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

About Wealthspire Advisors, LLC

Investment Activity

  • Wealthspire Advisors, LLC has $10.06 billion in total holdings as of December 31, 2024.
  • Wealthspire Advisors, LLC owns shares of 792 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 9.69% of the portfolio was purchased this quarter.
  • About 2.01% of the portfolio was sold this quarter.
  • This quarter, Wealthspire Advisors, LLC has purchased 756 new stocks and bought additional shares in 383 stocks.
  • Wealthspire Advisors, LLC sold shares of 272 stocks and completely divested from 59 stocks this quarter.

Largest New Holdings this Quarter

PIMCO ETF TR
$6,351,581 Holding
NEUBERGER BERMAN ETF TRUST
$5,774,165 Holding
BLACKROCK INC
$2,864,352 Holding
VanEck Floating Rate ETF
$1,974,920 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
10,024,156 shares (about $273.86M)
Schwab International Equity ETF
5,238,361 shares (about $96.91M)
iShares Core S&P 500 ETF
124,008 shares (about $73.00M)
Schwab US Large-Cap ETF
2,071,267 shares (about $48.01M)
Vanguard Growth ETF
110,806 shares (about $45.48M)

Largest Sales this Quarter

iShares ESG Aware U.S. Aggregate Bond ETF
541,915 shares (about $25.17M)
Dimensional US Core Equity Market ETF
439,659 shares (about $17.80M)
SPDR S&P 500 ETF Trust
15,298 shares (about $8.97M)

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
$1,504,943,960$73,001,059 5.1%2,556,47115.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$631,224,218$4,282,999 0.7%1,171,5166.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$510,903,581$39,536,668 8.4%10,683,8895.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$473,991,058$25,594,082 5.7%7,606,9824.7%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$413,737,144$273,859,945 195.8%15,144,1124.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$343,532,333$8,966,152 -2.5%586,1333.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$332,237,289$11,314,471 3.5%1,146,3973.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$282,579,186$11,503,372 4.2%4,795,1672.8%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$275,896,977$2,600,165 1.0%7,976,2062.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$217,943,243$14,812,223 7.3%1,891,5402.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$203,886,978$10,258,727 5.3%4,510,7742.0%Manufacturing
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$188,665,814$96,909,680 105.6%10,198,1521.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$187,378,682$45,479,239 32.1%456,5311.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$173,979,325$14,827,296 9.3%3,950,4851.7%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$148,119,535$3,395,131 2.3%779,6591.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$147,177,088$1,607,761 1.1%557,2141.5%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$133,170,820$35,724,515 36.7%2,750,3271.3%Manufacturing
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$121,052,814$2,216,122 1.9%448,8431.2%ETF
Apple Inc. stock logo
AAPL
Apple
$115,731,254$6,216,184 5.7%462,1481.2%Computer and Technology
Aon plc stock logo
AON
AON
$106,620,905$5,129,880 5.1%296,8621.1%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$97,727,295$3,949,876 4.2%231,8561.0%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$90,214,830$322,936 0.4%375,4570.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$85,404,484$370,553 0.4%1,635,4750.8%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$72,282,760$2,294,042 3.3%2,027,5670.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$72,068,234$48,011,963 199.6%3,109,0700.7%ETF
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$70,669,165$19,290,124 37.5%1,404,3950.7%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$67,084,878$870,110 1.3%131,2230.7%Finance
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$64,196,927$6,365,840 11.0%2,530,4270.6%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$62,374,342$9,329,311 17.6%2,136,1080.6%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$62,303,494$1,400,919 -2.2%584,7350.6%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$61,427,241$2,789,326 -4.3%1,217,1040.6%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$61,422,848$5,961,137 10.7%2,404,9670.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$60,741,567$1,424,715 2.4%864,2800.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$59,545,757$5,360,292 9.9%863,7330.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$57,436,171$180,982 0.3%339,2570.6%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$57,207,873$3,711,730 6.9%996,4790.6%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$56,703,598$542,943 1.0%857,3270.6%Manufacturing
iShares High Yield Bond Factor ETF stock logo
HYDB
iShares High Yield Bond Factor ETF
$55,860,231$6,266,103 12.6%1,188,2630.6%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$53,231,811$5,614,639 11.8%190,0730.5%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$52,280,588$3,160,732 6.4%727,0280.5%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$50,066,448$7,908,147 -13.6%502,9280.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$48,058,334$163,443 0.3%119,6730.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$42,342,270$349,545 0.8%560,0090.4%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$40,989,856$2,104,834 5.4%186,8350.4%Retail/Wholesale
CME Group Inc. stock logo
CME
CME Group
$35,609,553$2,848,077 -7.4%153,3370.4%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$35,335,464$2,141,703 -5.7%704,8770.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$34,055,196$3,656,217 12.0%171,8400.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$33,563,196$2,101,318 6.7%176,2400.3%Computer and Technology
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$32,273,267$17,801,784 -35.6%797,0680.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$32,200,396$224,435 0.7%412,7730.3%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$31,918,009$2,894,695 10.0%469,3820.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$30,889,141$3,866 0.0%95,8810.3%ETF
Accenture plc stock logo
ACN
Accenture
$30,600,467$1,208,047 -3.8%86,9850.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$28,796,711$1,444,595 5.3%63,5300.3%Finance
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$28,215,173$25,166,527 -47.1%607,5620.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$26,910,152$1,179,268 4.6%121,7870.3%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$26,346,731$636,052 -2.4%271,8960.3%Finance
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$25,009,147$1,067,756 4.5%939,1350.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$23,965,910$1,773,144 8.0%269,0370.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$23,486,880$5,364,102 29.6%174,8960.2%Computer and Technology
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$23,097,838$1,767,367 -7.1%196,6110.2%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$22,930,344$127,278 0.6%438,6900.2%Manufacturing
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$19,870,555$40,914 0.2%107,3320.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,819,068$380,418 2.1%78,5080.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,742,885$1,899,447 11.3%99,0110.2%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$18,327,749$356,776 2.0%180,5160.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$18,100,007$214,225 -1.2%141,8600.2%ETF
FIRST TR EXCHNG TRADED FD VI
$17,115,053$401,552 2.4%878,1460.2%FT ENERGY INCOME
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$16,249,245$1,868,947 -10.3%91,2470.2%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$16,136,102$711,620 4.6%182,5350.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$16,058,863$551,236 3.6%126,6970.2%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$16,013,105$4,011 0.0%47,9080.2%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$15,071,144$715,076 -4.5%59,3930.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$14,873,025$954,574 6.9%138,2640.1%Oils/Energy
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$14,844,547$658,661 4.6%118,7950.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$14,780,260$1,575,058 -9.6%16,1310.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$14,584,644$1,732,545 13.5%24,9090.1%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$14,060,735$79,101 -0.6%109,3200.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$13,834,916$3,590,180 35.0%34,2580.1%Auto/Tires/Trucks
Byrna Technologies Inc. stock logo
BYRN
Byrna Technologies
$13,571,066$1,302,212 -8.8%471,0540.1%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$13,085,226$899,971 -6.4%90,4800.1%Medical
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$12,955,392$778,354 6.4%147,3880.1%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$12,700,038$543,403 4.5%44,1250.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$12,667,402$6,310,144 99.3%490,4140.1%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$12,260,311$1,983,839 19.3%330,2890.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$12,149,027$108,301 -0.9%72,4670.1%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$12,119,818$274,091 2.3%50,0550.1%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$11,593,647$279,608 -2.4%181,8610.1%ETF
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$11,551,108$11,121,723 -49.1%467,6560.1%Manufacturing
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$11,511,248$7,646,683 197.9%507,1030.1%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$11,351,686$11,677,780 -50.7%443,7720.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$11,288,036$81 0.0%139,4790.1%Manufacturing
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$10,994,080$7,667 0.1%77,4340.1%Consumer Discretionary
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$10,771,195$581,654 5.7%65,6100.1%ETF
FlexShares Quality Dividend Index Fund stock logo
QDF
FlexShares Quality Dividend Index Fund
$10,410,400$27,303 0.3%147,5610.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$9,811,729$95,781 -1.0%55,2150.1%Medical
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$9,651,377$350,712 -3.5%59,6620.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$9,623,323$553,408 6.1%41,5080.1%Computer and Technology
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$9,575,344$37,265 -0.4%379,5220.1%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$9,515,532$365,857 4.0%84,7630.1%ETF

Showing largest 100 holdings. View all holdings.
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