Wealthspire Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Wealthspire Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 789 holdings worth $10.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10,068,673.792K total value

789 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287200

IVV|464287200

2591966(+1.4%)

Value:

$1.5T(-3.2%)

922908363

VOO|922908363

1175778(+0.4%)

Value:

$604.2B(-4.3%)

921943858

VEA|921943858

11257390(+5.4%)

Value:

$572.2B(+12.0%)

464287507

IJH|464287507

7740019(+1.7%)

Value:

$451.6B(-4.7%)

808524797

SCHD|808524797

14777418(-2.4%)

Value:

$413.2B(-0.1%)

921909768

VXUS|921909768

5127894(+6.9%)

Value:

$318.4B(+12.7%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

568884(-2.9%)

Value:

$318.2B(-7.4%)

922908769

VTI|922908769

1133462(-1.1%)

Value:

$311.5B(-6.2%)

25434V708

DFAC|25434V708

8319006(+4.3%)

Value:

$274.4B(-0.5%)

46434V613

4488866(-0.5%)

Value:

$206.8B(+1.4%)

464287804

IJR|464287804

1941641(+2.6%)

Value:

$203.0B(-6.8%)

808524805

SCHF|808524805

10230131(+0.3%)

Value:

$202.4B(+7.3%)

922042858

VWO|922042858

4168052(+5.5%)

Value:

$188.6B(+8.4%)

922908736

VUG|922908736

459778(+0.7%)

Value:

$170.5B(-9.0%)

922020805

3062180(+11.3%)

Value:

$152.8B(+14.7%)

922908629

VO|922908629

559543(+0.4%)

Value:

$144.7B(-1.7%)

922908652

VXF|922908652

791516(+1.5%)

Value:

$136.3B(-7.9%)

Apple Inc.

AAPL|037833100

601515(+30.1%)

Value:

$133.6B(+15.4%)

Aon plc

AON|G0403H108

288132(-2.9%)

Value:

$115.0B(+7.8%)

922908637

VV|922908637

434709(-3.1%)

Value:

$111.7B(-7.7%)

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	2.6M	QoQ +1.38% (-35.5K) YoY +17.91% (+393.8K)	All Managers (Combined)	$1.5B	QoQ -3.22% (-$48.5M) YoY +26.03% (+$300.8M)
(VOOcusip922908363)	1.2M	QoQ +0.36% (-4.3K) YoY +4.50% (+50.7K)	All Managers (Combined)	$604.2M	QoQ -4.27% (-$27.0M) YoY +11.72% (+$63.4M)
(VEAcusip921943858)	11.3M	QoQ +5.36% (+573.5K) YoY +27.75% (+2.4M)	All Managers (Combined)	$572.2M	QoQ +12.00% (+$61.3M) YoY +29.43% (+$130.1M)
(IJHcusip464287507)	7.7M	QoQ +1.74% (-133.0K) YoY +14.58% (+985.4K)	All Managers (Combined)	$451.6M	QoQ -4.71% (-$22.4M) YoY +10.07% (+$41.4M)
(SCHDcusip808524797)	14.8M	QoQ -2.42% (-366.7K) YoY +193.47% (+9.7M)	All Managers (Combined)	$413.2M	QoQ -0.13% (-$560.5K) YoY +1.76% (+$7.2M)
(VXUScusip921909768)	5.1M	QoQ +6.93% (+332.7K) YoY +22.36% (+937.1K)	All Managers (Combined)	$318.4M	QoQ +12.69% (+$35.9M) YoY +26.01% (+$65.7M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	568.9K	QoQ -2.94% (-17.2K) YoY -5.65% (-34.1K)	All Managers (Combined)	$318.2M	QoQ -7.36% (-$25.3M) YoY +0.89% (-$2.8M)
(VTIcusip922908769)	1.1M	QoQ -1.12% (-12.9K) YoY +13.14% (+131.7K)	All Managers (Combined)	$311.5M	QoQ -6.23% (-$20.7M) YoY +19.65% (+$51.2M)
(DFACcusip25434V708)	8.3M	QoQ +4.29% (-342.8K) YoY +3568.28% (+8.1M)	All Managers (Combined)	$274.4M	QoQ -0.52% (-$1.5M) YoY +3687.68% (+$267.2M)
(cusip46434V613)✕	4.5M	QoQ -0.48% (-21.9K) YoY +406.35% (+3.6M)	All Managers (Combined)	$206.8M	QoQ +1.45% (-$3.0M) YoY +411.79% (+$166.4M)
(IJRcusip464287804)	1.9M	QoQ +2.64% (-50.1K) YoY +20.86% (+335.2K)	All Managers (Combined)	$203.0M	QoQ -6.83% (-$14.9M) YoY +14.36% (+$25.5M)
(SCHFcusip808524805)	10.2M	QoQ +0.31% (+32.0K) YoY +108.48% (+5.3M)	All Managers (Combined)	$202.4M	QoQ +7.25% (+$13.7M) YoY +5.68% (+$10.9M)
(VWOcusip922042858)	4.2M	QoQ +5.50% (+217.6K) YoY +35.15% (+1.1M)	All Managers (Combined)	$188.6M	QoQ +8.43% (+$14.7M) YoY +46.45% (+$59.8M)
(VUGcusip922908736)	459.8K	QoQ +0.71% (-3.2K) YoY +47.94% (+149.0K)	All Managers (Combined)	$170.5M	QoQ -9.01% (-$16.9M) YoY +59.39% (+$63.5M)
(cusip922020805)✕	3.1M	QoQ +11.33% (+311.9K) YoY +77.36% (+1.3M)	All Managers (Combined)	$152.8M	QoQ +14.74% (+$19.6M) YoY +84.81% (+$70.1M)
(VOcusip922908629)	559.5K	QoQ +0.41% (-2.3K) YoY +1.97% (+10.8K)	All Managers (Combined)	$144.7M	QoQ -1.67% (-$2.5M) YoY +5.54% (+$7.6M)
(VXFcusip922908652)	791.5K	QoQ +1.52% (-11.9K) YoY +7.99% (+58.6K)	All Managers (Combined)	$136.3M	QoQ -7.94% (-$11.8M) YoY +6.14% (+$7.9M)
Apple Inc.(AAPLcusip037833100)	601.5K	QoQ +30.15% (+139.4K) YoY +61.41% (+228.9K)	All Managers (Combined)	$133.6M	QoQ +15.45% (+$17.9M) YoY +109.09% (+$69.7M)
Aon Plc(AONcusipG0403H108)	288.1K	QoQ -2.94% (-8.7K) YoY +3370.63% (+279.8K)	All Managers (Combined)	$115.0M	QoQ +7.84% (-$8.4M) YoY +4050.46% (+$112.2M)
(VVcusip922908637)	434.7K	QoQ -3.14% (-14.1K) YoY -1.96% (-8.7K)	All Managers (Combined)	$111.7M	QoQ -7.69% (-$9.3M) YoY +5.09% (-$5.4M)