Wealthspire Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Wealthspire Advisors, LLC

CIK Number: 0001646247

17.8B
Market Value
757
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
650.45
-0.27% 5.18M +102.78% 2.91B 486.95 17.40% Share
2 VOO Vanguard S&P 50...
595.02
-0.26% 2.35M +100.73% 1.21B 408.65 7.22% Share
3 VEA Vanguard Develo...
58.97
+0.49% 22.51M +110.74% 1.14B 47.82 6.84% Share
4 IJH iShares Core S&...
66.05
+0.49% 15.48M +103.50% 903.26M 53.7 5.40% Share
5 SCHD Schwab U.S. Div...
27.63
-0.22% 29.55M +95.16% 826.35M 25.34 4.94% Share
6 VXUS Vanguard Total ...
71.78
+0.65% 10.26M +113.88% 636.88M 59.1 3.81% Share
7 VTI Vanguard Total ...
319.56
-0.18% 2.27M +97.74% 623.04M 231.88 3.72% Share
8 IJR iShares Core S&...
119.11
+0.29% 3.88M +105.30% 406.08M 99.31 2.43% Share
9 SCHF Schwab Internat...
22.82
+0.42% 20.46M +100.63% 404.7M 17.57 2.42% Share
10 VWO Vanguard Emergi...
51.99
+1.19% 8.34M +111.01% 377.29M 44.65 2.25% Share
11 VUG Vanguard Growth...
462.61
-0.3% 919.56K +101.42% 340.99M 327.17 2.04% Share
12 SPY SPDR S&P 500 ET...
647.21
-0.29% 568.88K -2.94% 318.24M 373.15 1.90% Share
13 VTIP Vanguard Short-...
50.72
+0.16% 6.12M +122.68% 305.61M 49.11 1.83% Share
14 VO Vanguard Mid Ca...
289.39
-0.11% 1.12M +100.84% 289.42M 232.99 1.73% Share
15 DFAC Dimensional U.S...
37.91
-0.3% 8.32M +4.30% 274.44M 34.11 1.64% Share
16 VXF Vanguard Extend...
207.79
+0.58% 1.58M +103.04% 272.69M 164.31 1.63% Share
17 VV Vanguard Large ...
298.76
-0.31% 869.42K +93.70% 223.47M 210.69 1.34% Share
18 IUSB iShares Core To...
46.64
+0.45% 4.49M -0.49% 206.85M 47.17 1.24% Share
19 MSFT Microsoft Corpo...
495.00
-2.55% 447.89K +93.18% 168.13M 350.73 1.00% Share
20 VB Vanguard Small ...
255.56
+0.72% 748.65K +99.40% 166.01M 200.8 0.99% Share
21 SCHX Schwab U.S. Lar...
25.64
-0.27% 6.08M +95.66% 134.32M 18.85 0.80% Share
22 AAPL Apple Inc.
239.69
-0.04% 601.51K +30.16% 133.61M 172.54 0.80% Share
23 VEU Vanguard FTSE A...
69.73
+0.62% 2.06M +106.87% 125.05M 59.05 0.75% Share
24 AON Aon plc
370.45
-0.81% 288.13K -2.94% 114.99M 296.88 0.69% Share
25 VTV Vanguard Value ...
182.50
-0.35% 647.62K +90.89% 111.87M 148.92 0.67% Share
26 MUB iShares Nationa...
105.20
+0.63% 1.03M +76.88% 109.05M 106.97 0.65% Share
27 BND Vanguard Total ...
74.27
+0.47% 1.44M +97.65% 105.55M 74.69 0.63% Share
28 VBK Vanguard Small ...
297.29
+1.13% 373.03K +96.26% 93.92M 251.87 0.56% Share
29 EFA iShares MSCI EA...
91.81
+0.47% 1.12M +100.70% 91.86M 74.23 0.55% Share
30 IEMG iShares Core MS...
62.79
+1.21% 1.65M +1.15% 89.28M 47.71 0.53% Share
31 IWF iShares Russell...
449.15
-0.2% 220.24K +84.03% 79.53M 302.97 0.48% Share
32 EMLP First Trust Nor...
37.55
-0.45% 2.07M +1.97% 77.51M 24.06 0.46% Share
33 USFR WisdomTree Floa...
50.31
+0.03% 1.52M +8.01% 76.35M 50.27 0.46% Share
34 DFAI Dimensional Int...
35.85
+0.48% 2.24M +4.79% 69.91M 31.19 0.42% Share
35 VTEB Vanguard Tax-Ex...
49.35
+0.60% 1.37M +94.13% 67.9M 50.29 0.41% Share
36 DFAE Dimensional Eme...
30.34
+1.20% 2.6M +2.66% 67.25M 27.1 0.40% Share
37 VBR Vanguard Small ...
210.91
+0.45% 354.26K +106.16% 66M 181.93 0.39% Share
38 DFGR Dimensional Glo...
27.40
+1.03% 2.45M +1.76% 64.27M 28.5 0.38% Share
39 TFLO iShares Treasur...
50.47
+0.04% 1.27M +4.02% 64.14M 50.52 0.38% Share
40 IEFA iShares Core MS...
85.86
+0.53% 841.07K -2.69% 63.63M 60.24 0.38% Share
41 QQQ Invesco QQQ Tru...
576.06
+0.14% 132.17K +0.72% 61.98M 402.18 0.37% Share
42 IXUS iShares Core MS...
80.36
+0.69% 854.57K -0.32% 59.66M 60.15 0.36% Share
43 HYDB iShares High Yi...
47.59
+0.07% 1.24M +4.69% 58.58M 47.75 0.35% Share
44 VCSH Vanguard Short-...
79.88
+0.14% 731.75K +77.28% 57.76M 79.16 0.35% Share
45 SPLG SPDR Portfolio ...
76.15
-0.29% 838.21K -2.96% 55.12M 46.63 0.33% Share
46 IWB iShares Russell...
355.98
-0.24% 173.88K +81.35% 53.34M 288.19 0.32% Share
47 AGG iShares Core U....
100.08
+0.46% 530.68K +95.18% 52.49M 101.12 0.31% Share
48 SCHE Schwab Emerging...
31.78
+1.24% 1.89M +101.39% 52.14M 27.43 0.31% Share
49 NOBL ProShares S&P 5...
104.61
-0.07% 492.07K -2.16% 50.28M 88.36 0.30% Share
50 VT Vanguard Total ...
134.41
+0.12% 416.51K +111.84% 48.29M 101.4 0.29% Share
51 IVW iShares S&P 500...
116.01
-0.08% 513.28K +184.34% 47.65M 83.55 0.28% Share
52 IWM iShares Russell...
237.73
+0.48% 236.94K +94.56% 47.27M 197.54 0.28% Share
53 VNQ Vanguard Real E...
92.45
+1.11% 518.16K +92.60% 46.91M 89.73 0.28% Share
54 IWD iShares Russell...
201.61
-0.24% 218.93K +103.97% 41.19M 166.15 0.25% Share
55 CME CME Group Inc.
261.94
-2.05% 153.2K -0.09% 40.64M 196.49 0.24% Share
56 VYM Vanguard High D...
139.56
+0.19% 273.39K +92.72% 35.26M 115.78 0.21% Share
57 BRK-B Berkshire Hatha...
499.86
-1.39% 65.73K +3.46% 35.01M 327.77 0.21% Share
58 AMZN Amazon.com, Inc...
232.33
-1.42% 177.08K -5.22% 33.69M 150.28 0.20% Share
59 IWR iShares Russell...
96.34
+0.22% 395K +116.40% 33.6M 79.35 0.20% Share
60 IWP iShares Russell...
142.71
-0.05% 279.27K +120.42% 32.81M 108.23 0.20% Share
61 IJJ iShares S&P Mid...
131.88
+0.34% 265.06K +123.12% 31.74M 113.67 0.19% Share
62 DFAU Dimensional US ...
44.60
-0.25% 790.7K -0.8% 30.39M 39.69 0.18% Share
63 IWV iShares Russell...
368.90
-0.19% 95.53K +99.41% 30.35M 277.17 0.18% Share
64 SMMD iShares Russell...
73.60
+0.60% 481.97K +2.68% 30.14M 55.91 0.18% Share
65 JNJ Johnson & Johns...
178.39
-0.21% 181.36K +100.44% 30.08M 164.18 0.18% Share
66 EAGG iShares ESG U.S...
47.95
+0.45% 617.53K +1.64% 29.32M 48.57 0.18% Share
67 GOOG Alphabet Inc.
235.17
+1.08% 184.65K +4.77% 28.85M 121.78 0.17% Share
68 VOT Vanguard Mid-Ca...
287.65
-0.5% 115.95K +95.22% 28.37M 209.4 0.17% Share
69 QUAL iShares MSCI US...
189.22
-0.58% 152.4K +67.02% 26.04M 175.78 0.16% Share
70 SCHP Schwab U.S. TIP...
26.98
+0.37% 945.96K +92.89% 25.44M 27.56 0.15% Share
71 ACN Accenture plc
254.97
+0.80% 80.28K -7.71% 25.05M 346.12 0.15% Share
72 PG The Procter & G...
160.06
+0.55% 142.47K +96.61% 24.28M 159.66 0.15% Share
73 IGF iShares Global ...
59.87
+0.07% 440.04K +0.31% 24.06M 45.85 0.14% Share
74 HYD VanEck High Yie...
50.14
+0.97% 467.95K +372.54% 23.95M 51.58 0.14% Share
75 SCHB Schwab U.S. Bro...
25.04
-0.22% 1M +97.97% 21.61M 21.05 0.13% Share
76 CVX Chevron Corpora...
153.64
-2.57% 127.02K +101.22% 21.25M 149.46 0.13% Share
77 NVDA NVIDIA Corporat...
167.02
-2.7% 195.83K +11.97% 21.22M 72.74 0.13% Share
78 KO The Coca-Cola C...
67.98
-0.39% 292.88K +101.47% 20.98M 63.88 0.13% Share
79 DVY iShares Select ...
141.74
-0.11% 147.74K +106.71% 19.84M 114.61 0.12% Share
80 MGV Vanguard Mega C...
134.36
-0.43% 153.27K +102.47% 19.75M 128.52 0.12% Share
81 JPM JPMorgan Chase ...
294.56
-3.05% 77.33K -1.5% 18.97M 162.2 0.11% Share
82 EIPI FT Energy Incom...
19.61
-0.49% 905.61K +3.13% 18.37M 18.61 0.11% Share
83 HD The Home Depot,...
419.00
+1.78% 47.4K +99.86% 17.37M 344.02 0.10% Share
84 BSV Vanguard Short-...
78.97
+0.18% 217.41K +91.38% 17.02M 77.34 0.10% Share
85 XOM Exxon Mobil Cor...
109.25
-2.81% 143.04K +3.46% 17.01M 90.1 0.10% Share
86 SCHA Schwab U.S. Sma...
27.66
+0.64% 698.19K +100.56% 16.36M 23.17 0.10% Share
87 ESGE iShares ESG Awa...
40.99
+1.28% 467.54K +275.95% 16.34M 35.34 0.10% Share
88 GLD SPDR Gold Share...
330.87
+1.28% 51.91K +3.71% 14.96M 179.22 0.09% Share
89 VIG Vanguard Divide...
211.97
+0.09% 77K +96.31% 14.94M 170.52 0.09% Share
90 WMT Walmart Inc.
100.52
-0.41% 170.02K +107.69% 14.93M 71.02 0.09% Share
91 COST Costco Wholesal...
963.48
+0.79% 15.49K -3.99% 14.65M 663.27 0.09% Share
92 IBM International B...
248.64
+0.59% 57.95K +110.10% 14.41M 196.36 0.09% Share
93 IVE iShares S&P 500...
203.09
-0.5% 74.35K +108.18% 14.17M 165.61 0.08% Share
94 PVAL Putnam Focused ...
41.79
-0.55% 371.75K +12.55% 14.16M 37.84 0.08% Share
95 META Meta Platforms,...
752.45
+0.51% 24.21K -2.79% 13.96M 346.21 0.08% Share
96 LLY Eli Lilly and C...
726.85
-2.16% 16.7K +91.73% 13.79M 680.42 0.08% Share
97 ITOT iShares Core S&...
141.90
-0.2% 110.68K +1.25% 13.5M 92.48 0.08% Share
98 GOOGL Alphabet Inc.
235.00
+1.16% 84.1K -15.06% 13.01M 131.65 0.08% Share
99 RSP Invesco S&P 500...
188.42
+0.11% 73.93K +365.09% 12.81M 167.72 0.08% Share
100 IWO iShares Russell...
310.64
+0.49% 49.24K +11.59% 12.58M 240.11 0.08% Share
101 SUSB iShares ESG 1-5...
25.29
+0.12% 470.23K +0.55% 11.75M 25.16 0.07% Share
102 IWN iShares Russell...
176.00
+0.45% 76.45K +16.52% 11.54M 143.63 0.07% Share
103 SPYG SPDR Portfolio ...
100.45
-0.08% 141.8K -3.79% 11.4M 66.43 0.07% Share
104 ABBV AbbVie Inc.
212.53
-0.22% 53.74K -2.67% 11.26M 136.84 0.07% Share
105 HDV iShares Core Hi...
121.94
-0.42% 89.91K +6.07% 10.89M 101.87 0.07% Share
106 DFUS Dimensional U.S...
70.48
-0.25% 180K -1.03% 10.89M 61.06 0.07% Share
107 PEP PepsiCo, Inc.
146.39
-0.34% 71.9K +100.73% 10.78M 152.31 0.06% Share
108 MCD McDonald's Corp...
314.46
-0.8% 33.15K +88.66% 10.36M 281.9 0.06% Share
109 WFC Wells Fargo & C...
78.97
-3.5% 143.59K +508.14% 10.31M 68 0.06% Share
110 CHH Choice Hotels I...
116.83
-0.25% 77.47K +0.04% 10.29M 122.44 0.06% Share
111 DGRW WisdomTree U.S....
87.37
-0.47% 127.79K -8.38% 10.21M 47.4 0.06% Share
112 QDF FlexShares Qual...
77.72
-0.12% 147.95K +0.26% 10.11M 50.87 0.06% Share
113 DIHP Dimensional Int...
30.12
+0.50% 375.39K -1.09% 10.11M 27.7 0.06% Share
114 BRK-A Berkshire Hatha...
749551.00
-1.35% 13 +100.00% 9.98M 798441.54 0.06% Share
115 ESGD iShares ESG Awa...
91.21
+0.43% 118.63K -0.88% 9.69M 83.47 0.06% Share
116 VOE Vanguard Mid-Ca...
172.72
+0.11% 59.54K -0.2% 9.56M 123.57 0.06% Share
117 HYMB SPDR Nuveen Blo...
24.52
+0.97% 371.94K -16.19% 9.38M 26.27 0.06% Share
118 VDC Vanguard Consum...
220.26
+0.26% 42.18K -3.34% 9.23M 180.05 0.06% Share
119 TSLA Tesla, Inc.
350.84
+3.64% 35.09K +2.43% 9.09M 269.42 0.05% Share
120 V Visa Inc.
343.12
-2.24% 25.89K +6.31% 9.07M 233.25 0.05% Share
121 PRF Invesco FTSE RA...
44.46
-0.2% 221.98K +0.21% 8.97M 40.21 0.05% Share
122 MDY SPDR S&P MIDCAP...
602.98
+0.48% 16.77K +5.90% 8.95M 467.12 0.05% Share
123 SBUX Starbucks Corpo...
85.43
-1.82% 90.52K +111.91% 8.88M 97.62 0.05% Share
124 DFUV Dimensional US ...
44.26
-0.34% 211.06K -0.67% 8.7M 41.58 0.05% Share
125 SCHM Schwab U.S. Mid...
29.85
+0.61% 329.64K +99.40% 8.64M 25.78 0.05% Share
126 ESGU iShares ESG Awa...
141.42
-0.21% 69.89K -2.04% 8.52M 117.11 0.05% Share
127 IQDF FlexShares Inte...
28.31
+0.53% 339.14K +10.68% 8.45M 21.1 0.05% Share
128 SPMD SPDR Portfolio ...
57.89
+0.49% 163.77K -0.8% 8.38M 39.68 0.05% Share
129 MA Mastercard Inco...
584.12
-1.93% 15.27K -1.31% 8.37M 367.09 0.05% Share
130 GOVT iShares U.S. Tr...
23.11
+0.52% 360.89K -7.5% 8.3M 24.69 0.05% Share
131 SDY SPDR S&P Divide...
140.89
-0.13% 57.48K +3.32% 7.8M 114.14 0.05% Share
132 GSLC Goldman Sachs A...
127.27
-0.27% 69.84K +0.31% 7.69M 76.48 0.05% Share
133 BYRN Byrna Technolog...
19.62
+3.59% 453.4K -3.75% 7.64M 9.65 0.05% Share
134 TFI SPDR Nuveen Blo...
45.05
+0.55% 168.82K -1.69% 7.61M 46.69 0.05% Share
135 ACWI iShares MSCI AC...
134.07
+0.09% 65.32K 0.00% 7.6M 79.71 0.05% Share
136 DSI iShares MSCI KL...
121.20
-0.44% 72.98K +100.14% 7.47M 88.9 0.04% Share
137 UNH UnitedHealth Gr...
315.40
+1.62% 14.11K +0.93% 7.39M 459.77 0.04% Share
138 PM Philip Morris I...
161.62
+0.29% 46.51K +1.82% 7.38M 98.69 0.04% Share
139 AVGO Broadcom Inc.
334.89
+9.41% 43.16K +3.98% 7.23M 102.26 0.04% Share
140 SCHW The Charles Sch...
92.08
-5.68% 88.7K +95.78% 6.94M 74.15 0.04% Share
141 SUB iShares Short-T...
107.06
+0.17% 64.64K +85.49% 6.83M 105.83 0.04% Share
142 UNP Union Pacific C...
220.09
-1.33% 28.39K +101.60% 6.71M 232.3 0.04% Share
143 VOOG Vanguard S&P 50...
418.32
-0.12% 19.76K +102.73% 6.61M 292.99 0.04% Share
144 BAB Invesco Taxable...
27.02
+0.56% 244.31K -21.72% 6.52M 28.96 0.04% Share
145 NFLX Netflix, Inc.
1243.82
-1.09% 6.76K -27.14% 6.3M 510.98 0.04% Share
146 DUHP Dimensional US ...
36.73
-0.47% 184.8K -0.55% 6.12M 34.07 0.04% Share
147 DIS The Walt Disney...
117.95
-0.72% 61.55K +136.67% 6.07M 114.79 0.04% Share
148 VZ Verizon Communi...
44.38
+0.45% 133.14K -0.78% 6.04M 49.33 0.04% Share
149 DTH WisdomTree Inte...
48.86
+0.29% 141.86K -4.56% 6.02M 34.61 0.04% Share
150 REGN Regeneron Pharm...
573.38
+1.09% 9.35K +66.40% 5.93M 874.26 0.04% Share