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CIK: 0001646247
Total reported value
$18.2B
$18.2B
3064 檔
45.3%
According to the latest 13F quarterly dataset, Wealthspire Advisors, LLC managed an equity portfolio of $18.2B at the end of Q3 2025, spanning 3064 distinct U.S. exchange-listed positions.
During Q3 2025, Wealthspire Advisors, LLC performed routine portfolio adjustments (4 new buys, 22 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 3064 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.40% | -1.87% | +0.99% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.86% | -1.19% | +10.04% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.40% | -0.93% | -0.07% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.09% | -0.71% | +0.65% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.24% | -0.81% | +5.69% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.04% | -0.84% | -2.42% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.45% | +0.22% | +1.88% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.63% | -0.70% | +0.30% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.53% | -0.37% | +7.05% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.31% | -0.23% | +2.89% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.31% | -0.24% | +0.45% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.01% | -0.35% | +9.30% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.86% | -0.35% | -0.83% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.80% | -0.19% | +1.07% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.68% | -0.90% | -5.10% | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.55% | -0.45% | -2.38% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | -0.18% | +1.79% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.07% | -0.32% | +1.13% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | -0.18% | -0.94% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.82% | -0.13% | +6.00% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.79% | -0.11% | -1.91% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.23% | -1.30% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | -0.10% | -0.81% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.01% | -51.51% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | -0.05% | -0.44% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.56% | -0.07% | -1.91% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.09% | -2.23% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.09% | -19.86% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.12% | +0.17% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.04% | -4.77% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | -0.03% | +9.75% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.43% | -0.12% | +0.65% | |
| 33 | AON | Aon plc | Stock-Financials | 0.43% | -1.16% | -0.99% | |
| 34 | EMLP | First Trust North American E | ETF-Other | 0.42% | -0.20% | +0.65% | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.41% | -0.16% | -0.80% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.06% | +0.66% | |
| 37 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.39% | -0.26% | +12.34% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.08% | -14.55% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.12% | +2.13% | |
| 40 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.36% | -0.14% | +3.03% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.35% | -0.13% | -2.84% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.33% | +0.10% | -0.85% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | -0.13% | -0.70% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +2.36% | +0.24% | |
| 45 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.33% | -0.15% | +2.86% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.32% | -0.30% | -0.08% | |
| 47 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.31% | -0.07% | +263.22% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.26% | -0.04% | +100.37% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.26% | -0.08% | -1.18% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | -0.01% | -0.52% |
According to official SEC Form 13F filings, Wealthspire Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 3064 disclosed positions in Q3 2025.
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, VEA, VOO) accounted for 45.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
CVLC
市值: $58.6M
Top Position Liquidated / Trimmed
VOO
前期市值: $1.2B
During Q3 2025, Wealthspire Advisors, LLC's top holdings by market value included IVV (18.4%)、VEA (7.9%)、VOO (7.4%). The largest single position, IVV, represented 18.4% of total portfolio value.
In Q3 2025, Wealthspire Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 24 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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