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CIK: 0001646247
Total reported value
$18.2B
$18.2B
789 檔
38.5%
As reported in its official Q1 2025 Form 13F filing, Wealthspire Advisors, LLC's tracked investment portfolio stood at $18.2B with 789 total positions.
In Q1 2025, Wealthspire Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 789 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.40% | -1.87% | +102.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.22% | -0.93% | +100.73% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.84% | -1.19% | +110.74% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.40% | -0.71% | +103.50% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.94% | -0.84% | +95.16% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.81% | -0.81% | +113.88% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.72% | +0.22% | +97.74% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.43% | -0.24% | +105.30% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.42% | -0.70% | +100.63% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.25% | -0.37% | +111.01% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.04% | -0.23% | +101.42% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.90% | -0.18% | -2.94% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.83% | -0.35% | +122.68% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.73% | -0.35% | +100.84% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.64% | -0.45% | +4.30% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.63% | -0.19% | +103.04% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 1.34% | -0.90% | +93.70% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.24% | -0.32% | -0.49% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | +0.01% | +93.18% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | -0.18% | +99.40% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | -0.11% | +95.66% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.23% | +30.16% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.75% | -0.13% | +106.87% | |
| 24 | AON | Aon plc | Stock-Financials | 0.69% | -1.16% | -2.94% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.05% | +90.89% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.65% | -0.09% | +76.88% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.63% | -0.12% | +97.65% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.56% | -0.07% | +96.26% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | -0.09% | +100.70% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | -0.10% | +1.15% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.04% | +84.03% | |
| 32 | EMLP | First Trust North American E | ETF-Other | 0.46% | -0.20% | +1.97% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.46% | -0.16% | +8.01% | |
| 34 | DFAI | Dimensional International Co | ETF-Other | 0.42% | -0.16% | +4.79% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.08% | +94.13% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.40% | -0.12% | +2.66% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.06% | +106.16% | |
| 38 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.38% | -0.14% | +1.76% | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.38% | -0.26% | +4.02% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.12% | -2.69% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | -0.03% | +0.72% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.36% | -0.13% | -0.32% | |
| 43 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.35% | -0.15% | +4.69% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.06% | +77.28% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +2.36% | -2.96% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | +0.10% | +81.35% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.31% | -0.01% | +95.18% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.31% | -0.13% | +101.39% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.30% | -0.08% | -2.16% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.29% | -0.04% | +111.84% |
According to official SEC Form 13F filings, Wealthspire Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 789 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, VEA) accounted for 38.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $2.9B
During Q1 2025, Wealthspire Advisors, LLC's top holdings by market value included IVV (17.4%)、VOO (7.2%)、VEA (6.8%). The largest single position, IVV, represented 17.4% of total portfolio value.
In Q1 2025, Wealthspire Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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