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CIK: 0001646247
Total reported value
$18.2B
$18.2B
756 檔
18.8%
During the Q3 2024 filing period, Wealthspire Advisors, LLC (CIK: 0001646247) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $18.2B across 756 reported positions.
During Q3 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 756 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.27% | -1.87% | +5.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.25% | -0.93% | +0.62% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.30% | -1.19% | +7.57% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.56% | -0.71% | +4.56% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.40% | -0.84% | +4.00% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.51% | -0.18% | +1.67% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.19% | +0.22% | +3.35% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.03% | -0.81% | +4.24% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.76% | -0.45% | +3095.60% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.10% | -0.24% | +6.08% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.07% | -0.70% | +0.93% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.05% | -0.32% | +355.97% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.76% | -0.37% | +9.77% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.48% | -0.35% | +1.98% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.41% | -0.19% | +3.06% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.35% | -0.23% | +7.15% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.18% | -0.90% | +0.08% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.23% | +11.51% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.01% | -0.35% | +9.24% | |
| 20 | AON | Aon plc | Stock-Financials | 0.99% | -1.16% | -7.13% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.01% | +38.31% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | -0.10% | +2.57% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.18% | +2.04% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | -0.11% | -1.64% | |
| 25 | EMLP | First Trust North American E | ETF-Other | 0.67% | -0.20% | +4.19% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.67% | -0.12% | -1.69% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.09% | +4.69% | |
| 28 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.66% | -0.26% | -8.00% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | -0.03% | +7.61% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.64% | -0.14% | — | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.64% | -0.12% | +3676.33% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.63% | -0.08% | -18.15% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.63% | -0.13% | +0.88% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | -0.05% | +2.05% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | -0.13% | +5.35% | |
| 36 | DFAI | Dimensional International Co | ETF-Other | 0.59% | -0.16% | +1116.11% | |
| 37 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.57% | -0.07% | — | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +2.36% | -2.99% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.12% | +124.72% | |
| 40 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.52% | -0.16% | +372.14% | |
| 41 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.52% | -0.15% | +915.62% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.50% | -0.08% | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.09% | +11.53% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.46% | -0.07% | +43.72% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | +0.04% | +5.73% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.08% | +17.22% | |
| 47 | CME | Cme Group Inc | Stock-Financials | 0.37% | -0.30% | +2.00% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.14% | +13.60% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.06% | +5416.03% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.33% | -0.14% | +9.19% |
According to official SEC Form 13F filings, Wealthspire Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 756 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, VEA) accounted for 18.8% of total reported equity market value during Q3 2024.
During Q3 2024, Wealthspire Advisors, LLC's top holdings by market value included IVV (14.3%)、VOO (6.3%)、VEA (5.3%). The largest single position, IVV, represented 14.3% of total portfolio value.
In Q3 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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