WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings559 positions
iShares Trust CORE S&P500 ETF | 1.9M | $861.2M | 14.1% | $347.89 | +22.71% | 18 qtrssince 2019-Q1 | Increased 65 |
Vanguard Index Funds S&P 500 ETF SHS | 1.1M | $442.4M | 7.2% | $271.68 | +43.77% | 18 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DIVIDEND EQUITY ETF | 5.7M | $410.6M | 6.7% | $18.73 | +14.81% | 16 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 8M | $368.6M | 6.0% | $37.28 | +12.52% | 18 qtrssince 2019-Q1 | Increased 61 |
ISHARES CORE S&P MID-CAP ETF | 1.3M | $350.3M | 5.7% | $44.03 | +13.64% | 16 qtrssince 2019-Q3 | Increased 61 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 575,375 | $255.1M | 4.2% | $343.72 | +23.94% | 18 qtrssince 2019-Q1 | Increased 58 |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3.6M | $200.8M | 3.3% | $47.78 | +6.86% | 18 qtrssince 2019-Q1 | Increased 61 |
SCHWAB INTERNATIONAL EQUITY ETF | 5M | $179M | 2.9% | $12.95 | +25.55% | 14 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 777,783 | $171.3M | 2.8% | $154.28 | +36.92% | 18 qtrssince 2019-Q1 | Increased 57 |
ISHARES CORE S&P SMALL CAP ETF | 1.5M | $152M | 2.5% | $83.25 | +13.73% | 18 qtrssince 2019-Q1 | Increased 54 |
VANGUARD INDEX FDS | 557,071 | $122.6M | 2.0% | $47.57 | +10.39% | 14 qtrssince 2020-Q1 | Increased 51 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 2.7M | $111.7M | 1.8% | $38.31 | -3.21% | 18 qtrssince 2019-Q1 | Increased 48 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 479,189 | $97.1M | 1.6% | $155.58 | +25.07% | 17 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 630,533 | $93.8M | 1.5% | $144.92 | -0.99% | 17 qtrssince 2019-Q2 | Increased 49 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 284,264 | $80.4M | 1.3% | $36.00 | +28.92% | 14 qtrssince 2020-Q1 | Increased 50 |
ISHARES INC | 1.6M | $77.7M | 1.3% | $42.62 | +5.84% | 14 qtrssince 2020-Q1 | Increased 47 |
INVESCO TAXABLE MUNICIPAL BOND ETF | 2.6M | $68.5M | 1.1% | $24.89 | -5.73% | 17 qtrssince 2019-Q2 | Increased 51 |
VANGUARD INDEX FDS | 336,102 | $66.8M | 1.1% | $164.12 | +15.71% | 14 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB U.S. LARGE-CAP ETF | 1.2M | $65.3M | 1.1% | $14.85 | +13.20% | 11 qtrssince 2020-Q4 | Increased 54 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 685,260 | $64.6M | 1.1% | $40.30 | +9.62% | 11 qtrssince 2020-Q4 | Decreased 0 |
Wealthspire Advisors, LLC manages $6.1B across 559 positions as of Q2 2023. Top holdings: IVV (14.1%), VOO (7.2%), SCHD (6.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 46 new positions, 20 exits, 176 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $6.1B across 559 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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