WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings329 positions
VANGUARD INDEX FDS | 601,444 | $185M | 11.0% | $225.37 | +25.46% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 450,190 | $151.3M | 9.0% | $249.04 | +24.07% | 7 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 4.4M | $124M | 7.4% | $21.17 | +13.28% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 3M | $123.8M | 7.4% | $32.88 | +3.97% | 7 qtrssince 2019-Q1 | Increased 62 |
STATE STR SPDR S&P 500 ETF T | 344,927 | $115.5M | 6.9% | $277.65 | +11.25% | 7 qtrssince 2019-Q1 | Increased 92 |
VANGUARD INDEX FDS | 619,872 | $105.6M | 6.3% | $128.28 | +22.18% | 7 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 2.4M | $75.7M | 4.5% | $10.74 | +22.48% | 3 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 926,467 | $51.2M | 3.0% | $13.45 | +11.13% | 5 qtrssince 2019-Q3 | Increased 62 |
VANGUARD STAR FDS | 800,699 | $41.8M | 2.5% | $41.84 | +4.30% | 7 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 219,275 | $40.6M | 2.4% | $29.07 | +17.32% | 5 qtrssince 2019-Q3 | Increased 65 |
VANGUARD INTL EQUITY INDEX F | 934,947 | $40.4M | 2.4% | $33.81 | +7.87% | 7 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 500,647 | $35.2M | 2.1% | $64.39 | -0.38% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 288,393 | $34M | 2.0% | $87.90 | +12.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 834,747 | $27.8M | 1.7% | $25.78 | +5.55% | 6 qtrssince 2019-Q2 | Increased 61 |
VANGUARD INDEX FDS | 118,386 | $18.5M | 1.1% | $110.36 | +30.64% | 6 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 77,672 | $16.3M | 1.0% | $150.69 | +32.74% | 6 qtrssince 2019-Q2 | Increased 44 |
CME GROUP INC | 91,352 | $15.3M | 0.9% | $147.96 | -10.78% | 5 qtrssince 2019-Q3 | Increased 40 |
APPLE INC | 131,379 | $15.2M | 0.9% | $64.53 | +73.92% | 6 qtrssince 2019-Q2 | Increased 64 |
VANGUARD INDEX FDS | 111,059 | $14.4M | 0.9% | $89.47 | +35.09% | 6 qtrssince 2019-Q2 | Increased 44 |
ISHARES INC | 242,850 | $12.8M | 0.8% | $36.26 | +22.63% | 3 qtrssince 2020-Q1 | Increased 39 |
Wealthspire Advisors, LLC manages $1.7B across 329 positions as of Q3 2020. Top holdings: VOO (11.0%), IVV (9.0%), GOVT (7.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 62 new positions, 15 exits, 185 increased. Top move: SPY (INCREASED, conviction 92). Portfolio: $1.7B across 329 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
Verify source filings on SEC EDGAR