WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,064 positions
ISHARES CORE S&P 500 ETF | 5.3M | $3.5B | 18.4% | $474.22 | +39.49% | 27 qtrssince 2019-Q1 | Increased 62 |
VANGUARD FTSE DEVELOPED ETF | 25.1M | $1.5B | 7.9% | $45.86 | +27.29% | 27 qtrssince 2019-Q1 | Increased 68 |
VANGUARD S&P 500 ETF | 2.3M | $1.4B | 7.4% | $396.35 | +52.74% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 14.9M | $973.6M | 5.1% | $51.79 | +24.41% | 25 qtrssince 2019-Q3 | Increased 62 |
VANGUARD TOTAL INTL STOCK | 11M | $810.4M | 4.2% | $56.15 | +27.52% | 27 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US DVD EQUITY ETF | 28.3M | $772.1M | 4.0% | $22.66 | +16.37% | 25 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TOTAL STOCK MKT ETF | 2M | $659.4M | 3.4% | $228.15 | +42.21% | 27 qtrssince 2019-Q1 | Increased 59 |
SCHWAB INTL EQUITY ETF | 21.6M | $502.6M | 2.6% | $16.39 | +37.25% | 23 qtrssince 2020-Q1 | Increased 54 |
VANGUARD FTSE EMERGING MARKE | 8.9M | $483.7M | 2.5% | $42.51 | +24.60% | 27 qtrssince 2019-Q1 | Increased 58 |
VANGUARD GROWTH ETF | 922,884 | $442.6M | 2.3% | $54.69 | +45.54% | 23 qtrssince 2020-Q1 | Increased 55 |
ISHARES CORE S&P SMALL-CAP E | 3.7M | $441.4M | 2.3% | $95.63 | +22.68% | 27 qtrssince 2019-Q1 | Increased 54 |
VANGUARD SHORT-TERM TIPS | 7.6M | $384.2M | 2.0% | $45.50 | +4.75% | 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% | $160.45 | +29.35% | 26 qtrssince 2019-Q2 | Increased 49 |
VANGUARD LARGE-CAP ETF | 1M | $320.5M | 1.7% | $219.86 | +38.49% | 26 qtrssince 2019-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 7.7M | $296.2M | 1.5% | $33.42 | +14.34% | 8 qtrssince 2023-Q4 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 441,443 | $294.1M | 1.5% | $358.58 | +83.80% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES CORE TOTAL BOND ETF | 4.4M | $205M | 1.1% | $43.00 | +4.53% | 20 qtrssince 2020-Q4 | Increased 49 |
VANGUARD SMALL-CAP ETF | 793,728 | $201.8M | 1.1% | $195.09 | +28.63% | 23 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD FTSE ALL-WORLD EX-U | 2.2M | $157.4M | 0.8% | $55.69 | +24.90% | 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: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 2233 new positions, 17 exits, 234 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
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