WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings756 positions
ISHARES TR | 2.4M | $1.4B | 14.3% | $379.84 | +48.18% | 23 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 1.2M | $614M | 6.2% | $285.22 | +80.61% | 23 qtrssince 2019-Q1 | Increased 61 |
VANGUARD TAX-MANAGED FDS | 9.9M | $520.6M | 5.3% | $39.05 | +27.56% | 23 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE S&P MID-CAP ETF | 7.2M | $448.5M | 4.6% | $45.12 | +34.56% | 21 qtrssince 2019-Q3 | Increased 60 |
SCHWAB STRATEGIC TR | 5.1M | $432.8M | 4.4% | $19.02 | +37.86% | 21 qtrssince 2019-Q3 | Increased 60 |
STATE STR SPDR S&P 500 ETF T | 601,431 | $345.1M | 3.5% | $353.21 | +58.78% | 23 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 1.1M | $313.6M | 3.2% | $179.96 | +53.64% | 23 qtrssince 2019-Q1 | Increased 59 |
VANGUARD STAR FDS | 4.6M | $297.8M | 3.0% | $49.37 | +23.79% | 23 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL ETF TRUST | 7.9M | $270.9M | 2.8% | $33.45 | +0.43% | 4 qtrssince 2023-Q4 | Increased 85 |
ISHARES TR | 1.8M | $206.2M | 2.1% | $86.44 | +30.97% | 23 qtrssince 2019-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 5M | $203.9M | 2.1% | $13.09 | +47.49% | 19 qtrssince 2020-Q1 | Increased 53 |
ISHARES TR | 4.3M | $201.9M | 2.1% | $43.01 | +1.10% | 16 qtrssince 2020-Q4 | Increased 85 |
VANGUARD INTL EQUITY INDEX F | 3.6M | $172.9M | 1.8% | $39.12 | +15.72% | 23 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 551,127 | $145.4M | 1.5% | $47.92 | +34.01% | 19 qtrssince 2020-Q1 | Increased 49 |
VANGUARD INDEX FDS | 761,788 | $138.6M | 1.4% | $147.04 | +21.26% | 22 qtrssince 2019-Q2 | Increased 49 |
VANGUARD INDEX FDS | 345,725 | $132.7M | 1.4% | $39.56 | +60.29% | 19 qtrssince 2020-Q1 | Increased 51 |
VANGUARD INDEX FDS | 440,626 | $116M | 1.2% | $155.84 | +65.07% | 22 qtrssince 2019-Q2 | Increased 47 |
APPLE INC | 437,325 | $101.9M | 1.0% | $149.24 | +54.83% | 22 qtrssince 2019-Q2 | Increased 53 |
VANGUARD MALVERN FDS | 2M | $99.2M | 1.0% | $42.72 | +5.70% | 23 qtrssince 2019-Q1 | Increased 52 |
AON PLC | 282,579 | $97.8M | 1.0% | $290.07 | +18.03% | 13 qtrssince 2021-Q3 | Decreased 0 |
Wealthspire Advisors, LLC manages $9.8B across 756 positions as of Q3 2024. Top holdings: IVV (14.3%), VOO (6.2%), VEA (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 118 new positions, 25 exits, 368 increased. Top move: DFAC (INCREASED, conviction 85). Portfolio: $9.8B across 756 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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