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CIK: 0001646247
Total reported value
$18.2B
$18.2B
1031 檔
23.9%
During the Q4 2025 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 1031 reported positions.
In Q4 2025, Wealthspire Advisors, LLC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 1031 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.52% | -1.87% | -49.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.75% | -1.19% | -45.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.77% | -0.93% | -49.91% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.01% | -0.71% | -48.77% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.53% | -0.81% | -46.67% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.95% | -0.84% | -52.14% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.64% | +0.22% | -50.85% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.43% | -0.18% | +1.24% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.37% | -0.45% | -2.03% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.33% | -0.23% | -34.99% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.09% | -0.70% | -49.52% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.02% | -0.37% | -47.23% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | -0.24% | -48.80% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.71% | -0.32% | +5.20% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.65% | -0.35% | -44.76% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.39% | -0.35% | -50.15% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.39% | -0.19% | -49.28% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.37% | -0.90% | -47.61% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.23% | +33.42% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | +0.01% | +31.46% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.91% | -0.10% | -0.58% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.01% | +93.24% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | -0.18% | -49.78% | |
| 24 | AON | Aon plc | Stock-Financials | 0.77% | -1.16% | +18.51% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.71% | -0.13% | -44.69% | |
| 26 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.69% | -0.26% | +18.31% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.66% | -0.12% | -2.79% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | -0.03% | -5.22% | |
| 29 | EMLP | First Trust North American E | ETF-Other | 0.65% | -0.20% | +2.45% | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.62% | -0.16% | -5.44% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | -0.11% | -50.86% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.28% | +70.79% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | -0.12% | -1.16% | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.58% | -0.14% | +8.04% | |
| 35 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.54% | -0.15% | +9.79% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.54% | -0.13% | -3.05% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.09% | -37.37% | |
| 38 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.51% | -0.07% | +6.09% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.49% | -0.30% | +0.63% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +2.36% | -3.48% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.49% | -0.07% | -43.03% | |
| 42 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.47% | -0.16% | +77.84% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.14% | +47.41% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.05% | -50.22% | |
| 45 | PCLG | Polen Focus Growth ETF | ETF-Other | 0.43% | -0.10% | +10338.23% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | -0.12% | -46.18% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.09% | -50.73% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.13% | +70.40% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.39% | -0.08% | -2.01% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.04% | -50.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +33.42% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +93.24% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +31.46% | Add |
| 4 | PCLG | Polen Focus Growth ETF | +0.4% | +10338.23% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +70.79% | Add |
| 6 | USFR | Wisdomtree Floating Rate Tre | +0.3% | +77.84% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +70.40% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +47.41% | Add |
| 9 | PVAL | Putnam Focused Lrg Cap Value | +0.2% | +152.60% | Add |
| 10 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +366.93% | Add |
| 11 | VUG | Vanguard Growth ETF | 0% | -34.99% | Trim |
| 12 | MUB | Ishares National Muni Bond E | 0% | -37.37% | Trim |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | -47.26% | Trim |
| 14 | IWD | Ishares Russell 1000 Value E | 0% | -49.70% | Trim |
| 15 | IWR | Ishares Russell Mid-cap ETF | 0% | -47.95% | Trim |
| 16 | IWV | Ishares Russell 3000 ETF | 0% | -49.48% | Trim |
| 17 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -48.14% | Trim |
| 18 | VBR | Vanguard Small-cap Value ETF | -0.1% | -44.92% | Trim |
| 19 | IWB | Ishares Russell 1000 ETF | -0.1% | -48.22% | Trim |
| 20 | IWM | Ishares Russell 2000 ETF | -0.1% | -50.79% | Trim |
| 21 | VNQ | Vanguard Real Estate ETF | -0.1% | -50.12% | Trim |
| 22 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -52.73% | Trim |
| 23 | AGG | Ishares Core U.s. Aggregate | -0.1% | -55.13% | Trim |
| 24 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -43.03% | Trim |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -46.81% | Trim |
| 26 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -61.48% | Trim |
| 27 | VGK | Vanguard Ftse Europe ETF | -0.1% | -68.66% | Trim |
| 28 | VT | Vanguard Tot World Stk ETF | -0.1% | -56.95% | Trim |
| 29 | BND | Vanguard Total Bond Market | -0.1% | -46.18% | Trim |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -52.22% | Trim |
| 31 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -44.69% | Trim |
| 32 | EFA | Ishares Msci Eafe ETF | -0.1% | -50.73% | Trim |
| 33 | IWF | Ishares Russell 1000 Growth | -0.1% | -50.29% | Trim |
| 34 | VTV | Vanguard Value ETF | -0.1% | -50.22% | Trim |
| 35 | SCHX | Schwab US Large-cap ETF | -0.2% | -50.86% | Trim |
| 36 | VB | Vanguard Small-cap ETF | -0.2% | -49.78% | Trim |
| 37 | VV | Vanguard Large-cap ETF | -0.3% | -47.61% | Trim |
| 38 | VTIP | Vanguard Short-term Tips | -0.4% | -44.76% | Trim |
| 39 | VXF | Vanguard Extended Market ETF | -0.4% | -49.28% | Trim |
| 40 | VO | Vanguard Mid-cap ETF | -0.5% | -50.15% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.5% | -48.80% | Trim |
| 42 | VWO | Vanguard Ftse Emerging Marke | -0.5% | -47.23% | Trim |
| 43 | SCHF | Schwab Intl Equity ETF | -0.5% | -49.52% | Trim |
| 44 | VXUS | Vanguard Total Intl Stock | -0.7% | -46.67% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -50.85% | Trim |
| 46 | IJH | Ishares Core S&p Midcap ETF | -1.1% | -48.77% | Trim |
| 47 | SCHD | Schwab US Dvd Equity ETF | -1.1% | -52.14% | Trim |
| 48 | VEA | Vanguard Ftse Developed ETF | -1.1% | -45.83% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | -1.6% | -49.91% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -3.9% | -49.34% | Trim |
According to official SEC Form 13F filings, Wealthspire Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 1031 disclosed positions in Q4 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 23.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
IVV
前期市值: $3.5B
During Q4 2025, Wealthspire Advisors, LLC's top holdings by market value included IVV (14.5%)、VEA (6.8%)、VOO (5.8%). The largest single position, IVV, represented 14.5% of total portfolio value.
In Q4 2025, Wealthspire Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 40 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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