WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,032 positions
ISHARES TR | 2.7M | $1.8B | 14.5% | $474.22 | +43.25% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 13.6M | $848.5M | 6.8% | $45.86 | +34.96% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.2M | $725.6M | 5.8% | $396.35 | +56.87% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.6M | $504.4M | 4.0% | $51.79 | +26.44% | 26 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD STAR FDS | 5.9M | $443.8M | 3.5% | $56.15 | +33.36% | 28 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 13.5M | $371.3M | 3.0% | $22.66 | +18.12% | 26 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 987,621 | $331.1M | 2.6% | $228.15 | +45.70% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 446,916 | $304.8M | 2.4% | $362.48 | +86.67% | 28 qtrssince 2019-Q1 | Increased 54 |
DIMENSIONAL ETF TRUST | 7.5M | $297.8M | 2.4% | $33.42 | +17.63% | 9 qtrssince 2023-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 599,927 | $292.7M | 2.3% | $54.69 | +48.19% | 24 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 10.9M | $262M | 2.1% | $16.39 | +45.79% | 24 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 4.7M | $253.3M | 2.0% | $42.51 | +26.06% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.9M | $228.6M | 1.8% | $95.63 | +24.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.6M | $214.9M | 1.7% | $43.12 | +5.33% | 21 qtrssince 2020-Q4 | Increased 51 |
VANGUARD MALVERN FDS | 4.2M | $207.3M | 1.6% | $45.50 | +5.15% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 602,087 | $174.7M | 1.4% | $56.89 | +26.65% | 24 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 835,091 | $174.6M | 1.4% | $160.45 | +29.62% | 27 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 545,331 | $171.7M | 1.4% | $219.86 | +42.00% | 27 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 590,564 | $160.6M | 1.3% | $195.26 | +38.85% | 27 qtrssince 2019-Q2 | Increased 61 |
MICROSOFT CORP | 283,281 | $137M | 1.1% | $376.83 | +27.53% | 27 qtrssince 2019-Q2 | Increased 61 |
Wealthspire Advisors, LLC manages $12.6B across 1032 positions as of Q4 2025. Top holdings: IVV (14.5%), VEA (6.8%), VOO (5.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 23 new positions, 2056 exits, 697 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $12.6B across 1032 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR