Wealthspire Advisors, LLC

Est. AUM

$12.72B

13F long equity 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	$1.74B	2,669,963	13.71%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$933.2M	14,562,701	7.34%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$675.3M	1,130,127	5.31%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$520.6M	7,709,430	4.09%	SOLE
5	VANGUARD STAR FDS	VG TL INTL STK F	$488.5M	6,334,962	3.84%	SOLE
6	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$408.4M	13,311,446	3.21%	SOLE
7	AON PLC	SHS CL A	$317.6M	984,075	2.50%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$308.9M	963,010	2.43%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$302.2M	12,209,080	2.38%	SOLE
10	VANGUARD INDEX FDS	GROWTH ETF	$295.9M	677,349	2.33%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$291.6M	7,504,975	2.29%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$286.9M	441,132	2.26%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$264.7M	4,897,422	2.08%	SOLE
14	VANGUARD INDEX FDS	LARGE CAP ETF	$241.4M	807,783	1.90%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$241.3M	1,941,060	1.90%	SOLE
16	VANGUARD MALVERN FDS	STRM INFPROIDX	$222.6M	4,455,868	1.75%	SOLE
17	ISHARES TR	CORE UNIVRSL USD	$218.4M	4,727,243	1.72%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$177.6M	618,508	1.40%	SOLE
19	VANGUARD INDEX FDS	EXTEND MKT ETF	$169.5M	823,550	1.33%	SOLE
20	APPLE INC	COM	$130.1M	512,807	1.02%	SOLE
21	ISHARES INC	CORE MSCI EMKT	$117.7M	1,687,480	0.93%	SOLE
22	VANGUARD INDEX FDS	SMALL CP ETF	$105.2M	401,536	0.83%	SOLE
23	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$95.2M	1,267,763	0.75%	SOLE
24	CME GROUP INC	COM	$93.4M	316,090	0.73%	SOLE
25	ISHARES TR	TRS FLT RT BD	$90.8M	1,792,834	0.71%	SOLE
26	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$89.4M	2,048,764	0.70%	SOLE
27	MICROSOFT CORP	COM	$88.0M	237,664	0.69%	SOLE
28	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$82.5M	2,436,299	0.65%	SOLE
29	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$77.6M	1,991,210	0.61%	SOLE
30	ALPHABET INC	CAP STK CL C	$76.0M	264,982	0.60%	SOLE
31	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$73.2M	2,755,256	0.58%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$72.5M	125,640	0.57%	SOLE
33	SCHWAB STRATEGIC TR	US LRG CAP ETF	$72.4M	2,822,930	0.57%	SOLE
34	ISHARES TR	CORE MSCI TOTAL	$72.4M	835,385	0.57%	SOLE
35	ISHARES TR	CORE MSCI EAFE	$71.4M	788,483	0.56%	SOLE
36	ISHARES TR	HIGH YLD SYSTM B	$70.4M	1,514,236	0.55%	SOLE
37	VANGUARD INDEX FDS	SML CP GRW ETF	$61.7M	204,118	0.49%	SOLE
38	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$61.6M	769,423	0.48%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$57.5M	751,451	0.45%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$57.5M	292,875	0.45%	SOLE
41	NVIDIA CORPORATION	COM	$55.3M	317,353	0.44%	SOLE
42	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$55.2M	749,709	0.43%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$54.4M	512,469	0.43%	SOLE
44	ISHARES TR	MSCI EAFE ETF	$53.9M	555,277	0.42%	SOLE
45	PROSHARES TR	S&P 500 DV ARIST	$49.3M	464,941	0.39%	SOLE
46	AMAZON COM INC	COM	$45.7M	219,404	0.36%	SOLE
47	PUTNAM ETF TRUST	FOCUSED LAR CAP	$45.2M	975,073	0.36%	SOLE
48	VANGUARD INDEX FDS	SM CP VAL ETF	$44.6M	205,310	0.35%	SOLE
49	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$41.4M	1,256,495	0.33%	SOLE
50	ISHARES TR	RUSEL 2500 ETF	$41.3M	540,334	0.32%	SOLE

1–50 of 921

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