Wealthspire Advisors, LLC

CIK

1646247

Location

NEW YORK, NY

Portfolio Value

Mid $5,515,981,543

Diversification

Diversified

Filing Date

Global Rank

#696 / 8,700 ▼ 262

Top Industry

Insurance Brokers 9.3%

Period ended 2 months ago

Filed Aug 11, 2026 · 33d

26 quarters · since Mar 2020

Portfolio Concentration

678 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.2%

−10.8 pts

Top 5

45.5%

−19.1 pts

Top 10

59.5%

−19.2 pts

HHI

658

Diversified−676

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.1%	$2,873,263,861	46
Technology	14.4%	$796,698,311	99
Financial Services	12.6%	$695,968,545	123
Consumer Cyclical	5.4%	$296,751,423	60
Communication Services	4.5%	$247,881,209	26
Healthcare	3.1%	$170,794,853	85
Industrials	2.8%	$155,140,762	89
Consumer Defensive	1.9%	$106,466,375	32
Energy	1.7%	$94,345,719	28
Utilities	0.8%	$43,474,064	31
Real Estate	0.4%	$21,082,224	37
Basic Materials	0.3%	$14,114,197	22

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+1,628,465	1,659,286	$125,292,685
VEA	Vanguard FTSE Developed Markets ETF	+1,099,481	15,662,182	$1,115,930,467
BKAG	BNY Mellon Core Bond ETF	+668,094	676,711	$28,388,026
NVDA	Nvidia Corp	+323,653	641,006	$128,258,890
IBIT	iShares Bitcoin Trust ETF	+307,866	450,059	$14,982,464
AES	Aes Corp	+294,914	335,378	$4,916,641
AAPL	Apple Inc.	+272,168	784,975	$227,140,366
CVX	Chevron Corp	+189,300	248,370	$41,169,811
AMZN	Amazon Com Inc	+163,420	382,824	$91,242,272
MIST	Milestone Pharmaceuticals Inc.	+130,000	140,629	$188,442
GOOGL	Alphabet Inc.	+121,402	521,328	$185,075,271
SLV	iShares Silver Trust	+116,391	141,761	$7,579,960
VXUS	Vanguard Total International Stock ETF	+111,689	6,446,651	$551,124,193
MSFT	Microsoft Corp	+104,523	342,187	$127,642,594
AXP	American Express Co	+81,314	95,731	$32,381,010
HQY	Healthequity, Inc.	+74,011	111,986	$10,114,575
WMT	Walmart Inc.	+65,644	159,109	$18,020,685
BAC	Bank Of America Corp /De/	+64,345	144,359	$8,225,575
SPY	Spdr S&P 500 ETF Trust	+61,495	502,627	$375,346,764
UBER	Uber Technologies, Inc	+59,901	75,428	$5,442,884
WMB	Williams Companies, Inc.	+53,551	75,033	$5,577,953
AVGO	Broadcom Inc.	+52,080	96,827	$36,576,399
JPM	Jpmorgan Chase & Co	+51,054	114,563	$37,499,906
VZ	Verizon Communications Inc	+47,310	236,380	$10,008,329
MO	Altria Group, Inc.	+46,438	118,733	$8,542,839
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−31,673,321	7,574	$288,266
DCOR	Dimensional US Core Equity 1 ETF	−16,841,471	64,537	$5,290,743
VEU	Vanguard FTSE All-World Ex-US ETF	−5,077,565	1,355,390	$113,513,912
VB	Vanguard Morningstar Small-Cap ETF	−5,071,733	389,955	$118,203,159
BIV	Vanguard Intermediate-Term Bond ETF	−861,484	8,442	$647,501
BNDW	Vanguard Total World Bond ETF	−545,589	4,385	$300,504
AON	Aon plc	−257,651	726,424	$240,947,576
VIG	Vanguard Dividend Appreciation ETF	−183,447	104,486	$24,723,477
BYRN	Byrna Technologies Inc.	−178,047	604,702	$4,057,550
VNRX	Volitionrx Ltd	−175,000	45,000	$60,750
MKC	Mccormick & Co Inc	−118,396	31,144	$1,571,231
—		−82,973	159,760	$14,640,406
BAB	Invesco Taxable Municipal Bond ETF	−55,614	173,794	$4,664,630
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−54,592	24,878	$2,491,780
MREO	Mereo BioPharma Group plc	−31,036	765,000	$243,270
WRAP	Wrap Technologies, Inc.	−23,600	21,234	$27,391
CAVA	Cava Group, Inc.	−19,954	383,523	$30,098,885
—		−16,217	18,142	$0
CDZI	Cadiz Inc	−12,180	23,160	$96,808
SAN	Banco Santander, S.A.	−11,131	10,867	$149,964
HPQ	Hp Inc	−9,207	9,552	$209,570
FVCB	FVCBankcorp, Inc.	−9,065	20,237	$354,147
PTY	Pimco Corporate & Income Opportunity Fund	−7,745	68,902	$828,891
STXS	Stereotaxis, Inc.	−7,500	24,000	$41,280
—		−6,932	6,816	$346,457
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WULF	Terawulf Inc.	319,922	$7,902,073
IREN	IREN Ltd	166,475	$7,612,901
MRVL	Marvell Technology, Inc.	24,898	$7,416,865
PURR	Hyperliquid Strategies Inc	826,644	$6,505,688
FOUR	Shift4 Payments, Inc.	116,825	$5,682,368
BWFG	Bankwell Financial Group, Inc.	87,538	$5,142,857
SOC	Sable Offshore Corp.	1,317,715	$4,058,562
ULTA	Ulta Beauty, Inc.	8,992	$4,055,212
SOFI	SoFi Technologies, Inc.	218,172	$3,911,823
LULU	lululemon athletica inc.	32,616	$3,724,094
FBTC	Fidelity Wise Origin Bitcoin Fund	62,642	$3,197,874
VST	Vistra Corp.	17,470	$2,771,266
HONA	Honeywell Aerospace Inc.	10,604	$2,344,332
CRCL	Circle Internet Group, Inc.	32,293	$2,022,510
SPCX	Space Exploration Technologies Corp	11,051	$1,888,173
MSTR	Strategy Inc	21,715	$1,887,684
GENI	Genius Sports Ltd	300,600	$1,821,636
RH	Rh	10,085	$1,661,302
OCUL	Ocular Therapeutix, Inc	162,960	$1,600,267
NTRA	Natera, Inc.	5,786	$1,570,609
BETA	BETA Technologies, Inc.	80,131	$1,342,194
BOBS	Bob's Discount Furniture, Inc.	80,448	$1,272,687
LITE	Lumentum Holdings Inc.	1,288	$1,105,181
ALAB	Astera Labs, Inc.	2,174	$1,050,085
SPOT	Spotify Technology S.A.	2,238	$1,027,532
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	32,170,149	$3,756,639,198
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	4,465,766	$223,338,581
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,565,975	$103,919,640
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	1,220,573	$94,394,098
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	1,148,578	$64,823,789
ABI	VictoryShares Pioneer Asset-Based Income ETF	401,283	$40,284,054
—		325,786	$36,594,042
VCRM	Vanguard Core Tax-Exempt Bond ETF	675,736	$33,712,469
BNDC	FlexShares Core Select Bond Fund	526,859	$25,129,574
EDV	Vanguard World Funds Extended Duration ETF	138,722	$24,704,592
—		464,941	$24,644,197
VIGI	Vanguard International Dividend Appreciation ETF	136,948	$20,281,998
AFGR	First Trust Active Factor Large Cap Growth ETF	774,453	$17,417,447
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	146,584	$13,831,485
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	206,350	$11,099,074
AFK	VanEck Africa Index ETF	191,502	$10,349,722
ACGO	Hartford Alpha Capture Growth ETF	540,656	$10,272,464
BKF	iShares MSCI BIC ETF	97,976	$8,029,783
ACES	ALPS Clean Energy ETF	162,876	$7,998,514
AGNG	Global X Funds Global X Aging Population ETF	131,335	$5,828,470
NBCE	Neuberger China Equity ETF	207,936	$5,561,040
IVZ	Invesco Ltd.	115,465	$5,331,262
CVY	Invesco Zacks Multi-Asset Income ETF	99,439	$4,684,146
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	83,178	$4,197,591
CWI	State Street SPDR MSCI ACWI ex-US ETF	62,732	$3,927,147
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

678 tracked positions · $5,515,981,543 total · filing declares 1,298 positions · $18,162,013,710 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 678 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	15,662,182	+1,099,481	$1,115,930,467	+19.6%	20.23%
VXUS	Vanguard Total International Stock ETF	Added	6,446,651	+111,689	$551,124,193	+12.8%	9.99%
SPY	Spdr S&P 500 ETF Trust	Added	502,627	+61,495	$375,346,764	+30.8%	6.80%
AON	Aon plc Financial Services	Reduced	726,424	-257,651	$240,947,576	−24.1%	4.37%
AAPL	Apple Inc. Technology	Added	784,975	+272,168	$227,140,366	+74.5%	4.12%
		Added	838,191	+14,641	$206,371,006	+21.8%	3.74%
GOOGL	Alphabet Inc. Communication Services	Added	521,328	+121,402	$185,075,271	+61.2%	3.36%
NVDA	Nvidia Corp Technology	Added	641,006	+323,653	$128,258,890	+131.7%	2.33%
MSFT	Microsoft Corp Technology	Added	342,187	+104,523	$127,642,594	+45.1%	2.31%
IAU	Ishares Gold Trust	Added	1,659,286	+1,628,465	$125,292,685	+4511.1%	2.27%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	389,955	-5,071,733	$118,203,159	−92.7%	2.14%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	1,355,390	-5,077,565	$113,513,912	−71.0%	2.06%
QQQ	Invesco Qqq Trust, Series 1	Added	134,082	+8,442	$98,737,984	+36.2%	1.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	382,824	+163,420	$91,242,272	+99.7%	1.65%
CME	Cme Group Inc. Financial Services	Added	355,010	+38,920	$78,396,858	−16.0%	1.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	83,614	+16,833	$55,309,902	+31.5%	1.00%
TSLA	Tesla, Inc. Consumer Cyclical	Added	104,461	+11,476	$43,936,296	+27.1%	0.80%
CVX	Chevron Corp Energy	Added	248,370	+189,300	$41,169,811	+236.9%	0.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	114,563	+51,054	$37,499,906	+100.7%	0.68%
AVGO	Broadcom Inc. Technology	Added	96,827	+52,080	$36,576,399	+164.1%	0.66%
LLY	ELI LILLY & Co Healthcare	Added	27,830	+12,320	$33,380,139	+134.0%	0.61%
AXP	American Express Co Financial Services	Added	95,731	+81,314	$32,381,010	+642.5%	0.59%
BZH	Beazer Homes USA Inc Consumer Cyclical	Reduced	1,117,128	-10	$31,335,440	+45.8%	0.57%
CAVA	Cava Group, Inc. Consumer Cyclical	Reduced	383,523	-19,954	$30,098,885	−7.8%	0.55%
ACN	Accenture plc Technology	Added	228,396	+37,727	$28,421,598	−24.8%	0.52%
BKAG	BNY Mellon Core Bond ETF	Added	676,711	+668,094	$28,388,026	+7818.7%	0.51%
JNJ	Johnson & Johnson Healthcare	Added	101,693	+15,320	$25,826,971	+22.3%	0.47%
META	Meta Platforms, Inc. Communication Services	Added	44,939	+16,011	$25,313,689	+52.9%	0.46%
VIG	Vanguard Dividend Appreciation ETF	Reduced	104,486	-183,447	$24,723,477	−25.4%	0.45%
GLD	Spdr Gold Trust	Added	63,818	+20,703	$23,509,274	+26.7%	0.43%
MU	Micron Technology Inc Technology	Added	20,015	+8,441	$23,103,114	+490.8%	0.42%
XOM	ExxonMobil Holdings Corp Energy	Added	164,234	+29,650	$22,454,072	−1.7%	0.41%
V	Visa Inc. Financial Services	Added	57,671	+30,352	$19,786,343	+139.6%	0.36%
WMT	Walmart Inc. Consumer Defensive	Added	159,109	+65,644	$18,020,685	+55.1%	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	18,580	+4,419	$17,381,032	+23.2%	0.32%
ABBV	AbbVie Inc. Healthcare	Added	67,367	+14,821	$16,952,231	+48.3%	0.31%
KO	Coca Cola Co Consumer Defensive	Added	196,374	+19,301	$15,959,314	+18.5%	0.29%
IBM	International Business Machines Corp Technology	Added	55,000	+14,584	$15,466,550	+57.9%	0.28%
IBIT	iShares Bitcoin Trust ETF	Added	450,059	+307,866	$14,982,464	+174.3%	0.27%
AMD	Advanced Micro Devices Inc Technology	Added	25,311	+10,008	$14,703,413	+372.3%	0.27%
		Reduced	159,760	-82,973	$14,640,406	+13.4%	0.27%
HD	Home Depot, Inc. Consumer Cyclical	Added	38,855	+11,679	$13,703,381	+53.3%	0.25%
MA	Mastercard Inc Financial Services	Added	25,876	+10,259	$13,289,913	+70.3%	0.24%
CSCO	Cisco Systems, Inc. Technology	Added	111,974	+25,244	$13,152,466	+95.4%	0.24%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	85,654	+15,265	$12,560,302	+23.5%	0.23%
GS	Goldman Sachs Group Inc Financial Services	Added	12,413	+8,085	$12,554,135	+242.9%	0.23%
RKT	Rocket Companies, Inc. Financial Services	Added	795,994	+3,673	$12,536,905	+11.0%	0.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	25,390	+18,487	$12,125,502	+419.8%	0.22%
PM	Philip Morris International Inc. Consumer Defensive	Added	63,422	+2,484	$11,473,674	+13.9%	0.21%
CBNK	Capital Bancorp Inc Financial Services	Reduced	291,615	-3,802	$10,241,518	+16.6%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.