Wealthspire Advisors, LLC
Top Portfolio Positions
537 positions ·
$2,131,998,787 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 | 6.10% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EXFY
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,521 | 238,530 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $160,380 | 106,212 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,492 | 66,212 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $171,489 | 66,212 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $201,284 | 66,212 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $221,810 | 66,212 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $129,775 | 66,212 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $98,655 | 66,212 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $86,581 | 47,055 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $116,225 | 47,055 | Shares | Sole | 2024-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||