WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings932 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.7M | $1.7B | 13.7% | $476.90 | +43.29% | 29 qtrssince 2019-Q1 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 14.6M | $933.2M | 7.3% | $47.85 | +39.21% | 29 qtrssince 2019-Q1 | Increased 66 |
VANGUARD S&P 500 ETF | 1.1M | $675.3M | 5.3% | $398.30 | +57.10% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 7.7M | $520.6M | 4.1% | $57.37 | +23.51% | 27 qtrssince 2019-Q3 | Increased 58 |
VANGUARD TOTAL INTL STOCK | 6.3M | $488.5M | 3.8% | $58.40 | +36.24% | 29 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US DVD EQUITY ETF | 13.3M | $408.4M | 3.2% | $25.33 | +24.72% | 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 TOTAL STOCK MARKET VIPERS | 963,010 | $308.9M | 2.4% | $229.35 | +46.38% | 29 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 12.2M | $302.2M | 2.4% | $18.53 | +38.39% | 25 qtrssince 2020-Q1 | Increased 59 |
VANGUARD GROWTH ETF | 677,349 | $295.9M | 2.3% | $56.80 | +28.02% | 25 qtrssince 2020-Q1 | Increased 60 |
DIMENSIONAL US CORE EQUITY 2 | 7.5M | $291.6M | 2.3% | $33.56 | +20.95% | 10 qtrssince 2023-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 441,132 | $286.9M | 2.3% | $367.00 | +85.38% | 29 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 4.9M | $264.7M | 2.1% | $43.17 | +27.93% | 29 qtrssince 2019-Q1 | Increased 55 |
VANGUARD LARGE-CAP ETF | 807,783 | $241.4M | 1.9% | $250.87 | +24.59% | 28 qtrssince 2019-Q2 | Increased 66 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.9M | $241.3M | 1.9% | $96.73 | +33.56% | 29 qtrssince 2019-Q1 | Increased 49 |
VANGUARD SHORT-TERM TIPS | 4.5M | $222.6M | 1.7% | $47.19 | +5.71% | 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 MID-CAP ETF | 618,508 | $177.6M | 1.4% | $57.28 | +24.94% | 25 qtrssince 2020-Q1 | Increased 49 |
VANGUARD EXTENDED MARKET ETF | 823,550 | $169.5M | 1.3% | $161.77 | +32.51% | 28 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 512,807 | $130.1M | 1.0% | $196.58 | +28.88% | 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: Momentum Trader. HoldingsIntel Rating: 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.
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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