WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,298 positions
ISHARES TR | 2.9M | $2.1B | 11.8% | $495.70 | +55.17% | 30 qtrssince 2019-Q1 | Increased 67 |
VANGUARD TAX-MANAGED FDS | 15.7M | $1.1B | 6.1% | $49.49 | +47.13% | 30 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INDEX FDS | 1.2M | $792.8M | 4.4% | $404.35 | +73.33% | 30 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 8M | $613.9M | 3.4% | $58.00 | +29.93% | 28 qtrssince 2019-Q3 | Increased 60 |
VANGUARD STAR FDS | 6.4M | $551.1M | 3.0% | $58.86 | +48.49% | 30 qtrssince 2019-Q1 | Increased 59 |
SPDR SERIES TRUST | 5.8M | $509.6M | 2.8% | $82.32 | +9.02% | 17 qtrssince 2022-Q2 | Increased 87 |
VANGUARD INDEX FDS | 1.3M | $480.8M | 2.6% | $265.76 | +41.32% | 30 qtrssince 2019-Q1 | Increased 69 |
SCHWAB STRATEGIC TR | 13.6M | $430.4M | 2.4% | $25.45 | +33.93% | 28 qtrssince 2019-Q3 | Increased 55 |
VANGUARD INDEX FDS | 4.4M | $380.3M | 2.1% | $81.64 | +7.40% | 26 qtrssince 2020-Q1 | Increased 86 |
STATE STR SPDR S&P 500 ETF T | 502,627 | $375.3M | 2.1% | $413.46 | +84.40% | 30 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL ETF TRUST | 7.5M | $334.9M | 1.8% | $33.62 | +34.97% | 11 qtrssince 2023-Q4 | Increased 49 |
VANGUARD INTL EQUITY INDEX F | 5.2M | $310.3M | 1.7% | $44.13 | +37.94% | 30 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 10.9M | $303M | 1.7% | $18.53 | +52.20% | 26 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2M | $300.4M | 1.7% | $98.88 | +45.88% | 30 qtrssince 2019-Q1 | Increased 51 |
VANGUARD MALVERN FDS | 5M | $253.4M | 1.4% | $47.46 | +4.78% | 30 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 5.5M | $253M | 1.4% | $43.53 | +3.85% | 23 qtrssince 2020-Q4 | Increased 56 |
AON PLC | 726,424 | $240.9M | 1.3% | $316.51 | -3.73% | 20 qtrssince 2021-Q3 | Decreased 0 |
APPLE INC | 784,975 | $227.1M | 1.3% | $228.66 | +37.91% | 29 qtrssince 2019-Q2 | Increased 68 |
ISHARES TR | 2.2M | $223.9M | 1.2% | $100.05 | +0.43% | 6 qtrssince 2025-Q1 | Increased 78 |
VANGUARD INDEX FDS | 838,191 | $206.4M | 1.1% | $163.24 | +46.20% | 29 qtrssince 2019-Q2 | Increased 49 |
Wealthspire Advisors, LLC manages $18.2B across 1298 positions as of Q2 2026. Top holdings: IVV (11.8%), VEA (6.1%), VOO (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 414 new positions, 48 exits, 555 increased. Top move: SPYM (INCREASED, conviction 87). Portfolio: $18.2B across 1298 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR