WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings534 positions
iShares Core S&P 500 ETF | 1.2M | $582.6M | 12.9% | $324.74 | +37.46% | 12 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INDEX FDS | 1M | $445.3M | 9.9% | $265.71 | +53.73% | 12 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 5.1M | $415M | 9.2% | $18.23 | +24.60% | 10 qtrssince 2019-Q3 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 5.7M | $292.6M | 6.5% | $36.78 | +20.87% | 12 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 723,449 | $204.8M | 4.5% | $44.28 | +19.48% | 10 qtrssince 2019-Q3 | Decreased 0 |
Vanguard Total Stock Market ET | 794,620 | $191.9M | 4.2% | $145.31 | +55.56% | 12 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&P 500 Etf | 354,551 | $168.4M | 3.7% | $325.55 | +36.94% | 12 qtrssince 2019-Q1 | Decreased 0 |
Ishares Core S&P Scp Etf | 1.3M | $144.5M | 3.2% | $81.16 | +31.28% | 12 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 3.5M | $135.6M | 3.0% | $12.39 | +37.60% | 8 qtrssince 2020-Q1 | Increased 59 |
VANGUARD STAR FDS | 2M | $124.1M | 2.7% | $48.76 | +13.59% | 12 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 383,846 | $97.8M | 2.2% | $46.53 | +27.59% | 8 qtrssince 2020-Q1 | Increased 54 |
VANGUARD INDEX FDS | 502,009 | $91.8M | 2.0% | $146.33 | +18.34% | 11 qtrssince 2019-Q2 | Increased 57 |
VANGUARD INTL EQUITY INDEX F | 1.7M | $86.4M | 1.9% | $38.90 | +10.67% | 12 qtrssince 2019-Q1 | Decreased 0 |
Accenture Plc Ireland Class A | 145,604 | $60.4M | 1.3% | $318.26 | +19.30% | 11 qtrssince 2019-Q2 | Increased 75 |
VANGUARD INDEX FDS | 231,858 | $52.4M | 1.2% | $158.82 | +32.69% | 8 qtrssince 2020-Q1 | Increased 49 |
INVESCO EXCH TRADED FD TR II | 1.5M | $48.5M | 1.1% | $26.51 | +4.59% | 11 qtrssince 2019-Q2 | Increased 56 |
Cme Group Inc | 210,653 | $48.1M | 1.1% | $150.58 | +25.82% | 10 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc | 268,385 | $47.7M | 1.1% | $122.04 | +42.13% | 11 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 1.5M | $39.8M | 0.9% | $21.17 | +10.48% | 12 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 328,808 | $37.4M | 0.8% | $14.74 | +21.12% | 5 qtrssince 2020-Q4 | Decreased 0 |
Wealthspire Advisors, LLC manages $4.5B across 534 positions as of Q4 2021. Top holdings: IVV (12.9%), VOO (9.9%), SCHD (9.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 69 new positions, 112 exits, 178 increased. Top move: ACN (INCREASED, conviction 75). Portfolio: $4.5B across 534 positions.
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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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