Wealthspire Advisors, LLC
- SEC CIK
- 0001646247
- Latest filing
- Aug 11, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 703
- No 13F data for Q4 2020
- Portfolio value
- $4.21B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 1,040,331 | $413.9M | 9.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,064,399 | $387.8M | 9.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,369,281 | $318.6M | 7.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,227,590 | $256.7M | 6.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 880,235 | $181.9M | 4.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 638,454 | $166.2M | 3.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 375,476 | $148.8M | 3.5% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 3,446,769 | $129.7M | 3.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,192,377 | $129.4M | 3.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,364,763 | $85.6M | 2.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 379,377 | $84.0M | 2.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,589,408 | $82.7M | 2.0% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 3,029,146 | $79.3M | 1.9% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 365,487 | $64.7M | 1.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 321,792 | $52.9M | 1.3% | – | – | History |
| AAPLApple Inc. | Stock | 430,333 | $52.6M | 1.2% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 232,185 | $49.7M | 1.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 440,503 | $42.3M | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 174,068 | $41.0M | 1.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 12,515 | $38.7M | 0.9% | – | – | History |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 1,024,171 | $32.8M | 0.8% | – | – | – |
| CMECME Group Inc. | COM | 156,461 | $32.0M | 0.8% | – | – | History |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 1,336,934 | $30.5M | 0.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 253,128 | $28.8M | 0.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 114,930 | $27.9M | 0.7% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 447,367 | $27.1M | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 139,100 | $25.8M | 0.6% | – | – | – |
| ACNAccenture plc | Stock | 86,028 | $23.8M | 0.6% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 106,605 | $23.6M | 0.6% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 353,247 | $19.1M | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 64,655 | $19.0M | 0.5% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 274,153 | $17.6M | 0.4% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 174,342 | $16.0M | 0.4% | – | – | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 350,166 | $15.8M | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 23,208 | $15.5M | 0.4% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 208,211 | $14.6M | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 7,072 | $14.6M | 0.3% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 122,930 | $14.5M | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 52,945 | $13.6M | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,383 | $13.2M | 0.3% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 113,621 | $13.2M | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 212,839 | $12.4M | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 47,698 | $12.2M | 0.3% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 79,811 | $12.1M | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 181,772 | $11.8M | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 136,098 | $11.5M | 0.3% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 190,665 | $10.9M | 0.3% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 60,552 | $10.8M | 0.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 105,213 | $10.5M | 0.2% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 202,879 | $10.5M | 0.2% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 42,709 | $10.4M | 0.2% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 166,687 | $10.2M | 0.2% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 316,892 | $10.1M | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 28,246 | $10.1M | 0.2% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 41,168 | $9.77M | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 71,917 | $9.45M | 0.2% | – | – | – |
| VVisa Inc. | Stock | 43,707 | $9.25M | 0.2% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 96,190 | $9.15M | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 29,289 | $8.94M | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 58,379 | $8.89M | 0.2% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 161,672 | $8.83M | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 23,701 | $8.82M | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 64,505 | $8.74M | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 72,553 | $8.70M | 0.2% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 63,849 | $8.29M | 0.2% | – | – | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 115,634 | $7.93M | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 15,693 | $7.46M | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 40,112 | $7.40M | 0.2% | – | – | History |
| First Tr Energy Infrastrctr33738C103 | COM | 594,633 | $7.36M | 0.2% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 198,825 | $7.25M | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 50,065 | $7.08M | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 132,346 | $6.98M | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 46,544 | $6.85M | 0.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 59,726 | $6.82M | 0.2% | – | – | – |
| SBUXStarbucks Corp | Stock | 61,120 | $6.68M | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 183,367 | $6.64M | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 168,124 | $6.50M | 0.2% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 85,418 | $6.48M | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 29,444 | $6.24M | 0.1% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 27,799 | $6.22M | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 44,433 | $5.91M | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 107,166 | $5.80M | 0.1% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 112,229 | $5.51M | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 10,491 | $5.47M | 0.1% | – | – | History |
| iShares Tr46434V282 | U S EQUITY FACTR | 131,507 | $5.34M | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 67,853 | $5.23M | 0.1% | – | – | History |
| BXCBlueLinx Holdings Inc. | COM NEW | 132,167 | $5.18M | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 78,156 | $5.00M | 0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 10,419 | $4.96M | 0.1% | – | – | History |
| MKC.VMcCormick & Co Inc | COM VTG | 54,976 | $4.90M | 0.1% | – | – | History |
| MMM3M Co | Stock | 24,711 | $4.76M | 0.1% | – | – | History |
| ENXEaton Vance New York Municipal Bond Fund | COM | 383,482 | $4.68M | 0.1% | – | – | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 91,079 | $4.67M | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 19,758 | $4.43M | 0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 27,637 | $4.42M | 0.1% | – | – | History |
| CPKChesapeake Utilities Corp | COM | 37,607 | $4.37M | 0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 9,268 | $4.30M | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 82,949 | $4.29M | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 75,832 | $4.23M | 0.1% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 32,415 | $4.22M | 0.1% | – | – | – |