WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,298 positions
ISHARES TR | 2.9M | $2.1B | 11.8% | $493.44 | +55.37%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 67 |
VANGUARD TAX-MANAGED FDS | 15.7M | $1.1B | 6.1% | $48.74 | +42.58%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INDEX FDS | 1.2M | $792.8M | 4.4% | $402.40 | +74.35%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 8M | $613.9M | 3.4% | $52.71 | +37.26%as of Oct 16 | 28 qtrssince 2019-Q3 | Increased 60 |
VANGUARD STAR FDS | 6.4M | $551.1M | 3.0% | $58.09 | +43.61%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 59 |
SPDR SERIES TRUST | 5.8M | $509.6M | 2.8% | $82.03 | +9.51%as of Oct 16 | 17 qtrssince 2022-Q2 | Increased 87 |
VANGUARD INDEX FDS | 1.3M | $480.8M | 2.6% | $264.63 | +41.36%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 69 |
SCHWAB STRATEGIC TR | 13.6M | $430.4M | 2.4% | $22.83 | +50.43%as of Oct 16 | 28 qtrssince 2019-Q3 | Increased 55 |
VANGUARD INDEX FDS | 4.4M | $380.3M | 2.1% | $59.08 | +48.84%as of Oct 16 | 26 qtrssince 2020-Q1 | Increased 86 |
STATE STR SPDR S&P 500 ETF T | 502,627 | $375.3M | 2.1% | $409.27 | +86.49%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL ETF TRUST | 7.5M | $334.9M | 1.8% | $33.48 | +33.75%as of Oct 16 | 11 qtrssince 2023-Q4 | Increased 49 |
VANGUARD INTL EQUITY INDEX F | 5.2M | $310.3M | 1.7% | $43.91 | +32.16%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 52 |
SCHWAB STRATEGIC TR | 10.9M | $303M | 1.7% | $17.27 | +55.92%as of Oct 16 | 26 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 2M | $300.4M | 1.7% | $98.34 | +38.21%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 51 |
VANGUARD MALVERN FDS | 5M | $253.4M | 1.4% | $46.01 | +5.80%as of Oct 16 | 30 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 5.5M | $253M | 1.4% | $43.53 | +2.15%as of Oct 16 | 23 qtrssince 2020-Q4 | Increased 56 |
AON PLC | 726,424 | $240.9M | 1.3% | $316.51 | -7.57%as of Oct 16 | 20 qtrssince 2021-Q3 | Decreased 0 |
APPLE INC | 784,975 | $227.1M | 1.3% | $227.80 | +50.77%as of Oct 16 | 29 qtrssince 2019-Q2 | Increased 68 |
ISHARES TR | 2.2M | $223.9M | 1.2% | $100.05 | +0.54%as of Oct 16 | 6 qtrssince 2025-Q1 | Increased 78 |
VANGUARD INDEX FDS | 838,191 | $206.4M | 1.1% | $161.95 | +39.90%as of Oct 16 | 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: 1.5/5.0.
Active quarter - 414 new positions, 48 exits, 555 increased. Top move: SPYM (INCREASED, conviction 87). Portfolio: $18.2B across 1298 positions.
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Portfolio allocation by GICS sector
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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
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