Wealthspire Advisors, LLC

CIK

1646247

Location

NEW YORK, NY

Portfolio Value

Mid $2,131,503,942

Diversification

Diversified

Filing Date

Global Rank

#955 / 8,232 ▲ 75

Top Industry

Insurance Brokers 18.7%

3Y Alpha vs SPY

-3.4%

Period ended 2 months ago

Filed May 1, 2026 · 44d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.9%

SPY

+76.3%

Annualised alpha

-3.4%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

14.9%

+0.6 pts

Top 5

43.0%

+6.2 pts

Top 10

54.7%

+4.8 pts

HHI

527

Diversified+129

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.6%	$609,099,498	105
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%	$101,064,481	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	Exxon Mobil 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
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
ARCC	Ares Capital Corp	19,148	$345,046
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

537 positions · $2,131,503,942 total · 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 537 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%	14.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	441,132	-5,784	$286,885,784	−5.9%	13.46%
AAPL	Apple Inc. Technology	Reduced	512,807	-77,757	$130,145,288	−18.9%	6.11%
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%	4.13%
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%	2.60%
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	Exxon Mobil 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%	0.45%
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%