Wealthspire Advisors, LLC
Top Portfolio Positions
536 positions ·
$2,099,509,196 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AON |
Aon plc
Financial Services
|
984,075 | $317,639,728 | 15.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
441,132 | $286,885,784 | 13.66% | |
| AAPL |
Apple Inc.
Technology
|
512,807 | $130,145,288 | 6.20% | |
| CME |
Cme Group Inc.
Financial Services
|
316,090 | $93,357,181 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
237,664 | $87,976,082 | 4.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
125,640 | $72,516,895 | 3.45% | |
| NVDA |
Nvidia Corp
Technology
|
317,353 | $55,346,363 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
219,404 | $45,695,271 | 2.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
134,944 | $38,804,496 | 1.85% | |
| ACN |
Accenture plc
Technology
|
190,669 | $37,807,756 | 1.80% |
Portfolio Trend
Holdings in CPK
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,712,118 | 29,375 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,678,922 | 29,488 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,959,212 | 29,395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,542,763 | 29,469 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,781,107 | 29,441 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,566,961 | 29,394 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,659,910 | 29,475 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,130,245 | 29,475 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,138,632 | 29,251 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,079,748 | 29,156 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,849,999 | 29,156 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,469,564 | 29,156 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,731,676 | 29,156 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,479,573 | 29,443 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,364,310 | 29,156 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,777,159 | 29,156 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,003,443 | 29,061 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,241,175 | 29,087 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,488,773 | 29,061 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $4,365,420 | 37,607 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||