Wealthspire Advisors, Llc Portfolio Stock Holdings
Wealthspire Advisors, Llc disclosed 932 stock positions valued at approximately $12.7 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 932
- Portfolio Value
- $12.7B
Holdings by Sector
Wealthspire Advisors, Llc Portfolio Holdings in Q1 2026
892 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.70% | 2,669,963 | +6,171 | +0.23% | $1,744,046,398 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.33% | 14,562,701 | +980,768 | +7.22% | $933,177,863 |
| VANGUARD INDEX FDS | VOO | Other | 5.30% | 1,130,127 | -26,835 | -2.32% | $675,307,398 |
| ISHARES TR | IJH | Other | 4.09% | 7,709,430 | +66,478 | +0.87% | $520,617,837 |
| VANGUARD STAR FDS | VXUS | Other | 3.84% | 6,334,962 | +451,674 | +7.68% | $488,488,949 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.21% | 13,311,446 | -224,275 | -1.66% | $408,395,156 |
| AON PLC | AON | Financial Services | 2.49% | 984,075 | +710,479 | +259.68% | $317,639,641 |
| VANGUARD INDEX FDS | VTI | Other | 2.43% | 963,010 | -24,611 | -2.49% | $308,943,124 |
| SCHWAB STRATEGIC TR | SCHF | Other | 2.37% | 12,209,080 | +1,310,281 | +12.02% | $302,174,720 |
| VANGUARD INDEX FDS | VUG | Other | 2.32% | 677,349 | +77,422 | +12.91% | $295,859,385 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 2.29% | 7,504,975 | -17,860 | -0.24% | $291,643,335 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.25% | 441,132 | -5,784 | -1.29% | $286,886,042 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.08% | 4,897,422 | +186,509 | +3.96% | $264,705,671 |
| VANGUARD INDEX FDS | VV | Other | 1.90% | 807,783 | +262,452 | +48.13% | $241,405,936 |
| ISHARES TR | IJR | Other | 1.89% | 1,941,060 | +39,083 | +2.05% | $241,293,141 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.75% | 4,455,868 | +264,405 | +6.31% | $222,570,587 |
| ISHARES TR | IUSB | Other | 1.71% | 4,727,243 | +109,429 | +2.37% | $218,351,375 |
| VANGUARD INDEX FDS | VO | Other | 1.39% | 618,508 | +16,421 | +2.73% | $177,623,161 |
| VANGUARD INDEX FDS | VXF | Other | 1.33% | 823,550 | -11,541 | -1.38% | $169,486,591 |
| APPLE INC | AAPL | Technology | 1.02% | 512,807 | -77,757 | -13.17% | $130,145,163 |
| ISHARES INC | IEMG | Other | 0.92% | 1,687,480 | -7,578 | -0.45% | $117,701,696 |
| VANGUARD INDEX FDS | VB | Other | 0.83% | 401,536 | +2,938 | +0.74% | $105,170,256 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.75% | 1,267,763 | +48,285 | +3.96% | $95,209,035 |
| CME GROUP INC | CME | Financial Services | 0.73% | 316,090 | +89,409 | +39.44% | $93,357,182 |
| ISHARES TR | TFLO | Other | 0.71% | 1,792,834 | +68,398 | +3.97% | $90,771,196 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.70% | 2,048,764 | -116,255 | -5.37% | $89,449,029 |
| MICROSOFT CORP | MSFT | Technology | 0.69% | 237,664 | -45,617 | -16.10% | $87,976,140 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.65% | 2,436,299 | -118,313 | -4.63% | $82,493,081 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.61% | 1,991,210 | -56,302 | -2.75% | $77,577,531 |
| ALPHABET INC | GOOG | Communication Services | 0.60% | 264,982 | -87,317 | -24.78% | $76,012,783 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.58% | 2,755,256 | +12,562 | +0.46% | $73,234,708 |
| INVESCO QQQ TR | QQQ | Other | 0.57% | 125,640 | -8,017 | -6.00% | $72,517,027 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.57% | 2,822,930 | +6,521 | +0.23% | $72,379,923 |
| ISHARES TR | IXUS | Other | 0.57% | 835,385 | +40,049 | +5.04% | $72,377,720 |
| ISHARES TR | IEFA | Other | 0.56% | 788,483 | -22,139 | -2.73% | $71,381,341 |
| ISHARES TR | HYDB | Other | 0.55% | 1,514,236 | +87,247 | +6.11% | $70,442,254 |
| VANGUARD INDEX FDS | VBK | Other | 0.48% | 204,118 | +632 | +0.31% | $61,694,560 |
| MORGAN STANLEY ETF TRUST | CVLC | Other | 0.48% | 769,423 | +9,519 | +1.25% | $61,600,002 |
| SPDR SERIES TRUST | SPLG | Other | 0.45% | 751,451 | -15,468 | -2.02% | $57,516,041 |
| VANGUARD INDEX FDS | VTV | Other | 0.45% | 292,875 | +3,880 | +1.34% | $57,462,115 |
| NVIDIA CORPORATION | NVDA | Technology | 0.43% | 317,353 | -78,062 | -19.74% | $55,346,449 |
| VANGUARD BD INDEX FDS | BND | Other | 0.43% | 749,709 | +22,194 | +3.05% | $55,208,537 |
| ISHARES TR | MUB | Other | 0.43% | 512,469 | -96,641 | -15.87% | $54,398,579 |
| ISHARES TR | EFA | Other | 0.42% | 555,277 | +7,701 | +1.41% | $53,934,040 |
| PROSHARES TR | NOBL | Other | 0.39% | 464,941 | -11,027 | -2.32% | $49,288,396 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.36% | 219,404 | -34,976 | -13.75% | $45,695,254 |
| PUTNAM ETF TRUST | PVAL | Other | 0.36% | 975,073 | +144,886 | +17.45% | $45,243,371 |
| VANGUARD INDEX FDS | VBR | Other | 0.35% | 205,310 | +7,311 | +3.69% | $44,603,546 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.33% | 1,256,495 | +248,465 | +24.65% | $41,401,509 |
| ISHARES TR | SMMD | Other | 0.32% | 540,334 | +32,749 | +6.45% | $41,254,467 |
| WISDOMTREE TR | USFR | Other | 0.32% | 809,798 | -363,938 | -31.01% | $40,765,236 |
| ISHARES TR | IWF | Other | 0.32% | 94,256 | -9,095 | -8.80% | $40,190,559 |
| ALPHABET INC | GOOGL | Communication Services | 0.30% | 134,944 | -26,631 | -16.48% | $38,804,370 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.30% | 477,022 | +11,239 | +2.41% | $37,813,515 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.30% | 190,669 | +100,273 | +110.93% | $37,807,757 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.29% | 814,303 | -10,725 | -1.30% | $36,741,336 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 92,985 | +34,274 | +58.38% | $34,567,220 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.26% | 675,736 | -11,723 | -1.71% | $33,712,459 |
| MORGAN STANLEY ETF TRUST | CVIE | Other | 0.26% | 451,150 | +5,009 | +1.12% | $32,794,095 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 0.26% | 403,477 | +374,000 | +1268.79% | $32,641,290 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.25% | 66,767 | -3,525 | -5.01% | $31,994,584 |
| ISHARES TR | EAGG | Other | 0.25% | 657,769 | -10,933 | -1.63% | $31,276,938 |
| ISHARES TR | IGF | Other | 0.24% | 452,142 | -1,106 | -0.24% | $30,293,507 |
| ISHARES TR | IWB | Other | 0.23% | 82,761 | -7,557 | -8.37% | $29,509,251 |
| ISHARES TR | GOVT | Other | 0.22% | 1,234,565 | -12,844 | -1.03% | $28,283,873 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.22% | 142,778 | +8,709 | +6.50% | $27,401,981 |
| ISHARES TR | IWM | Other | 0.19% | 96,353 | -1,048 | -1.08% | $23,895,518 |
| ISHARES TR | IBTG | Other | 0.18% | 1,024,244 | +868,197 | +556.37% | $23,470,554 |
| EXXON MOBIL CORP | XOM | Energy | 0.18% | 134,584 | -23,290 | -14.75% | $22,833,525 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.17% | 160,105 | +1,870 | +1.18% | $22,145,770 |
| BEAZER HOMES USA INC | BZH | Consumer Cyclical | 0.17% | 1,117,138 | +1,117,138 | +100.00% | $21,493,736 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 86,373 | -8,079 | -8.55% | $21,113,102 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.16% | 136,948 | +4,862 | +3.68% | $20,281,980 |
| VANGUARD INDEX FDS | VNQ | Other | 0.16% | 227,724 | -10,796 | -4.53% | $20,199,112 |
| ISHARES TR | IWR | Other | 0.15% | 200,994 | -2,095 | -1.03% | $19,542,679 |
| VANGUARD INDEX FDS | VOE | Other | 0.15% | 105,266 | +17,963 | +20.58% | $19,398,361 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 63,509 | -32,408 | -33.79% | $18,681,789 |
| SPDR GOLD TR | GLD | Other | 0.15% | 43,115 | -11,031 | -20.37% | $18,551,850 |
| ISHARES TR | IJJ | Other | 0.14% | 138,738 | -1,302 | -0.93% | $18,382,850 |
| ISHARES TR | IWP | Other | 0.14% | 138,416 | -3,187 | -2.25% | $17,733,842 |
| FIRST TR EXCHNG TRADED FD VI | EIPI | Other | 0.14% | 774,453 | -51,793 | -6.27% | $17,417,442 |
| ISHARES TR | IWD | Other | 0.13% | 78,004 | -2,939 | -3.63% | $16,667,132 |
| META PLATFORMS INC | META | Communication Services | 0.13% | 28,928 | -19,302 | -40.02% | $16,550,734 |
| ISHARES TR | QUAL | Other | 0.13% | 83,308 | -3,856 | -4.42% | $15,979,300 |
| ISHARES TR | IWV | Other | 0.12% | 41,387 | -7,487 | -15.32% | $15,341,248 |
| ISHARES TR | IWO | Other | 0.12% | 48,736 | -659 | -1.33% | $15,293,701 |
| ISHARES TR | AGG | Other | 0.12% | 149,962 | -14,379 | -8.75% | $14,886,694 |
| ISHARES TR | IWN | Other | 0.11% | 75,947 | -1,533 | -1.98% | $14,398,846 |
| VANGUARD INDEX FDS | VOT | Other | 0.11% | 55,806 | +3,326 | +6.34% | $14,361,633 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 15,510 | +2,699 | +21.07% | $14,265,731 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 14,161 | -6,274 | -30.70% | $14,110,282 |
| BROADCOM INC | AVGO | Technology | 0.11% | 44,747 | -17,625 | -28.26% | $13,849,521 |
| ISHARES TR | HDV | Other | 0.11% | 100,702 | +2,290 | +2.33% | $13,667,331 |
| COCA COLA CO | KO | Consumer Defensive | 0.11% | 177,073 | -7,566 | -4.10% | $13,466,390 |
| ISHARES TR | ITOT | Other | 0.11% | 94,090 | -1,223 | -1.28% | $13,401,194 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.10% | 60,209 | +2,462 | +4.26% | $12,948,503 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.10% | 479,071 | +12,912 | +2.77% | $12,748,091 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.10% | 175,413 | +264 | +0.15% | $12,438,565 |
| ISHARES TR | SUSB | Other | 0.10% | 492,464 | -14,244 | -2.81% | $12,343,613 |
| CHEVRON CORPORATION | CVX | Energy | 0.10% | 59,070 | -6,497 | -9.91% | $12,221,579 |