WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings756 positions
iShares Trust CORE S&P500 ETF | 2.4M | $1.4B | 14.3% | $379.84 | +48.18% | 23 qtrssince 2019-Q1 | Increased 65 |
Vanguard Index Funds S&P 500 ETF SHS | 1.2M | $614M | 6.2% | $285.22 | +80.61% | 23 qtrssince 2019-Q1 | Increased 61 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 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 US DIVIDEND EQUITY ETF | 5.1M | $432.8M | 4.4% | $19.02 | +37.86% | 21 qtrssince 2019-Q3 | Increased 60 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 601,431 | $345.1M | 3.5% | $353.21 | +58.78% | 23 qtrssince 2019-Q1 | Increased 58 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.1M | $313.6M | 3.2% | $179.96 | +53.64% | 23 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 4.6M | $297.8M | 3.0% | $49.37 | +23.79% | 23 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 7.9M | $270.9M | 2.8% | $33.45 | +0.43% | 4 qtrssince 2023-Q4 | Increased 85 |
ISHARES CORE S&P SMALL CAP ETF | 1.8M | $206.2M | 2.1% | $86.44 | +30.97% | 23 qtrssince 2019-Q1 | Increased 56 |
SCHWAB INTERNATIONAL EQUITY ETF | 5M | $203.9M | 2.1% | $13.09 | +47.49% | 19 qtrssince 2020-Q1 | Increased 53 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 4.3M | $201.9M | 2.1% | $43.01 | +1.10% | 16 qtrssince 2020-Q4 | Increased 85 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 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 EXTENDED MARKET ETF | 761,788 | $138.6M | 1.4% | $147.04 | +21.26% | 22 qtrssince 2019-Q2 | Increased 49 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 345,725 | $132.7M | 1.4% | $39.56 | +60.29% | 19 qtrssince 2020-Q1 | Increased 51 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 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 SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 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
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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
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