WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings366 positions
iShares Trust CORE S&P500 ETF | 1.1M | $458.3M | 12.0% | $309.16 | +29.23% | 10 qtrssince 2019-Q1 | Increased 62 |
Vanguard Index Funds S&P 500 ETF SHS | 1.1M | $415.9M | 10.9% | $265.71 | +37.62% | 10 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 4.2M | $314.2M | 8.3% | $17.57 | +19.03% | 8 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 5.7M | $293.4M | 7.7% | $36.64 | +20.11% | 10 qtrssince 2019-Q1 | Increased 65 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 832,905 | $185.6M | 4.9% | $145.31 | +42.60% | 10 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 394,386 | $168.8M | 4.4% | $288.92 | +38.13% | 10 qtrssince 2019-Q1 | Increased 59 |
ISHARES CORE S&P MID-CAP ETF | 592,279 | $159.2M | 4.2% | $39.71 | +25.58% | 8 qtrssince 2019-Q3 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 1.2M | $139M | 3.7% | $79.78 | +30.32% | 10 qtrssince 2019-Q1 | Increased 57 |
SCHWAB INTERNATIONAL EQUITY ETF | 3.4M | $133.2M | 3.5% | $12.13 | +39.44% | 6 qtrssince 2020-Q1 | Decreased 0 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 1.8M | $99.3M | 2.6% | $38.84 | +19.41% | 10 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1.5M | $98.3M | 2.6% | $46.83 | +19.70% | 10 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 382,317 | $90.7M | 2.4% | $45.85 | +19.89% | 6 qtrssince 2020-Q1 | Increased 51 |
VANGUARD EXTENDED MARKET ETF | 433,539 | $81.8M | 2.1% | $142.15 | +24.94% | 9 qtrssince 2019-Q2 | Increased 60 |
ISHARES U.S. TREASURY BOND ETF | 2.7M | $70.9M | 1.9% | $21.17 | +9.51% | 10 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 228,975 | $51.6M | 1.4% | $155.93 | +33.71% | 6 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB U.S. LARGE-CAP ETF | 351,733 | $36.6M | 1.0% | $14.07 | +15.02% | 3 qtrssince 2020-Q4 | Decreased 0 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 1.1M | $36.4M | 1.0% | $26.11 | +5.74% | 9 qtrssince 2019-Q2 | Increased 44 |
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 1.5M | $36.3M | 1.0% | $17.29 | +18.40% | 9 qtrssince 2019-Q2 | Increased 45 |
CME Group Inc. | 148,314 | $31.5M | 0.8% | $147.28 | +17.05% | 8 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 459,206 | $29.1M | 0.8% | $49.45 | +9.47% | 3 qtrssince 2020-Q4 | Increased 42 |
Wealthspire Advisors, LLC manages $3.8B across 366 positions as of Q2 2021. Top holdings: IVV (12.0%), VOO (10.9%), SCHD (8.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 20 new positions, 357 exits, 77 increased. Top move: VEA (INCREASED, conviction 65). Portfolio: $3.8B across 366 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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