Wealthspire Advisors, LLC

CIK

1646247

City

NEW YORK

State / Country

Stock

Top Portfolio Positions

537 positions · $2,131,998,787 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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	6.10%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,549,965	568,062	-1.6%	Shares	Sole	2026-05-01
2025-12-31	$5,616,807	577,267	-4.3%	Shares	Sole	2026-02-13
2025-09-30	$5,996,593	603,279	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$5,851,723	605,142	+16.5%	Shares	Sole	2025-08-11
2025-03-31	$5,177,969	519,355	+10.4%	Shares	Sole	2025-05-09
2024-12-31	$4,872,908	470,358	+8.5%	Shares	Sole	2025-02-04
2024-09-30	$4,664,341	433,489	+15.0%	Shares	Sole	2024-11-13
2024-06-30	$3,987,020	376,845	-33.5%	Shares	Sole	2024-08-08
2024-03-31	$5,867,694	566,927	+16.2%	Shares	Sole	2024-05-06
2023-12-31	$4,942,416	487,899	-2.8%	Shares	Sole	2024-02-07
2023-09-30	$4,495,796	501,763	+5.1%	Shares	Sole	2023-11-06
2023-06-30	$4,751,881	477,576	-4.1%	Shares	Sole	2023-08-01
2023-03-31	$5,179,855	498,063	+29.7%	Shares	Sole	2023-05-09
2022-12-31	$3,990,830	384,103	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$3,728,184	385,143	+7.0%	Shares	Sole	2022-11-14
2022-06-30	$3,853,059	360,099	+779.9%	Shares	Sole	2022-08-09
2022-03-31	$470,626	40,924	-12.8%	Shares	Sole	2022-05-09
2021-12-31	$637,295	46,929	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$624,886	46,703	-35.0%	Shares	Sole	2021-11-15
2021-06-30	$983,468	71,891	+26.9%	Shares	Sole	2021-08-13
2021-03-31	$753,391	56,646	-35.7%	Shares	Sole	2021-05-17
2020-12-31	$1,198,540	88,128	+109.9%	Shares	Sole	2021-02-16
2020-09-30	$553,008	41,990	+127.1%	Shares	Sole	2020-11-16
2020-06-30	$235,192	18,490	-76.1%	Shares	Sole	2020-08-14
2020-03-31	$967,449	77,520	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.