WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,064 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 5.3M | $3.5B | 18.4% | $476.42 | +39.46% | 27 qtrssince 2019-Q1 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 25.1M | $1.5B | 7.9% | $46.50 | +26.29% | 27 qtrssince 2019-Q1 | Increased 68 |
VANGUARD S&P 500 ETF | 2.3M | $1.4B | 7.4% | $398.30 | +52.75% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 14.9M | $973.6M | 5.1% | $57.26 | +13.30% | 25 qtrssince 2019-Q3 | Increased 62 |
VANGUARD TOTAL INTL STOCK | 11M | $810.4M | 4.2% | $56.77 | +26.51% | 27 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US DVD EQUITY ETF | 28.3M | $772.1M | 4.0% | $25.33 | +5.92% | 25 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2M | $659.4M | 3.4% | $229.35 | +42.21% | 27 qtrssince 2019-Q1 | Increased 59 |
SCHWAB INTL EQUITY ETF | 21.6M | $502.6M | 2.6% | $17.67 | +27.54% | 23 qtrssince 2020-Q1 | Increased 54 |
VANGUARD FTSE EMERGING MARKETS | 8.9M | $483.7M | 2.5% | $42.69 | +23.91% | 27 qtrssince 2019-Q1 | Increased 58 |
VANGUARD GROWTH ETF | 922,884 | $442.6M | 2.3% | $54.75 | +45.54% | 23 qtrssince 2020-Q1 | Increased 55 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 3.7M | $441.4M | 2.3% | $96.06 | +22.87% | 27 qtrssince 2019-Q1 | Increased 54 |
VANGUARD SHORT-TERM TIPS | 7.6M | $384.2M | 2.0% | $47.02 | +4.77% | 27 qtrssince 2019-Q1 | Increased 58 |
VANGUARD MID-CAP ETF | 1.2M | $354.8M | 1.9% | $56.89 | +27.69% | 23 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 1.6M | $344.6M | 1.8% | $161.77 | +29.25% | 26 qtrssince 2019-Q2 | Increased 49 |
VANGUARD LARGE-CAP ETF | 1M | $320.5M | 1.7% | $221.18 | +38.36% | 26 qtrssince 2019-Q2 | Decreased 0 |
DIMENSIONAL US CORE EQUITY 2 | 7.7M | $296.2M | 1.5% | $33.56 | +14.42% | 8 qtrssince 2023-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 441,443 | $294.1M | 1.5% | $363.03 | +82.28% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 4.4M | $205M | 1.1% | $43.00 | +4.53% | 20 qtrssince 2020-Q4 | Increased 49 |
VANGUARD SMALL-CAP VIPERS | 793,728 | $201.8M | 1.1% | $197.21 | +28.41% | 23 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD FTSE ALL-WORLD EX-U | 2.2M | $157.4M | 0.8% | $56.41 | +23.92% | 20 qtrssince 2020-Q4 | Increased 45 |
Wealthspire Advisors, LLC manages $19.1B across 3064 positions as of Q3 2025. Top holdings: IVV (18.4%), VEA (7.9%), VOO (7.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 2230 new positions, 17 exits, 235 increased. Top move: VEA (INCREASED, conviction 68). Portfolio: $19.1B across 3064 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