EdgeMarket › What Wealthspire Advisors, Llc reported owning
What Wealthspire Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
12.7BPositions
932Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 1.7B | 13.7% | 2.7M | 769.31 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 933.2M | 7.3% | 14.6M | 73.42 | +24.7% |
| VOO Vanguard S&P 500 ETF | 675.3M | 5.3% | 1.1M | 703.71 | +20.0% |
| IJH iShares Core S&P Mid-Cap ETF | 520.6M | 4.1% | 7.7M | 76.77 | +20.8% |
| VXUS Vanguard Total International Stock ETF | 488.5M | 3.8% | 6.3M | 87.71 | +22.7% |
| SCHD Schwab US Dividend Equity ETF | 408.4M | 3.2% | 13.3M | 35.11 | +27.6% |
| AON Aon plc | 317.6M | 2.5% | 984.1K | 355.11 | -5.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 308.9M | 2.4% | 963.0K | 378.24 | +20.5% |
| SCHF Schwab International Equity ETF | 302.2M | 2.4% | 12.2M | 28.46 | +24.7% |
| VUG Vanguard Morningstar Growth ETF | 295.9M | 2.3% | 677.3K | 87.50 | +15.9% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 291.6M | 2.3% | 7.5M | 45.61 | +22.8% |
| SPY SPDR S&P 500 ETF TRUST | 286.9M | 2.3% | 441.1K | 765.72 | +20.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 264.7M | 2.1% | 4.9M | 60.45 | +17.7% |
| VV Vanguard Morningstar Large-Cap ETF | 241.4M | 1.9% | 807.8K | 352.60 | +19.8% |
| IJR iShares Core S&P Small-Cap ETF | 241.3M | 1.9% | 1.9M | 147.31 | +29.0% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 222.6M | 1.7% | 4.5M | 49.79 | -1.1% |
| IUSB iShares Core Universal USD Bond ETF | 218.4M | 1.7% | 4.7M | 45.43 | -1.7% |
| VO Vanguard Morningstar Mid-Cap ETF | 177.6M | 1.4% | 618.5K | 82.97 | +15.9% |
| VXF Vanguard Extended Market ETF | 169.5M | 1.3% | 823.5K | 245.53 | +23.5% |
| AAPL Apple Inc. | 130.1M | 1.0% | 512.8K | 309.35 | +36.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 117.7M | 0.9% | 1.7M | 81.57 | +31.9% |
| VB Vanguard Morningstar Small-Cap ETF | 105.2M | 0.8% | 401.5K | 304.76 | +24.4% |
| VEU Vanguard FTSE All World Ex US ETF | 95.2M | 0.7% | 1.3M | 85.69 | +23.3% |
| CME CME GROUP INC. | 93.4M | 0.7% | 316.1K | 274.98 | +0.1% |
| TFLO iShares Treasury Floating Rate Bond ETF | 90.8M | 0.7% | 1.8M | 50.62 | +0.1% |
| EMLP First Trust North American Energy Infrastructu | 89.4M | 0.7% | 2.0M | 43.72 | +15.2% |
| MSFT MICROSOFT CORP | 88.0M | 0.7% | 237.7K | 483.24 | -4.4% |
| DFAE Dimensional Emerging Core Equity Market ETF | 82.5M | 0.6% | 2.4M | 39.49 | +32.0% |
| DFAI Dimensional International Core Equity Market E | 77.6M | 0.6% | 2.0M | 43.35 | +21.1% |
| GOOG Alphabet Inc. | 76.0M | 0.6% | 265.0K | 341.75 | +70.7% |
| DFGR Dimensional Global Real Estate ETF | 73.2M | 0.6% | 2.8M | 29.46 | +8.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 72.5M | 0.6% | 125.6K | 713.44 | +26.1% |
| SCHX Schwab U.S. Large-Cap ETF | 72.4M | 0.6% | 2.8M | 30.21 | +19.6% |
| IXUS iShares Core MSCI Total International Stock ET | 72.4M | 0.6% | 835.4K | 97.94 | +22.5% |
| IEFA iShares Core MSCI EAFE ETF | 71.4M | 0.6% | 788.5K | 100.85 | +16.8% |
| HYDB iShares High Yield Systematic Bond ETF | 70.4M | 0.6% | 1.5M | 46.54 | -1.5% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 61.7M | 0.5% | 204.1K | 358.65 | +26.5% |
| CVLC Calvert US Large-Cap Core Responsible Index ET | 61.6M | 0.5% | 769.4K | 96.05 | +21.9% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 57.5M | 0.5% | 751.5K | 90.13 | +20.1% |
| VTV Vanguard Morningstar Value ETF | 57.5M | 0.5% | 292.9K | 226.40 | +24.6% |
| NVDA NVIDIA CORP | 55.3M | 0.4% | 317.4K | 214.72 | +22.4% |
| BND Vanguard Total Bond Market ETF | 55.2M | 0.4% | 749.7K | 72.23 | -1.8% |
| MUB iShares National Muni Bond ETF | 54.4M | 0.4% | 512.5K | 105.34 | +1.2% |
| EFA iShares MSCI EAFE ETF | 53.9M | 0.4% | 555.3K | 108.24 | +17.1% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 49.3M | 0.4% | 464.9K | 58.75 | +11.9% |
| AMZN AMAZON COM INC | 45.7M | 0.4% | 219.4K | 258.63 | +15.6% |
| PVAL Putnam Focused Large Cap Value ETF | 45.2M | 0.4% | 975.1K | 54.27 | +31.1% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 44.6M | 0.4% | 205.3K | 249.18 | +22.7% |
| SCHE Schwab Emerging Markets Equity ETF | 41.4M | 0.3% | 1.3M | 36.97 | +17.7% |
| SMMD iShares Russell 2500 ETF | 41.3M | 0.3% | 540.3K | 91.86 | +30.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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