How many stocks does Wealthspire Advisors, LLC own?

As of Q2 2026, Wealthspire Advisors, LLC holds 1,298 positions in their 13F portfolio.

What is Wealthspire Advisors, LLC's largest holding?

IVV at 11.8% of portfolio, worth $2.1B.

What is Wealthspire Advisors, LLC's total portfolio value?

$18.2B as of Q2 2026, tracked across 1,298 holdings.

Is Wealthspire Advisors, LLC a hedge fund?

Wealthspire Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Wealthspire Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Wealthspire Advisors, LLC's portfolio changed in Q2 2026?

View Wealthspire Advisors, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Wealthspire Advisors, LLC's investment strategy?

Wealthspire Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Wealthspire Advisors, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026(Latest)

SEC 13F snapshot

Top Holdings1,298 positions

Checking export access…

Activity:

				Price Trend
IVV ETF ISHARES TR	2.9M	$2.1B	11.8%	—	$493.44	+54.18%	30 qtrssince 2019-Q1	Increased 67
VEA ETF VANGUARD TAX-MANAGED FDS	15.7M	$1.1B	6.1%	—	$48.74	+42.46%	30 qtrssince 2019-Q1	Increased 67
VOO ETF VANGUARD INDEX FDS	1.2M	$792.8M	4.4%	—	$402.40	+72.96%	30 qtrssince 2019-Q1	Increased 59
IJH ETF ISHARES TR	8M	$613.9M	3.4%	—	$52.71	+40.10%	28 qtrssince 2019-Q3	Increased 60
VXUS ETF VANGUARD STAR FDS	6.4M	$551.1M	3.0%	—	$58.09	+42.29%	30 qtrssince 2019-Q1	Increased 59
SP SPYM ETF State Street SPDR Portfolio S&P 500 ETF	5.8M	$509.6M	2.8%	—	$82.03	+8.65%	17 qtrssince 2022-Q2	Increased 87
VTI ETF VANGUARD INDEX FDS	1.3M	$480.8M	2.6%	—	$264.63	+40.81%	30 qtrssince 2019-Q1	Increased 69
SCHD ETF SCHWAB STRATEGIC TR	13.6M	$430.4M	2.4%	—	$22.83	+57.35%	28 qtrssince 2019-Q3	Increased 55
VUG ETF VANGUARD INDEX FDS	4.4M	$380.3M	2.1%	—	$59.08	+43.90%	26 qtrssince 2020-Q1	Increased 58
SPY ETF STATE STR SPDR S&P 500 ETF T	502,627	$375.3M	2.1%	—	$409.27	+83.23%	30 qtrssince 2019-Q1	Increased 61
DFAC ETF DIMENSIONAL ETF TRUST	7.5M	$334.9M	1.8%	—	$33.48	+33.96%	11 qtrssince 2023-Q4	Increased 49
VWO ETF VANGUARD INTL EQUITY INDEX F	5.2M	$310.3M	1.7%	—	$43.91	+28.52%	30 qtrssince 2019-Q1	Increased 52
SCHF ETF SCHWAB STRATEGIC TR	10.9M	$303M	1.7%	—	$17.27	+56.32%	26 qtrssince 2020-Q1	Decreased 0
IJR ETF ISHARES TR	2M	$300.4M	1.7%	—	$98.34	+43.02%	30 qtrssince 2019-Q1	Increased 51
VTIP ETF VANGUARD MALVERN FDS	5M	$253.4M	1.4%	—	$46.01	+5.47%	30 qtrssince 2019-Q1	Increased 55
IUSB ETF ISHARES TR	5.5M	$253M	1.4%	—	$43.22	+2.68%	23 qtrssince 2020-Q4	Increased 56
AON Aon plc	726,424	$240.9M	1.3%	—	$314.98	+5.85%	20 qtrssince 2021-Q3	Decreased 0
AAPL Apple Inc.	784,975	$227.1M	1.3%	—	$227.63	+55.90%	29 qtrssince 2019-Q2	Increased 68
SGOV ETF ISHARES TR	2.2M	$223.9M	1.2%	—	$99.45	+1.09%	6 qtrssince 2025-Q1	Increased 78
VXF ETF VANGUARD INDEX FDS	838,191	$206.4M	1.1%	—	$161.95	+43.11%	29 qtrssince 2019-Q2	Increased 49

$18.2B

AUM

1,298

Positions

Q2 2026

Filing

HI rating · 1.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$16,737,942,720	66.3510353513%
2025-Q2	$17,795,409,588	6.31778281053%
2025-Q3	$19,125,610,520	7.47496665037%
2025-Q4	$12,565,710,901	-34.299033812%
2026-Q1	$12,734,101,728	1.34008197647%
2026-Q2	$18,162,013,710	42.6250087987%