Wealthspire Advisors, LLC
Top Portfolio Positions
537 positions ·
$2,131,503,942 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AON |
Aon plc
Financial Services
|
984,075 | $317,639,728 | 14.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
441,132 | $286,885,784 | 13.46% | |
| AAPL |
Apple Inc.
Technology
|
512,807 | $130,145,288 | 6.11% | |
| CME |
Cme Group Inc.
Financial Services
|
316,090 | $93,357,181 | 4.38% | |
| MSFT |
Microsoft Corp
Technology
|
237,664 | $87,976,082 | 4.13% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
125,640 | $72,516,895 | 3.40% | |
| NVDA |
Nvidia Corp
Technology
|
317,353 | $55,346,363 | 2.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
219,404 | $45,695,271 | 2.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
134,944 | $38,804,496 | 1.82% | |
| ACN |
Accenture plc
Technology
|
190,669 | $37,807,756 | 1.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AON
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,639,728 | 984,075 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $96,546,556 | 273,596 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $82,318,989 | 230,857 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $83,182,875 | 233,162 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $114,990,599 | 288,132 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $106,620,955 | 296,862 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $97,769,508 | 282,579 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $89,329,054 | 304,275 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,770,543 | 8,302 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,126,136 | 10,742 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,213,344 | 9,911 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,477,456 | 4,280 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,335,253 | 4,235 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,409,157 | 4,695 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,160,948 | 4,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,150,454 | 4,266 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $274,831 | 844 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,346,508 | 4,480 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,267,675 | 4,436 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,131,680 | 4,918 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $895,784 | 4,240 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $867,491 | 4,205 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $670,633 | 3,482 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||