Wealthspire Advisors, LLC
Sector Allocation
- Other83.3%$15.1B
- Financials5.7%$1.0B
- Technology5.7%$1.0B
- Consumer Discretionary1.4%$262.6M
- Industrials1.1%$203.2M
- Healthcare0.9%$164.3M
- Consumer Staples0.6%$107.6M
- Energy0.6%$99.6M
- Utilities0.2%$39.6M
- Communication Services0.2%$36.5M
AUM History
13fpro.ai/research/fund/wealthspire-advisors-llc-1646247
Conviction and streaks
Diversifying · top 10 = 40.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$2.1B
- VANGUARD$1.1B
- VANGUARD$792.8M
- ISHARES$613.9M
- VANGUARD$551.1M
- SPDR$509.6M
- VANGUARD$480.8M
- SCHWAB$430.4M
- VANGUARD$380.3M
SPY
$375.3M- DIMENSIONAL$334.9M
- VANGUARD$310.3M
- SCHWAB$303.0M
- ISHARES$300.4M
- VANGUARD$253.4M
- ISHARES$253.0M
AON
$240.9MAAPL
$227.1M- ISHARES$223.9M
- VANGUARD$206.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealthspire-advisors-llc-1646247
Wealthspire Advisors, LLC 13F holdings — Q2 2026
$18.2B portfolio (+42.6% QoQ) · 1,298 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$2.1B
11.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$1.1B
6.1% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$792.8M
4.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P MCP ETF
$613.9M
3.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD STAR FDS - VG TL INTL STK F
$551.1M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR P500ETF
$509.6M
2.8% of stocks
+672%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - TOTAL STK MKT
$480.8M
2.6% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$430.4M
2.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - GROWTH ETF
$380.3M
2.1% of stocks
+552%This quarter—Since filed—HeldAIQuality—Est. buy— $375.3M
2.1% of stocks
+14%This quarter-0.7%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $2.1B | 11.8% | +7% | — | — | — | — | |
| 2 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.1B | 6.1% | +8% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $792.8M | 4.4% | +2% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P MCP ETF | $613.9M | 3.4% | +3% | — | — | — | — | |
| 5 | VANGUARD STAR FDS - VG TL INTL STK F | $551.1M | 3.0% | +2% | — | — | — | — | |
| 6 | SPDR SERIES TRUST - ST STR P500ETF | $509.6M | 2.8% | +672% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - TOTAL STK MKT | $480.8M | 2.6% | +35% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $430.4M | 2.4% | +2% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - GROWTH ETF | $380.3M | 2.1% | +552% | — | — | — | — | |
| 10 | $375.3M | 2.1% | +14% | -0.7% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Wealthspire Advisors, LLC (Q2 2026)
1,298 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund | — | $334.9M | 1.8% | 7.55M | +0.6% | — | — | 13F |
| 12 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $310.3M | 1.7% | 5.20M | +6% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $303.0M | 1.7% | 10.94M | -10% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $300.4M | 1.6% | 2.03M | +4% | — | — | 13F |
| 15 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $253.4M | 1.4% | 5.05M | +13% | — | — | 13F |
| 16 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $253.0M | 1.4% | 5.48M | +16% | — | — | 13F |
| 17 | Aon plc | Financials | $240.9M | 1.3% | 726K | -26% | 10+ qtrs | — | 13F | |
| 18 | Apple Inc. | Technology | $227.1M | 1.3% | 785K | +53% | 10+ qtrs | 75.7 | 13F | |
| 19 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $223.9M | 1.2% | 2.22M | New | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - EXTEND MKT ETFetf/fund | — | $206.4M | 1.1% | 838K | +2% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $188.9M | 1.0% | 2.35M | +279% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - LARGE CAP ETFetf/fund | — | $182.3M | 1.0% | 530K | -34% | — | — | 13F |
| 23 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $148.4M | 0.8% | 1.79M | +6% | — | — | 13F |
| 24 | NVIDIA CORP | Technology | $128.3M | 0.7% | 641K | +102% | 10+ qtrs | 86.0 | 13F | |
| 25 | MICROSOFT CORP | Technology | $127.6M | 0.7% | 342K | +44% | 10+ qtrs | 79.8 | 13F | |
| 26 | $IAU | ISHARES GOLD TRUST | Financials | $125.3M | 0.7% | 1.66M | +5284% | |||
| 27 | — | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS - SHS | — | $121.9M | 0.7% | 8.82M | New | |||
| 28 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $118.2M | 0.7% | 390K | -3% | |||
| 29 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $113.5M | 0.6% | 1.36M | +7% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $107.7M | 0.6% | 305K | +15% | |||
| 31 | — | ISHARES TR - ISHARES SEMICDTR | — | $103.6M | 0.6% | 162K | +1417% | |||
| 32 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $98.7M | 0.5% | 134K | +7% | |||
| 33 | — | BNY MELLON ETF TRUST - US LRG CP CORE | — | $98.6M | 0.5% | 688K | +7881% | |||
| 34 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $95.5M | 0.5% | 2.37M | -3% | |||
| 35 | — | MONEY MARKET FUND 261941702 - SHS | — | $91.9M | 0.5% | 91.86M | New | |||
| 36 | $AMZN | AMAZON COM INC | Consumer Discretionary | $91.2M | 0.5% | 383K | +74% | |||
| 37 | — | ISHARES TR - RUSSELL 3000 ETF | — | $90.7M | 0.5% | 213K | +414% | |||
| 38 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $90.4M | 0.5% | 2.08M | +1% | |||
| 39 | — | ISHARES TR - MSCI ACWI EX US | — | $89.8M | 0.5% | 1.18M | +9132% | |||
| 40 | — | ISHARES TR - CORE S&P TTL STK | — | $84.7M | 0.5% | 515K | +448% | |||
| 41 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $83.6M | 0.5% | 2.84M | +0.6% | |||
| 42 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $82.6M | 0.5% | 2.00M | +0.5% | |||
| 43 | — | ISHARES TR - TRS FLT RT BD | — | $81.0M | 0.5% | 1.60M | -11% | |||
| 44 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $80.5M | 0.4% | 2.78M | +0.8% | |||
| 45 | — | ISHARES TR - CORE MSCI TOTAL | — | $80.4M | 0.4% | 843K | +0.9% | |||
| 46 | — | ISHARES TR - CORE MSCI EAFE | — | $80.3M | 0.4% | 831K | +5% | |||
| 47 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $78.4M | 0.4% | 120K | +1853% | |||
| 48 | $CME | CME GROUP INC. | Financials | $78.4M | 0.4% | 355K | +12% | |||
| 49 | $GOOGL | Alphabet Inc. | Technology | $77.4M | 0.4% | 216K | +60% | |||
| 50 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $75.0M | 0.4% | 205K | +0.4% | |||
| 51 | — | MORGAN STANLEY ETF TRUST - CALVERT US LARCP | — | $74.0M | 0.4% | 783K | +2% | |||
| 52 | — | VANGUARD INDEX FDS - VALUE ETF | — | $73.6M | 0.4% | 338K | +15% | |||
| 53 | — | ISHARES TR - HIGH YLD SYSTM B | — | $72.0M | 0.4% | 1.54M | +2% | |||
| 54 | — | ISHARES TR - 1 3 YR TREAS BD | — | $67.1M | 0.4% | 818K | +4256% | |||
| 55 | — | ISHARES TR - RUS 1000 GRW ETF | — | $65.9M | 0.4% | 531K | +463% | |||
| 56 | — | ISHARES TR - NATIONAL MUN ETF | — | $61.1M | 0.3% | 568K | +11% | |||
| 57 | — | ISHARES TR - MSCI EAFE ETF | — | $60.3M | 0.3% | 581K | +5% | |||
| 58 | — | ISHARES TR - RUS 1000 ETF | — | $59.4M | 0.3% | 145K | +75% | |||
| 59 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $57.1M | 0.3% | 777K | +4% | |||
| 60 | — | PROSHARES TR - S&P 500 DV ARIST | — | $56.4M | 0.3% | 1.01M | +116% | |||
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $56.3M | 0.3% | 296K | +897% | |||
| 62 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $52.8M | 0.3% | 217K | +6% | |||
| 63 | — | SPDR SER TR BARCLAYS AGGREGATE BD ETF - SHS | — | $52.5M | 0.3% | 2.06M | New | |||
| 64 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $52.3M | 0.3% | 1.03M | +5% | |||
| 65 | — | ISHARES TR - RUSEL 2500 ETF | — | $51.6M | 0.3% | 563K | +4% | |||
| 66 | — | VANGUARD FEDERAL MMKT-INV - SHS | — | $49.4M | 0.3% | 49.36M | New | |||
| 67 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | — | $48.6M | 0.3% | 1.68M | New | |||
| 68 | — | ISHARES TR - MORNINGSTAR GRWT | — | $46.3M | 0.3% | 395K | +8432% | |||
| 69 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $45.2M | 0.3% | 380K | +270% | |||
| 70 | — | FIDELITY TREASURY (ONLY MONEY MARKET FD) - SHS | — | $44.1M | 0.2% | 44.15M | New | |||
| 71 | — | SPDR PORT TTL STCK MRKT - SHS | — | $43.9M | 0.2% | 484K | New | |||
| 72 | $TSLA | Tesla, Inc. | Consumer Discretionary | $43.9M | 0.2% | 104K | +12% | |||
| 73 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $43.7M | 0.2% | 553K | +16% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $42.2M | 0.2% | 2.66M | +1477% | |||
| 75 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $41.8M | 0.2% | 84K | +25% | |||
| 76 | $CVX | CHEVRON CORP | Energy | $41.2M | 0.2% | 248K | +320% | |||
| 77 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | — | $39.5M | 0.2% | 465K | +3% | |||
| 78 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $37.6M | 0.2% | 728K | -11% | |||
| 79 | $JPM | JPMORGAN CHASE & CO | Financials | $37.5M | 0.2% | 115K | +80% | |||
| 80 | — | VANGUARD LONG TERM TAX EXEMPT FUND ADMIRAL SHARES - SHS | — | $37.1M | 0.2% | 3.39M | New | |||
| 81 | $AVGO | Broadcom Inc. | Technology | $36.6M | 0.2% | 97K | +116% | |||
| 82 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $36.5M | 0.2% | 1.01M | -20% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $35.3M | 0.2% | 166K | +16% | |||
| 84 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $33.7M | 0.2% | 669K | +6424% | |||
| 85 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $33.5M | 0.2% | 662K | -2% | |||
| 86 | $LLY | ELI LILLY & Co | Healthcare | $33.4M | 0.2% | 28K | +79% | |||
| 87 | — | ISHARES TR - ESG AWR US AGRGT | — | $32.7M | 0.2% | 690K | +5% | |||
| 88 | — | FIDELITY 500 INDEX FD-AI - SHS | — | $32.7M | 0.2% | 125K | New | |||
| 89 | $AXP | AMERICAN EXPRESS CO | Financials | $32.4M | 0.2% | 96K | +564% | |||
| 90 | — | ISHARES TR - RUSSELL 2000 ETF | — | $32.1M | 0.2% | 107K | +11% | |||
| 91 | $BZH | BEAZER HOMES USA INC | Industrials | $31.3M | 0.2% | 1.12M | -0.0% | |||
| 92 | — | ISHARES TR - GLB INFRASTR ETF | — | $31.0M | 0.2% | 465K | +3% | |||
| 93 | $CAVA | CAVA GROUP, INC. | Consumer Discretionary | $30.1M | 0.2% | 384K | -5% | |||
| 94 | — | VANGUARD LIMITED TAX -EXEMPT FUND ADMIRAL SHARES - SHS | — | $30.0M | 0.2% | 2.73M | New | |||
| 95 | $WT | WisdomTree, Inc. | Financials | $29.2M | 0.2% | 581K | -28% | |||
| 96 | — | ISHARES TR - IBONDS 26 TRM TS | — | $29.2M | 0.2% | 1.27M | +24% | |||
| 97 | $ACN | Accenture plc | Technology | $28.4M | 0.2% | 228K | +20% | |||
| 98 | — | BNY MELLON ETF TRUST - CORE BOND ETF | — | $28.4M | 0.2% | 677K | New | |||
| 99 | — | ISHARES TR - US TREAS BD ETF | — | $27.4M | 0.1% | 1.20M | -2% | |||
| 100 | — | FUNDVANTAGE TR - POLE FOCU GR ETF | — | $26.5M | 0.1% | 1.22M | -20% | |||
| 101 | $JNJ | JOHNSON & JOHNSON | Healthcare | $25.8M | 0.1% | 102K | +18% | |||
| 102 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $25.6M | 0.1% | 129K | +23% | |||
| 103 | $META | Meta Platforms, Inc. | Technology | $25.3M | 0.1% | 45K | +55% | |||
| 104 | — | SCHWAB US TREASURY MONEY ULTRA - SHS | — | $24.9M | 0.1% | 24.94M | New | |||
| 105 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $24.7M | 0.1% | 104K | +74% | |||
| 106 | — | FIDELITY TOTAL MARKET INDEX FUND - SHS | — | $24.4M | 0.1% | 118K | New | |||
| 107 | $DOV | DOVER Corp | Industrials | $24.1M | 0.1% | 154K | -4% | |||
| 108 | $GLD | SPDR GOLD TRUST | Financials | $23.5M | 0.1% | 64K | +48% | |||
| 109 | — | ISHARES TR - TIPS BD ETF | — | $23.2M | 0.1% | 212K | +1299% | |||
| 110 | $MU | MICRON TECHNOLOGY INC | Technology | $23.1M | 0.1% | 20K | +73% | |||
| 111 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $22.8M | 0.1% | 871K | +7004% | |||
| 112 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $22.7M | 0.1% | 143K | +5% | |||
| 113 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $22.5M | 0.1% | 164K | +22% | |||
| 114 | — | ISHARES TR - RUS MID CAP ETF | — | $22.2M | 0.1% | 201K | +0.0% | |||
| 115 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $21.7M | 0.1% | 225K | -1% | |||
| 116 | — | ISHARES TR - CORE US AGGBD ET | — | $20.8M | 0.1% | 210K | +40% | |||
| 117 | — | ISHARES TR - RUS 1000 VAL ETF | — | $20.7M | 0.1% | 85K | +10% | |||
| 118 | — | ISHARES TR - S&P MC 400VL ETF | — | $20.5M | 0.1% | 139K | -0.0% | |||
| 119 | — | ISHARES TR - RUS MD CP GR ETF | — | $20.2M | 0.1% | 138K | -0.5% | |||
| 120 | — | ISHARES TR - ISHS 5-10YR INVT | — | $19.8M | 0.1% | 373K | New | |||
| 121 | $V | VISA INC. | Financials | $19.8M | 0.1% | 58K | +111% | |||
| 122 | — | ISHARES TR - RUS 2000 GRW ETF | — | $19.0M | 0.1% | 48K | -0.9% | |||
| 123 | — | ISHARES TR - 20 YR TR BD ETF | — | $18.4M | 0.1% | 213K | +2151% | |||
| 124 | $WMT | Walmart Inc. | Consumer Staples | $18.0M | 0.1% | 159K | +70% | |||
| 125 | — | ISHARES TR - MSCI USA QLT FCT | — | $17.8M | 0.1% | 81K | -3% | |||
| 126 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $17.8M | 0.1% | 58K | +4% | |||
| 127 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $17.4M | 0.1% | 19K | +31% | |||
| 128 | — | GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS - SHS | — | $17.3M | 0.1% | 729K | New | |||
| 129 | — | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | — | $17.3M | 0.1% | 1.52M | New | |||
| 130 | $ABBV | AbbVie Inc. | Healthcare | $17.0M | 0.1% | 67K | +28% | |||
| 131 | — | ISHARES TR - RUS 2000 VAL ETF | — | $16.9M | 0.1% | 76K | +0.6% | |||
| 132 | — | ISHARES TR - S&P 500 GRWT ETF | — | $16.8M | 0.1% | 122K | +14% | |||
| 133 | — | ISHARES TR - EXPND TEC SC ETF | — | $16.5M | 0.1% | 101K | +2620% | |||
| 134 | $KO | COCA COLA CO | Consumer Staples | $16.0M | 0.1% | 196K | +11% | |||
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF | — | $15.9M | 0.1% | 728K | -6% | |||
| 136 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $15.6M | 0.1% | 537K | +12% | |||
| 137 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $15.5M | 0.1% | 55K | +36% | |||
| 138 | $IBIT | iShares Bitcoin Trust ETF | Financials | $15.0M | 0.1% | 450K | +217% | |||
| 139 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $14.7M | 0.1% | 25K | +65% | |||
| 140 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $14.6M | 0.1% | 160K | +360% | |||
| 141 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $14.2M | 0.1% | 173K | -1% | |||
| 142 | — | SPDR SER TR BLOOMBERG BARCLAYS 30-10 YR US TREAS INDEX - SHS | — | $14.1M | 0.1% | 498K | New | |||
| 143 | $IVZ | Invesco Ltd. | Financials | $14.0M | 0.1% | 260K | +18% | |||
| 144 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $13.7M | 0.1% | 39K | +43% | |||
| 145 | — | COLUMBIA TOTAL RETURN BOND FUND INST2 CLASS - SHS | — | $13.5M | 0.1% | 441K | New | |||
| 146 | — | ISHARES TR - CORE HIGH DV ETF | — | $13.4M | 0.1% | 487K | +384% | |||
| 147 | $MA | Mastercard Inc | Financials | $13.3M | 0.1% | 26K | +66% | |||
| 148 | $FLEX | FLEX LTD. | Technology | $13.2M | 0.1% | 147K | -0.5% | |||
| 149 | $CSCO | CISCO SYSTEMS, INC. | Technology | $13.2M | 0.1% | 112K | +29% | |||
| 150 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $13.1M | 0.1% | 18 | +29% |
What changed in Q2 2026
Against the previous quarter's 13F: 408 new, 555 added to, 241 trimmed, 43 sold out. Share-count changes; largest moves by dollar size first.
New positions (408)
- VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS - SHS$121.9M
first bought this quarter
- MONEY MARKET FUND 261941702 - SHS$91.9M
first bought this quarter
- SPDR SER TR BARCLAYS AGGREGATE BD ETF - SHS$52.5M
first bought this quarter
- VANGUARD FEDERAL MMKT-INV - SHS$49.4M
first bought this quarter
- FIDELITY TREASURY (ONLY MONEY MARKET FD) - SHS$44.1M
first bought this quarter
- SPDR PORT TTL STCK MRKT - SHS$43.9M
first bought this quarter
+402 more in the Excel export
Added to (555)
- SPDR SERIES TRUST - ST STR P500ETF+672%
now $509.6M
- VANGUARD INDEX FDS - GROWTH ETF+552%
now $380.3M
- ISHARES TR - CORE S&P500 ETF+7%
now $2.1B
- VANGUARD INDEX FDS - MID CAP ETF+279%
now $188.9M
- VANGUARD INDEX FDS - TOTAL STK MKT+35%
now $480.8M
$IAUISHARES GOLD TRUST+5284%
now $125.3M · held 10+ qtrs
+549 more in the Excel export
Trimmed (241)
- VANGUARD INDEX FDS - LARGE CAP ETF-34%
now $182.3M
now $240.9M · held 10+ qtrs
- SCHWAB STRATEGIC TR - INTL EQTY ETF-10%
now $303.0M
$WTWisdomTree, Inc.-28%
now $29.2M · held 10+ qtrs, 2 trims in a row
- ISHARES TR - TRS FLT RT BD-11%
now $81.0M
- SCHWAB STRATEGIC TR - EMRG MKTEQ ETF-20%
now $36.5M
+235 more in the Excel export
Holdings by quarter
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wealthspire Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 13% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Wealthspire Advisors, LLC disclosed 1,298 positions worth $18.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 408 new positions and exited 43 and a full exit from $GBTG. The portfolio is most concentrated in Other (83.3% of disclosed assets). All figures are sourced directly from Wealthspire Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1646247.
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AI-Powered Hedge Fund Analysis: Wealthspire Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Wealthspire Advisors, LLC (SEC CIK: 1646247), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Wealthspire Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.