Wealthspire Advisors, LLC
Filing Date
Global Rank
#1,164
/ 8,586
▲ 10
Top Industry
Insurance Brokers
18.7%
3Y Alpha vs SPY
-3.9%
Period ended 3 months ago
Filed May 1, 2026 · 46d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.6%
SPY
+78.1%
Annualised alpha
-3.9%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 28.6% | $609,099,498 |
| Technology | 19.5% | $415,927,450 |
| Unclassified | 19.3% | $411,780,044 |
| Consumer Cyclical | 9.4% | $201,233,699 |
| Healthcare | 5.2% | $111,447,716 |
| Industrials | 4.7% | $101,064,481 |
| Communication Services | 4.0% | $84,976,862 |
| Consumer Defensive | 3.9% | $83,746,108 |
| Energy | 2.6% | $54,828,033 |
| Utilities | 1.4% | $29,492,769 |
| Real Estate | 0.7% | $14,572,125 |
| Basic Materials | 0.6% | $13,335,157 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
76 positions ·
$415,927,450 total
· Technology only
· 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 76 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DDD |
3D Systems Corp
Technology
|
NEW | 16,000 | $30,080 | 0.01% | |
| KOPN |
Kopin Corp
Technology
|
Held | 28,741 | $64,667 | 0.02% | |
| WRAP |
Wrap Technologies, Inc.
Technology
|
Held | 44,834 | $69,044 | 0.02% | |
| DMRC |
Digimarc Corp
Technology
|
NEW | 14,400 | $70,704 | 0.02% | |
| PATH |
UiPath, Inc.
Technology
|
NEW | 10,244 | $113,708 | 0.03% | |
| CIFR |
Cipher Digital Inc.
Technology
|
NEW | 12,002 | $154,465 | 0.04% | |
| NTAP |
NetApp, Inc.
Technology
|
Reduced | 1,954 | $200,070 | 0.05% | |
| FROG |
JFrog Ltd
Technology
|
NEW | 4,405 | $206,726 | 0.05% | |
| EXFY |
Expensify, Inc.
Technology
|
Added | 238,530 | $207,521 | 0.05% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Reduced | 4,507 | $211,423 | 0.05% | |
| IONQ |
IonQ, Inc.
Technology
|
Reduced | 7,585 | $218,675 | 0.05% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Reduced | 1,947 | $224,644 | 0.05% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 876 | $232,691 | 0.06% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 2,887 | $235,925 | 0.06% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Reduced | 849 | $239,732 | 0.06% | |
| CDW |
CDW Corp
Technology
|
Reduced | 2,018 | $244,218 | 0.06% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 389 | $247,147 | 0.06% | |
| HUBS |
Hubspot Inc
Technology
|
Added | 1,073 | $261,919 | 0.06% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 806 | $285,211 | 0.07% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 1,244 | $297,813 | 0.07% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 1,086 | $301,766 | 0.07% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 1,145 | $309,711 | 0.07% | |
| RELY |
Remitly Global, Inc.
Technology
|
Reduced | 20,000 | $313,400 | 0.08% | |
| APPN |
Appian Corp
Technology
|
NEW | 13,500 | $325,485 | 0.08% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 783 | $339,798 | 0.08% | |
| HPQ |
Hp Inc
Technology
|
Reduced | 18,759 | $360,360 | 0.09% | |
| TYL |
Tyler Technologies Inc
Technology
|
NEW | 1,089 | $372,851 | 0.09% | |
| UI |
Ubiquiti Inc.
Technology
|
Reduced | 490 | $387,242 | 0.09% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 1,882 | $388,331 | 0.09% | |
| CACI |
Caci International Inc /De/
Technology
|
Reduced | 721 | $392,130 | 0.09% | |
| APLD |
Applied Digital Corp.
Technology
|
Added | 17,027 | $404,220 | 0.10% | |
| XYZ |
Block, Inc.
Technology
|
Added | 6,780 | $408,020 | 0.10% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 2,093 | $412,027 | 0.10% | |
| SONY |
Sony Group Corp
Technology
|
Added | 20,212 | $418,388 | 0.10% | |
| CLS |
Celestica Inc
Technology
|
Reduced | 1,665 | $468,997 | 0.11% | |
| FN |
Fabrinet
Technology
|
Added | 987 | $514,740 | 0.12% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 369 | $543,319 | 0.13% | |
| FICO |
Fair Isaac Corp
Technology
|
Reduced | 548 | $585,011 | 0.14% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
Added | 7,784 | $645,060 | 0.16% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 5,187 | $655,377 | 0.16% | |
| AUID |
authID Inc.
Technology
|
Added | 553,604 | $719,685 | 0.17% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 3,452 | $721,537 | 0.17% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 1,746 | $754,935 | 0.18% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 7,285 | $761,646 | 0.18% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 5,792 | $950,640 | 0.23% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 4,536 | $1,102,610 | 0.27% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 15,527 | $1,116,857 | 0.27% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 853 | $1,126,667 | 0.27% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 6,214 | $1,206,385 | 0.29% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 3,247 | $1,267,661 | 0.30% |