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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

The latest 13F from Wealthspire Advisors, LLC covers Q2 2026 (filed Aug 11, 2026): 1,298 long positions worth $18.2B. The top 10 holdings make up 40.7% of the portfolio, and the largest is iShares Core S&P 500 ETF at 11.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
412
Est. +$1.04B
Added
554
Est. +$3.29B
Reduced
241
Est. −$317.4M
Sold out
46
Est. −$15.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    11.8%$2.15B
  2. Vanguard Ftse Developed Markets ETF921943858
    6.1%$1.12B
  3. Vanguard S&P 500 ETF922908363
    4.4%$792.8M
  4. iShares Core S&P Mid-Cap ETF464287507
    3.4%$613.9M
  5. Vanguard Star FDS921909768
    3.0%$551.1M

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$443.6MAdded
  2. iShares Tr46436E718
    +$222.4MAdded
  3. iShares Core S&P 500 ETF464287200
    +$148.5MAdded
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +$124.4MAdded
  5. IAUiShares Gold Trust
    +$123.0MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +2.35 pp0.5% → 2.8%
  2. iShares Tr46436E718
    +1.22 pp<0.1% → 1.2%
  3. Vanguard Inter Term T/Exempt Admiral Shares922907878
    +0.67 pp0.0% → 0.7%
  4. IAUiShares Gold Trust
    +0.67 pp<0.1% → 0.7%History
  5. iShares Semiconductor ETF464287523
    +0.54 pp<0.1% → 0.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Morningstar Large-Cap ETF922908637
    −$95.5MReduced
  2. AONAon plc
    −$85.5MReducedHistory
  3. Schwab International Equity ETF808524805
    −$35.2MReduced
  4. WisdomTree Tr97717Y527
    −$11.5MReduced
  5. Vanguard Morningstar Mid-Cap ETF922908629
    −$10.4MReducedConverted for a 4-for-1 split

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AONAon plc
    −1.17 pp2.5% → 1.3%History
  2. Vanguard Morningstar Large-Cap ETF922908637
    −0.89 pp1.9% → 1.0%
  3. Schwab International Equity ETF808524805
    −0.70 pp2.4% → 1.7%
  4. Vanguard Morningstar Mid-Cap ETF922908629
    −0.35 pp1.4% → 1.0%
  5. iShares Tr46434V860
    −0.27 pp0.7% → 0.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$18.2B
+$5.43B (+42.6%) vs. prior quarter
Positions
1,298
+366 vs. prior quarter
Top 10 concentration
40.7%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
18.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $19.1B (Q3 2025)

Q1 2021: $4.21BQ2 2021: $3.80BQ3 2021: $4.82BQ4 2021: $4.52BQ1 2022: $4.45BQ2 2022: $4.78BQ3 2022: $4.78BQ4 2022: $5.50BQ1 2023: $5.83BQ2 2023: $6.12BQ3 2023: $6.06BQ4 2023: $7.04BQ1 2024: $7.50BQ2 2024: $7.81BQ3 2024: $9.83BQ4 2024: $10.1BQ1 2025: $16.7BQ2 2025: $17.8BQ3 2025: $19.1BQ4 2025: $12.6BQ1 2026: $12.7BQ2 2026: $18.2B
Q1 2021Q2 2026
13F filings of Wealthspire Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 20261,298$18.2BiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFVanguard S&P 500 ETFvs. Q1 2026SEC
Q1 2026May 1, 2026932$12.7BiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFVanguard S&P 500 ETFvs. Q4 2025SEC
Q4 2025Feb 13, 20261,031$12.6BiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFVanguard S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 14, 20253,064$19.1BiShares Core S&P 500 ETFVanguard Ftse Developed Markets ETFVanguard S&P 500 ETFvs. Q2 2025SEC
Q2 2025Aug 11, 2025848$17.8BiShares Core S&P 500 ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025May 9, 2025789$16.7BiShares Core S&P 500 ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Feb 4, 2025792$10.1BiShares Core S&P 500 ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q3 2024SEC
Q3 2024Nov 13, 2024756$9.83BiShares Core S&P 500 ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Aug 8, 2024663$7.81BiShares Core S&P 500 ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024May 6, 2024641$7.50BiShares Core S&P 500 ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Feb 7, 2024644$7.04BiShares Core S&P 500 ETFVanguard S&P 500 ETFVanguard Ftse Developed Markets ETFvs. Q3 2023SEC
Q3 2023Nov 6, 2023594$6.06BiShares Core S&P 500 ETFVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q2 2023SEC
Q2 2023Aug 1, 2023559$6.12BiShares Core S&P 500 ETFVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q1 2023SEC
Q1 2023May 9, 2023533$5.83BiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard S&P 500 ETFvs. Q4 2022SEC
Q4 2022Feb 14, 2023581$5.50BiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard S&P 500 ETFvs. Q3 2022SEC
Q3 2022Nov 14, 2022510$4.78BiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard S&P 500 ETFvs. Q2 2022SEC
Q2 2022Aug 9, 2022497$4.78BiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard S&P 500 ETFvs. Q1 2022SEC
Q1 2022May 9, 2022428$4.45BiShares Core S&P 500 ETFSchwab US Dividend Equity ETFVanguard S&P 500 ETFvs. Q4 2021SEC
Q4 2021Feb 14, 2022534$4.52BiShares Core S&P 500 ETFVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q3 2021SEC
Q3 2021Nov 15, 2021577$4.82BiShares Core S&P 500 ETFVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q2 2021SEC
Q2 2021Aug 13, 2021366$3.80BiShares Core S&P 500 ETFVanguard S&P 500 ETFSchwab US Dividend Equity ETFvs. Q1 2021SEC
Q1 2021May 17, 2021703$4.21BiShares Core S&P 500 ETFVanguard S&P 500 ETFSchwab US Dividend Equity ETF–SEC