Wealthspire Advisors, LLC

CIK

1646247

Location

NEW YORK, NY

Portfolio Value

Mid $2,133,565,893

Diversification

Diversified

Filing Date

Global Rank

#1,161 / 8,622 ▲ 10 · as of Mar 2026

Top Industry

Insurance Brokers 18.6%

3Y Alpha vs SPY

-1.9%

Period ended 4 months ago

Filed May 1, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+60.1%

SPY

+67.9%

Annualised alpha

-1.9%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

538 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.9%

+0.5 pts

Top 5

42.9%

+6.2 pts

Top 10

54.7%

+4.7 pts

HHI

526

Diversified+128

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.6%	$611,161,448	106
Technology	19.5%	$415,927,450	76
Unclassified	19.3%	$411,780,044	19
Consumer Cyclical	9.4%	$201,233,699	43
Healthcare	5.2%	$111,447,716	71
Industrials	4.7%	$101,064,482	70
Communication Services	4.0%	$84,976,862	18
Consumer Defensive	3.9%	$83,746,108	29
Energy	2.6%	$54,828,033	27
Utilities	1.4%	$29,492,769	28
Real Estate	0.7%	$14,572,125	28
Basic Materials	0.6%	$13,335,157	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AON	Aon plc	+710,479	984,075	$317,639,728
BYRN	Byrna Technologies Inc.	+537,635	782,749	$7,185,635
CAVA	Cava Group, Inc.	+374,000	403,477	$32,641,289
GBDC	GOLUB CAPITAL BDC, Inc.	+356,348	375,135	$4,749,209
CBNK	Capital Bancorp Inc	+216,576	295,417	$8,785,701
CMG	Chipotle Mexican Grill Inc	+138,647	151,700	$4,855,917
EXFY	Expensify, Inc.	+132,318	238,530	$207,521
GALT	Galectin Therapeutics Inc	+119,815	721,788	$2,013,788
ACN	Accenture plc	+100,273	190,669	$37,807,756
UBSI	United Bankshares Inc/Wv	+94,971	104,053	$4,309,875
CME	Cme Group Inc.	+89,409	316,090	$93,357,181
AUB	Atlantic Union Bankshares Corp	+54,709	60,575	$2,164,950
MEC	Mayville Engineering Company, Inc.	+46,192	141,607	$2,541,845
SIF	Sifco Industries Inc	+38,022	98,049	$1,305,032
VZ	Verizon Communications Inc	+37,975	189,070	$9,491,314
TSLA	Tesla, Inc.	+34,274	92,985	$34,567,173
GLDM	World Gold Trust	+28,743	60,572	$5,614,418
CSX	Csx Corp	+27,072	67,192	$2,758,231
GDLC	Grayscale CoinDesk Crypto 5 ETF	+26,415	37,248	$1,161,765
PINS	Pinterest, Inc.	+23,789	33,795	$619,800
HLT	Hilton Worldwide Holdings Inc.	+23,587	24,959	$7,589,532
BYND	Beyond Meat, Inc.	+20,003	40,018	$28,092
DX	Dynex Capital Inc	+18,443	41,962	$535,435
LOW	Lowes Companies Inc	+18,200	29,354	$6,935,763
SG	Sweetgreen, Inc.	+17,456	29,914	$155,253
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−78,062	317,353	$55,346,363
AAPL	Apple Inc.	−77,757	512,807	$130,145,288
BAC	Bank Of America Corp /De/	−56,716	80,014	$3,900,682
MSFT	Microsoft Corp	−45,617	237,664	$87,976,082
T	At&T Inc.	−42,103	140,595	$4,075,849
AMZN	Amazon Com Inc	−34,976	219,404	$45,695,271
NFLX	Netflix Inc	−33,002	61,468	$5,910,148
JPM	Jpmorgan Chase & Co	−32,408	63,509	$18,681,807
WBD	Warner Bros. Discovery, Inc.	−29,676	31,435	$863,205
F	Ford Motor Co	−26,650	52,763	$608,885
GOOGL	Alphabet Inc.	−26,631	134,944	$38,804,496
AKBA	Akebia Therapeutics, Inc.	−25,100	180,002	$250,202
SAN	Banco Santander, S.A.	−23,938	21,998	$248,137
XOM	ExxonMobil Holdings Corp	−23,290	134,584	$22,833,521
ORCL	Oracle Corp	−19,827	23,600	$3,471,796
META	Meta Platforms, Inc.	−19,302	28,928	$16,550,576
WMT	Walmart Inc.	−18,419	93,465	$11,615,830
INTC	Intel Corp	−18,379	54,389	$2,400,186
AVGO	Broadcom Inc.	−17,625	44,747	$13,849,643
FAST	Fastenal Co	−17,353	52,668	$2,443,795
USB	US Bancorp De	−16,376	26,489	$1,377,692
CMCSA	Comcast Corp	−14,757	58,799	$1,688,119
CX	Cemex Sab De CV	−13,593	76,498	$875,137
WFC	Wells Fargo & Company/Mn	−13,586	39,396	$3,136,315
EXC	Exelon Corp	−13,491	26,312	$1,289,814
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BZH	Beazer Homes USA Inc	1,117,138	$21,493,735
PIPR	Piper Sandler Companies	26,936	$2,061,950
JMSB	John Marshall Bancorp, Inc.	64,141	$1,300,779
ADX	Adams Diversified Equity Fund, Inc.	51,221	$1,121,227
HYT	Blackrock Corporate High Yield Fund, Inc.	102,215	$870,871
AGX	Argan Inc	1,579	$860,002
GAB	Gabelli Equity Trust Inc	147,092	$823,715
AZN	Astrazeneca PLC	3,865	$762,255
STRL	Sterling Infrastructure, Inc.	1,846	$751,820
ELAN	Elanco Animal Health Inc	30,824	$737,618
SBCF	Seacoast Banking Corp Of Florida	20,064	$607,738
CBNA	Chain Bridge Bancorp Inc	17,000	$593,300
PHYS	Sprott Physical Gold Trust	16,726	$592,769
EGBN	Eagle Bancorp Inc	23,404	$582,057
HHH	Howard Hughes Holdings Inc.	7,277	$460,343
HST	Host Hotels & Resorts, Inc.	23,493	$450,125
FVCB	FVCBankcorp, Inc.	29,302	$445,097
IRM	Iron Mountain Inc	4,284	$437,567
NCIQ	Hashdex Nasdaq CME Crypto Index ETF	24,860	$428,337
CDRO	Codere Online Luxembourg, S.A.	50,000	$420,500
FNV	FRANCO NEVADA Corp	1,696	$418,996
PL	Planet Labs PBC	14,689	$410,557
RIO	Rio Tinto PLC	4,035	$376,425
TYL	Tyler Technologies Inc	1,089	$372,851
ACNB	Acnb Corp	7,617	$364,625
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	374,208	$6,492,508
EVRG	Evergy, Inc.	20,877	$1,513,373
APP	AppLovin Corp	1,400	$943,348
BMO	Bank Of Montreal /Can/	6,835	$887,114
SAP	Sap SE	3,079	$747,919
HCA	HCA Healthcare, Inc.	1,551	$724,099
HWM	Howmet Aerospace Inc.	3,310	$678,616
COR	Cencora, Inc.	1,974	$666,718
SPOT	Spotify Technology S.A.	991	$575,483
SNPS	Synopsys Inc	1,198	$562,724
DOCU	Docusign, Inc.	8,220	$562,248
RF	Regions Financial Corp	18,358	$497,501
PCAR	Paccar Inc	4,536	$496,737
HSBC	Hsbc Holdings PLC	6,302	$495,778
NRG	Nrg Energy, Inc.	3,073	$489,344
EXPE	Expedia Group, Inc.	1,722	$487,859
UAL	United Airlines Holdings, Inc.	4,271	$477,583
CCL	Carnival Corp Ltd.	15,545	$474,744
AIG	American International Group, Inc.	5,445	$465,819
PHM	Pultegroup Inc/Mi/	3,930	$460,831
FITB	Fifth Third Bancorp	9,527	$445,958
FBTC	Fidelity Wise Origin Bitcoin Fund	5,668	$432,071
FCNCA	First Citizens Bancshares Inc /De/	199	$427,089
TPR	Tapestry, Inc.	3,342	$427,007
TOST	Toast, Inc.	11,985	$425,587
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

538 tracked positions · $2,133,565,893 total · filing declares 932 positions · $12,734,101,728 · as of Mar 31, 2026

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

Showing 1–50 of 538 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AON	Aon plc Financial Services	Added	984,075	+710,479	$317,639,728	+229.0%	14.89%
SPY	Spdr S&P 500 ETF Trust	Reduced	441,132	-5,784	$286,885,784	−5.9%	13.45%
AAPL	Apple Inc. Technology	Reduced	512,807	-77,757	$130,145,288	−18.9%	6.10%
CME	Cme Group Inc. Financial Services	Added	316,090	+89,409	$93,357,181	+50.8%	4.38%
MSFT	Microsoft Corp Technology	Reduced	237,664	-45,617	$87,976,082	−35.8%	4.12%
QQQ	Invesco Qqq Trust, Series 1	Reduced	125,640	-8,017	$72,516,895	−11.7%	3.40%
NVDA	Nvidia Corp Technology	Reduced	317,353	-78,062	$55,346,363	−24.9%	2.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	219,404	-34,976	$45,695,271	−22.2%	2.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	134,944	-26,631	$38,804,496	−23.3%	1.82%
ACN	Accenture plc Technology	Added	190,669	+100,273	$37,807,756	+55.9%	1.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	92,985	+34,274	$34,567,173	+30.9%	1.62%
CAVA	Cava Group, Inc. Consumer Cyclical	Added	403,477	+374,000	$32,641,289	+1786.8%	1.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	66,767	-3,525	$31,994,746	−9.4%	1.50%
XOM	ExxonMobil Holdings Corp Energy	Reduced	134,584	-23,290	$22,833,521	+20.2%	1.07%
BZH	Beazer Homes USA Inc Consumer Cyclical	NEW	1,117,138	NEW	$21,493,735	NEW	1.01%
JNJ	Johnson & Johnson Healthcare	Reduced	86,373	-8,079	$21,113,016	+8.0%	0.99%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	63,509	-32,408	$18,681,807	−39.6%	0.88%
GLD	Spdr Gold Trust	Reduced	43,115	-11,031	$18,551,953	−13.5%	0.87%
META	Meta Platforms, Inc. Communication Services	Reduced	28,928	-19,302	$16,550,576	−48.0%	0.78%
LLY	ELI LILLY & Co Healthcare	Added	15,510	+2,699	$14,265,632	+3.6%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	14,161	-6,274	$14,110,445	−19.9%	0.66%
AVGO	Broadcom Inc. Technology	Reduced	44,747	-17,625	$13,849,643	−35.8%	0.65%
KO	Coca Cola Co Consumer Defensive	Reduced	177,073	-7,566	$13,466,401	+4.3%	0.63%
CVX	Chevron Corp Energy	Reduced	59,070	-6,497	$12,221,583	+22.3%	0.57%
WMT	Walmart Inc. Consumer Defensive	Reduced	93,465	-18,419	$11,615,830	−6.8%	0.54%
ABBV	AbbVie Inc. Healthcare	Reduced	52,546	-5,888	$11,428,229	−14.4%	0.54%
RKT	Rocket Companies, Inc. Financial Services	Reduced	792,321	-3,076	$11,290,574	−26.7%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	70,389	-7,774	$10,166,987	−9.2%	0.48%
PM	Philip Morris International Inc. Consumer Defensive	Added	60,938	+1,561	$10,075,488	+5.8%	0.47%
IBM	International Business Machines Corp Technology	Added	40,416	+1,032	$9,796,434	−16.0%	0.46%
VZ	Verizon Communications Inc Communication Services	Added	189,070	+37,975	$9,491,314	+54.2%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	27,176	-7,885	$8,937,914	−25.9%	0.42%
CBNK	Capital Bancorp Inc Financial Services	Added	295,417	+216,576	$8,785,701	+295.6%	0.41%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	42,601	-2,186	$8,445,222	−17.2%	0.40%
V	Visa Inc. Financial Services	Reduced	27,319	-8,838	$8,256,894	−34.9%	0.39%
MA	Mastercard Inc Financial Services	Reduced	15,617	-3,787	$7,803,190	−29.6%	0.37%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	24,959	+23,587	$7,589,532	+1825.8%	0.36%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	11,853	+31	$7,310,456	+2.5%	0.34%
BYRN	Byrna Technologies Inc. Industrials	Added	782,749	+537,635	$7,185,635	+74.6%	0.34%
LOW	Lowes Companies Inc Consumer Cyclical	Added	29,354	+18,200	$6,935,763	+157.8%	0.33%
PLTR	Palantir Technologies Inc. Technology	Reduced	46,866	-5,654	$6,855,558	−26.6%	0.32%
CSCO	Cisco Systems, Inc. Technology	Reduced	86,730	-3,586	$6,729,380	−3.3%	0.32%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	8,706	+5,463	$6,726,603	+168.7%	0.32%
CRM	Salesforce, Inc. Technology	Reduced	35,801	-5,183	$6,682,972	−38.4%	0.31%
MRK	Merck & Co., Inc. Healthcare	Reduced	53,484	-5,819	$6,433,590	+3.1%	0.30%
PEP	Pepsico Inc Consumer Defensive	Reduced	40,488	-6,208	$6,287,381	−6.2%	0.29%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	20,084	-2,167	$6,241,906	−8.2%	0.29%
UTG	Reaves Utility Income Fund Financial Services	Added	151,869	+7,559	$5,965,414	+13.0%	0.28%
NFLX	Netflix Inc Communication Services	Reduced	61,468	-33,002	$5,910,148	−33.3%	0.28%
GE	General Electric Co Industrials	Reduced	20,515	-8,081	$5,821,541	−33.9%	0.27%

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.