WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings510 positions
ISHARES TR | 1.6M | $579.1M | 12.1% | $338.85 | +0.20% | 15 qtrssince 2019-Q1 | Increased 67 |
SCHWAB STRATEGIC TR | 5.8M | $384.1M | 8.0% | $18.59 | +3.01% | 13 qtrssince 2019-Q3 | Increased 61 |
VANGUARD INDEX FDS | 1.1M | $352.9M | 7.4% | $269.73 | +15.24% | 15 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 1.3M | $276.4M | 5.8% | $43.75 | -5.18% | 13 qtrssince 2019-Q3 | Increased 60 |
VANGUARD TAX-MANAGED FDS | 6.7M | $244.1M | 5.1% | $36.90 | -12.66% | 15 qtrssince 2019-Q1 | Increased 62 |
SPDR S&P 500 ETF TR | 581,470 | $207.7M | 4.3% | $341.75 | -0.77% | 15 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 5.2M | $145M | 3.0% | $12.95 | -3.87% | 11 qtrssince 2020-Q1 | Increased 65 |
VANGUARD INDEX FDS | 766,423 | $137.6M | 2.9% | $148.58 | +14.37% | 15 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 1.4M | $119.1M | 2.5% | $82.25 | -0.41% | 15 qtrssince 2019-Q1 | Increased 52 |
VANGUARD STAR FDS | 2.6M | $118M | 2.5% | $47.55 | -14.55% | 15 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INDEX FDS | 526,302 | $98.9M | 2.1% | $47.52 | -6.86% | 11 qtrssince 2020-Q1 | Increased 57 |
VANGUARD INTL EQUITY INDEX F | 2.4M | $86.2M | 1.8% | $38.59 | -15.72% | 15 qtrssince 2019-Q1 | Increased 47 |
ISHARES INC | 894,018 | $79.2M | 1.7% | $86.38 | -6.29% | 2 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 574,793 | $73.1M | 1.5% | $145.72 | -16.88% | 14 qtrssince 2019-Q2 | Increased 50 |
VANGUARD INDEX FDS | 345,167 | $56.5M | 1.2% | $149.63 | +3.64% | 14 qtrssince 2019-Q2 | Increased 60 |
VANGUARD INDEX FDS | 326,759 | $55.8M | 1.2% | $163.67 | -1.68% | 11 qtrssince 2020-Q1 | Increased 54 |
ISHARES TR | 485,723 | $49.8M | 1.0% | $95.27 | -4.06% | 15 qtrssince 2019-Q1 | Decreased 0 |
FIRST TR EXCHANGE TRADED FD | 2M | $48.8M | 1.0% | $18.85 | +14.99% | 14 qtrssince 2019-Q2 | Increased 47 |
VANGUARD INDEX FDS | 378,155 | $46.7M | 1.0% | $111.11 | +1.19% | 11 qtrssince 2020-Q1 | Increased 66 |
ISHARES TR | 854,369 | $45M | 0.9% | $53.46 | -11.30% | 9 qtrssince 2020-Q3 | Decreased 0 |
Wealthspire Advisors, LLC manages $4.8B across 510 positions as of Q3 2022. Top holdings: IVV (12.1%), SCHD (8.0%), VOO (7.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 52 new positions, 39 exits, 252 increased. Top move: IVV (INCREASED, conviction 67). Portfolio: $4.8B across 510 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