WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings428 positions
ISHARES TR | 1.4M | $636.6M | 14.3% | $337.86 | +26.08% | 13 qtrssince 2019-Q1 | Increased 70 |
SCHWAB STRATEGIC TR | 5.5M | $434.1M | 9.8% | $18.51 | +20.60% | 11 qtrssince 2019-Q3 | Increased 65 |
VANGUARD INDEX FDS | 1M | $432.7M | 9.7% | $268.34 | +45.25% | 13 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED FDS | 6.2M | $296.3M | 6.7% | $37.14 | +12.78% | 13 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 758,998 | $203.7M | 4.6% | $44.56 | +12.90% | 11 qtrssince 2019-Q3 | Increased 59 |
VANGUARD INDEX FDS | 830,882 | $189.2M | 4.3% | $148.30 | +44.17% | 13 qtrssince 2019-Q1 | Increased 59 |
STATE STR SPDR S&P 500 ETF T | 386,375 | $174.5M | 3.9% | $333.76 | +27.40% | 13 qtrssince 2019-Q1 | Increased 61 |
SCHWAB STRATEGIC TR | 4.1M | $152.2M | 3.4% | $12.98 | +24.09% | 9 qtrssince 2020-Q1 | Increased 66 |
ISHARES TR | 1.3M | $144.1M | 3.2% | $82.23 | +22.25% | 13 qtrssince 2019-Q1 | Increased 59 |
VANGUARD STAR FDS | 2.1M | $127.7M | 2.9% | $49.05 | +6.28% | 13 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 454,523 | $108.1M | 2.4% | $47.94 | +15.97% | 9 qtrssince 2020-Q1 | Increased 60 |
VANGUARD INDEX FDS | 548,460 | $90.9M | 2.0% | $147.24 | +6.64% | 12 qtrssince 2019-Q2 | Increased 56 |
VANGUARD INTL EQUITY INDEX F | 2M | $90.7M | 2.0% | $39.05 | +3.12% | 13 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 267,496 | $56.8M | 1.3% | $164.13 | +21.05% | 9 qtrssince 2020-Q1 | Increased 53 |
INVESCO EXCH TRADED FD TR II | 1.5M | $43.8M | 1.0% | $26.50 | -5.20% | 12 qtrssince 2019-Q2 | Increased 41 |
FIRST TR EXCHANGE-TRADED FD | 1.6M | $43.5M | 1.0% | $18.03 | +31.55% | 12 qtrssince 2019-Q2 | Increased 46 |
APPLE INC | 209,964 | $36.7M | 0.8% | $122.04 | +39.94% | 12 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 331,161 | $36.3M | 0.8% | $96.46 | +0.27% | 13 qtrssince 2019-Q1 | Increased 66 |
SCHWAB STRATEGIC TR | 671,780 | $36.2M | 0.8% | $14.78 | +14.57% | 6 qtrssince 2020-Q4 | Increased 66 |
VANGUARD INDEX FDS | 153,518 | $32M | 0.7% | $137.78 | +42.29% | 12 qtrssince 2019-Q2 | Increased 51 |
Wealthspire Advisors, LLC manages $4.4B across 428 positions as of Q1 2022. Top holdings: IVV (14.3%), SCHD (9.8%), VOO (9.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 37 new positions, 143 exits, 126 increased. Top move: IVV (INCREASED, conviction 70). Portfolio: $4.4B across 428 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