WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings282 positions
Vanguard Index Funds S&P 500 ETF SHS | 619,142 | $175.5M | 12.2% | $225.37 | +15.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES U.S. TREASURY BOND ETF | 4.9M | $136.4M | 9.5% | $21.17 | +13.11% | 6 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 427,626 | $132.4M | 9.2% | $245.88 | +15.28% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 2.9M | $111.6M | 7.8% | $32.82 | -1.72% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 612,632 | $95.9M | 6.7% | $127.95 | +12.13% | 6 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 2.4M | $72.5M | 5.0% | $10.74 | +16.04% | 2 qtrssince 2020-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 179,443 | $55.3M | 3.9% | $248.85 | +13.83% | 6 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 794,554 | $41.1M | 2.9% | $13.20 | +4.91% | 4 qtrssince 2019-Q3 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 516,324 | $35.3M | 2.5% | $64.39 | -3.53% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 293,309 | $34.7M | 2.4% | $87.90 | +11.97% | 6 qtrssince 2019-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 870,871 | $34.5M | 2.4% | $33.61 | -1.57% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 673,592 | $33.1M | 2.3% | $41.50 | -1.53% | 6 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MID-CAP ETF | 160,652 | $28.6M | 2.0% | $27.23 | +19.63% | 4 qtrssince 2019-Q3 | Decreased 0 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 583,015 | $19.2M | 1.3% | $25.17 | +6.22% | 5 qtrssince 2019-Q2 | Increased 51 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 121,185 | $17.3M | 1.2% | $110.36 | +18.93% | 5 qtrssince 2019-Q2 | Increased 48 |
CME Group Inc. | 90,901 | $14.8M | 1.0% | $148.04 | -13.81% | 4 qtrssince 2019-Q3 | Increased 60 |
Microsoft Corp. | 70,604 | $14.4M | 1.0% | $145.75 | +32.47% | 5 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 100,661 | $11.9M | 0.8% | $86.23 | +27.49% | 5 qtrssince 2019-Q2 | Decreased 0 |
ISHARES INC | 242,568 | $11.5M | 0.8% | $36.25 | +12.87% | 2 qtrssince 2020-Q1 | Increased 53 |
Apple Inc. | 30,223 | $11M | 0.8% | $60.39 | +46.08% | 5 qtrssince 2019-Q2 | Decreased 0 |
Wealthspire Advisors, LLC manages $1.4B across 282 positions as of Q2 2020. Top holdings: VOO (12.2%), GOVT (9.5%), IVV (9.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 21 new positions, 298 exits, 26 increased. Top move: CME (INCREASED, conviction 60). Portfolio: $1.4B across 282 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
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