Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealthspire Advisors, LLC (CIK 1646247) reported $18.16B across 1,273 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($2.15B, 11.83%), VEA ($1.12B, 6.14%), VOO ($792.8M, 4.37%), IJH ($613.9M, 3.38%), VXUS ($551.1M, 3.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $2.15B | 11.83% | 2.9M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $1.12B | 6.14% | 15.7M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $792.8M | 4.37% | 1.2M | Added |
| 4 | IJH | ISHARES TR | $613.9M | 3.38% | 8.0M | Added |
| 5 | VXUS | VANGUARD STAR FDS | $551.1M | 3.03% | 6.4M | Added |
| 6 | SPYM | SPDR SERIES TRUST | $509.6M | 2.81% | 5.8M | Added |
| 7 | VTI | VANGUARD INDEX FDS | $480.8M | 2.65% | 1.3M | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $430.4M | 2.37% | 13.6M | Added |
| 9 | VUG | VANGUARD INDEX FDS | $380.3M | 2.09% | 4.4M | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $375.3M | 2.07% | 502,627 | Added |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $334.9M | 1.84% | 7.5M | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $310.3M | 1.71% | 5.2M | Added |
| 13 | SCHF | SCHWAB STRATEGIC TR | $303.0M | 1.67% | 10.9M | Trimmed |
| 14 | IJR | ISHARES TR | $300.4M | 1.65% | 2.0M | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $253.4M | 1.40% | 5.0M | Added |
| 16 | IUSB | ISHARES TR | $253.0M | 1.39% | 5.5M | Added |
| 17 | AON | AON PLC | $240.9M | 1.33% | 726,424 | Trimmed |
| 18 | AAPL | APPLE INC | $227.1M | 1.25% | 784,975 | Added |
| 19 | SGOV | ISHARES TR | $223.9M | 1.23% | 2.2M | Added |
| 20 | VXF | VANGUARD INDEX FDS | $206.4M | 1.14% | 838,191 | Added |
| 21 | VO | VANGUARD INDEX FDS | $188.9M | 1.04% | 2.3M | Added |
| 22 | VV | VANGUARD INDEX FDS | $182.3M | 1.00% | 530,162 | Trimmed |
| 23 | IEMG | ISHARES INC | $148.4M | 0.82% | 1.8M | Added |
| 24 | NVDA | NVIDIA CORPORATION | $128.3M | 0.71% | 641,006 | Added |
| 25 | MSFT | MICROSOFT CORP | $127.6M | 0.70% | 342,187 | Added |
Source: SEC Form 13F filings · as of 2026-06-30