How many stocks does Wealthspire Advisors, LLC own?

As of Q1 2026, Wealthspire Advisors, LLC holds 932 positions in their 13F portfolio.

What is Wealthspire Advisors, LLC's largest holding?

IVV at 13.7% of portfolio, worth $1.7B.

What is Wealthspire Advisors, LLC's total portfolio value?

$12.7B as of Q1 2026, tracked across 932 holdings.

Is Wealthspire Advisors, LLC a hedge fund?

Wealthspire Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Wealthspire Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Wealthspire Advisors, LLC's portfolio changed in Q1 2026?

View Wealthspire Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Wealthspire Advisors, LLC's investment strategy?

Wealthspire Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WAWealthspire Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings932 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	2.7M	$1.7B	13.7%	—	$476.90	+55.66%	29 qtrssince 2019-Q1	Increased 62
VEA ETF VANGUARD TAX-MANAGED FDS	14.6M	$933.2M	7.3%	—	$47.85	+45.69%	29 qtrssince 2019-Q1	Increased 66
VOO ETF VANGUARD INDEX FDS	1.1M	$675.3M	5.3%	—	$398.30	+70.51%	29 qtrssince 2019-Q1	Decreased 0
IJH ETF ISHARES TR	7.7M	$520.6M	4.1%	—	$57.37	+32.06%	27 qtrssince 2019-Q3	Increased 58
VXUS ETF VANGUARD STAR FDS	6.3M	$488.5M	3.8%	—	$58.40	+42.82%	29 qtrssince 2019-Q1	Increased 62
SCHD ETF SCHWAB STRATEGIC TR	13.3M	$408.4M	3.2%	—	$25.33	+31.43%	27 qtrssince 2019-Q3	Decreased 0
AON AON PLC	984,075	$317.6M	2.5%	—	$329.25	+9.86%	19 qtrssince 2021-Q3	Increased 86
VTI ETF VANGUARD INDEX FDS	963,010	$308.9M	2.4%	—	$229.35	+59.06%	29 qtrssince 2019-Q1	Decreased 0
SCHF ETF SCHWAB STRATEGIC TR	12.2M	$302.2M	2.4%	—	$18.53	+45.94%	25 qtrssince 2020-Q1	Increased 59
VUG ETF Vanguard Index Funds GROWTH ETF	677,349	$295.9M	2.3%	—	$344.49	-75.77%	25 qtrssince 2020-Q1	Increased 60
DFAC ETF DIMENSIONAL ETF TRUST	7.5M	$291.6M	2.3%	—	$33.56	+31.58%	10 qtrssince 2023-Q4	Decreased 0
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	441,132	$286.9M	2.3%	—	$367.00	+101.35%	29 qtrssince 2019-Q1	Decreased 0
VWO ETF VANGUARD INTL EQUITY INDEX F	4.9M	$264.7M	2.1%	—	$43.17	+33.89%	29 qtrssince 2019-Q1	Increased 55
VV ETF VANGUARD INDEX FDS	807,783	$241.4M	1.9%	—	$250.87	+35.47%	28 qtrssince 2019-Q2	Increased 66
IJR ETF ISHARES TR	1.9M	$241.3M	1.9%	—	$96.73	+49.75%	29 qtrssince 2019-Q1	Increased 49
VTIP ETF VANGUARD MALVERN FDS	4.5M	$222.6M	1.7%	—	$47.19	+5.09%	29 qtrssince 2019-Q1	Increased 51
IUSB ETF ISHARES TR	4.7M	$218.4M	1.7%	—	$44.18	+2.89%	22 qtrssince 2020-Q4	Increased 49
VO ETF VANGUARD INDEX FDS	618,508	$177.6M	1.4%	—	$230.48	-65.05%	25 qtrssince 2020-Q1	Increased 49
VXF ETF VANGUARD INDEX FDS	823,550	$169.5M	1.3%	—	$161.77	+45.97%	28 qtrssince 2019-Q2	Decreased 0
AAPL APPLE INC	512,807	$130.1M	1.0%	—	$196.56	+69.43%	28 qtrssince 2019-Q2	Decreased 0
Showing 20 of 932 results.912 more with Pro.