WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings663 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.3M | $1.3B | 16.2% | $373.33 | +43.66% | 22 qtrssince 2019-Q1 | Increased 65 |
VANGUARD S&P 500 ETF | 1.2M | $578.4M | 7.4% | $286.38 | +71.44% | 22 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 9.2M | $452.8M | 5.8% | $38.70 | +21.28% | 22 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE S&P MIDCAP ETF | 6.9M | $402.8M | 5.2% | $56.39 | +1.53% | 20 qtrssince 2019-Q3 | Increased 62 |
SCHWAB US DVD EQUITY ETF | 4.9M | $382.8M | 4.9% | $19.25 | +27.20% | 20 qtrssince 2019-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 591,547 | $321.9M | 4.1% | $354.25 | +50.87% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.1M | $286.6M | 3.7% | $178.13 | +47.44% | 22 qtrssince 2019-Q1 | Increased 61 |
VANGUARD TOTAL INTL STOCK | 4.4M | $266.1M | 3.4% | $49.29 | +15.85% | 22 qtrssince 2019-Q1 | Increased 60 |
SCHWAB INTL EQUITY ETF | 4.9M | $188.8M | 2.4% | $13.20 | +37.52% | 18 qtrssince 2020-Q1 | Increased 52 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.7M | $177.3M | 2.3% | $85.40 | +21.34% | 22 qtrssince 2019-Q1 | Increased 54 |
VANGUARD FTSE EMERGING MARKETS | 3.3M | $144.1M | 1.8% | $38.70 | +6.98% | 22 qtrssince 2019-Q1 | Increased 51 |
VANGUARD MID-CAP ETF | 540,403 | $130.8M | 1.7% | $47.60 | +23.36% | 18 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 739,145 | $124.8M | 1.6% | $147.14 | +12.71% | 21 qtrssince 2019-Q2 | Increased 48 |
VANGUARD GROWTH ETF | 322,652 | $120.7M | 1.5% | $37.89 | +62.99% | 18 qtrssince 2020-Q1 | Increased 49 |
VANGUARD LARGE-CAP ETF | 440,264 | $109.9M | 1.4% | $158.03 | +55.14% | 21 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD SHORT-TERM TIPS | 1.8M | $89.4M | 1.1% | $43.94 | +3.62% | 22 qtrssince 2019-Q1 | Increased 50 |
AON PLC | 304,275 | $89.3M | 1.1% | $290.07 | -0.05% | 12 qtrssince 2021-Q3 | Increased 76 |
ISHARES CORE MSCI EMERGING | 1.6M | $85M | 1.1% | $42.71 | +19.14% | 18 qtrssince 2020-Q1 | Decreased 0 |
APPLE INC | 392,195 | $82.6M | 1.1% | $142.50 | +46.40% | 21 qtrssince 2019-Q2 | Increased 49 |
VANGUARD SMALL-CAP VIPERS | 366,628 | $79.9M | 1.0% | $168.30 | +26.89% | 18 qtrssince 2020-Q1 | Increased 47 |
Wealthspire Advisors, LLC manages $7.8B across 663 positions as of Q2 2024. Top holdings: IVV (16.2%), VOO (7.4%), VEA (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 57 new positions, 35 exits, 253 increased. Top move: AON (INCREASED, conviction 76). Portfolio: $7.8B across 663 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