WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings789 positions
ISHARES TR | 5.2M | $2.9B | 17.4% | $471.77 | +16.99% | 25 qtrssince 2019-Q1 | Increased 100 |
VANGUARD INDEX FDS | 2.4M | $1.2B | 7.2% | $396.35 | +27.42% | 25 qtrssince 2019-Q1 | Increased 100 |
VANGUARD TAX-MANAGED FDS | 22.5M | $1.1B | 6.8% | $44.47 | +9.94% | 25 qtrssince 2019-Q1 | Increased 100 |
ISHARES TR | 15.5M | $903.3M | 5.4% | $51.71 | +10.70% | 23 qtrssince 2019-Q3 | Increased 100 |
SCHWAB STRATEGIC TR | 29.6M | $826.4M | 4.9% | $22.66 | +16.91% | 23 qtrssince 2019-Q3 | Increased 93 |
VANGUARD STAR FDS | 10.3M | $636.9M | 3.8% | $55.07 | +8.61% | 25 qtrssince 2019-Q1 | Increased 93 |
VANGUARD INDEX FDS | 2.3M | $623M | 3.7% | $226.34 | +19.36% | 25 qtrssince 2019-Q1 | Increased 93 |
ISHARES TR | 3.9M | $406.1M | 2.4% | $95.53 | +7.27% | 25 qtrssince 2019-Q1 | Increased 86 |
SCHWAB STRATEGIC TR | 20.5M | $404.7M | 2.4% | $16.11 | +17.84% | 21 qtrssince 2020-Q1 | Increased 86 |
VANGUARD INTL EQUITY INDEX F | 8.3M | $377.3M | 2.3% | $41.77 | +5.08% | 25 qtrssince 2019-Q1 | Increased 86 |
VANGUARD INDEX FDS | 919,556 | $341M | 2.0% | $53.97 | +13.77% | 21 qtrssince 2020-Q1 | Increased 86 |
STATE STR SPDR S&P 500 ETF T | 568,884 | $318.2M | 1.9% | $353.21 | +55.79% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MALVERN FDS | 6.1M | $305.6M | 1.8% | $45.08 | +3.11% | 25 qtrssince 2019-Q1 | Increased 79 |
VANGUARD INDEX FDS | 1.1M | $289.4M | 1.7% | $55.83 | +13.72% | 21 qtrssince 2020-Q1 | Increased 78 |
DIMENSIONAL ETF TRUST | 8.3M | $274.4M | 1.6% | $33.42 | -2.77% | 6 qtrssince 2023-Q4 | Increased 51 |
VANGUARD INDEX FDS | 1.6M | $272.7M | 1.6% | $159.06 | +6.78% | 24 qtrssince 2019-Q2 | Increased 78 |
VANGUARD INDEX FDS | 869,418 | $223.5M | 1.3% | $203.76 | +24.06% | 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% | $344.19 | +7.80% | 24 qtrssince 2019-Q2 | Increased 76 |
VANGUARD INDEX FDS | 748,652 | $166M | 1.0% | $192.42 | +13.00% | 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: Balanced Allocator. HoldingsIntel Score: 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
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR