Q2 2026 13F · SEC CIK 1646247

Wealthspire Advisors, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $18.2B
Reported positions: 1,292
Top holdings a year, 3 yrs: +17.4%
Assets under management: $34.3B

Wealthspire Advisors, LLC is a wealth manager that reported 1,292 positions worth $18.2B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Tr (IVV, 11.8%), Vanguard Ftse Developed Markets Index Fu (VEA, 6.1%), Vanguard Index Fds (VOO, 4.4%). A portfolio copying its top holdings returned 17.4% a year over the last 3 years, against 20.4% for the S&P 500.

Wealthspire Advisors, LLC holdings largest 50 of 1,292 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wealthspire Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	11.8%	13.7%	2,868,273	+7.4%	$2.1B
VEAVanguard Ftse Developed Markets Index Fu	6.1%	7.3%	15,662,182	+7.5%	$1.1B
VOOVanguard Index Fds	4.4%	5.3%	1,154,326	+2.1%	$792.8M
IJHIshares Tr	3.4%	4.1%	7,961,778	+3.3%	$613.9M
VXUSVanguard Star Fds	3.0%	3.8%	6,446,651	+1.8%	$551.1M
SPLGSpdr Series Trust	2.8%	0.5%	5,799,266	+671.7%	$509.6M
VTIVanguard Index Fds	2.6%	2.4%	1,299,198	+34.9%	$480.8M
SCHDSchwab Strategic Tr	2.4%	3.2%	13,574,503	+2.0%	$430.4M
VUGVanguard Index Fds	2.1%	2.3%	4,415,332	+551.9%	$380.3M
SPYState Str Spdr S&p 500 ETF T	2.1%	2.3%	502,627	+13.9%	$375.3M
DFACDimensional ETF Trust	1.8%	2.3%	7,548,752	+0.6%	$334.9M
VWOVanguard Intl Equity Index F	1.7%	2.1%	5,198,174	+6.1%	$310.3M
SCHFSchwab Strategic Tr	1.7%	2.4%	10,939,617	-10.4%	$303.0M
IJRIshares Tr	1.7%	1.9%	2,025,543	+4.4%	$300.4M
VTIPVanguard Malvern Fds	1.4%	1.7%	5,045,602	+13.2%	$253.4M
IUSBIshares Tr	1.4%	1.7%	5,483,050	+16.0%	$253.0M
AONAon PLC	1.3%	2.5%	726,424	-26.2%	$240.9M
AAPLApple Inc	1.3%	1.0%	784,975	+53.1%	$227.1M
SGOVIshares Tr	1.2%	—	2,224,301	—	$223.9M
VXFVanguard Index Fds	1.1%	1.3%	838,191	+1.8%	$206.4M
VOVanguard Index Fds	1.0%	1.4%	2,345,040	+279.1%	$188.9M
VVVanguard Index Fds	1.0%	1.9%	530,162	-34.4%	$182.3M
IEMGIshares Inc	0.8%	0.9%	1,791,433	+6.2%	$148.4M
NVDANvidia Corporation	0.7%	0.4%	641,006	+102.0%	$128.3M
MSFTMicrosoft Corp	0.7%	0.7%	342,187	+44.0%	$127.6M
IAUIshares Gold Tr	0.7%	—	1,659,286	—	$125.3M
VWIUXVanguard Tax Exempt	0.7%	—	8,824,534	—	$121.9M
VBVanguard Index Fds	0.7%	0.8%	389,955	-2.9%	$118.2M
VEUVanguard Intl Equity Index F	0.6%	0.7%	1,355,390	+6.9%	$113.5M
GOOGAlphabet Inc	0.6%	0.6%	304,880	+15.1%	$107.7M
SOXXIshares Tr	0.6%	—	161,642	—	$103.6M
QQQInvesco Qqq Tr	0.5%	0.6%	134,082	+6.7%	$98.7M
BKLCBNY Mellon ETF TR US Large Cap Core Equi	0.5%	—	687,689	—	$98.6M
DFAEDimensional ETF Trust	0.5%	0.6%	2,373,919	-2.6%	$95.5M
DTHXXMoney Market Fund 261941702	0.5%	—	91,862,768	—	$91.9M
AMZNAmazon Com Inc	0.5%	0.4%	382,824	+74.5%	$91.2M
IWVIshares Tr	0.5%	—	212,799	—	$90.7M
EMLPFirst Tr Exchange-Traded Fd	0.5%	0.7%	2,078,591	+1.5%	$90.4M
ACWXIshares Tr	0.5%	—	1,180,155	—	$89.8M
ITOTIshares Tr	0.5%	—	515,328	—	$84.7M
SCHXSchwab Strategic Tr	0.5%	0.6%	2,840,786	+0.6%	$83.6M
DFAIDimensional ETF Trust	0.5%	0.6%	2,002,126	+0.5%	$82.6M
TFLOIshares Tr	0.4%	0.7%	1,599,878	-10.8%	$81.0M
DFGRDimensional ETF Trust	0.4%	0.6%	2,777,041	+0.8%	$80.5M
IXUSIshares Tr	0.4%	0.6%	842,622	+0.9%	$80.4M
IEFAIshares Tr	0.4%	0.6%	831,014	+5.4%	$80.3M
SMHVaneck ETF Trust	0.4%	—	119,562	—	$78.4M
CMECme Group Inc	0.4%	0.7%	355,010	+12.3%	$78.4M
GOOGLAlphabet Inc	0.4%	—	216,448	—	$77.4M
VBKVanguard Index Fds	0.4%	0.5%	205,004	+0.4%	$75.0M

What Wealthspire Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +17.4% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$18.2B	1,292
Q1 2026	$12.7B	932
Q4 2025	$12.6B	1,031
Q3 2025	$19.1B	3,064
Q2 2025	$17.8B	839
Q1 2025	$16.7B	789
Q4 2024	$10.1B	785
Q3 2024	$9.8B	754
Q2 2024	$7.8B	663
Q1 2024	$7.5B	641
Q4 2023	$7.0B	644
Q3 2023	$6.1B	594

Questions about Wealthspire Advisors, LLC's portfolio

What stocks does Wealthspire Advisors, LLC own?

Wealthspire Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 1,292 positions worth $18.2B. The largest are Ishares Tr (IVV) at 11.8%, Vanguard Ftse Developed Markets Index Fu (VEA) at 6.1%, Vanguard Index Fds (VOO) at 4.4%, Ishares Tr (IJH) at 3.4% and Vanguard Star Fds (VXUS) at 3.0%.

What did Wealthspire Advisors, LLC buy last quarter?

In Q2 2026, Wealthspire Advisors, LLC added Spdr Series Trust (SPLG) (+671.7% shares), Vanguard Index Fds (VUG) (+551.9% shares) and Vanguard Index Fds (VO) (+279.1% shares), compared with its Q1 2026 filing.

What did Wealthspire Advisors, LLC sell last quarter?

In Q2 2026, Wealthspire Advisors, LLC cut from its top 50 Ishares Tr (HYDB), cut from its top 50 Calvert US Large Cap Core Responsi (CVLC), cut from its top 50 Vanguard Index Fds (VTV), cut from its top 50 Vanguard Bd Index Fds (BND), cut from its top 50 Ishares Tr (MUB), Vanguard Index Fds (VV) (-34.4% shares), Aon PLC (AON) (-26.2% shares) and Ishares Tr (TFLO) (-10.8% shares), compared with its Q1 2026 filing.

How has Wealthspire Advisors, LLC's portfolio performed?

A portfolio copying Wealthspire Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.1% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Wealthspire Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealthspire Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealthspire Advisors, LLC manage?

Wealthspire Advisors, LLC reported $34.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $18.2B.