account_balance
Investment manager · 13F filer · SEC CIK 1646247
Wealthspire Advisors, LLC
Reported value$18.2Bas of Jun 30, 2026
Positions1,298 414 new, 48 sold out
Top 10 weight40.7%IVV alone is 12%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.8%Added +7%
VEAVanguard Tax-managed FDS
6.1%Added +8%
VOOVanguard Index FDS
4.4%Added +2%
IJHiShares Tr
3.4%Added +3%
VXUSVanguard Star FDS
3.0%
SPYMSPDR Series Trust
2.8%Added +672%
VTIVanguard Index FDS
2.6%Added +35%
SCHDSchwab Strategic Tr
2.4%
VUGVanguard Index FDS
2.1%Added +552%
SPYState STR SPDR S&P 500 ETF T
2.1%Added +14%
DFACDimensional ETF Trust
1.8%
VWOVanguard Intl Equity Index F
1.7%Added +6%
IVViShares Tr
11.8%Added +7%
VEA6.1%
VOO4.4%
IJH3.4%
VXUS3.0%
SPYM2.8%
VTI2.6%
SCHD2.4%
VUG2.1%
SPY2.1%DFAC1.8%
VWO1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.8% Added +7%
VEA Vanguard Tax-managed FDS 6.1% Added +8%
VOO Vanguard Index FDS 4.4% Added +2%
IJH iShares Tr 3.4% Added +3%
VXUS Vanguard Star FDS 3.0% Held
SPYM SPDR Series Trust 2.8% Added +672%
VTI Vanguard Index FDS 2.6% Added +35%
SCHD Schwab Strategic Tr 2.4% Held
VUG Vanguard Index FDS 2.1% Added +552%
SPY State STR SPDR S&P 500 ETF T 2.1% Added +14%DFAC Dimensional ETF Trust 1.8% Held
VWO Vanguard Intl Equity Index F 1.7% Added +6%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- Vanguard Intermediate-term Tax-exempt Admiral Class $122M
- Money Market Fund 261941702 $91.9M
- SPAB $52.5M
- Vanguard Federal Mmkt-inv $49.4M
arrow_upwardAdded
- SPTS +17444%
- SGOV +14717%
- ACWX +9132%
- ILCG +8432%
arrow_downwardTrimmed
- VV −34%
- AON −26%
- SCHE −20%
- TFLO −11%