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CIK: 0001646247
Total reported value
$18.2B
$18.2B
932 檔
24.0%
At the close of Q1 2026, Wealthspire Advisors, LLC disclosed equity holdings valued at approximately $18.2B, spread across 932 reported holdings.
In Q1 2026, Wealthspire Advisors, LLC adopted a defensive or profit-taking posture, trimming 110 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 932 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.70% | -1.87% | +0.23% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.33% | -1.19% | +7.22% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.30% | -0.93% | -2.32% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.09% | -0.71% | +0.87% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.84% | -0.81% | +7.68% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.21% | -0.84% | -1.66% | |
| 7 | AON | Aon plc | Stock-Financials | 2.49% | -1.16% | +259.68% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.43% | +0.22% | -2.49% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.37% | -0.70% | +12.02% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.32% | -0.23% | +12.91% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.29% | -0.45% | -0.24% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | -0.18% | -1.29% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.08% | -0.37% | +3.96% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 1.90% | -0.90% | +48.13% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.89% | -0.24% | +2.05% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.75% | -0.35% | +6.31% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.71% | -0.32% | +2.37% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.39% | -0.35% | +2.73% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.33% | -0.19% | -1.38% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.23% | -13.17% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.10% | -0.45% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | -0.18% | +0.74% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.75% | -0.13% | +3.96% | |
| 24 | CME | Cme Group Inc | Stock-Financials | 0.73% | -0.30% | +39.44% | |
| 25 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.71% | -0.26% | +3.97% | |
| 26 | EMLP | First Trust North American E | ETF-Other | 0.70% | -0.20% | -5.37% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.01% | -16.10% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.65% | -0.12% | -4.63% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.61% | -0.16% | -2.75% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.01% | -24.78% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.58% | -0.14% | +0.46% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | -0.03% | -6.00% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.57% | -0.11% | +0.23% | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.57% | -0.13% | +5.04% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | -0.12% | -2.73% | |
| 36 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.55% | -0.15% | +6.11% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.48% | -0.07% | +0.31% | |
| 38 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 0.48% | -0.07% | +1.25% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +2.36% | -2.02% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.05% | +1.34% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.28% | -19.74% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | -0.12% | +3.05% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.09% | -15.87% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.09% | +1.41% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.39% | -0.08% | -2.32% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.14% | -13.75% | |
| 47 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.36% | -0.07% | +17.45% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.35% | -0.06% | +3.69% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.33% | -0.13% | +24.65% | |
| 50 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.32% | -0.04% | +6.45% |
According to official SEC Form 13F filings, Wealthspire Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 932 disclosed positions in Q1 2026.
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 24.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
BZH
市值: $21.5M
Top Position Liquidated / Trimmed
HBAN
前期市值: $6.5M
During Q1 2026, Wealthspire Advisors, LLC's top holdings by market value included IVV (13.7%)、VEA (7.3%)、VOO (5.3%). The largest single position, IVV, represented 13.7% of total portfolio value.
In Q1 2026, Wealthspire Advisors, LLC made 200 total portfolio adjustments, initiating 12 new buys, adding to 72 positions, trimming 110 holdings, and fully liquidating 6 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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