WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings932 positions
ISHARES TR | 2.7M | $1.7B | 13.7% | $474.63 | +36.86% | 29 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TAX-MANAGED FDS | 14.6M | $933.2M | 7.3% | $47.05 | +35.15% | 29 qtrssince 2019-Q1 | Increased 66 |
VANGUARD INDEX FDS | 1.1M | $675.3M | 5.3% | $396.35 | +49.94% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.7M | $520.6M | 4.1% | $51.92 | +29.34% | 27 qtrssince 2019-Q3 | Increased 58 |
VANGUARD STAR FDS | 6.3M | $488.5M | 3.8% | $57.61 | +33.00% | 29 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 13.3M | $408.4M | 3.2% | $22.66 | +33.24% | 27 qtrssince 2019-Q3 | Decreased 0 |
AON PLC | 984,075 | $317.6M | 2.5% | $316.51 | +1.71% | 19 qtrssince 2021-Q3 | Increased 86 |
VANGUARD INDEX FDS | 963,010 | $308.9M | 2.4% | $228.15 | +39.86% | 29 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 12.2M | $302.2M | 2.4% | $17.27 | +42.43% | 25 qtrssince 2020-Q1 | Increased 59 |
VANGUARD INDEX FDS | 677,349 | $295.9M | 2.3% | $56.74 | +28.02% | 25 qtrssince 2020-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 7.5M | $291.6M | 2.3% | $33.42 | +15.75% | 10 qtrssince 2023-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 441,132 | $286.9M | 2.3% | $362.48 | +78.51% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 4.9M | $264.7M | 2.1% | $42.95 | +25.46% | 29 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 807,783 | $241.4M | 1.9% | $245.00 | +21.32% | 28 qtrssince 2019-Q2 | Increased 66 |
ISHARES TR | 1.9M | $241.3M | 1.9% | $96.19 | +28.38% | 29 qtrssince 2019-Q1 | Increased 49 |
VANGUARD MALVERN FDS | 4.5M | $222.6M | 1.7% | $45.67 | +5.80% | 29 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 4.7M | $218.4M | 1.7% | $43.17 | +5.13% | 22 qtrssince 2020-Q4 | Increased 49 |
VANGUARD INDEX FDS | 618,508 | $177.6M | 1.4% | $57.28 | +24.94% | 25 qtrssince 2020-Q1 | Increased 49 |
VANGUARD INDEX FDS | 823,550 | $169.5M | 1.3% | $160.45 | +27.97% | 28 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 512,807 | $130.1M | 1.0% | $195.26 | +29.74% | 28 qtrssince 2019-Q2 | Decreased 0 |
Wealthspire Advisors, LLC manages $12.7B across 932 positions as of Q1 2026. Top holdings: IVV (13.7%), VEA (7.3%), VOO (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 93 new positions, 192 exits, 262 increased. Top move: AON (INCREASED, conviction 86). Portfolio: $12.7B across 932 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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
Verify source filings on SEC EDGAR