WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings792 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.6M | $1.5B | 15.0% | $392.99 | +48.47% | 24 qtrssince 2019-Q1 | Increased 65 |
VANGUARD S&P 500 ETF | 1.2M | $631.2M | 6.3% | $289.48 | +84.61% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD FTSE DEVELOPED ETF | 10.7M | $510.9M | 5.1% | $40.04 | +15.41% | 24 qtrssince 2019-Q1 | Increased 66 |
ISHARES CORE S&P MIDCAP ETF | 7.6M | $474M | 4.7% | $56.85 | +7.83% | 22 qtrssince 2019-Q3 | Increased 61 |
SCHWAB US DVD EQUITY ETF | 15.1M | $413.7M | 4.1% | $23.95 | +9.40% | 22 qtrssince 2019-Q3 | Increased 92 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 586,133 | $343.5M | 3.4% | $357.68 | +62.54% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.1M | $332.2M | 3.3% | $184.96 | +55.33% | 24 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TOTAL INTL STOCK | 4.8M | $282.6M | 2.8% | $50.10 | +13.92% | 24 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL US CORE EQUITY 2 | 8M | $275.9M | 2.7% | $33.60 | +2.01% | 5 qtrssince 2023-Q4 | Increased 53 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.9M | $217.9M | 2.2% | $88.81 | +27.52% | 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 INTL EQUITY ETF | 10.2M | $188.7M | 1.9% | $15.63 | +14.39% | 20 qtrssince 2020-Q1 | Increased 78 |
VANGUARD GROWTH ETF | 456,531 | $187.4M | 1.9% | $46.48 | +46.18% | 20 qtrssince 2020-Q1 | Increased 61 |
VANGUARD FTSE EMERGING MARKETS | 4M | $174M | 1.7% | $39.63 | +8.17% | 24 qtrssince 2019-Q1 | Increased 52 |
VANGUARD EXTENDED MARKET ETF | 779,659 | $148.1M | 1.5% | $149.00 | +26.12% | 23 qtrssince 2019-Q2 | Increased 49 |
VANGUARD MID-CAP ETF | 557,214 | $147.2M | 1.5% | $48.10 | +34.20% | 20 qtrssince 2020-Q1 | Increased 48 |
VANGUARD SHORT-TERM TIPS | 2.8M | $133.2M | 1.3% | $44.83 | +3.97% | 24 qtrssince 2019-Q1 | Increased 62 |
VANGUARD LARGE-CAP ETF | 448,843 | $121.1M | 1.2% | $160.12 | +67.12% | 23 qtrssince 2019-Q2 | Increased 48 |
APPLE INC | 462,148 | $115.7M | 1.2% | $156.85 | +58.50% | 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: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 93 new positions, 57 exits, 385 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer