Wealthspire Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 789Value: $10.1BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "ARES",
  "INSP",
  null,
  "GDX",
  "RRX",
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "OSK",
  null,
  "PLXS",
  "MGEE",
  "TROW",
  "RJF",
  null,
  "LOAR",
  null,
  "SMCI",
  null,
  "FWONK",
  "SNOW",
  "MU",
  "ANVS",
  "FNDF",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  "MTRN",
  "JLL",
  "VONG",
  null,
  "ALL",
  null,
  "GOOGL",
  "PXF",
  "VDE",
  "RIG",
  "AXP",
  null,
  null,
  "NMZ",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CLS",
  "BRO",
  "KMX",
  null,
  "BDJ",
  "CII",
  "WRB",
  "BSX",
  null,
  "STEW",
  null,
  null,
  "DBEF",
  "COF",
  null,
  "CMI",
  "CTO",
  null,
  null,
  null,
  "DUK",
  "NUV",
  "EIM",
  "D",
  "NAD",
  "MLCO",
  "PTY",
  "ESS",
  "RXRX",
  "UTG",
  "RL",
  "WTRG",
  "FRT",
  "EXPE",
  null,
  null,
  "NRK",
  null,
  "FCX",
  "CION",
  "GD",
  "GILD",
  "GIS",
  null,
  "AUID",
  null,
  "XAIR",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  "UNP",
  "FEMY",
  "EXFY",
  "QCOM",
  "GALT",
  null,
  "FLL",
  "OSCR",
  null,
  null,
  null,
  "LAMR",
  null,
  "ISRG",
  null,
  null,
  "HUBS",
  "HWM",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "LNKB",
  null,
  "VKQ",
  "IIM",
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  "RMTI",
  "SSP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "STEM",
  null,
  null,
  "ENX",
  "CEV",
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  "KMI",
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  "IWS",
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  null,
  "DHF",
  "BFIN",
  "EVM",
  null,
  null,
  "EGHT",
  "MAV",
  "MPC",
  "MMC",
  "TLRY",
  "PWR",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "DX",
  "TMUS",
  "EXC",
  "EVRG",
  "FICO",
  null,
  "FIS",
  "GE",
  "GPC",
  null,
  "ICUI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "OXY",
  null,
  null,
  "ORLY",
  null,
  "ADM",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "GS",
  null,
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  null,
  "LPLA",
  "MKC",
  "AMGN",
  null,
  "MSTR",
  null,
  "DGX",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RS",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VSEC",
  "DTM",
  "VXF",
  "VV",
  "RCL",
  "EIG",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  "BMRC",
  "IVOO",
  "PAG",
  null,
  "ACWV",
  "PNW",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  "LPX",
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ATRO",
  "IWO",
  "SU",
  "WY",
  "MTD",
  "GMED",
  "IWN",
  null,
  "GBTG",
  null,
  null,
  null,
  "TSM",
  "IT",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "EW",
  "TT",
  null,
  "MMS",
  "SAIC",
  "LECO",
  "NFG",
  "MUSA",
  "UGI",
  "VOYA",
  "ATO",
  "ADSK",
  "AON",
  "ACGL",
  null,
  "AVY",
  "USFD",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "DOV",
  "IP",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "HSIC",
  "IR",
  "OPCH",
  "DHY",
  "GSLC",
  "CAH",
  "AEP",
  "EPAC",
  "ECOR",
  "GAME",
  "EVLV",
  "ES",
  null,
  null,
  "IPG",
  null,
  null,
  null,
  "IDXX",
  null,
  "PEG",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  "TTWO",
  "IVE",
  null,
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  "DKS",
  null,
  "FNB",
  "TPL",
  null,
  null,
  null,
  "BBCA",
  "OGS",
  "SG",
  null,
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  null,
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VIST",
  "PET",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "WRAP",
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  "Z",
  "IUSG",
  "ZIMV",
  null,
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "BBEU",
  "DTE",
  null,
  "CART",
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "KVYO",
  "NSC",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "MKL",
  null,
  "SO",
  "SON",
  "SJM",
  null,
  "OTIS",
  "SW",
  "PSX",
  "ROL",
  "CRM",
  null,
  null,
  "RDDT",
  "SYY",
  "DIA",
  "TFX",
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  "GWW",
  null,
  "ESGU",
  null,
  "PSA",
  null,
  "FDX",
  "AME",
  null,
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBD",
  "BMO",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  null,
  "BMY",
  "BR",
  "CACI",
  "BHRB",
  "BYRN",
  "CALM",
  "CZR",
  "CCJ",
  "CDNS",
  "CARR",
  "CBNK",
  "CBRE",
  "CDW",
  "CAVA",
  "CPRX",
  "CX",
  "CNP",
  "CPK",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CWEN",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CMC",
  "COP",
  "CEG",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "DHR",
  "DE",
  "FANG",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DDS",
  "DFS",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MEC",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: wealthspire-advisors
Manager Name: Wealthspire-Advisors

Data Enrichment

70% identified

552 identified237 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

789 positions • $10.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 40

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464287200

IVV|464287200

Shares:2.6M

Value:$1.5B

% of Portfolio:14.5% ($1.5B/$10.1B)

922908363

VOO|922908363

Shares:1.2M

Value:$604.2M

% of Portfolio:6.0% ($604.2M/$10.1B)

921943858

VEA|921943858

Shares:11.3M

Value:$572.2M

% of Portfolio:5.7% ($572.2M/$10.1B)

464287507

IJH|464287507

Shares:7.7M

Value:$451.6M

% of Portfolio:4.5% ($451.6M/$10.1B)

808524797

SCHD|808524797

Shares:14.8M

Value:$413.2M

% of Portfolio:4.1% ($413.2M/$10.1B)

921909768

VXUS|921909768

Shares:5.1M

Value:$318.4M

% of Portfolio:3.2% ($318.4M/$10.1B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:568.9K

Value:$318.2M

% of Portfolio:3.2% ($318.2M/$10.1B)

922908769

VTI|922908769

Shares:1.1M

Value:$311.5M

% of Portfolio:3.1% ($311.5M/$10.1B)

25434V708

DFAC|25434V708

Shares:8.3M

Value:$274.4M

% of Portfolio:2.7% ($274.4M/$10.1B)

46434V613

Shares:4.5M

Value:$206.8M

% of Portfolio:2.1% ($206.8M/$10.1B)

464287804

IJR|464287804

Shares:1.9M

Value:$203.0M

% of Portfolio:2.0% ($203.0M/$10.1B)

808524805

SCHF|808524805

Shares:10.2M

Value:$202.4M

% of Portfolio:2.0% ($202.4M/$10.1B)

922042858

VWO|922042858

Shares:4.2M

Value:$188.6M

% of Portfolio:1.9% ($188.6M/$10.1B)

922908736

VUG|922908736

Shares:459.8K

Value:$170.5M

% of Portfolio:1.7% ($170.5M/$10.1B)

922020805

Shares:3.1M

Value:$152.8M

% of Portfolio:1.5% ($152.8M/$10.1B)

922908629

VO|922908629

Shares:559.5K

Value:$144.7M

% of Portfolio:1.4% ($144.7M/$10.1B)

922908652

VXF|922908652

Shares:791.5K

Value:$136.3M

% of Portfolio:1.4% ($136.3M/$10.1B)

Apple Inc.

AAPL|037833100

Shares:601.5K

Value:$133.6M

% of Portfolio:1.3% ($133.6M/$10.1B)

Aon plc

AON|G0403H108

Shares:288.1K

Value:$115.0M

% of Portfolio:1.1% ($115.0M/$10.1B)

922908637

VV|922908637

Shares:434.7K

Value:$111.7M

% of Portfolio:1.1% ($111.7M/$10.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	2.6M	QoQ +1.38% (-35.5K) YoY +17.91% (+393.8K)	All Managers (Combined)	$1.5B	14.5% ($1.5B/$10.1B)	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	6.0% ($604.2M/$10.1B)	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	5.7% ($572.2M/$10.1B)	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	4.5% ($451.6M/$10.1B)	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	4.1% ($413.2M/$10.1B)	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	3.2% ($318.4M/$10.1B)	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	3.2% ($318.2M/$10.1B)	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	3.1% ($311.5M/$10.1B)	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	2.7% ($274.4M/$10.1B)	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	2.1% ($206.8M/$10.1B)	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	2.0% ($203.0M/$10.1B)	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	2.0% ($202.4M/$10.1B)	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	1.9% ($188.6M/$10.1B)	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	1.7% ($170.5M/$10.1B)	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	1.5% ($152.8M/$10.1B)	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	1.4% ($144.7M/$10.1B)	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	1.4% ($136.3M/$10.1B)	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	1.3% ($133.6M/$10.1B)	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	1.1% ($115.0M/$10.1B)	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	1.1% ($111.7M/$10.1B)	QoQ -7.69% (-$9.3M) YoY +5.09% (-$5.4M)