WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings848 positions
iShares Core S&P 500 ETF | 5.2M | $3.2B | 18.2% | $472.38 | +29.52% | 26 qtrssince 2019-Q1 | Increased 62 |
VANGUARD S&P500 INDEX ETF | 2.3M | $1.3B | 7.4% | $396.35 | +41.28% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 22.8M | $1.3B | 7.3% | $44.60 | +23.93% | 26 qtrssince 2019-Q1 | Increased 63 |
ISHARES CORE S&P MID-CAP ETF | 14.8M | $919.2M | 5.2% | $51.71 | +18.04% | 24 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB STRATEGIC TR | 29M | $768M | 4.3% | $22.66 | +11.89% | 24 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD STAR FDS | 10.4M | $721.2M | 4.1% | $55.28 | +21.25% | 26 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL STOCK MARKET ETF | 2M | $599.4M | 3.4% | $226.34 | +32.40% | 26 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 21.5M | $475.7M | 2.7% | $16.37 | +30.44% | 22 qtrssince 2020-Q1 | Increased 57 |
VANGUARD EMERGING MARKETS ETF | 8.3M | $412.5M | 2.3% | $41.78 | +15.15% | 26 qtrssince 2019-Q1 | Increased 53 |
ISHARES CORE S&P SMALL-CAP ETF | 3.7M | $404.2M | 2.3% | $95.53 | +12.52% | 26 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 896,976 | $393.2M | 2.2% | $53.97 | +34.66% | 22 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD MALVERN FDS | 6.9M | $349M | 2.0% | $45.30 | +3.58% | 26 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 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% | $159.94 | +19.13% | 25 qtrssince 2019-Q2 | Increased 50 |
Vanguard Large-Cap ETF | 1.1M | $312.9M | 1.8% | $219.86 | +28.00% | 25 qtrssince 2019-Q2 | Increased 60 |
DIMENSIONAL ETF TRUST | 7.9M | $281.9M | 1.6% | $33.42 | +5.95% | 7 qtrssince 2023-Q4 | Decreased 0 |
SPDR S&P 500 ETF Trust | 433,684 | $268M | 1.5% | $353.21 | +72.58% | 26 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 444,374 | $221M | 1.2% | $344.19 | +43.10% | 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 ETF | 801,260 | $189.9M | 1.1% | $195.09 | +19.50% | 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: Balanced Allocator. HoldingsIntel Score: 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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Behavioral investing profile
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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
Verify source filings on SEC EDGAR