Wealthspire Advisors, LLC

Registered adviser

CIK

1646247

Location

NEW YORK, NY

Portfolio Value

Large $17,419,059,948

Diversification

Diversified

Filing Date

Global Rank

#382 / 8,818 ▲ 46

Top Industry

Insurance Brokers 9.2%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 106181

Roster of Oct 1, 2026

Regulatory AUM

$34,322,977,688

Main clients

Individuals and high net worth (97% of AUM)

Private funds on Schedule D 7.B.(1)

As filed Sep 3, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
May 2026 to Oct 2026	$34,322,977,688	Individuals and high net worth (97%)
Apr 2026	$29,356,215,183	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$25,786,873,286	Individuals and high net worth (96%)
Oct 2024 to Mar 2025	$21,691,716,165	Individuals and high net worth (97%)
Apr 2024 to Sep 2024	$18,872,379,313	Individuals and high net worth (97%)
Dec 2023 to Mar 2024	$16,826,152,348	Individuals and high net worth (98%)

11 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.9% of the book (60%+)

Turnover

Low turnover

12.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.0 quarters (12+), a floor since 66.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 76.6%; sector active share 71.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,094 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.5%

+1.1 pts

Top 5

60.3%

−4.8 pts

Top 10

73.9%

−4.9 pts

HHI

1,261

Diversified−43

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.8%	$14,765,501,473	449
Technology	4.6%	$793,283,887	99
Financial Services	4.1%	$709,802,109	135
Consumer Cyclical	1.7%	$296,622,855	58
Communication Services	1.4%	$247,881,209	27
Healthcare	1.0%	$171,365,057	85
Industrials	0.9%	$154,941,690	90
Consumer Defensive	0.6%	$106,508,159	33
Energy	0.5%	$94,345,711	28
Utilities	0.3%	$43,611,377	31
Real Estate	0.1%	$21,082,224	37
Basic Materials	0.1%	$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
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+5,047,815	5,799,266	$509,639,496
VUG	VANGUARD GROWTH INDEX FUND	+3,737,983	4,415,332	$380,336,698
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	+2,491,081	2,659,758	$42,236,957
SGOV	iShares 0-3 Month Treasury Bond ETF	+2,209,289	2,224,301	$223,920,381
VO	VANGUARD MID-CAP INDEX FUND	+1,726,532	2,345,040	$188,939,872
—		+1,667,145	1,676,702	$48,641,125
IAU	Ishares Gold Trust	+1,628,465	1,659,286	$125,292,685
ACWX	iShares MSCI ACWI ex U.S. ETF	+1,167,371	1,180,155	$89,821,597
VEA	Vanguard FTSE Developed Markets ETF	+1,099,481	15,662,182	$1,115,930,467
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	+858,442	870,699	$22,838,434
SHY	iShares 1-3 Year Treasury Bond ETF	+798,814	817,585	$67,131,904
IUSB	iShares Core Universal USD Bond ETF	+755,807	5,483,050	$253,042,757
BKLC	BNY Mellon US Large Cap Core Equity ETF	+679,072	687,689	$98,607,794
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+658,732	668,986	$33,710,204
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+589,734	5,045,602	$253,440,588
—		+540,071	1,005,012	$56,441,473
IWF	iShares Russell 1000 Growth ETF	+436,406	530,662	$65,892,300
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+421,238	515,328	$84,652,930
ILCG	iShares Morningstar Growth ETF	+390,660	395,293	$46,257,186
—		+386,797	487,499	$13,362,347
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+336,188	1,299,198	$480,755,227
NVDA	Nvidia Corp	+323,653	641,006	$128,258,890
IBIT	iShares Bitcoin Trust ETF	+307,866	450,059	$14,982,464
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+300,752	5,198,174	$310,279,006
AES	Aes Corp	+294,914	335,378	$4,916,641
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHF	Schwab International Equity ETF	−1,269,463	10,939,617	$303,027,390
VV	VANGUARD LARGE-CAP INDEX FUND	−277,621	530,162	$182,328,013
AON	Aon plc	−257,651	726,424	$240,947,576
SCHE	Schwab Emerging Markets Equity ETF	−250,683	1,005,812	$36,470,743
USFR	WisdomTree Floating Rate Treasury Fund	−228,986	580,812	$29,243,884
TFLO	iShares Treasury Floating Rate Bond ETF	−192,956	1,599,878	$81,001,823
BYRN	Byrna Technologies Inc.	−178,047	604,702	$4,057,550
VNRX	Volitionrx Ltd	−175,000	45,000	$60,750
MKC-V	Mccormick & Co Inc	−128,083	11,892	$600,546
ISTB	iShares Core 1-5 Year USD Bond ETF	−97,649	25,898	$1,249,578
DFAU	Dimensional US Core Equity Market ETF	−86,713	727,590	$37,609,127
DFAE	Dimensional Emerging Core Equity Market ETF	−62,380	2,373,919	$95,455,282
EIPI	FT Energy Income Partners Enhanced Income ETF	−46,863	727,590	$15,890,565
DIHP	Dimensional International High Profitability ETF	−35,818	135,978	$4,640,249
MREO	Mereo BioPharma Group plc	−31,036	765,000	$243,270
GOVT	iShares U.S. Treasury Bond ETF	−29,859	1,204,706	$27,443,202
SCHO	Schwab Short-Term U.S. Treasury ETF	−29,247	31,631	$763,572
WRAP	Wrap Technologies, Inc.	−23,600	21,234	$27,391
CAVA	Cava Group, Inc.	−19,954	383,523	$30,098,885
JPST	JPMorgan Ultra-Short Income ETF	−16,540	37,628	$1,902,847
—		−16,217	18,142	$570,204
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−14,076	661,660	$33,466,762
CDZI	Cadiz Inc	−12,180	23,160	$96,808
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−12,089	36,030	$5,112,296
VB	Vanguard Index Funds	−11,581	389,955	$118,203,159
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	2,058,853	$52,541,928
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	483,994	$43,941,815
BKAG	BNY Mellon ETF Trust	676,711	$28,388,026
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	373,105	$19,837,992
VGSR	Vert Global Sustainable Real Estate ETF	1,516,164	$17,261,527
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	497,936	$14,136,403
FMB	First Trust Managed Municipal ETF	245,248	$12,597,654
BOND	PIMCO Active Bond Exchange-Traded Fund	115,422	$10,643,062
TMFC	Motley Fool 100 Index ETF	128,580	$9,792,652
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	191,799	$9,375,135
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
VFQY	VANGUARD U.S. QUALITY FACTOR ETF	34,325	$5,845,204
FOUR	Shift4 Payments, Inc.	116,825	$5,682,368
BWFG	Bankwell Financial Group, Inc.	87,538	$5,142,857
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	76,117	$4,489,380
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	100,344	$4,139,691
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
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	52,887	$3,078,023
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		258,593	$1,442,948
AGX	Argan Inc	1,579	$860,002
KTOS	Kratos Defense & Security Solutions, Inc.	11,030	$777,725
VPLS	VANGUARD CORE-PLUS BOND ETF	9,898	$767,975
FLOT	iShares Floating Rate Bond ETF	12,786	$651,446
—		69,039	$575,786
IYM	iShares U.S. Basic Materials ETF	2,523	$443,846
FNV	FRANCO NEVADA Corp	1,696	$418,996
BWXT	BWX Technologies, Inc.	1,994	$407,753
MSCI	MSCI Inc.	714	$384,853
RIO	Rio Tinto PLC	4,035	$376,425
MWA	Mueller Water Products, Inc.	13,307	$365,809
LYB	LyondellBasell Industries N.V.	4,360	$351,241
WDC	Western Digital Corp	1,145	$309,711
ADSK	Autodesk, Inc.	1,244	$297,813
ETHE	Grayscale Ethereum Staking ETF	15,481	$264,260
HRI	Herc Holdings Inc	2,645	$263,309
HUBS	Hubspot Inc	1,073	$261,919
SU	Suncor Energy Inc	3,816	$252,275
FLLA	Franklin FTSE Latin America ETF	8,032	$227,144
AEM	Agnico Eagle Mines Ltd	1,102	$223,683
NYT	New York Times Co	2,572	$215,353
FIS	Fidelity National Information Services, Inc.	4,507	$211,423
BBAX	JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF	3,538	$210,369
CPRT	Copart Inc	6,260	$207,832
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,094 tracked positions · $17,419,059,948 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 1,094 positions by value · page 1 of 22

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	2,868,273	+198,310	$2,148,020,966	+23.2%	26+	before history	12.33%
VEA	Vanguard FTSE Developed Markets ETF	Added	15,662,182	+1,099,481	$1,115,930,467	+19.6%	26+	before history	6.41%
VOO	VANGUARD 500 INDEX FUND	Added	1,154,326	+24,199	$792,802,640	+17.4%	26+	before history	4.55%
IJH	iShares Core S&P Mid-Cap ETF	Added	7,961,778	+252,348	$613,932,701	+17.9%	26+	before history	3.52%
VXUS	Vanguard Total International Stock ETF	Added	6,446,651	+111,689	$551,124,193	+12.8%	26+	before history	3.16%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	5,799,266	+5,047,815	$509,639,496	+786.1%	17	unpriced	2.93%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,299,198	+336,188	$480,755,227	+55.6%	26+	before history	2.76%
SCHD	Schwab U.S. Dividend Equity ETF	Added	13,574,503	+263,057	$430,447,490	+5.4%	26+	before history	2.47%
VUG	VANGUARD GROWTH INDEX FUND	Added	4,415,332	+3,737,983	$380,336,698	+28.6%	26+	before history	2.18%
SPY	Spdr S&P 500 ETF Trust	Added	502,627	+61,495	$375,346,764	+30.8%	26+	before history	2.15%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	7,548,752	+43,777	$334,862,638	+14.8%	11	$33.02	1.92%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	5,198,174	+300,752	$310,279,006	+17.2%	26+	before history	1.78%
SCHF	Schwab International Equity ETF	Reduced	10,939,617	-1,269,463	$303,027,390	+0.3%	26+	before history	1.74%
IJR	iShares Core S&P Small-Cap ETF	Added	2,025,543	+84,483	$300,408,282	+24.5%	26+	before history	1.72%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	5,045,602	+589,734	$253,440,588	+13.9%	26+	before history	1.45%
IUSB	iShares Core Universal USD Bond ETF	Added	5,483,050	+755,807	$253,042,757	+15.9%	23	unpriced	1.45%
AON	Aon plc Financial Services	Reduced	726,424	-257,651	$240,947,576	−24.1%	20	$325.37	1.38%
AAPL	Apple Inc. Technology	Added	784,975	+272,168	$227,140,366	+74.5%	26+	before history	1.30%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	2,224,301	+2,209,289	$223,920,381	+14718.3%	6	unpriced	1.29%
		Added	838,191	+14,641	$206,371,006	+21.8%	26+	before history	1.18%
VO	VANGUARD MID-CAP INDEX FUND	Added	2,345,040	+1,726,532	$188,939,872	+6.4%	26+	before history	1.08%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	530,162	-277,621	$182,328,013	−24.5%	26+	before history	1.05%
IEMG	iShares Trust	Added	1,791,433	+103,953	$148,402,309	—	26+	before history	0.85%
NVDA	Nvidia Corp Technology	Added	641,006	+323,653	$128,258,890	+131.7%	26+	before history	0.74%
MSFT	Microsoft Corp Technology	Added	342,187	+104,523	$127,642,594	+45.1%	26+	before history	0.73%
IAU	Ishares Gold Trust	Added	1,659,286	+1,628,465	$125,292,685	+4511.1%	23	$84.20	0.72%
VB	Vanguard Index Funds	Reduced	389,955	-11,581	$118,203,159	+12.4%	26+	before history	0.68%
VEU	Vanguard International Equity Index Funds	Added	1,355,390	+87,627	$113,513,912	+19.2%	23	$61.00	0.65%
GOOG	Alphabet Inc. Communication Services	Added	304,880	+39,898	$107,723,250	+41.7%	26+	before history	0.62%
SOXX	iShares Semiconductor ETF	Added	161,642	+150,986	$103,573,727	+2857.4%	11	unpriced	0.59%
QQQ	Invesco Qqq Trust, Series 1	Added	134,082	+8,442	$98,737,984	+36.2%	26+	before history	0.57%
BKLC	BNY Mellon US Large Cap Core Equity ETF	Added	687,689	+679,072	$98,607,794	+9068.7%	5	unpriced	0.57%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	2,373,919	-62,380	$95,455,282	+15.7%	11	$26.07	0.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	382,824	+163,420	$91,242,272	+99.7%	26+	before history	0.52%
IWV	iShares Russell 3000 ETF	Added	212,799	+171,412	$90,737,493	+491.5%	23	unpriced	0.52%
EMLP	First Trust North American Energy Infrastructure Fund	Added	2,078,591	+29,827	$90,418,708	+1.1%	26+	before history	0.52%
ACWX	iShares MSCI ACWI ex U.S. ETF	Added	1,180,155	+1,167,371	$89,821,597	+10161.6%	9	unpriced	0.52%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	515,328	+421,238	$84,652,930	+531.7%	26+	before history	0.49%
SCHX	Schwab U.S. Large-Cap ETF	Added	2,840,786	+17,856	$83,604,331	+15.5%	23	unpriced	0.48%
DFAI	Dimensional International Core Equity Market ETF	Added	2,002,126	+10,916	$82,587,697	+6.5%	11	$30.40	0.47%
TFLO	iShares Treasury Floating Rate Bond ETF	Reduced	1,599,878	-192,956	$81,001,823	−10.8%	15	unpriced	0.47%
DFGR	Dimensional Global Real Estate ETF	Added	2,777,041	+21,785	$80,450,877	+9.9%	8	$27.22	0.46%
IXUS	iShares Core MSCI Total International Stock ETF	Added	842,622	+7,237	$80,419,843	+11.1%	26+	before history	0.46%
IEFA	iShares Core MSCI EAFE ETF	Added	831,014	+42,531	$80,259,332	+12.4%	24	unpriced	0.46%
SMH	VanEck Semiconductor ETF	Added	119,562	+113,440	$78,419,520	+3241.0%	7	unpriced	0.45%
CME	Cme Group Inc. Financial Services	Added	355,010	+38,920	$78,396,858	−16.0%	26+	before history	0.45%
GOOGL	Alphabet Inc. Communication Services	Added	216,448	+81,504	$77,352,021	+99.3%	26+	before history	0.44%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	205,004	+886	$74,969,962	+21.5%	23	unpriced	0.43%
CVLC	Calvert US Large-Cap Core Responsible Index ETF	Added	782,924	+13,501	$73,962,830	+20.1%	5	$77.54	0.42%
VTV	VANGUARD VALUE INDEX FUND	Added	337,510	+44,635	$73,553,554	+28.0%	26+	before history	0.42%

Showing the top 50 of 1,094 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.