13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001646247
Total reported value
$18.2B
$18.2B
792 檔
19.5%
According to the latest 13F quarterly dataset, Wealthspire Advisors, LLC managed an equity portfolio of $18.2B at the end of Q4 2024, spanning 792 distinct U.S. exchange-listed positions.
During Q4 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 792 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.96% | -1.87% | +5.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.27% | -0.93% | +0.68% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.08% | -1.19% | +8.39% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.71% | -0.71% | +5.71% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.11% | -0.84% | +195.79% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.41% | -0.18% | -2.54% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.30% | +0.22% | +3.53% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.81% | -0.81% | +4.24% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.74% | -0.45% | +0.95% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.17% | -0.24% | +7.29% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.03% | -0.32% | +5.30% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.88% | -0.70% | +105.62% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.86% | -0.23% | +32.05% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.73% | -0.37% | +9.32% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.47% | -0.19% | +2.35% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | -0.35% | +1.10% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.32% | -0.35% | +36.66% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.20% | -0.90% | +1.86% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.23% | +5.68% | |
| 20 | AON | Aon plc | Stock-Financials | 1.06% | -1.16% | +5.05% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.01% | +4.21% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.18% | +0.36% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.85% | -0.10% | +0.44% | |
| 24 | EMLP | First Trust North American E | ETF-Other | 0.72% | -0.20% | +3.28% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | -0.11% | +199.58% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.70% | -0.16% | +37.54% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | -0.03% | +1.31% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.64% | -0.12% | +11.01% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.62% | -0.16% | +17.59% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.62% | -0.09% | -2.20% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.61% | -0.26% | -4.34% | |
| 32 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.61% | -0.14% | +10.75% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.12% | +2.40% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +2.36% | +9.89% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | -0.05% | +0.32% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.57% | -0.13% | +6.94% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.56% | -0.13% | +0.97% | |
| 38 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.56% | -0.15% | +12.63% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.53% | -0.07% | +11.79% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.12% | +6.43% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.50% | -0.08% | -13.64% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.04% | +0.34% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.09% | +0.83% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.14% | +5.41% | |
| 45 | CME | Cme Group Inc | Stock-Financials | 0.35% | -0.30% | -7.41% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.35% | -0.08% | -5.71% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.34% | -0.06% | +12.03% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.01% | +6.68% | |
| 49 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.32% | -0.08% | -35.55% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.32% | -0.06% | +0.70% |
According to official SEC Form 13F filings, Wealthspire Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 792 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, VEA) accounted for 19.5% of total reported equity market value during Q4 2024.
During Q4 2024, Wealthspire Advisors, LLC's top holdings by market value included IVV (15.0%)、VOO (6.3%)、VEA (5.1%). The largest single position, IVV, represented 15.0% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.