Wealthspire Advisors, LLC

Est. AUM

$12.7M

13F long equity, this entity only

Positions

921

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$1.7M	2669963	13.71%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$933K	14562701	7.33%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$675K	1130127	5.31%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$520K	7709430	4.09%	SOLE
5	VANGUARD STAR FDS	VG TL INTL STK F	$488K	6334962	3.84%	SOLE
6	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$408K	13311446	3.21%	SOLE
7	AON PLC	SHS CL A	$317K	984075	2.49%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$308K	963010	2.42%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$302K	12209080	2.37%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$295K	677349	2.32%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$291K	7504975	2.29%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$286K	441132	2.25%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$264K	4897422	2.08%	SOLE
14	ISHARES TR	CORE S&P SCP ETF	$241K	1941060	1.89%	SOLE
15	VANGUARD INDEX FDS	LARGE CAP ETF	$241K	807783	1.89%	SOLE
16	VANGUARD MALVERN FDS	STRM INFPROIDX	$222K	4455868	1.75%	SOLE
17	ISHARES TR	CORE UNIVRSL USD	$218K	4727243	1.71%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$177K	618508	1.39%	SOLE
19	VANGUARD INDEX FDS	EXTEND MKT ETF	$169K	823550	1.33%	SOLE
20	APPLE INC	COM	$130K	512807	1.02%	SOLE
21	ISHARES INC	CORE MSCI EMKT	$117K	1687480	0.92%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$105K	401536	0.83%	SOLE
23	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$95K	1267763	0.75%	SOLE
24	CME GROUP INC	COM	$93K	316090	0.73%	SOLE
25	ISHARES TR	TRS FLT RT BD	$90K	1792834	0.71%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$89K	2048764	0.70%	SOLE
27	MICROSOFT CORP	COM	$87K	237664	0.68%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$82K	2436299	0.64%	SOLE
29	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$77K	1991210	0.61%	SOLE
30	ALPHABET INC	CAP STK CL C	$76K	264982	0.60%	SOLE
31	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$73K	2755256	0.57%	SOLE
32	ISHARES TR	CORE MSCI TOTAL	$72K	835385	0.57%	SOLE
33	SCHWAB STRATEGIC TR	US LRG CAP ETF	$72K	2822930	0.57%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$72K	125640	0.57%	SOLE
35	ISHARES TR	CORE MSCI EAFE	$71K	788483	0.56%	SOLE
36	ISHARES TR	HIGH YLD SYSTM B	$70K	1514236	0.55%	SOLE
37	VANGUARD INDEX FDS	SML CP GRW ETF	$61K	204118	0.48%	SOLE
38	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$61K	769423	0.48%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$57K	751451	0.45%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$57K	292875	0.45%	SOLE
41	NVIDIA CORPORATION	COM	$55K	317353	0.43%	SOLE
42	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$55K	749709	0.43%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$54K	512469	0.42%	SOLE
44	ISHARES TR	MSCI EAFE ETF	$53K	555277	0.42%	SOLE
45	PROSHARES TR	S&P 500 DV ARIST	$49K	464941	0.39%	SOLE
46	AMAZON COM INC	COM	$45K	219404	0.35%	SOLE
47	PUTNAM ETF TRUST	FOCUSED LAR CAP	$45K	975073	0.35%	SOLE
48	VANGUARD INDEX FDS	SM CP VAL ETF	$44K	205310	0.35%	SOLE
49	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$41K	1256495	0.32%	SOLE
50	ISHARES TR	RUSEL 2500 ETF	$41K	540334	0.32%	SOLE

1–50 of 921

1 / 19

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.