Wealthspire Advisors, LLC
Top Portfolio Positions
534 positions ·
$2,099,329,100 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AON |
Aon plc
Financial Services
|
984,075 | $317,639,728 | 15.13% |
| SPY |
Spdr S&P 500 Etf Trust
|
441,132 | $286,885,784 | 13.67% |
| 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% |
Holdings in GDV
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,246 | 11,112 | Shares | Sole | 2026-05-01 | |
| No quarters match your search. | ||||||