Wealthspire Advisors, LLC

CIK

1646247

City

NEW YORK

State / Country

NY

Stock

LFMD — LifeMD, Inc.

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 LFMD

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$222,607	61,664	0.0%	Shares	Sole	2026-05-01
2025-12-31	$210,274	61,664	0.0%	Shares	Sole	2026-02-13
2025-09-30	$418,698	61,664	0.0%	Shares	Sole	2025-11-14
2025-06-30	$839,863	61,664	0.0%	Shares	Sole	2025-08-11
2024-03-31	$633,905	61,664	0.0%	Shares	Sole	2024-05-06
2023-12-31	$511,194	61,664	0.0%	Shares	Sole	2024-02-07
2023-09-30	$385,400	61,664	0.0%	Shares	Sole	2023-11-06
2023-06-30	$268,238	61,664	0.0%	Shares	Sole	2023-08-01
2023-03-31	$104,828	61,664	0.0%	Shares	Sole	2023-05-09
2022-12-31	$119,628	61,664	0.0%	Shares	Sole	2023-02-14
2022-09-30	$121,478	61,664	0.0%	Shares	Sole	2022-11-14
2022-06-30	$125,794	61,664	-1.3%	Shares	Sole	2022-08-09
2022-03-31	$220,625	62,500	—	Shares	Sole	2022-05-09
No 13F history on record for this holder in this stock.