WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings703 positions
ISHARES TR | 1M | $413.9M | 9.8% | $306.93 | +20.10% | 9 qtrssince 2019-Q1 | Increased 68 |
VANGUARD INDEX FDS | 1.1M | $387.8M | 9.2% | $265.71 | +26.97% | 9 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 4.4M | $318.6M | 7.6% | $17.57 | +13.96% | 7 qtrssince 2019-Q3 | Increased 86 |
VANGUARD TAX-MANAGED FDS | 5.2M | $256.7M | 6.1% | $35.98 | +15.66% | 9 qtrssince 2019-Q1 | Increased 66 |
VANGUARD INDEX FDS | 880,235 | $181.9M | 4.3% | $145.31 | +31.87% | 9 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 638,454 | $166.2M | 3.9% | $39.71 | +21.31% | 7 qtrssince 2019-Q3 | Increased 77 |
STATE STR SPDR S&P 500 ETF T | 375,476 | $148.8M | 3.5% | $283.37 | +29.97% | 9 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 3.4M | $129.7M | 3.1% | $12.13 | +31.84% | 5 qtrssince 2020-Q1 | Increased 56 |
ISHARES TR | 1.2M | $129.4M | 3.1% | $79.02 | +26.12% | 9 qtrssince 2019-Q1 | Increased 68 |
VANGUARD STAR FDS | 1.4M | $85.6M | 2.0% | $45.94 | +15.57% | 9 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 379,377 | $84M | 2.0% | $45.78 | +11.65% | 5 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 1.6M | $82.7M | 2.0% | $37.71 | +17.27% | 9 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 3M | $79.3M | 1.9% | $21.03 | +7.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 365,487 | $64.7M | 1.5% | $135.55 | +22.63% | 8 qtrssince 2019-Q2 | Increased 51 |
JOHNSON & JOHNSON | 321,792 | $52.9M | 1.3% | $138.24 | +2.14% | 8 qtrssince 2019-Q2 | Increased 75 |
APPLE | 430,333 | $52.6M | 1.2% | $106.21 | +11.81% | 8 qtrssince 2019-Q2 | Increased 62 |
VANGUARD INDEX FDS | 232,185 | $49.7M | 1.2% | $155.93 | +26.75% | 5 qtrssince 2020-Q1 | Increased 46 |
SCHWAB STRATEGIC TR | 440,503 | $42.3M | 1.0% | $14.07 | +5.91% | 2 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT | 174,068 | $41M | 1.0% | $186.47 | +20.84% | 8 qtrssince 2019-Q2 | Increased 47 |
AMAZON.COM | 12,515 | $38.7M | 0.9% | $141.12 | +9.63% | 8 qtrssince 2019-Q2 | Increased 62 |
Wealthspire Advisors, LLC manages $4.2B across 703 positions as of Q1 2021. Top holdings: IVV (9.8%), VOO (9.2%), SCHD (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 136 new positions, 13 exits, 467 increased. Top move: SCHD (INCREASED, conviction 86). Portfolio: $4.2B across 703 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR