Wealthspire Advisors
$12.7B Assets Reported
1,112 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 2,669,963 | $1.7B | 13.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 14,562,701 | $933M | 7.3% |
| VOO | VANGUARD INDEX FDS | 1,130,127 | $675M | 5.3% |
| IJH | ISHARES TR | 7,709,430 | $521M | 4.1% |
| VXUS | VANGUARD STAR FDS | 6,334,962 | $488M | 3.8% |
| SCHD | SCHWAB STRATEGIC TR | 13,311,446 | $408M | 3.2% |
| AON | AON PLC | 984,075 | $318M | 2.5% |
| VTI | VANGUARD INDEX FDS | 963,010 | $309M | 2.4% |
| SCHF | SCHWAB STRATEGIC TR | 12,209,080 | $302M | 2.4% |
| VUG | VANGUARD INDEX FDS | 677,349 | $296M | 2.3% |
Track Wealthspire Advisors's 13F portfolio: $12.7B in reported holdings, 1,112 positions. Top holdings, AUM, and quarterly changes on SentiSense.