Wealthspire Advisors, LLC

Name: Wealthspire Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001646247 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗

Wealthspire Advisors, LLC reported 1,298 positions worth $18.16B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (11.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$18.16B

2026 Q2

Positions

1,298

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

40.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 1298 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES TR	SH	$2.15B	11.83%	2,868,273	—	—
▸ 2	VEA	VANGUARD TAX-MANAGED FDS	SH	$1.12B	6.14%	15,662,182	—	—
▸ 3	VOO	VANGUARD INDEX FDS	SH	$792.8M	4.37%	1,154,326	—	—
▸ 4	IJH	ISHARES TR	SH	$613.9M	3.38%	7,961,778	—	—
▸ 5	VXUS	VANGUARD STAR FDS	SH	$551.1M	3.03%	6,446,651	—	—
▸ 6	SPYM	SPDR SERIES TRUST	SH	$509.6M	2.81%	5,799,266	—	—
▸ 7	VTI	VANGUARD INDEX FDS	SH	$480.8M	2.65%	1,299,198	—	—
▸ 8	SCHD	SCHWAB STRATEGIC TR	SH	$430.4M	2.37%	13,574,503	—	—
▸ 9	VUG	VANGUARD INDEX FDS	SH	$380.3M	2.09%	4,415,332	—	—
▸ 10	SPY	STATE STR SPDR S&P 500 ETF T	SH	$375.3M	2.07%	502,627	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wealthspire Advisors, LLC hold as of Q2 2026?

Wealthspire Advisors, LLC reported 1298 positions worth $18.16B in its Q2 2026 13F filing. Largest positions: IVV (11.8%), VEA (6.1%), VOO (4.4%), IJH (3.4%) and VXUS (3.0%).

What did Wealthspire Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wealthspire Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.