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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
1,031
−2,033 vs. Q3 2025
Portfolio value
$12.6B
−$6.56B (−34.3%) vs. Q3 2025
Filed
Feb 13, 2026
SEC
Holdings of Wealthspire Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF2,663,792$1.82B14.5%−2,593,980−49.3%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF13,581,933$848.5M6.8%−11,492,889−45.8%Reduced–
Vanguard S&P 500 ETF922908363ETF1,156,962$725.6M5.8%−1,152,658−49.9%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF7,642,952$504.4M4.0%−7,275,118−48.8%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F5,883,288$443.8M3.5%−5,148,868−46.7%Reduced–
Schwab US Dividend Equity ETF808524797ETF13,535,721$371.3M3.0%−14,745,621−52.1%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF987,621$331.1M2.6%−1,021,823−50.9%Reduced–
SPYSPDR S&P 500 ETF TrustETF446,916$304.8M2.4%+5,473+1.2%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF7,522,835$297.8M2.4%−156,016−2.0%Reduced–
Vanguard Morningstar Growth ETF922908736ETF599,927$292.7M2.3%−322,957−35.0%Reduced–
Schwab International Equity ETF808524805ETF10,898,799$262.0M2.1%−10,690,235−49.5%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF4,710,913$253.3M2.0%−4,216,165−47.2%Reduced–
iShares Core S&P Small Cap ETF464287804ETF1,901,977$228.6M1.8%−1,812,895−48.8%Reduced–
iShares Tr46434V613CORE UNIVRSL USD4,617,814$214.9M1.7%+228,371+5.2%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX4,191,463$207.3M1.6%−3,396,021−44.8%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF602,087$174.7M1.4%−605,773−50.2%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF835,091$174.6M1.4%−811,241−49.3%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF545,331$171.7M1.4%−495,641−47.6%Reduced–
AAPLApple Inc.Stock590,564$160.6M1.3%+147,930+33.4%AddedHistory
MSFTMicrosoft CorpStock283,281$137.0M1.1%+67,789+31.5%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF1,695,058$113.9M0.9%−9,909−0.6%Reduced–
GOOGAlphabet Inc.Stock352,299$110.6M0.9%+169,992+93.2%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF398,598$102.8M0.8%−395,130−49.8%Reduced–
AONAon plcCL A273,596$96.5M0.8%+42,739+18.5%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,219,478$89.7M0.7%−985,264−44.7%Reduced–
iShares Tr46434V860TRS FLT RT BD1,724,436$87.0M0.7%+266,825+18.3%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF2,554,612$83.2M0.7%−73,246−2.8%Reduced–
Invesco QQQ Trust Series I46090E103ETF133,657$82.1M0.7%−7,368−5.2%Reduced–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY2,165,019$82.0M0.7%+51,817+2.5%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK2,047,512$78.0M0.6%−117,788−5.4%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF2,816,409$75.8M0.6%−2,914,447−50.9%Reduced–
NVDANVIDIA CorpStock395,415$73.7M0.6%+163,897+70.8%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF810,622$72.5M0.6%−9,494−1.2%Reduced–
Dimensional ETF Trust25434V658GLOBAL REAL EST2,742,694$72.5M0.6%+204,069+8.0%Added–
iShares Tr46435G250HIGH YLD SYSTM B1,426,989$67.6M0.5%+127,250+9.8%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF795,336$67.3M0.5%−25,051−3.1%Reduced–
iShares Tr464288414NATIONAL MUN ETF609,110$65.2M0.5%−363,494−37.4%Reduced–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP759,904$64.0M0.5%+43,595+6.1%Added–
CMECME Group Inc.COM226,681$61.9M0.5%+1,408+0.6%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF766,919$61.5M0.5%−27,654−3.5%Reduced–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF203,486$61.5M0.5%−153,716−43.0%Reduced–
WisdomTree Tr97717Y527FLOATNG RAT TREA1,173,736$59.1M0.5%+513,733+77.8%Added–
AMZNAmazon Com IncStock254,380$58.7M0.5%+81,816+47.4%AddedHistory
Vanguard Morningstar Value ETF922908744ETF288,995$55.2M0.4%−291,515−50.2%Reduced–
Fundvantage Tr36087T395POLEN FOCUS GROW2,200,171$54.5M0.4%+2,179,093+10,338.2%Added–
Vanguard Total Bond Market ETF921937835ETF727,515$53.9M0.4%−624,161−46.2%Reduced–
iShares MSCI Eafe ETF464287465ETF547,576$52.6M0.4%−563,890−50.7%Reduced–
GOOGLAlphabet Inc.Stock161,575$50.6M0.4%+66,755+70.4%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST475,968$49.5M0.4%−9,776−2.0%Reduced–
iShares Russell 1000 Growth ETF464287614ETF103,351$48.9M0.4%−104,545−50.3%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF197,999$41.9M0.3%−161,467−44.9%Reduced–
Dimensional ETF Trust25434V104US CORE EQT MKT825,028$38.6M0.3%−4,919−0.6%Reduced–
iShares Tr46435G268RUSEL 2500 ETF507,585$38.0M0.3%+7,623+1.5%Added–
Putnam ETF Trust746729300FOCUSED LAR CAP830,187$37.8M0.3%+501,528+152.6%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD465,783$37.1M0.3%+40,033+9.4%Added–
BRK.BBerkshire Hathaway IncStock70,292$35.3M0.3%+6,900+10.9%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD687,459$34.6M0.3%−751,283−52.2%Reduced–
iShares Tr464287622RUS 1000 ETF90,318$33.7M0.3%−84,108−48.2%Reduced–
Schwab Emerging Markets Equity ETF808524706ETF1,008,030$33.0M0.3%−887,206−46.8%Reduced–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF668,702$32.0M0.3%+28,990+4.5%Added–
METAMeta Platforms, Inc.Stock48,230$31.8M0.3%+23,191+92.6%AddedHistory
Morgan Stanley ETF Trust61774R106CALVE INDEX ETF446,141$31.8M0.3%+40,287+9.9%Added–
JPMJPMorgan Chase & CoStock95,917$30.9M0.2%+21,636+29.1%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF1,247,409$28.7M0.2%+980,256+366.9%Added–
iShares Tr464288372GLB INFRASTR ETF453,248$27.8M0.2%+23,806+5.5%Added–
TSLATesla, Inc.Stock58,711$26.4M0.2%+17,178+41.4%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT134,069$25.7M0.2%−1,192−0.9%Reduced–
ACNAccenture plcStock90,396$24.3M0.2%+20,846+30.0%AddedHistory
iShares Russell 2000 ETF464287655ETF97,401$24.0M0.2%−100,529−50.8%Reduced–
Vanguard Total World Stock ETF922042742ETF158,235$22.3M0.2%−209,325−56.9%Reduced–
AVGOBroadcom Inc.Stock62,372$21.6M0.2%+21,418+52.3%AddedHistory
GLDSPDR Gold TrustETF54,146$21.5M0.2%−2,004−3.6%ReducedHistory
Vanguard Real Estate ETF922908553ETF238,520$21.1M0.2%−239,620−50.1%Reduced–
iShares Russell Midcap ETF464287499ETF203,089$19.6M0.2%−187,127−48.0%Reduced–
JNJJohnson & JohnsonStock94,452$19.5M0.2%+10,809+12.9%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF141,603$19.4M0.2%−131,423−48.1%Reduced–
XOMExxonMobil Holdings CorpCOM157,874$19.0M0.2%+23,497+17.5%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF132,086$19.0M0.2%−147,336−52.7%Reduced–
iShares Tr464287689RUSSELL 3000 ETF48,874$18.9M0.2%−47,868−49.5%Reduced–
iShares S&P Mid-Cap 400 Value ETF464287705ETF140,040$18.4M0.1%−125,472−47.3%Reduced–
COSTCostco Wholesale CorpStock20,435$17.6M0.1%+3,979+24.2%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF87,164$17.3M0.1%+435+0.5%Added–
iShares Russell 1000 Value ETF464287598ETF80,943$17.0M0.1%−79,991−49.7%Reduced–
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF826,246$16.4M0.1%−29,860−3.5%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF164,341$16.4M0.1%−201,921−55.1%Reduced–
iShares Russell 2000 Growth ETF464287648ETF49,395$16.0M0.1%+1,059+2.2%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF87,303$15.5M0.1%+28,068+47.4%Added–
RKTRocket Companies, Inc.Stock795,397$15.4M0.1%−82,600−9.4%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF52,480$14.6M0.1%−49,246−48.4%Reduced–
iShares Tr464287150CORE S&P TTL STK95,313$14.2M0.1%−87,877−48.0%Reduced–
iShares Tr464287630RUS 2000 VAL ETF77,480$14.0M0.1%+1,847+2.4%Added–
LLYEli Lilly & CoStock12,811$13.8M0.1%+4,787+59.7%AddedHistory
ABBVAbbVie Inc.Stock58,434$13.4M0.1%+8,053+16.0%AddedHistory
iShares S&P 500 Growth ETF464287309ETF107,166$13.2M0.1%−171,050−61.5%Reduced–
Schwab U.S. Broad Market ETF808524102ETF500,567$13.1M0.1%−501,705−50.1%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF175,149$13.0M0.1%−8,959−4.9%Reduced–
KOCoca Cola CoStock184,639$12.9M0.1%+42,605+30.0%AddedHistory
iShares Tr46435G243ESG AWRE 1 5 YR506,708$12.8M0.1%+17,246+3.5%Added–
Vanguard Dividend Appreciation ETF921908844ETF57,747$12.7M0.1%−23,147−28.6%Reduced–
VVisa Inc.Stock36,157$12.7M0.1%+12,789+54.7%AddedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Wealthspire Advisors, LLC in Q4 2025
SecurityClassPutsCalls
AKBAAkebia Therapeutics, Inc.COM–$40.4K

Sold out since Q3 2025 (2,055)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 2,055 by value last quarter.

Positions of Wealthspire Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
MTSRMetsera, Inc.COM213,085$11.2M0.1%History
iShares Tr46436E866IBONDS 25 TRM TS168,436$3.94M<0.1%–
ZIMVZimVie Inc.Stock39,064$739.9K<0.1%History
ULUnilever PLCSPON ADR NEW10,758$637.7K<0.1%History
Etfis Ser Tr I26923G806VIRTUS REAVES UT6,492$541.7K<0.1%–
iShares Tr464288794US BR DEL SE ETF2,392$423.1K<0.1%–
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG35,006$413.8K<0.1%History
TFXTeleflex IncCOM3,351$410.0K<0.1%History
CORTCorcept Therapeutics IncCOM3,864$321.1K<0.1%History
DKNGDraftKings Inc.Stock8,491$317.6K<0.1%History
Schwab Strategic Tr8085247221000 INDEX ETF9,608$308.6K<0.1%–
OGEOGE Energy Corp.COM6,360$294.3K<0.1%History
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF11,545$290.8K<0.1%–
iShares Tr46435U432IBONDS DEC 2510,180$272.7K<0.1%–
BETRBetter Home & Finance Holding CoCOM NEW CL A4,719$264.9K<0.1%History
IPGInterpublic Group of Companies, Inc.COM9,225$257.5K<0.1%History
iShares Inc464286509MSCI CDA ETF4,938$249.6K<0.1%–
RBLXRoblox CorpStock1,802$249.6K<0.1%History
Pacer US Small Cap Cash Cows ETF69374H857ETF5,328$233.3K<0.1%–
EGHT8X8 IncCOM108,183$229.3K<0.1%History
FLUTFlutter Entertainment plcSHS865$219.7K<0.1%History
HIMSHims & Hers Health, Inc.Stock3,785$214.7K<0.1%History
VALEVale S.A.SPONSORED ADS19,205$208.6K<0.1%History
ARCCAres Capital CorpCEF9,848$201.0K<0.1%History
iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325ETF7,819$200.5K<0.1%–
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF7,812$199.0K<0.1%–
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF7,703$197.7K<0.1%–
ProShares Bitcoin ETF74347G440ETF10,020$197.2K<0.1%–
DINOHF Sinclair CorpCOM3,755$196.5K<0.1%History
SMTISanara MedTech Inc.COM6,109$193.8K<0.1%History
LINELineage, Inc.COM5,000$193.2K<0.1%History
EOSEaton Vance Enhanced Equity Income Fund IICOM8,019$191.9K<0.1%History
OSCROscar Health, Inc.CL A10,060$190.4K<0.1%History
ARMArm Holdings PLCADR1,334$188.7K<0.1%History
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT3,164$186.7K<0.1%–
iShares Tr464287341GLOBAL ENERG ETF4,420$184.6K<0.1%–
ENXEaton Vance New York Municipal Bond FundCOM18,550$182.9K<0.1%History
SPDR Ser Tr78468R648S&P KENSHO NEW2,930$182.4K<0.1%–
SAICScience Applications International CorpCOM1,776$176.5K<0.1%History
FSKFS KKR Capital CorpCOM11,792$176.1K<0.1%History
State Street Materials Select Sector SPDR ETF81369Y100ETF1,958$175.5K<0.1%–
iShares Tr464287374NORTH AMERN NAT3,500$171.7K<0.1%–
iShares Tr464287770U.S. FIN SVC ETF1,883$168.8K<0.1%–
iShares Tr464289859CORE 80 20 ETF1,909$168.2K<0.1%–
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST1,903$166.1K<0.1%–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF3,803$165.9K<0.1%–
Amplify ETF Tr032108664AMPLIFY CYBERSEC1,893$164.3K<0.1%–
First Tr Exchange-Traded FD33734H106SHS3,538$163.6K<0.1%–
FNFFidelity National Financial, Inc.COM SHS2,702$163.4K<0.1%History
SIRISirius XM Holdings Inc.COMMON STOCK6,983$162.5K<0.1%History
SPDR Index Shs FDS78463X509ST PORT MARK ETF3,453$161.6K<0.1%–
TMHCTaylor Morrison Home CorpCOM2,448$161.6K<0.1%History
iShares Tr46435U853BROAD USD HIGH4,217$159.3K<0.1%–
iShares Tr46434V464LOW CA OP MS ETF702$159.2K<0.1%–
GHCGraham Holdings CoCOM CL B135$158.9K<0.1%History
Schwab Fundamental U.S. Small Company ETF808524763ETF4,950$154.2K<0.1%–
KHCKraft Heinz CoStock5,846$152.2K<0.1%History
iShares Tr464287788U.S. FINLS ETF1,202$152.2K<0.1%–
Vanguard World FD921910725ESG INTL STK ETF2,177$151.0K<0.1%–
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US1,768$150.4K<0.1%–
VRNSVaronis Systems IncCOM2,600$149.4K<0.1%History
CELHCelsius Holdings, Inc.COM NEW2,596$149.2K<0.1%History
Alps ETF Tr00162Q205EQUAL SEC ETF3,240$149.1K<0.1%–
OKLOOklo Inc.COM CL A1,327$148.1K<0.1%History
Amplify Blockchain Technology ETF032108607ETF2,188$146.7K<0.1%–
EPACEnerpac Tool Group CorpCL A COM3,577$146.7K<0.1%History
CHTRCharter Communications, Inc.CL A528$145.3K<0.1%History
BAXBaxter International IncStock6,370$145.0K<0.1%History
iShares Inc464286665MSCI PAC JP ETF2,800$144.4K<0.1%–
HTGCHercules Capital, Inc.COM7,505$141.9K<0.1%History
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF603$141.7K<0.1%–
Invesco Exchange Traded FD T46137V142WATER RES ETF1,960$141.4K<0.1%–
SHBIShore Bancshares IncCOM8,611$141.3K<0.1%History
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN877$136.3K<0.1%–
MRVLMarvell Technology, Inc.COM1,617$135.9K<0.1%History
CZRCaesars Entertainment, Inc.COM5,008$135.3K<0.1%History
JMSBJohn Marshall Bancorp, Inc.COM6,802$134.8K<0.1%History
HSTHost Hotels & Resorts, Inc.COM7,763$132.1K<0.1%History
American Centy ETF Tr025072810FOCUSED DYNAMIC1,095$131.9K<0.1%–
NICNicolet Bankshares IncCOM975$131.1K<0.1%History
WisdomTree Tr97717Y543ARTI INT INN FD4,590$131.1K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF3,184$131.0K<0.1%–
FFAIFaraday Future Intelligent Electric Inc.COM NEW CL A100,000$130.0K<0.1%History
Etfis Ser Tr I26923G822VIRTUS INFRCAP5,937$128.9K<0.1%–
NTRNutrien Ltd.COM2,191$128.6K<0.1%History
Capital Group International14021M107SHS3,801$128.2K<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF2,809$127.9K<0.1%–
RRyder System IncCOM670$126.4K<0.1%History
Fidelity Covington Trust316092204MSCI CONSM DIS1,226$126.2K<0.1%–
WALWestern Alliance BancorporationCOM1,440$124.9K<0.1%History
MFICMidCap Financial Investment CorpCOM NEW10,335$123.9K<0.1%History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,054$123.3K<0.1%–
Invesco Exch Traded FD Tr II46138E115S&P SMLCP INFO2,323$123.3K<0.1%–
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT3,745$123.2K<0.1%History
ProShares Tr74347R107PSHS ULT S&P 5001,098$123.1K<0.1%–
IPARInterparfums IncCOM1,249$122.9K<0.1%History
Fidelity Covington Trust316092527SML MID MLTFCT2,787$122.7K<0.1%–
CLXClorox CoStock993$122.4K<0.1%History
ARK ETF Tr00214Q203AUTNMUS TECHNLGY1,093$122.0K<0.1%–
KDKyndryl Holdings, Inc.Stock4,061$122.0K<0.1%History