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CIK: 0001646247
Total reported value
$18.2B
$18.2B
641 檔
16.3%
The Q1 2024 SEC filing reveals that Wealthspire Advisors, LLC held a total portfolio value of $18.2B, covering 641 public equity positions.
During Q1 2024, Wealthspire Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 641 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.41% | -1.87% | +3.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.21% | -0.93% | -1.62% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.90% | -1.19% | +2.12% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.47% | -0.71% | +398.75% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.42% | -0.84% | -3.08% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.21% | -0.18% | -1.44% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.47% | +0.22% | +5.30% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.37% | -0.81% | +2.07% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.55% | -0.70% | -4.11% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.37% | -0.24% | +1.61% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.83% | -0.35% | -1.64% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.72% | -0.37% | +3.43% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.71% | -0.19% | +0.68% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.43% | -0.23% | -0.77% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.42% | -0.90% | -3.76% | |
| 16 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.17% | -0.01% | +7.94% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.11% | -0.18% | +0.11% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.10% | -0.35% | +10.99% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | -0.10% | -1.30% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.00% | -0.08% | -3.55% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.92% | -0.11% | -5.36% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.87% | -0.12% | -3.90% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.23% | +0.91% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | +0.01% | -3.98% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.09% | -4.72% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.77% | -0.13% | -4.02% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | -0.03% | -5.16% | |
| 28 | EMLP | First Trust North American E | ETF-Other | 0.73% | -0.20% | -1.62% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | -0.05% | -0.59% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +2.36% | -2.56% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.65% | -0.26% | -11.56% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | -0.13% | +7.28% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.54% | -0.32% | -5.20% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.09% | -6.14% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.04% | -2.21% | |
| 36 | CME | Cme Group Inc | Stock-Financials | 0.47% | -0.30% | -0.56% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.08% | -4.60% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.38% | -0.14% | +5.19% | |
| 39 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.37% | -0.04% | -0.16% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.36% | -0.07% | +29.88% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.36% | -0.04% | -6.46% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.14% | -4.27% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.31% | -0.12% | -2.42% | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.29% | -0.13% | +0.07% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.02% | -3.04% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.01% | -3.84% | |
| 47 | IGF | Ishares Global Infrastructur | ETF-Other | 0.28% | -0.07% | -3.83% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.01% | +0.63% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | -0.06% | -0.41% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.24% | -0.04% | +3.94% |
According to official SEC Form 13F filings, Wealthspire Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 641 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, VEA) accounted for 16.3% of total reported equity market value during Q1 2024.
During Q1 2024, Wealthspire Advisors, LLC's top holdings by market value included IVV (15.4%)、VOO (7.2%)、VEA (5.9%). The largest single position, IVV, represented 15.4% of total portfolio value.
In Q1 2024, Wealthspire Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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