WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings581 positions
iShares Trust CORE S&P500 ETF | 1.7M | $661.6M | 12.0% | $340.50 | +7.29% | 16 qtrssince 2019-Q1 | Increased 66 |
SCHWAB US DIVIDEND EQUITY ETF | 6M | $450.1M | 8.2% | $18.69 | +17.59% | 14 qtrssince 2019-Q3 | Increased 63 |
Vanguard Index Funds S&P 500 ETF SHS | 1.1M | $375.8M | 6.8% | $269.73 | +23.92% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 7.3M | $307.9M | 5.6% | $36.96 | +1.83% | 16 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE S&P MID-CAP ETF | 1.3M | $304.3M | 5.5% | $43.75 | +5.07% | 14 qtrssince 2019-Q3 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 561,409 | $214.7M | 3.9% | $341.75 | +6.74% | 16 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 5M | $162.4M | 3.0% | $13.11 | +11.48% | 12 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3.1M | $160.4M | 2.9% | $47.37 | -1.89% | 16 qtrssince 2019-Q1 | Increased 62 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 727,736 | $139.1M | 2.5% | $148.58 | +22.43% | 16 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 1.4M | $133M | 2.4% | $82.44 | +8.30% | 16 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 552,957 | $112.7M | 2.1% | $47.55 | +1.46% | 12 qtrssince 2020-Q1 | Increased 54 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 2.4M | $93.6M | 1.7% | $38.54 | -8.37% | 16 qtrssince 2019-Q1 | Increased 48 |
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 889,560 | $84.5M | 1.5% | $86.38 | +1.80% | 3 qtrssince 2022-Q2 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 366,399 | $78.1M | 1.4% | $35.41 | -1.61% | 12 qtrssince 2020-Q1 | Increased 76 |
VANGUARD EXTENDED MARKET ETF | 583,639 | $77.5M | 1.4% | $145.44 | -12.51% | 15 qtrssince 2019-Q2 | Increased 47 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 436,288 | $76M | 1.4% | $153.03 | +8.43% | 15 qtrssince 2019-Q2 | Increased 58 |
ISHARES INC | 1.5M | $71M | 1.3% | $42.54 | +0.35% | 12 qtrssince 2020-Q1 | Increased 75 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 702,085 | $63.2M | 1.1% | $40.26 | +3.78% | 9 qtrssince 2020-Q4 | Increased 69 |
VANGUARD INDEX FDS | 333,191 | $61.2M | 1.1% | $163.86 | +6.09% | 12 qtrssince 2020-Q1 | Increased 47 |
ISHARES NATIONAL MUNI BOND ETF | 524,606 | $55.4M | 1.0% | $95.23 | -0.49% | 16 qtrssince 2019-Q1 | Increased 50 |
Wealthspire Advisors, LLC manages $5.5B across 581 positions as of Q4 2022. Top holdings: IVV (12.0%), SCHD (8.2%), VOO (6.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 104 new positions, 33 exits, 285 increased. Top move: VUG (INCREASED, conviction 76). Portfolio: $5.5B across 581 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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