼	-8.6%	86,373	0.2%	Medical
VYM Vanguard High Dividend Yield ETF	$20,281,980	$720,062 â–²	3.7%	136,948	0.2%	Financial Services
VNQ Vanguard Real Estate ETF	$20,199,112	$957,605 â–¼	-4.5%	227,724	0.2%	ETF
IWR iShares Russell Mid-Cap ETF	$19,542,679	$203,697 â–¼	-1.0%	200,994	0.2%	ETF
VOE Vanguard Mid-Cap Value ETF	$19,398,361	$3,310,212 â–²	20.6%	105,266	0.2%	ETF
JPM JPMorgan Chase & Co.	$18,681,789	$9,533,128 â–¼	-33.8%	63,509	0.1%	Finance
GLD SPDR Gold Shares	$18,551,850	$4,746,503 â–¼	-20.4%	43,115	0.1%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$18,382,850	$172,516 â–¼	-0.9%	138,738	0.1%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$17,733,842	$408,318 â–¼	-2.3%	138,416	0.1%	ETF
FIRST TR EXCHNG TRADED FD VI	$17,417,442	$1,164,824 â–¼	-6.3%	774,453	0.1%	FT ENERGY INCOME
IWD iShares Russell 1000 Value ETF	$16,667,132	$627,977 â–¼	-3.6%	78,004	0.1%	ETF
META Meta Platforms	$16,550,734	$11,043,358 â–¼	-40.0%	28,928	0.1%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$15,979,300	$739,619 â–¼	-4.4%	83,308	0.1%	ETF
IWV iShares Russell 3000 ETF	$15,341,248	$2,775,266 â–¼	-15.3%	41,387	0.1%	ETF
IWO iShares Russell 2000 Growth ETF	$15,293,701	$206,799 â–¼	-1.3%	48,736	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$14,886,694	$1,427,400 â–¼	-8.7%	149,962	0.1%	Finance
IWN iShares Russell 2000 Value ETF	$14,398,846	$290,643 â–¼	-2.0%	75,947	0.1%	ETF
VOT Vanguard Mid-Cap Growth ETF	$14,361,633	$855,944 â–²	6.3%	55,806	0.1%	ETF
LLY Eli Lilly and Company	$14,265,731	$2,482,476 â–²	21.1%	15,510	0.1%	Medical
COST Costco Wholesale	$14,110,282	$6,251,530 â–¼	-30.7%	14,161	0.1%	Retail/Wholesale
AVGO Broadcom	$13,849,521	$5,455,065 â–¼	-28.3%	44,747	0.1%	Computer and Technology
HDV iShares Core High Dividend ETF	$13,667,331	$310,800 â–²	2.3%	100,702	0.1%	ETF
KO CocaCola	$13,466,390	$575,394 â–¼	-4.1%	177,073	0.1%	Consumer Staples
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,401,194	$174,191 â–¼	-1.3%	94,090	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$12,948,503	$529,476 â–²	4.3%	60,209	0.1%	ETF
SCHP Schwab U.S. TIPS ETF	$12,748,091	$343,589 â–²	2.8%	479,071	0.1%	ETF
DFUS Dimensional U.S. Equity ETF	$12,438,565	$18,720 â–²	0.2%	175,413	0.1%	ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$12,343,613	$357,026 â–¼	-2.8%	492,464	0.1%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Wealthspire Advisors, LLC Top Holdings and 13F Report (2026)

About Wealthspire Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Wealthspire Advisors, LLC Top Holdings and 13F Report (2026)

About Wealthspire Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthspire Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools