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Wealthspire Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $18,162,013,710
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $2,148,020,959
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $1,115,930,508
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $792,802,706
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $613,932,757
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $551,124,136
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $509,639,495
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $480,755,158
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $430,447,471
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $380,336,689
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $375,346,878
Reported holdings
1,298 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TERAWULF INC | COM | 88080T104 | — | 319,922 shares | $7,902,074 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 65,928 shares | $7,879,733 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | — | 186,377 shares | $7,777,526 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | — | 166,475 shares | $7,612,902 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 141,761 shares | $7,579,961 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 24,898 shares | $7,416,833 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 21,595 shares | $7,403,414 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 80,222 shares | $7,402,067 |
| GE VERNOVA INC | COM | 36828A101 | — | 6,292 shares | $7,391,898 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 171,615 shares | $7,243,873 |
| APPLIED MATLS INC | COM | 038222105 | — | 9,974 shares | $7,211,598 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 9,372 shares | $7,151,846 |
| STARBUCKS CORP | COM | 855244109 | — | 69,864 shares | $7,139,426 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V815 | — | 183,655 shares | $7,123,988 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 208,719 shares | $7,063,058 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | — | 252,547 shares | $6,975,337 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 171,331 shares | $6,875,516 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 186,296 shares | $6,868,728 |
| MCDONALDS CORP | COM | 580135101 | — | 25,099 shares | $6,784,568 |
| UNION PAC CORP | COM | 907818108 | — | 24,850 shares | $6,759,298 |
| LOWES COS INC | COM | 548661107 | — | 30,608 shares | $6,748,808 |
| NETFLIX INC. | COM | 64110L106 | — | 92,136 shares | $6,578,528 |
| RTX CORPORATION | COM | 75513E101 | — | 34,636 shares | $6,571,456 |
| HYPERLIQUID STRATEGIES INC COM | SHS | 44916Y106 | — | 826,644 shares | $6,505,688 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 15,639 shares | $6,500,219 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 | — | 159,511 shares | $6,495,271 |
| VANGUARD INDEX 500 FUND ADMIRAL SHARES | SHS | 922908710 | — | 9,137 shares | $6,322,938 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 3,172 shares | $6,311,368 |
| BLACKSTONE INC | COM | 09260D107 | — | 52,520 shares | $6,180,062 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 11,754 shares | $6,140,157 |
| PEPSICO INC | COM | 713448108 | — | 44,980 shares | $6,090,224 |
| WISDOMTREE TR | ITL HIGH DIV FD | 97717W802 | — | 112,381 shares | $6,080,934 |
| SALESFORCE INC | COM | 79466L302 | — | 38,180 shares | $5,981,241 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 23,734 shares | $5,894,909 |
| VANGUARD WELLINGTON FD | US QUALITY | 921935706 | — | 34,325 shares | $5,845,263 |
| NEUBERGER BERMAN ETF TRUST | OPT STRATEGY ETF | 64135A705 | — | 208,415 shares | $5,838,569 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 73,273 shares | $5,819,342 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 3,424 shares | $5,811,864 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 110,991 shares | $5,754,899 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 106,405 shares | $5,747,973 |
| SHIFT4 PMTS INC | CL A | 82452J109 | — | 116,825 shares | $5,682,390 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 13,108 shares | $5,679,955 |
| EATON VANCE MUN BD FD | COM | 27827X101 | — | 563,559 shares | $5,613,052 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 15,137 shares | $5,609,729 |
| WILLIAMS COS INC | COM | 969457100 | — | 75,033 shares | $5,577,992 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 63,421 shares | $5,566,464 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 101,665 shares | $5,560,069 |
| EATON CORP PLC | SHS | G29183103 | — | 12,974 shares | $5,528,206 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 75,428 shares | $5,442,846 |
| WELLS FARGO & CO | COM | 949746101 | — | 65,241 shares | $5,391,500 |
| SPDR SERIES TRUST | ST STR NUVEE ETF | 78468R721 | — | 117,063 shares | $5,361,486 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | — | 95,879 shares | $5,347,178 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 156,582 shares | $5,323,771 |
| MAYVILLE ENGR CO INC | COM | 578605107 | — | 141,607 shares | $5,304,599 |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | 25434V625 | — | 64,537 shares | $5,290,744 |
| SCHWAB TREASURY OBLIG MO NEY INV | SHS | 808515621 | — | 5,277,448 shares | $5,277,448 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 97,277 shares | $5,215,006 |
| SERVICENOW INC | COM | 81762P102 | — | 52,188 shares | $5,181,200 |
| BANKWELL FINL GROUP | SHS | 06654A103 | — | 87,538 shares | $5,142,834 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | — | 36,030 shares | $5,112,325 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 44,716 shares | $5,105,616 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 5,274 shares | $5,089,432 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 47,550 shares | $5,062,653 |
| BOEING CO | COM | 097023105 | — | 22,904 shares | $4,957,931 |
| DISNEY WALT CO | COM | 254687106 | — | 51,421 shares | $4,949,280 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 72,139 shares | $4,934,996 |
| AES CORP | COM | 00130H105 | — | 335,378 shares | $4,916,642 |
| AMGEN INC | COM | 031162100 | — | 13,416 shares | $4,858,091 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 30,502 shares | $4,839,402 |
| GOLUB CAP BDC INC | COM | 38173M102 | — | 374,135 shares | $4,818,859 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 | — | 102,945 shares | $4,718,284 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 53,319 shares | $4,687,333 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 | — | 173,794 shares | $4,664,622 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 82,291 shares | $4,647,762 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 135,978 shares | $4,640,235 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 12,512 shares | $4,577,616 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 33733E500 | — | 74,022 shares | $4,539,034 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 76,117 shares | $4,489,398 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 49,002 shares | $4,446,408 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 7,042 shares | $4,391,006 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 52,154 shares | $4,310,581 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 56,192 shares | $4,258,816 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 8,209 shares | $4,182,426 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | SHS | 922908728 | — | 23,154 shares | $4,171,868 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | — | 100,344 shares | $4,139,692 |
| BRIDGEWAY SMALL CAP VALUE FUND | SHS | 108747825 | — | 88,024 shares | $4,138,893 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 16,263 shares | $4,102,042 |
| FIDELITY CASH FUND | SHS | 315994103 | — | 4,101,620 shares | $4,101,620 |
| QUALCOMM INC | COM | 747525103 | — | 22,193 shares | $4,101,189 |
| SCHWAB TREASURY OBLIG MO NEY ULTRA | SHS | 808515480 | — | 4,099,478 shares | $4,099,478 |
| EATON VANCE CORE PLUS BOND FUND CLASS I | SHS | 277923454 | — | 390,935 shares | $4,081,359 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | 808524698 | — | 179,763 shares | $4,069,827 |
| SABLE OFFSHORE CORP | COM SHS | 78574H104 | — | 1,317,715 shares | $4,058,563 |
| BYRNA TECHNOLOGIES INC | COM NEW | 12448X201 | — | 604,702 shares | $4,057,551 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 8,992 shares | $4,055,042 |
| CORNING INC | COM | 219350105 | — | 15,857 shares | $4,050,240 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 | — | 52,682 shares | $3,984,365 |
| CSX CORP | COM | 126408103 | — | 83,588 shares | $3,972,931 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 41,137 shares | $3,962,329 |
| JPMORGAN US TREAS (PLUS MMKT PREMIER) | SHS | 4812C2718 | — | 3,959,122 shares | $3,959,122 |