Wealthspire Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Wealthspire Advisors, Llc disclosed 1047 stock positions valued at approximately $18.16B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD TAX-MANAGED FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 1047
- Portfolio Value
- $18.16B
Holdings by Sector
Wealthspire Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 11.83% | 2,868,273 | +198,310 | +7.43% | $2,148,020,959 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.14% | 15,662,182 | +1,099,481 | +7.55% | $1,115,930,508 |
| VANGUARD INDEX FDS | VOO | Other | 4.37% | 1,154,326 | +24,199 | +2.14% | $792,802,706 |
| ISHARES TR | IJH | Other | 3.38% | 7,961,778 | +252,348 | +3.27% | $613,932,757 |
| VANGUARD STAR FDS | VXUS | Other | 3.03% | 6,446,651 | +111,689 | +1.76% | $551,124,136 |
| SPDR SERIES TRUST | SPLG | Other | 2.81% | 5,799,266 | +5,047,815 | +671.74% | $509,639,495 |
| VANGUARD INDEX FDS | VTI | Other | 2.65% | 1,299,198 | +336,188 | +34.91% | $480,755,158 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.37% | 13,574,503 | +263,057 | +1.98% | $430,447,471 |
| VANGUARD INDEX FDS | VUG | Other | 2.09% | 4,415,332 | +3,737,983 | +551.85% | $380,336,689 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.07% | 502,627 | +61,495 | +13.94% | $375,346,878 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.84% | 7,548,752 | +43,777 | +0.58% | $334,862,652 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.71% | 5,198,174 | +300,752 | +6.14% | $310,278,967 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.67% | 10,939,617 | -1,269,463 | -10.40% | $303,027,391 |
| ISHARES TR | IJR | Other | 1.65% | 2,025,543 | +84,483 | +4.35% | $300,408,305 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.40% | 5,045,602 | +589,734 | +13.23% | $253,440,585 |
| ISHARES TR | IUSB | Other | 1.39% | 5,483,050 | +755,807 | +15.99% | $253,042,761 |
| AON PLC | AON | Financial Services | 1.33% | 726,424 | -257,651 | -26.18% | $240,947,580 |
| APPLE INC | AAPL | Technology | 1.25% | 784,975 | +272,168 | +53.07% | $227,140,380 |
| ISHARES TR | SGOV | Other | 1.23% | 2,224,301 | +2,209,289 | +14716.82% | $223,920,348 |
| VANGUARD INDEX FDS | VXF | Other | 1.14% | 838,191 | +14,641 | +1.78% | $206,370,853 |
| VANGUARD INDEX FDS | VO | Other | 1.04% | 2,345,040 | +1,726,532 | +279.14% | $188,939,861 |
| VANGUARD INDEX FDS | VV | Other | 1.00% | 530,162 | -277,621 | -34.37% | $182,328,182 |
| ISHARES INC | IEMG | Other | 0.82% | 1,791,433 | +103,953 | +6.16% | $148,402,363 |
| NVIDIA CORPORATION | NVDA | Technology | 0.71% | 641,006 | +323,653 | +101.99% | $128,258,916 |
| MICROSOFT CORP | MSFT | Technology | 0.70% | 342,187 | +104,523 | +43.98% | $127,642,884 |
| ISHARES GOLD TR | IAU | Other | 0.69% | 1,659,286 | +1,628,465 | +5283.62% | $125,292,726 |
| VANGUARD INDEX FDS | VB | Other | 0.65% | 389,955 | -11,581 | -2.88% | $118,203,233 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.63% | 1,355,390 | +87,627 | +6.91% | $113,513,937 |
| ALPHABET INC | GOOG | Communication Services | 0.59% | 304,880 | +39,898 | +15.06% | $107,723,089 |
| ISHARES TR | SOXX | Other | 0.57% | 161,642 | +150,986 | +1416.91% | $103,574,091 |
Showing 30 of 1,047 holdings in the latest reporting period.