Wealthspire Advisors
$18.1B 13F equity value
1,308 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealthspire Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 2,868,273 | $2.1B | 11.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 15,662,182 | $1.1B | 6.1% |
| VOO | VANGUARD INDEX FDS | 1,154,326 | $793M | 4.4% |
| IJH | ISHARES TR | 7,961,778 | $614M | 3.4% |
| VXUS | VANGUARD STAR FDS | 6,446,651 | $551M | 3.0% |
| SPYM | SPDR SERIES TRUST | 5,799,266 | $510M | 2.8% |
| VTI | VANGUARD INDEX FDS | 1,299,198 | $481M | 2.6% |
| SCHD | SCHWAB STRATEGIC TR | 13,574,503 | $430M | 2.4% |
| VUG | VANGUARD INDEX FDS | 4,415,332 | $380M | 2.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 502,627 | $375M | 2.1% |
Track Wealthspire Advisors's 13F portfolio: $18.1B in reported holdings, 1,308 positions. Top holdings and quarterly changes on SentiSense.
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