Wealthspire Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
789
Total Value
10068673792
Accession Number
0001646247-25-000004
Form Type
13F-HR
CIK
0001646247
Manager Name
Wealthspire Advisors, LLC
Data Enrichment
70% identified
552 identified237 unidentified

Holdings

789 positions
Manager:
SEC
Search and click to pin securities to the top
Page 1 of 40
464287200
IVV|464287200
Shares:
2591966(+1.4%)
Value:
$1.5T(-3.2%)
922908363
VOO|922908363
Shares:
1175778(+0.4%)
Value:
$604.2B(-4.3%)
921943858
VEA|921943858
Shares:
11257390(+5.4%)
Value:
$572.2B(+12.0%)
464287507
IJH|464287507
Shares:
7740019(+1.7%)
Value:
$451.6B(-4.7%)
808524797
SCHD|808524797
Shares:
14777418(-2.4%)
Value:
$413.2B(-0.1%)
921909768
VXUS|921909768
Shares:
5127894(+6.9%)
Value:
$318.4B(+12.7%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
568884(-2.9%)
Value:
$318.2B(-7.4%)
922908769
VTI|922908769
Shares:
1133462(-1.1%)
Value:
$311.5B(-6.2%)
25434V708
DFAC|25434V708
Shares:
8319006(+4.3%)
Value:
$274.4B(-0.5%)
46434V613
46434V613
Shares:
4488866(-0.5%)
Value:
$206.8B(+1.4%)
464287804
IJR|464287804
Shares:
1941641(+2.6%)
Value:
$203.0B(-6.8%)
808524805
SCHF|808524805
Shares:
10230131(+0.3%)
Value:
$202.4B(+7.3%)
922042858
VWO|922042858
Shares:
4168052(+5.5%)
Value:
$188.6B(+8.4%)
922908736
VUG|922908736
Shares:
459778(+0.7%)
Value:
$170.5B(-9.0%)
922020805
922020805
Shares:
3062180(+11.3%)
Value:
$152.8B(+14.7%)
922908629
VO|922908629
Shares:
559543(+0.4%)
Value:
$144.7B(-1.7%)
922908652
VXF|922908652
Shares:
791516(+1.5%)
Value:
$136.3B(-7.9%)
Apple Inc.
AAPL|037833100
Shares:
601515(+30.1%)
Value:
$133.6B(+15.4%)
Aon plc
AON|G0403H108
Shares:
288132(-2.9%)
Value:
$115.0B(+7.8%)
922908637
VV|922908637
Shares:
434709(-3.1%)
Value:
$111.7B(-7.7%)