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Investment manager · 13F filer · SEC CIK 1729866
Wealthspire Institutional, LLC
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Reported value$669Mas of Sep 30, 2026
Positions141 8 new, 20 sold out
Top 10 weight53.0%IVV alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.1%Trimmed −9%
EFAiShares Tr
8.2%
PCARPaccar Inc
6.0%
VCITVanguard Scottsdale FDS
5.0%
VOOVanguard Index FDS
4.7%Trimmed −5%
IWViShares Tr
4.7%New
IJRiShares Tr
4.3%Trimmed −24%
VCLTVanguard Scottsdale FDS
3.8%
USRTiShares Tr
3.2%Added +12%
IEMGiShares Inc
3.0%
FANGDiamondback Energy, Inc.
2.8%
SPYSPDR S&P 500 ETF Trust
2.7%
IVViShares Tr
10.1%Trimmed −9%
EFAiShares Tr
8.2%
PCARPaccar Inc
6.0%
VCITVanguard Scottsdale FDS
5.0%
VOOVanguard Index FDS
4.7%−5%
IWViShares Tr
4.7%
IJRiShares Tr
4.3%
VCLTVanguard Scottsdale FDS
3.8%
USRTiShares Tr
3.2%
IEMG3.0%
FANG2.8%SPY2.7%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 10.1% Trimmed −9%
EFA iShares Tr 8.2% Held
PCAR Paccar Inc 6.0% HeldVCIT Vanguard Scottsdale FDS 5.0% Held
VOO Vanguard Index FDS 4.7% Trimmed −5%
IWV iShares Tr 4.7% New
IJR iShares Tr 4.3% Trimmed −24%
VCLT Vanguard Scottsdale FDS 3.8% Held
USRT iShares Tr 3.2% Added +12%
IEMG iShares Inc 3.0% Held
FANG Diamondback Energy, Inc. 2.8% Added +640%SPY SPDR S&P 500 ETF Trust 2.7% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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