WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings792 positions
ISHARES TR | 2.6M | $1.5B | 15.0% | $389.38 | +48.04% | 24 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 1.2M | $631.2M | 6.3% | $286.86 | +83.95% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD TAX-MANAGED FDS | 10.7M | $510.9M | 5.1% | $39.57 | +15.69% | 24 qtrssince 2019-Q1 | Increased 66 |
ISHARES TR | 7.6M | $474M | 4.7% | $45.98 | +32.58% | 22 qtrssince 2019-Q3 | Increased 61 |
SCHWAB STRATEGIC TR | 15.1M | $413.7M | 4.1% | $19.02 | +34.92% | 22 qtrssince 2019-Q3 | Increased 92 |
SPDR S&P 500 ETF TR | 586,133 | $343.5M | 3.4% | $353.21 | +62.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $332.2M | 3.3% | $183.50 | +54.71% | 24 qtrssince 2019-Q1 | Increased 59 |
VANGUARD STAR FDS | 4.8M | $282.6M | 2.8% | $49.67 | +13.92% | 24 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 8M | $275.9M | 2.7% | $33.46 | +1.58% | 5 qtrssince 2023-Q4 | Increased 53 |
ISHARES TR | 1.9M | $217.9M | 2.2% | $88.21 | +27.61% | 24 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 4.5M | $203.9M | 2.0% | $42.97 | -1.59% | 17 qtrssince 2020-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 10.2M | $188.7M | 1.9% | $13.22 | +34.34% | 20 qtrssince 2020-Q1 | Increased 78 |
VANGUARD INDEX FDS | 456,531 | $187.4M | 1.9% | $46.43 | +46.18% | 20 qtrssince 2020-Q1 | Increased 61 |
VANGUARD INTL EQUITY INDEX F | 4M | $174M | 1.7% | $39.42 | +8.24% | 24 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 779,659 | $148.1M | 1.5% | $147.95 | +26.18% | 23 qtrssince 2019-Q2 | Increased 49 |
VANGUARD INDEX FDS | 557,214 | $147.2M | 1.5% | $48.10 | +34.20% | 20 qtrssince 2020-Q1 | Increased 48 |
VANGUARD MALVERN FDS | 2.8M | $133.2M | 1.3% | $43.36 | +4.03% | 24 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INDEX FDS | 448,843 | $121.1M | 1.2% | $157.83 | +67.48% | 23 qtrssince 2019-Q2 | Increased 48 |
APPLE INC | 462,148 | $115.7M | 1.2% | $154.58 | +60.84% | 23 qtrssince 2019-Q2 | Increased 50 |
AON PLC | 296,862 | $106.6M | 1.1% | $293.25 | +21.42% | 14 qtrssince 2021-Q3 | Increased 50 |
Wealthspire Advisors, LLC manages $10.1B across 792 positions as of Q4 2024. Top holdings: IVV (15.0%), VOO (6.3%), VEA (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 95 new positions, 59 exits, 383 increased. Top move: SCHD (INCREASED, conviction 92). Portfolio: $10.1B across 792 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR