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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 1, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
932
−99 vs. Q4 2025
Portfolio value
$12.7B
+$168.4M (+1.3%) vs. Q4 2025
Filed
May 1, 2026
SEC
Holdings of Wealthspire Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF2,669,963$1.74B13.7%+6,171+0.2%Added–
Vanguard Ftse Developed Markets ETF921943858ETF14,562,701$933.2M7.3%+980,768+7.2%Added–
Vanguard S&P 500 ETF922908363ETF1,130,127$675.3M5.3%−26,835−2.3%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF7,709,430$520.6M4.1%+66,478+0.9%Added–
Vanguard Star FDS921909768VG TL INTL STK F6,334,962$488.5M3.8%+451,674+7.7%Added–
Schwab US Dividend Equity ETF808524797ETF13,311,446$408.4M3.2%−224,275−1.7%Reduced–
AONAon plcCL A984,075$317.6M2.5%+710,479+259.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF963,010$308.9M2.4%−24,611−2.5%Reduced–
Schwab International Equity ETF808524805ETF12,209,080$302.2M2.4%+1,310,281+12.0%Added–
Vanguard Morningstar Growth ETF922908736ETF677,349$295.9M2.3%+77,422+12.9%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF7,504,975$291.6M2.3%−17,860−0.2%Reduced–
SPYSPDR S&P 500 ETF TrustETF441,132$286.9M2.3%−5,784−1.3%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF4,897,422$264.7M2.1%+186,509+4.0%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF807,783$241.4M1.9%+262,452+48.1%Added–
iShares Core S&P Small Cap ETF464287804ETF1,941,060$241.3M1.9%+39,083+2.1%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX4,455,868$222.6M1.7%+264,405+6.3%Added–
iShares Tr46434V613CORE UNIVRSL USD4,727,243$218.4M1.7%+109,429+2.4%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF618,508$177.6M1.4%+16,421+2.7%Added–
Vanguard Index FDS922908652EXTEND MKT ETF823,550$169.5M1.3%−11,541−1.4%Reduced–
AAPLApple Inc.Stock512,807$130.1M1.0%−77,757−13.2%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF1,687,480$117.7M0.9%−7,578−0.4%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF401,536$105.2M0.8%+2,938+0.7%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF1,267,763$95.2M0.7%+48,285+4.0%Added–
CMECME Group Inc.COM316,090$93.4M0.7%+89,409+39.4%AddedHistory
iShares Tr46434V860TRS FLT RT BD1,792,834$90.8M0.7%+68,398+4.0%Added–
First Tr Exchange-Traded FD33738D101NO AMER ENERGY2,048,764$89.4M0.7%−116,255−5.4%Reduced–
MSFTMicrosoft CorpStock237,664$88.0M0.7%−45,617−16.1%ReducedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF2,436,299$82.5M0.6%−118,313−4.6%Reduced–
Dimensional ETF Trust25434V203INTL CORE EQT MK1,991,210$77.6M0.6%−56,302−2.7%Reduced–
GOOGAlphabet Inc.Stock264,982$76.0M0.6%−87,317−24.8%ReducedHistory
Dimensional ETF Trust25434V658GLOBAL REAL EST2,755,256$73.2M0.6%+12,562+0.5%Added–
Invesco QQQ Trust Series I46090E103ETF125,640$72.5M0.6%−8,017−6.0%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF2,822,930$72.4M0.6%+6,521+0.2%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF835,385$72.4M0.6%+40,049+5.0%Added–
iShares Core MSCI Eafe ETF46432F842ETF788,483$71.4M0.6%−22,139−2.7%Reduced–
iShares Tr46435G250HIGH YLD SYSTM B1,514,236$70.4M0.6%+87,247+6.1%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF204,118$61.7M0.5%+632+0.3%Added–
Morgan Stanley ETF Trust61774R205CALVERT US LARCP769,423$61.6M0.5%+9,519+1.3%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF751,451$57.5M0.5%−15,468−2.0%Reduced–
Vanguard Morningstar Value ETF922908744ETF292,875$57.5M0.5%+3,880+1.3%Added–
NVDANVIDIA CorpStock317,353$55.3M0.4%−78,062−19.7%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF749,709$55.2M0.4%+22,194+3.1%Added–
iShares Tr464288414NATIONAL MUN ETF512,469$54.4M0.4%−96,641−15.9%Reduced–
iShares MSCI Eafe ETF464287465ETF555,277$53.9M0.4%+7,701+1.4%Added–
ProShares Tr74348A467S&P 500 DV ARIST464,941$49.3M0.4%−11,027−2.3%Reduced–
AMZNAmazon Com IncStock219,404$45.7M0.4%−34,976−13.7%ReducedHistory
Putnam ETF Trust746729300FOCUSED LAR CAP975,073$45.2M0.4%+144,886+17.5%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF205,310$44.6M0.4%+7,311+3.7%Added–
Schwab Emerging Markets Equity ETF808524706ETF1,256,495$41.4M0.3%+248,465+24.6%Added–
iShares Tr46435G268RUSEL 2500 ETF540,334$41.3M0.3%+32,749+6.5%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA809,798$40.8M0.3%−363,938−31.0%Reduced–
iShares Russell 1000 Growth ETF464287614ETF94,256$40.2M0.3%−9,095−8.8%Reduced–
GOOGLAlphabet Inc.Stock134,944$38.8M0.3%−26,631−16.5%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD477,022$37.8M0.3%+11,239+2.4%Added–
ACNAccenture plcStock190,669$37.8M0.3%+100,273+110.9%AddedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT814,303$36.7M0.3%−10,725−1.3%Reduced–
TSLATesla, Inc.Stock92,985$34.6M0.3%+34,274+58.4%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD675,736$33.7M0.3%−11,723−1.7%Reduced–
Morgan Stanley ETF Trust61774R106CALVE INDEX ETF451,150$32.8M0.3%+5,009+1.1%Added–
CAVACava Group, Inc.COM403,477$32.6M0.3%+374,000+1,268.8%AddedHistory
BRK.BBerkshire Hathaway IncStock66,767$32.0M0.3%−3,525−5.0%ReducedHistory
Fundvantage Tr36087T395POLEN FOCUS GROW1,533,930$31.4M0.2%−666,241−30.3%Reduced–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF657,769$31.3M0.2%−10,933−1.6%Reduced–
iShares Tr464288372GLB INFRASTR ETF452,142$30.3M0.2%−1,106−0.2%Reduced–
iShares Tr464287622RUS 1000 ETF82,761$29.5M0.2%−7,557−8.4%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF1,234,565$28.3M0.2%−12,844−1.0%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT142,778$27.4M0.2%+8,709+6.5%Added–
iShares Russell 2000 ETF464287655ETF96,353$23.9M0.2%−1,048−1.1%Reduced–
iShares Tr46436E858IBONDS 26 TRM TS1,024,244$23.5M0.2%+868,197+556.4%Added–
XOMExxonMobil Holdings CorpCOM134,584$22.8M0.2%−23,290−14.8%ReducedHistory
Vanguard Total World Stock ETF922042742ETF160,105$22.1M0.2%+1,870+1.2%Added–
BZHBeazer Homes USA IncCOM NEW1,117,138$21.5M0.2%+1,117,138NewHistory
JNJJohnson & JohnsonStock86,373$21.1M0.2%−8,079−8.6%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF136,948$20.3M0.2%+4,862+3.7%Added–
Vanguard Real Estate ETF922908553ETF227,724$20.2M0.2%−10,796−4.5%Reduced–
iShares Russell Midcap ETF464287499ETF200,994$19.5M0.2%−2,095−1.0%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF105,266$19.4M0.2%+17,963+20.6%Added–
JPMJPMorgan Chase & CoStock63,509$18.7M0.1%−32,408−33.8%ReducedHistory
GLDSPDR Gold TrustETF43,115$18.6M0.1%−11,031−20.4%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF138,738$18.4M0.1%−1,302−0.9%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF138,416$17.7M0.1%−3,187−2.3%Reduced–
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF774,453$17.4M0.1%−51,793−6.3%Reduced–
iShares Russell 1000 Value ETF464287598ETF78,004$16.7M0.1%−2,939−3.6%Reduced–
METAMeta Platforms, Inc.Stock28,928$16.6M0.1%−19,302−40.0%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF83,308$16.0M0.1%−3,856−4.4%Reduced–
iShares Tr464287689RUSSELL 3000 ETF41,387$15.3M0.1%−7,487−15.3%Reduced–
iShares Russell 2000 Growth ETF464287648ETF48,736$15.3M0.1%−659−1.3%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF149,962$14.9M0.1%−14,379−8.7%Reduced–
iShares Tr464287630RUS 2000 VAL ETF75,947$14.4M0.1%−1,533−2.0%Reduced–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF55,806$14.4M0.1%+3,326+6.3%Added–
LLYEli Lilly & CoStock15,510$14.3M0.1%+2,699+21.1%AddedHistory
COSTCostco Wholesale CorpStock14,161$14.1M0.1%−6,274−30.7%ReducedHistory
AVGOBroadcom Inc.Stock44,747$13.8M0.1%−17,625−28.3%ReducedHistory
iShares Core High Dividend ETF46429B663ETF100,702$13.7M0.1%+2,290+2.3%Added–
KOCoca Cola CoStock177,073$13.5M0.1%−7,566−4.1%ReducedHistory
iShares Tr464287150CORE S&P TTL STK94,090$13.4M0.1%−1,223−1.3%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF60,209$12.9M0.1%+2,462+4.3%Added–
Schwab US Tips ETF808524870ETF479,071$12.7M0.1%+12,912+2.8%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF175,413$12.4M0.1%+264+0.2%Added–
iShares Tr46435G243ESG AWRE 1 5 YR492,464$12.3M0.1%−14,244−2.8%Reduced–

Sold out since Q4 2025 (191)

Positions held at the end of Q4 2025 that are gone from this filing.

The largest 100 of 191 by value last quarter.

Positions of Wealthspire Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
HBANHuntington Bancshares IncCOM374,208$6.49M0.1%History
EVRGEvergy, Inc.Stock20,877$1.51M<0.1%History
APPAppLovin CorpCOM CL A1,400$943.3K<0.1%History
BMOBank of MontrealCOM6,835$887.1K<0.1%History
SAPSAP SEADR3,079$747.9K<0.1%History
HCAHCA Healthcare, Inc.COM1,551$724.0K<0.1%History
Cyberark Software LtdM2682V108SHS1,562$696.5K<0.1%–
HWMHowmet Aerospace Inc.Stock3,310$678.7K<0.1%History
CORCencora, Inc.Stock1,974$666.6K<0.1%History
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF31,269$581.6K<0.1%–
SPOTSpotify Technology S.A.Stock991$575.5K<0.1%History
SNPSSynopsys IncCOM1,198$562.5K<0.1%History
DOCUDocuSign, Inc.Stock8,220$562.2K<0.1%History
RFRegions Financial CorpCOM18,358$497.5K<0.1%History
PCARPaccar IncCOM4,536$496.7K<0.1%History
HSBCHSBC Holdings PLCSPON ADR NEW6,302$495.8K<0.1%History
NRGNRG Energy, Inc.Stock3,073$489.3K<0.1%History
EXPEExpedia Group, Inc.Stock1,722$487.9K<0.1%History
UALUnited Airlines Holdings, Inc.COM4,271$477.6K<0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/999915,545$474.7K<0.1%History
AIGAmerican International Group, Inc.Stock5,445$465.8K<0.1%History
PHMPultegroup IncCOM3,930$460.8K<0.1%History
FITBFifth Third BancorpCOM9,527$446.0K<0.1%History
FBTCFidelity Wise Origin Bitcoin FundSHS5,668$432.1K<0.1%History
FCNCAFirst Citizens Bancshares IncCL A199$427.1K<0.1%History
TPRTapestry, Inc.COM3,342$427.0K<0.1%History
TOSTToast, Inc.Stock11,985$425.6K<0.1%History
STTState Street CorpCOM3,248$419.0K<0.1%History
LDOSLeidos Holdings, Inc.COM2,306$416.1K<0.1%History
GPCGenuine Parts CoStock3,383$416.0K<0.1%History
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT8,308$415.3K<0.1%–
XELXcel Energy IncStock5,575$411.8K<0.1%History
DASHDoorDash, Inc.Stock1,813$410.6K<0.1%History
EBAYeBay IncCOM4,677$407.4K<0.1%History
UTHRUnited Therapeutics CorpCOM832$405.4K<0.1%History
iShares Tr464287333GLOBAL FINLS ETF3,308$399.6K<0.1%–
BBYBest Buy Co IncStock5,799$388.1K<0.1%History
RSGRepublic Services, Inc.COM1,819$385.5K<0.1%History
BRBroadridge Financial Solutions, Inc.Stock1,704$380.3K<0.1%History
MTZMastec IncCOM1,749$380.2K<0.1%History
BROBrown & Brown, Inc.Stock4,713$375.6K<0.1%History
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD3,712$372.2K<0.1%–
LLoews CorpCOM3,522$370.9K<0.1%History
EAElectronic Arts Inc.COM1,812$370.3K<0.1%History
State Street SPDR S&P Biotech ETF78464A870ETF2,996$365.3K<0.1%–
GRMNGarmin LtdSHS1,798$364.7K<0.1%History
MCOMoodys CorpStock703$359.3K<0.1%History
IRIngersoll Rand Inc.COM4,441$351.8K<0.1%History
DDDuPont de Nemours, Inc.COM8,741$351.4K<0.1%History
AAgilent Technologies, Inc.COM2,569$349.6K<0.1%History
TMToyota Motor CorpADS1,629$348.8K<0.1%History
ITTItt Inc.COM1,985$344.4K<0.1%History
EQIXEquinix IncCOM449$344.1K<0.1%History
ILMNIllumina, Inc.COM2,613$342.7K<0.1%History
IQVIQVIA Holdings Inc.Stock1,493$336.5K<0.1%History
INGING Groep NVSPONSORED ADR11,890$332.9K<0.1%History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF8,183$330.2K<0.1%–
NUENucor CorpCOM2,022$329.9K<0.1%History
PKGPackaging Corp of AmericaStock1,593$328.6K<0.1%History
VRSKVerisk Analytics, Inc.COM1,468$328.4K<0.1%History
FSLRFirst Solar, Inc.Stock1,251$326.9K<0.1%History
HPEHewlett Packard Enterprise CoCOM13,560$325.8K<0.1%History
HIIHuntington Ingalls Industries, Inc.COM943$320.8K<0.1%History
OTISOtis Worldwide CorpStock3,601$314.5K<0.1%History
VICIVici Properties Inc.COM11,143$313.3K<0.1%History
DGDollar General CorpCOM2,344$311.2K<0.1%History
ZZillow Group, Inc.CL C CAP STK4,460$304.3K<0.1%History
WWDWoodward, Inc.COM996$301.1K<0.1%History
HUBBHubbell IncCOM676$300.3K<0.1%History
STLDSteel Dynamics IncCOM1,768$299.6K<0.1%History
MFGMizuho Financial Group IncSPONSORED ADR40,629$297.4K<0.1%History
ONOn Semiconductor CorpStock5,454$295.3K<0.1%History
INGRIngredion IncCOM2,670$294.4K<0.1%History
LPLALPL Financial Holdings Inc.COM822$293.6K<0.1%History
VLTOVeralto CorpStock2,925$291.8K<0.1%History
ITGartner IncCOM1,150$290.1K<0.1%History
CBRECbre Group, Inc.CL A1,791$288.0K<0.1%History
WPMWheaton Precious Metals Corp.COM2,435$286.2K<0.1%History
HUMHumana IncStock1,115$285.5K<0.1%History
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF4,644$284.8K<0.1%–
AWIArmstrong World Industries IncCOM1,489$284.5K<0.1%History
CCKCrown Holdings, Inc.COM2,761$284.3K<0.1%History
LULUlululemon athletica inc.Stock1,361$282.8K<0.1%History
CIENCiena CorpCOM NEW1,204$281.6K<0.1%History
CNPCenterpoint Energy IncCOM7,329$281.0K<0.1%History
SOLVSolventum CorpStock3,539$280.4K<0.1%History
BKRBaker Hughes CoCL A6,118$278.6K<0.1%History
PLXSPlexus CorpCOM1,881$276.5K<0.1%History
VSTVistra Corp.Stock1,709$275.7K<0.1%History
MUSAMurphy USA Inc.COM683$275.6K<0.1%History
SPRYARS Pharmaceuticals, Inc.COM23,650$275.5K<0.1%History
FIXComfort Systems USA IncCOM294$274.4K<0.1%History
CRHCRH Public Ltd CoORD2,196$274.1K<0.1%History
MPWRMonolithic Power Systems, Inc.COM301$272.8K<0.1%History
SNYSanofiSPONSORED ADR5,624$272.6K<0.1%History
CINFCincinnati Financial CorpCOM1,667$272.3K<0.1%History
CTSHCognizant Technology Solutions CorpCL A3,274$271.8K<0.1%History
BCSBarclays PLCADR10,645$270.9K<0.1%History
HDBHDFC Bank LtdSPONSORED ADS7,406$270.6K<0.1%History
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF5,940$270.3K<0.1%–