WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings641 positions
ISHARES TR | 2.2M | $1.2B | 15.4% | $361.85 | +40.80% | 21 qtrssince 2019-Q1 | Increased 64 |
VANGUARD INDEX FDS | 1.1M | $540.8M | 7.2% | $278.14 | +67.60% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 8.8M | $442.1M | 5.9% | $37.91 | +23.34% | 21 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 6.8M | $410.3M | 5.5% | $44.18 | +33.08% | 19 qtrssince 2019-Q3 | Increased 98 |
SCHWAB STRATEGIC TR | 5M | $406M | 5.4% | $18.73 | +30.95% | 19 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 602,968 | $315.4M | 4.2% | $349.74 | +45.27% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1M | $260.4M | 3.5% | $170.90 | +47.51% | 21 qtrssince 2019-Q1 | Increased 60 |
VANGUARD STAR FDS | 4.2M | $252.7M | 3.4% | $48.46 | +16.03% | 21 qtrssince 2019-Q1 | Increased 58 |
SCHWAB STRATEGIC TR | 4.9M | $191.5M | 2.6% | $13.03 | +39.35% | 17 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 1.6M | $177.5M | 2.4% | $84.19 | +26.05% | 21 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 548,728 | $137.1M | 1.8% | $47.60 | +26.83% | 17 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 3.1M | $128.8M | 1.7% | $38.33 | +2.39% | 21 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 732,919 | $128.5M | 1.7% | $145.92 | +16.97% | 20 qtrssince 2019-Q2 | Increased 48 |
VANGUARD INDEX FDS | 310,767 | $107M | 1.4% | $36.94 | +53.52% | 17 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 443,427 | $106.3M | 1.4% | $155.76 | +49.43% | 20 qtrssince 2019-Q2 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 3.3M | $87.4M | 1.2% | $24.66 | -2.03% | 20 qtrssince 2019-Q2 | Increased 51 |
VANGUARD INDEX FDS | 363,263 | $83M | 1.1% | $165.61 | +33.37% | 17 qtrssince 2020-Q1 | Increased 47 |
VANGUARD MALVERN FDS | 1.7M | $82.7M | 1.1% | $42.39 | +2.44% | 21 qtrssince 2019-Q1 | Increased 52 |
ISHARES INC | 1.6M | $82.5M | 1.1% | $42.71 | +13.73% | 17 qtrssince 2020-Q1 | Decreased 0 |
PROSHARES TR | 739,237 | $75M | 1.0% | $40.93 | +18.01% | 14 qtrssince 2020-Q4 | Decreased 0 |
Wealthspire Advisors, LLC manages $7.5B across 641 positions as of Q1 2024. Top holdings: IVV (15.4%), VOO (7.2%), VEA (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 32 new positions, 35 exits, 137 increased. Top move: IJH (INCREASED, conviction 98). Portfolio: $7.5B across 641 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