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
+61.3%
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. | ||||
29 positions ·
$83,746,108 total
· Consumer Defensive 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
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 14,161 | $14,110,445 | 16.85% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 177,073 | $13,466,401 | 16.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 93,465 | $11,615,830 | 13.87% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 70,389 | $10,166,987 | 12.14% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 60,938 | $10,075,488 | 12.03% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 40,488 | $6,287,381 | 7.51% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 72,295 | $4,770,747 | 5.70% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Reduced | 98,316 | $2,226,857 | 2.66% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 24,183 | $1,393,908 | 1.66% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 13,370 | $1,139,525 | 1.36% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 4,851 | $1,008,474 | 1.20% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Reduced | 11,933 | $856,431 | 1.02% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 18,545 | $690,244 | 0.82% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 6,821 | $658,021 | 0.79% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 10,742 | $611,971 | 0.73% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Reduced | 7,499 | $558,300 | 0.67% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 4,579 | $554,974 | 0.66% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 7,639 | $552,758 | 0.66% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 9,565 | $482,458 | 0.58% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 4,634 | $432,444 | 0.52% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
NEW | 1,439 | $275,913 | 0.33% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 3,806 | $271,481 | 0.32% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Reduced | 2,409 | $263,809 | 0.32% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Reduced | 3,332 | $263,727 | 0.31% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Reduced | 3,569 | $259,430 | 0.31% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Reduced | 2,708 | $249,704 | 0.30% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Reduced | 4,243 | $248,088 | 0.30% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 3,122 | $226,220 | 0.27% | |
| BYND |
Beyond Meat, Inc.
Consumer Defensive
|
Added | 40,018 | $28,092 | 0.03% |