WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings789 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 5.2M | $2.9B | 17.4% | $473.96 | +16.62% | 25 qtrssince 2019-Q1 | Increased 100 |
VANGUARD S&P 500 ETF | 2.4M | $1.2B | 7.2% | $398.30 | +27.12% | 25 qtrssince 2019-Q1 | Increased 100 |
VANGUARD FTSE DEVELOPED ETF | 22.5M | $1.1B | 6.8% | $45.14 | +10.21% | 25 qtrssince 2019-Q1 | Increased 100 |
ISHARES CORE S&P MIDCAP ETF | 15.5M | $903.3M | 5.4% | $57.21 | +0.60% | 23 qtrssince 2019-Q3 | Increased 100 |
SCHWAB US DVD EQUITY ETF | 29.6M | $826.4M | 4.9% | $25.33 | +5.73% | 23 qtrssince 2019-Q3 | Increased 93 |
VANGUARD TOTAL INTL STOCK | 10.3M | $636.9M | 3.8% | $55.71 | +8.85% | 25 qtrssince 2019-Q1 | Increased 93 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.3M | $623M | 3.7% | $227.53 | +19.14% | 25 qtrssince 2019-Q1 | Increased 93 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 3.9M | $406.1M | 2.4% | $95.97 | +7.08% | 25 qtrssince 2019-Q1 | Increased 86 |
SCHWAB INTL EQUITY ETF | 20.5M | $404.7M | 2.4% | $17.46 | +10.42% | 21 qtrssince 2020-Q1 | Increased 86 |
VANGUARD FTSE EMERGING MARKETS | 8.3M | $377.3M | 2.3% | $41.97 | +5.02% | 25 qtrssince 2019-Q1 | Increased 86 |
VANGUARD GROWTH ETF | 919,556 | $341M | 2.0% | $54.03 | +13.77% | 21 qtrssince 2020-Q1 | Increased 86 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 568,884 | $318.2M | 1.9% | $357.68 | +54.01% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM TIPS | 6.1M | $305.6M | 1.8% | $46.59 | +3.08% | 25 qtrssince 2019-Q1 | Increased 79 |
VANGUARD MID-CAP ETF | 1.1M | $289.4M | 1.7% | $55.83 | +13.72% | 21 qtrssince 2020-Q1 | Increased 78 |
DIMENSIONAL US CORE EQUITY 2 | 8.3M | $274.4M | 1.6% | $33.56 | -3.04% | 6 qtrssince 2023-Q4 | Increased 51 |
VANGUARD EXTENDED MARKET ETF | 1.6M | $272.7M | 1.6% | $160.41 | +6.91% | 24 qtrssince 2019-Q2 | Increased 78 |
VANGUARD LARGE-CAP ETF | 869,418 | $223.5M | 1.3% | $205.21 | +23.45% | 24 qtrssince 2019-Q2 | Increased 77 |
ISHARES TR | 4.5M | $206.8M | 1.2% | $42.97 | +1.00% | 18 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 447,888 | $168.1M | 1.0% | $347.98 | +8.28% | 24 qtrssince 2019-Q2 | Increased 76 |
VANGUARD SMALL-CAP VIPERS | 748,652 | $166M | 1.0% | $194.55 | +12.78% | 21 qtrssince 2020-Q1 | Increased 69 |
Wealthspire Advisors, LLC manages $16.7B across 789 positions as of Q1 2025. Top holdings: IVV (17.4%), VOO (7.2%), VEA (6.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 45 new positions, 48 exits, 382 increased. Top move: IVV (INCREASED, conviction 100). Portfolio: $16.7B across 789 positions.
Top holdings by portfolio weight
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Position Outcomes
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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