Wealthspire Advisors, LLC
Top Portfolio Positions
537 positions ·
$2,131,503,942 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 | 6.11% | |
| 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 MEC
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,541,845 | 141,607 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,786,168 | 95,415 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,312,910 | 95,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,522,823 | 95,415 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,281,423 | 95,415 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,499,923 | 95,415 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,011,348 | 95,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,589,613 | 95,415 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,367,296 | 95,415 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,375,884 | 95,415 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,046,702 | 95,415 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,188,870 | 95,415 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,423,591 | 95,415 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,207,953 | 95,415 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $622,453 | 95,615 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $740,060 | 95,615 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $895,912 | 95,615 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,395,799 | 93,615 | Shares | Sole | 2022-02-14 | |
| 2020-03-31 | $416,840 | 68,000 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||