Wealthspire Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1646247
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$18.2B
Holdings
1,298
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
DiversifyingISHARES TR - CORE S&P500 E
11.8% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
6.1% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
4.4% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
3.4% weight
Held 10 quarters
VANGUARD STAR FDS - VG TL
3.0% weight
Held 10 quarters
ISHARES TR - HIGH YLD SYST
9 quarters accumulating
$TSLA9 quarters accumulating
ISHARES TR - CORE HIGH DV
8 quarters accumulating
VANGUARD SCOTTSDALE FDS -
8 quarters accumulating
VANGUARD SCOTTSDALE FDS -
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$2.1B2,868,273 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$1.1B15,662,182 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$792.8M1,154,326 shISHARES TR - CORE S&P MCP ETF
—Quality
$613.9M7,961,778 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$551.1M6,446,651 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$509.6M5,799,266 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$480.8M1,299,198 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$430.4M13,574,503 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$380.3M4,415,332 sh- —
Quality
$375.3M502,627 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $2.1B | 2,868,273 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.1B | 15,662,182 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $792.8M | 1,154,326 |
| ISHARES TR - CORE S&P MCP ETF | — | $613.9M | 7,961,778 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $551.1M | 6,446,651 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $509.6M | 5,799,266 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $480.8M | 1,299,198 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $430.4M | 13,574,503 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $380.3M | 4,415,332 |
 SPDR S&P 500 ETF TRUST$SPY | — | $375.3M | 502,627 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealthspire Advisors, LLC's 1,298 positions.
Showing top 10 of 1,298 holdings.
Sector Allocation
Other
$15.1B
Financials
$1.0B
Technology
$1.0B
Industrials
$284.3M
Consumer Discretionary
$255.7M
Healthcare
$156.2M
Energy
$99.6M
Consumer Staples
$70.5M
Top Holdings — Wealthspire Advisors, LLC (Q2 2026)
Top 150 of 1,298 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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 | $SPY | SPDR S&P 500 ETF TRUST | $375.3M | 2.1% | +14% | — |
| 11 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $334.9M | 1.8% | +1% | — |
| 12 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $310.3M | 1.7% | +6% | — |
| 13 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $303.0M | 1.7% | -10% | — |
| 14 | — | ISHARES TR - CORE S&P SCP ETF | $300.4M | 1.6% | +4% | — |
| 15 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $253.4M | 1.4% | +13% | — |
| 16 | — | ISHARES TR - CORE UNIVRSL USD | $253.0M | 1.4% | +16% | — |
| 17 |  $AON | Aon plc | $240.9M | 1.3% | -26% | — |
| 18 |  $AAPL | Apple Inc. | $227.1M | 1.3% | +53% | 76.4 |
| 19 | — | ISHARES TR - 0-3 MTH TREASURY | $223.9M | 1.2% | NEW | — |
| 20 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $206.4M | 1.1% | +2% | — |
| 21 | — | VANGUARD INDEX FDS - MID CAP ETF | $188.9M | 1.0% | +279% | — |
| 22 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $182.3M | 1.0% | -34% | — |
| 23 | — | ISHARES INC - CORE MSCI EMKT | $148.4M | 0.8% | +6% | — |
| 24 |  $NVDA | NVIDIA CORP | $128.3M | 0.7% | +102% | 85.9 |
| 25 |  $MSFT | MICROSOFT CORP | $127.6M | 0.7% | +44% | 79.8 |
| 26 |  $IAU | ISHARES GOLD TRUST | $125.3M | 0.7% | +5284% | — |
| 27 | — | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS - SHS | $121.9M | 0.7% | NEW | — |
| 28 | — | VANGUARD INDEX FDS - SMALL CP ETF | $118.2M | 0.7% | -3% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $113.5M | 0.6% | +7% | — |
| 30 |  $GOOGL | Alphabet Inc. | $107.7M | 0.6% | +15% | 78.2 |
| 31 | — | ISHARES TR - ISHARES SEMICDTR | $103.6M | 0.6% | +1417% | — |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $98.7M | 0.5% | +7% | — |
| 33 | — | BNY MELLON ETF TRUST - US LRG CP CORE | $98.6M | 0.5% | +7881% | — |
| 34 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $95.5M | 0.5% | -3% | — |
| 35 | — | MONEY MARKET FUND 261941702 - SHS | $91.9M | 0.5% | NEW | — |
| 36 |  $AMZN | AMAZON COM INC | $91.2M | 0.5% | +74% | 68.7 |
| 37 | — | ISHARES TR - RUSSELL 3000 ETF | $90.7M | 0.5% | +414% | — |
| 38 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $90.4M | 0.5% | +1% | — |
| 39 | — | ISHARES TR - MSCI ACWI EX US | $89.8M | 0.5% | +9132% | — |
| 40 | — | ISHARES TR - CORE S&P TTL STK | $84.7M | 0.5% | +448% | — |
| 41 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $83.6M | 0.5% | +1% | — |
| 42 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $82.6M | 0.5% | +1% | — |
| 43 | — | ISHARES TR - TRS FLT RT BD | $81.0M | 0.5% | -11% | — |
| 44 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $80.5M | 0.4% | +1% | — |
| 45 | — | ISHARES TR - CORE MSCI TOTAL | $80.4M | 0.4% | +1% | — |
| 46 | — | ISHARES TR - CORE MSCI EAFE | $80.3M | 0.4% | +5% | — |
| 47 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $78.4M | 0.4% | +1853% | — |
| 48 |  $CME | CME GROUP INC. | $78.4M | 0.4% | +12% | 69.5 |
| 49 |  $GOOG | Alphabet Inc. | $77.4M | 0.4% | +60% | 78.2 |
| 50 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $75.0M | 0.4% | +0% | — |
| 51 | — | MORGAN STANLEY ETF TRUST - CALVERT US LARCP | $74.0M | 0.4% | +2% | — |
| 52 | — | VANGUARD INDEX FDS - VALUE ETF | $73.6M | 0.4% | +15% | — |
| 53 | — | ISHARES TR - HIGH YLD SYSTM B | $72.0M | 0.4% | +2% | — |
| 54 | — | ISHARES TR - 1 3 YR TREAS BD | $67.1M | 0.4% | +4256% | — |
| 55 | — | ISHARES TR - RUS 1000 GRW ETF | $65.9M | 0.4% | +463% | — |
| 56 | — | ISHARES TR - NATIONAL MUN ETF | $61.1M | 0.3% | +11% | — |
| 57 | — | ISHARES TR - MSCI EAFE ETF | $60.3M | 0.3% | +5% | — |
| 58 | — | ISHARES TR - RUS 1000 ETF | $59.4M | 0.3% | +75% | — |
| 59 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $57.1M | 0.3% | +4% | — |
| 60 | — | PROSHARES TR - S&P 500 DV ARIST | $56.4M | 0.3% | +116% | — |
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $56.3M | 0.3% | +897% | — |
| 62 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $52.8M | 0.3% | +6% | — |
| 63 | — | SPDR SER TR BARCLAYS AGGREGATE BD ETF - SHS | $52.5M | 0.3% | NEW | — |
| 64 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $52.3M | 0.3% | +5% | — |
| 65 | — | ISHARES TR - RUSEL 2500 ETF | $51.6M | 0.3% | +4% | — |
| 66 | — | VANGUARD FEDERAL MMKT-INV - SHS | $49.4M | 0.3% | NEW | — |
| 67 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $48.6M | 0.3% | NEW | — |
| 68 | — | ISHARES TR - MORNINGSTAR GRWT | $46.3M | 0.3% | +8432% | — |
| 69 | — | SPDR SERIES TRUST - ST STR P500GRW | $45.2M | 0.3% | +270% | — |
| 70 | — | FIDELITY TREASURY (ONLY MONEY MARKET FD) - SHS | $44.1M | 0.2% | NEW | — |
| 71 | — | SPDR PORT TTL STCK MRKT - SHS | $43.9M | 0.2% | NEW | — |
| 72 | $TSLA | Tesla, Inc. | $43.9M | 0.2% | +12% | 53.9 |
| 73 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $43.7M | 0.2% | +16% | — |
| 74 |  $IVZ | Invesco Ltd. | $42.2M | 0.2% | +1477% | — |
| 75 |  $BRK.B | BERKSHIRE HATHAWAY INC | $41.8M | 0.2% | +25% | 73.8 |
| 76 |  $CVX | CHEVRON CORP | $41.2M | 0.2% | +320% | 62.8 |
| 77 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | $39.5M | 0.2% | +3% | — |
| 78 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $37.6M | 0.2% | -11% | — |
| 79 |  $JPM | JPMORGAN CHASE & CO | $37.5M | 0.2% | +80% | 70.7 |
| 80 | — | VANGUARD LONG TERM TAX EXEMPT FUND ADMIRAL SHARES - SHS | $37.1M | 0.2% | NEW | — |
| 81 |  $AVGO | Broadcom Inc. | $36.6M | 0.2% | +116% | 84.5 |
| 82 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $36.5M | 0.2% | -20% | — |
| 83 | $IVZ | Invesco Ltd. | $35.3M | 0.2% | +16% | — |
| 84 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $33.7M | 0.2% | +6424% | — |
| 85 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $33.5M | 0.2% | -2% | — |
| 86 |  $LLY | ELI LILLY & Co | $33.4M | 0.2% | +79% | 87.5 |
| 87 | — | ISHARES TR - ESG AWR US AGRGT | $32.7M | 0.2% | +5% | — |
| 88 | — | FIDELITY 500 INDEX FD-AI - SHS | $32.7M | 0.2% | NEW | — |
| 89 |  $AXP | AMERICAN EXPRESS CO | $32.4M | 0.2% | +564% | 69.4 |
| 90 | — | ISHARES TR - RUSSELL 2000 ETF | $32.1M | 0.2% | +11% | — |
| 91 |  $BZH | BEAZER HOMES USA INC | $31.3M | 0.2% | -0% | 30.9 |
| 92 | — | ISHARES TR - GLB INFRASTR ETF | $31.0M | 0.2% | +3% | — |
| 93 |  $CAVA | CAVA GROUP, INC. | $30.1M | 0.2% | -5% | 57.1 |
| 94 | — | VANGUARD LIMITED TAX -EXEMPT FUND ADMIRAL SHARES - SHS | $30.0M | 0.2% | NEW | — |
| 95 |  $WT | WisdomTree, Inc. | $29.2M | 0.2% | -28% | 59.9 |
| 96 | — | ISHARES TR - IBONDS 26 TRM TS | $29.2M | 0.2% | +24% | — |
| 97 |  $ACN | Accenture plc | $28.4M | 0.2% | +20% | — |
| 98 | — | BNY MELLON ETF TRUST - CORE BOND ETF | $28.4M | 0.2% | NEW | — |
| 99 | — | ISHARES TR - US TREAS BD ETF | $27.4M | 0.1% | -2% | — |
| 100 | — | FUNDVANTAGE TR - POLE FOCU GR ETF | $26.5M | 0.1% | -20% | — |
| 101 |  $JNJ | JOHNSON & JOHNSON | $25.8M | 0.1% | +18% | 69 |
| 102 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $25.6M | 0.1% | +23% | — |
| 103 |  $META | Meta Platforms, Inc. | $25.3M | 0.1% | +55% | 79.6 |
| 104 | — | SCHWAB US TREASURY MONEY ULTRA - SHS | $24.9M | 0.1% | NEW | — |
| 105 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $24.7M | 0.1% | +74% | — |
| 106 | — | FIDELITY TOTAL MARKET INDEX FUND - SHS | $24.4M | 0.1% | NEW | — |
| 107 |  $DOV | DOVER Corp | $24.1M | 0.1% | -4% | 58.1 |
| 108 |  $GLD | SPDR GOLD TRUST | $23.5M | 0.1% | +48% | — |
| 109 | — | ISHARES TR - TIPS BD ETF | $23.2M | 0.1% | +1299% | — |
| 110 |  $MU | MICRON TECHNOLOGY INC | $23.1M | 0.1% | +73% | 86.2 |
| 111 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $22.8M | 0.1% | +7004% | — |
| 112 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $22.7M | 0.1% | +5% | — |
| 113 |  $XOM.R34088 | EXXON MOBIL CORP | $22.5M | 0.1% | +22% | 57.9 |
| 114 | — | ISHARES TR - RUS MID CAP ETF | $22.2M | 0.1% | +0% | — |
| 115 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $21.7M | 0.1% | -1% | — |
| 116 | — | ISHARES TR - CORE US AGGBD ET | $20.8M | 0.1% | +40% | — |
| 117 | — | ISHARES TR - RUS 1000 VAL ETF | $20.7M | 0.1% | +10% | — |
| 118 | — | ISHARES TR - S&P MC 400VL ETF | $20.5M | 0.1% | -0% | — |
| 119 | — | ISHARES TR - RUS MD CP GR ETF | $20.2M | 0.1% | -0% | — |
| 120 | — | ISHARES TR - ISHS 5-10YR INVT | $19.8M | 0.1% | NEW | — |
| 121 |  $V | VISA INC. | $19.8M | 0.1% | +111% | 82.9 |
| 122 | — | ISHARES TR - RUS 2000 GRW ETF | $19.0M | 0.1% | -1% | — |
| 123 | — | ISHARES TR - 20 YR TR BD ETF | $18.4M | 0.1% | +2151% | — |
| 124 |  $WMT | Walmart Inc. | $18.0M | 0.1% | +70% | 60.2 |
| 125 | — | ISHARES TR - MSCI USA QLT FCT | $17.8M | 0.1% | -3% | — |
| 126 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $17.8M | 0.1% | +4% | — |
| 127 |  $COST | COSTCO WHOLESALE CORP /NEW | $17.4M | 0.1% | +31% | 66.2 |
| 128 | — | GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS - SHS | $17.3M | 0.1% | NEW | — |
| 129 | — | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | $17.3M | 0.1% | NEW | — |
| 130 |  $ABBV | AbbVie Inc. | $17.0M | 0.1% | +28% | 72.6 |
| 131 | — | ISHARES TR - RUS 2000 VAL ETF | $16.9M | 0.1% | +1% | — |
| 132 | — | ISHARES TR - S&P 500 GRWT ETF | $16.8M | 0.1% | +14% | — |
| 133 | — | ISHARES TR - EXPND TEC SC ETF | $16.5M | 0.1% | +2620% | — |
| 134 |  $KO | COCA COLA CO | $16.0M | 0.1% | +11% | 69.5 |
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF | $15.9M | 0.1% | -6% | — |
| 136 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $15.6M | 0.1% | +12% | — |
| 137 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $15.5M | 0.1% | +36% | 70 |
| 138 |  $IBIT | iShares Bitcoin Trust ETF | $15.0M | 0.1% | +217% | — |
| 139 |  $AMD | ADVANCED MICRO DEVICES INC | $14.7M | 0.1% | +65% | 79.8 |
| 140 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $14.6M | 0.1% | +360% | — |
| 141 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $14.2M | 0.1% | -1% | — |
| 142 | — | SPDR SER TR BLOOMBERG BARCLAYS 30-10 YR US TREAS INDEX - SHS | $14.1M | 0.1% | NEW | — |
| 143 | $IVZ | Invesco Ltd. | $14.0M | 0.1% | +18% | — |
| 144 |  $HD | HOME DEPOT, INC. | $13.7M | 0.1% | +43% | 60.3 |
| 145 | — | COLUMBIA TOTAL RETURN BOND FUND INST2 CLASS - SHS | $13.5M | 0.1% | NEW | — |
| 146 | — | ISHARES TR - CORE HIGH DV ETF | $13.4M | 0.1% | +384% | — |
| 147 |  $MA | Mastercard Inc | $13.3M | 0.1% | +66% | 85.1 |
| 148 |  $FLEX | FLEX LTD. | $13.2M | 0.1% | -1% | — |
| 149 |  $CSCO | CISCO SYSTEMS, INC. | $13.2M | 0.1% | +29% | 70.3 |
| 150 |  $BRK.A | BERKSHIRE HATHAWAY INC | $13.1M | 0.1% | +29% | 73.8 |
New Positions (408)
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS - SHS$121.9M
MONEY MARKET FUND 261941702 - SHS$91.9M
SPDR SER TR BARCLAYS AGGREGATE BD ETF - SHS$52.5M
VANGUARD FEDERAL MMKT-INV - SHS$49.4M
FIDELITY TREASURY (ONLY MONEY MARKET FD) - SHS$44.1M
SPDR PORT TTL STCK MRKT - SHS$43.9M
VANGUARD LONG TERM TAX EXEMPT FUND ADMIRAL SHARES - SHS$37.1M
FIDELITY 500 INDEX FD-AI - SHS$32.7M
VANGUARD LIMITED TAX -EXEMPT FUND ADMIRAL SHARES - SHS$30.0M
BNY MELLON ETF TRUST - CORE BOND ETF$28.4M
SCHWAB US TREASURY MONEY ULTRA - SHS$24.9M
FIDELITY TOTAL MARKET INDEX FUND - SHS$24.4M
ISHARES TR - ISHS 5-10YR INVT$19.8M
GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS - SHS$17.3M
MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE$17.3M
Exited Positions (43)
$GBTG Global Business Travel Group, Inc.
$AGX ARGAN INC
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. VANGUARD MALVERN FDS
ISHARES TR
$LNKB LINKBANCORP, Inc. ISHARES TR
$FNV FRANCO NEVADA Corp
$BWXT BWX Technologies, Inc.
$MSCI MSCI Inc.
$RIO RIO TINTO PLC
$MWA Mueller Water Products, Inc.
$LYB LyondellBasell Industries N.V.
$WDC WESTERN DIGITAL CORP
$ADSK Autodesk, Inc.Browse Top Institutional Investors
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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 a 32-signal AI quality ranking (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.