Wealthspire Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$12.73B
Q ending 2026-03-31
Prior quarter
$12.57B
Q ending 2025-12-31
Change
+1.3% QoQ · -23.9% YoY
Positions
932
reported holdings
Largest positions
Top 100 of 932 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $1.74B | 2.7M |
| Vanguard Tax-Managed Fds | VEA | Shares | $933.2M | 14.6M |
| Vanguard Index Fds | VOO | Shares | $675.3M | 1.1M |
| Ishares Tr | IJH | Shares | $520.6M | 7.7M |
| Vanguard Star Fds | VXUS | Shares | $488.5M | 6.3M |
| Schwab Strategic Tr | SCHD | Shares | $408.4M | 13.3M |
| Aon Plc | Shares | $317.6M | 984K | |
| Vanguard Index Fds | VTI | Shares | $308.9M | 963K |
| Schwab Strategic Tr | SCHF | Shares | $302.2M | 12.2M |
| Vanguard Index Fds | VUG | Shares | $295.9M | 677K |
| Dimensional Etf Trust | DFAC | Shares | $291.6M | 7.5M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $286.9M | 441K |
| Vanguard Intl Equity Index F | VWO | Shares | $264.7M | 4.9M |
| Vanguard Index Fds | VV | Shares | $241.4M | 808K |
| Ishares Tr | IJR | Shares | $241.3M | 1.9M |
| Vanguard Malvern Fds | VTIP | Shares | $222.6M | 4.5M |
| Ishares Tr | IUSB | Shares | $218.4M | 4.7M |
| Vanguard Index Fds | VO | Shares | $177.6M | 619K |
| Vanguard Index Fds | VXF | Shares | $169.5M | 824K |
| Apple Inc | AAPL | Shares | $130.1M | 513K |
| Ishares Inc | IEMG | Shares | $117.7M | 1.7M |
| Vanguard Index Fds | VB | Shares | $105.2M | 402K |
| Vanguard Intl Equity Index F | VEU | Shares | $95.2M | 1.3M |
| Cme Group Inc | CME | Shares | $93.4M | 316K |
| Ishares Tr | TFLO | Shares | $90.8M | 1.8M |
| First Tr Exchange-Traded Fd | EMLP | Shares | $89.4M | 2.0M |
| Microsoft Corp | MSFT | Shares | $88.0M | 238K |
| Dimensional Etf Trust | DFAE | Shares | $82.5M | 2.4M |
| Dimensional Etf Trust | DFAI | Shares | $77.6M | 2.0M |
| Alphabet Inc | GOOG | Shares | $76.0M | 265K |
| Dimensional Etf Trust | DFGR | Shares | $73.2M | 2.8M |
| Invesco Qqq Tr | QQQ | Shares | $72.5M | 126K |
| Schwab Strategic Tr | SCHX | Shares | $72.4M | 2.8M |
| Ishares Tr | IXUS | Shares | $72.4M | 835K |
| Ishares Tr | IEFA | Shares | $71.4M | 788K |
| Ishares Tr | HYDB | Shares | $70.4M | 1.5M |
| Vanguard Index Fds | VBK | Shares | $61.7M | 204K |
| Morgan Stanley Etf Trust | CVLC | Shares | $61.6M | 769K |
| Spdr Series Trust | SPYM | Shares | $57.5M | 751K |
| Vanguard Index Fds | VTV | Shares | $57.5M | 293K |
| Nvidia Corporation | NVDA | Shares | $55.3M | 317K |
| Vanguard Bd Index Fds | BND | Shares | $55.2M | 750K |
| Ishares Tr | MUB | Shares | $54.4M | 512K |
| Ishares Tr | EFA | Shares | $53.9M | 555K |
| Proshares Tr | NOBL | Shares | $49.3M | 465K |
| Amazon Com Inc | AMZN | Shares | $45.7M | 219K |
| Putnam Etf Trust | PVAL | Shares | $45.2M | 975K |
| Vanguard Index Fds | VBR | Shares | $44.6M | 205K |
| Schwab Strategic Tr | SCHE | Shares | $41.4M | 1.3M |
| Ishares Tr | SMMD | Shares | $41.3M | 540K |
| Wisdomtree Tr | USFR | Shares | $40.8M | 810K |
| Ishares Tr | IWF | Shares | $40.2M | 94K |
| Alphabet Inc | GOOGL | Shares | $38.8M | 135K |
| Vanguard Scottsdale Fds | VCSH | Shares | $37.8M | 477K |
| Accenture Plc Ireland | Shares | $37.8M | 191K | |
| Dimensional Etf Trust | DFAU | Shares | $36.7M | 814K |
| Tesla Inc | TSLA | Shares | $34.6M | 93K |
| Vanguard Mun Bd Fds | VTEB | Shares | $33.7M | 676K |
| Morgan Stanley Etf Trust | CVIE | Shares | $32.8M | 451K |
| Cava Group Inc | CAVA | Shares | $32.6M | 403K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $32.0M | 67K |
| Fundvantage Tr | PCLG | Shares | $31.4M | 1.5M |
| Ishares Tr | EAGG | Shares | $31.3M | 658K |
| Ishares Tr | IGF | Shares | $30.3M | 452K |
| Ishares Tr | IWB | Shares | $29.5M | 83K |
| Ishares Tr | GOVT | Shares | $28.3M | 1.2M |
| Invesco Exchange Traded Fd T | RSP | Shares | $27.4M | 143K |
| Ishares Tr | IWM | Shares | $23.9M | 96K |
| Ishares Tr | IBTG | Shares | $23.5M | 1.0M |
| Exxon Mobil Corp | XOM | Shares | $22.8M | 135K |
| Vanguard Intl Equity Index F | VT | Shares | $22.1M | 160K |
| Beazer Homes Usa Inc | BZH | Shares | $21.5M | 1.1M |
| Johnson & Johnson | JNJ | Shares | $21.1M | 86K |
| Vanguard Whitehall Fds | VYM | Shares | $20.3M | 137K |
| Vanguard Index Fds | VNQ | Shares | $20.2M | 228K |
| Ishares Tr | IWR | Shares | $19.5M | 201K |
| Vanguard Index Fds | VOE | Shares | $19.4M | 105K |
| Jpmorgan Chase & Co | JPM | Shares | $18.7M | 64K |
| Spdr Gold Tr | GLD | Shares | $18.6M | 43K |
| Ishares Tr | IJJ | Shares | $18.4M | 139K |
| Ishares Tr | IWP | Shares | $17.7M | 138K |
| First Tr Exchng Traded Fd Vi | EIPI | Shares | $17.4M | 774K |
| Ishares Tr | IWD | Shares | $16.7M | 78K |
| Meta Platforms Inc | META | Shares | $16.6M | 29K |
| Ishares Tr | QUAL | Shares | $16.0M | 83K |
| Ishares Tr | IWV | Shares | $15.3M | 41K |
| Ishares Tr | IWO | Shares | $15.3M | 49K |
| Ishares Tr | AGG | Shares | $14.9M | 150K |
| Ishares Tr | IWN | Shares | $14.4M | 76K |
| Vanguard Index Fds | VOT | Shares | $14.4M | 56K |
| Eli Lilly & Co | LLY | Shares | $14.3M | 16K |
| Costco Wholesale Corporation | COST | Shares | $14.1M | 14K |
| Broadcom Inc | AVGO | Shares | $13.8M | 45K |
| Ishares Tr | HDV | Shares | $13.7M | 101K |
| Coca Cola Co | KO | Shares | $13.5M | 177K |
| Ishares Tr | ITOT | Shares | $13.4M | 94K |
| Vanguard Specialized Funds | VIG | Shares | $12.9M | 60K |
| Schwab Strategic Tr | SCHP | Shares | $12.7M | 479K |
| Dimensional Etf Trust | DFUS | Shares | $12.4M | 175K |
| Ishares Tr | SUSB | Shares | $12.3M | 492K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.