WAWealthspire Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,032 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.7M | $1.8B | 14.5% | $476.42 | +44.81% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 13.6M | $848.5M | 6.8% | $46.50 | +35.05% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 1.2M | $725.6M | 5.8% | $398.30 | +58.60% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P MIDCAP ETF | 7.6M | $504.4M | 4.0% | $57.26 | +16.49% | 26 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TOTAL INTL STOCK | 5.9M | $443.8M | 3.5% | $56.77 | +33.45% | 28 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US DVD EQUITY ETF | 13.5M | $371.3M | 3.0% | $25.33 | +9.08% | 26 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 987,621 | $331.1M | 2.6% | $229.35 | +47.31% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 446,916 | $304.8M | 2.4% | $367.00 | +87.20% | 28 qtrssince 2019-Q1 | Increased 54 |
DIMENSIONAL US CORE EQUITY 2 | 7.5M | $297.8M | 2.4% | $33.56 | +18.92% | 9 qtrssince 2023-Q4 | Decreased 0 |
VANGUARD GROWTH ETF | 599,927 | $292.7M | 2.3% | $54.75 | +48.19% | 24 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 10.9M | $262M | 2.1% | $17.67 | +36.93% | 24 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 4.7M | $253.3M | 2.0% | $42.69 | +26.04% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.9M | $228.6M | 1.8% | $96.06 | +26.67% | 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 SHORT-TERM TIPS | 4.2M | $207.3M | 1.6% | $47.02 | +5.22% | 28 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MID-CAP ETF | 602,087 | $174.7M | 1.4% | $56.89 | +26.65% | 24 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD EXTENDED MARKET ETF | 835,091 | $174.6M | 1.4% | $161.77 | +30.53% | 27 qtrssince 2019-Q2 | Decreased 0 |
VANGUARD LARGE-CAP ETF | 545,331 | $171.7M | 1.4% | $221.18 | +43.41% | 27 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 590,564 | $160.6M | 1.3% | $196.58 | +37.92% | 27 qtrssince 2019-Q2 | Increased 61 |
MICROSOFT CORP | 283,281 | $137M | 1.1% | $381.36 | +27.83% | 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: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 23 new positions, 2053 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
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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