WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings848 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 5.2M | $3.2B | 18.2% | $474.56 | +29.26% | 26 qtrssince 2019-Q1 | Increased 62 |
VANGUARD S&P 500 ETF | 2.3M | $1.3B | 7.4% | $398.30 | +41.10% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 22.8M | $1.3B | 7.3% | $45.27 | +22.87% | 26 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE S&P MIDCAP ETF | 14.8M | $919.2M | 5.2% | $57.21 | +7.54% | 24 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB US DVD EQUITY ETF | 29M | $768M | 4.3% | $25.33 | +2.13% | 24 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TOTAL INTL STOCK | 10.4M | $721.2M | 4.1% | $55.91 | +20.43% | 26 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2M | $599.4M | 3.4% | $227.53 | +32.16% | 26 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 21.5M | $475.7M | 2.7% | $17.66 | +21.42% | 22 qtrssince 2020-Q1 | Increased 57 |
VANGUARD FTSE EMERGING MARKETS | 8.3M | $412.5M | 2.3% | $41.97 | +14.81% | 26 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 3.7M | $404.2M | 2.3% | $95.97 | +13.14% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 896,976 | $393.2M | 2.2% | $54.03 | +34.66% | 22 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD SHORT-TERM TIPS | 6.9M | $349M | 2.0% | $46.81 | +3.55% | 26 qtrssince 2019-Q1 | Increased 55 |
VANGUARD MID-CAP ETF | 1.2M | $340.8M | 1.9% | $56.89 | +21.21% | 22 qtrssince 2020-Q1 | Increased 53 |
VANGUARD EXTENDED MARKET ETF | 1.6M | $313.9M | 1.8% | $161.26 | +18.20% | 25 qtrssince 2019-Q2 | Increased 50 |
VANGUARD LARGE-CAP ETF | 1.1M | $312.9M | 1.8% | $221.18 | +27.59% | 25 qtrssince 2019-Q2 | Increased 60 |
DIMENSIONAL US CORE EQUITY 2 | 7.9M | $281.9M | 1.6% | $33.56 | +5.84% | 7 qtrssince 2023-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 433,684 | $268M | 1.5% | $357.68 | +70.93% | 26 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 444,374 | $221M | 1.2% | $347.98 | +42.02% | 25 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 4.3M | $200.7M | 1.1% | $42.97 | +2.42% | 19 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD SMALL-CAP VIPERS | 801,260 | $189.9M | 1.1% | $197.21 | +19.16% | 22 qtrssince 2020-Q1 | Increased 52 |
Wealthspire Advisors, LLC manages $17.8B across 848 positions as of Q2 2025. Top holdings: IVV (18.2%), VOO (7.4%), VEA (7.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 96 new positions, 37 exits, 337 increased. Top move: VEA (INCREASED, conviction 63). Portfolio: $17.8B across 848 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