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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) |
|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 172967424 | — | 28,039 shares | $3,924,334 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 25,100 shares | $3,923,192 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 218,172 shares | $3,911,824 |
| THE HARTFORD INTERNATIONAL VALUE FUND CLASS Y | SHS | 41664M649 | — | 140,918 shares | $3,847,048 |
| QUANTA SVCS INC | COM | 74762E102 | — | 5,328 shares | $3,836,308 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | — | 73,587 shares | $3,790,467 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | — | 23,190 shares | $3,790,343 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 18,871 shares | $3,785,945 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 70,591 shares | $3,749,094 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 6,643 shares | $3,724,133 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 32,616 shares | $3,724,053 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 31,445 shares | $3,720,339 |
| FOSTER L B CO | COM | 350060109 | — | 80,907 shares | $3,654,570 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 43,932 shares | $3,617,357 |
| CHESAPEAKE UTILS CORP | COM | 165303108 | — | 29,291 shares | $3,587,562 |
| AT&T INC | COM | 00206R102 | — | 171,317 shares | $3,546,275 |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | 78468R622 | — | 36,384 shares | $3,506,303 |
| FIDELITY GOVERNMENT (CASH RESERVES) | SHS | 316067107 | — | 3,475,895 shares | $3,475,895 |
| JANUS HENDERSON (RESEARCH I) | SHS | 471023283 | — | 35,896 shares | $3,473,641 |
| AMPHENOL CORP | CL A | 032095101 | — | 19,545 shares | $3,446,045 |
| MAPLEBEAR INC | COM | 565394103 | — | 72,158 shares | $3,416,682 |
| PFIZER INC | COM | 717081103 | — | 141,769 shares | $3,413,804 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 11,227 shares | $3,398,414 |
| JPM LIQ ASST MM FD - PREMIER FUND 3912 | SHS | 4812C0332 | — | 3,392,325 shares | $3,392,325 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 6,737 shares | $3,377,552 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 23,703 shares | $3,375,110 |
| CHUBB LIMITED | COM | H1467J104 | — | 9,863 shares | $3,360,744 |
| GALECTIN THERAPEUTICS INC | COM NEW | 363225202 | — | 721,788 shares | $3,349,097 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 26,909 shares | $3,347,997 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 16,805 shares | $3,289,387 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 93,101 shares | $3,240,844 |
| BLACKROCK INC | COM | 09290D101 | — | 3,342 shares | $3,213,207 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 62,642 shares | $3,197,891 |
| STRYKER CORPORATION | COM | 863667101 | — | 10,119 shares | $3,185,785 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 19,288 shares | $3,174,790 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 13,761 shares | $3,159,187 |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 | — | 66,366 shares | $3,128,841 |
| SEI INSTITUTIONALLY MANAGED TAX-MANAGED LARGE-CAP FUND | SHS | 783925571 | — | 70,947 shares | $3,113,139 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 34,403 shares | $3,091,146 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 58,033 shares | $3,086,776 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 52,887 shares | $3,078,024 |
| ALPS ETF TR | OSHARES US SMLCP | 00162Q395 | — | 64,638 shares | $3,071,581 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 6,154 shares | $3,046,716 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 25,894 shares | $3,042,517 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 | — | 133,738 shares | $2,991,734 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 80,761 shares | $2,968,798 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 95,387 shares | $2,966,510 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 32,601 shares | $2,953,614 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 15,921 shares | $2,949,086 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 38,939 shares | $2,937,972 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 12,087 shares | $2,930,177 |
| LORD ABBETT INVT TR | SHS | 543916688 | — | 761,056 shares | $2,914,844 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 12,886 shares | $2,885,744 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 19,894 shares | $2,876,878 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 22,483 shares | $2,873,588 |
| DEERE & CO | COM | 244199105 | — | 4,530 shares | $2,873,547 |
| SPDR INDEX SHS FDS | ST STR SP GLBDIV | 78463X459 | — | 35,593 shares | $2,844,165 |
| LISTED FDS TR ROUNDHILL BALL METAVERSE ETF | SHS | 53656F417 | — | 152,924 shares | $2,821,446 |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | — | 58,443 shares | $2,788,304 |
| VISTRA CORP | COM | 92840M102 | — | 17,470 shares | $2,771,227 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 29,694 shares | $2,769,492 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 6,419 shares | $2,769,308 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 8,140 shares | $2,757,088 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 8,213 shares | $2,749,772 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 9,646 shares | $2,737,586 |
| TJX COS INC NEW | COM | 872540109 | — | 18,023 shares | $2,730,485 |
| INTREPID INCOME INSTITUT IONAL | SHS | 461195703 | — | 303,664 shares | $2,705,645 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 15,010 shares | $2,695,539 |
| FASTENAL CO | COM | 311900104 | — | 56,028 shares | $2,691,050 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 37,191 shares | $2,688,166 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 43,978 shares | $2,673,400 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 11,674 shares | $2,602,063 |
| IDEXX LABS INC | COM | 45168D104 | — | 4,941 shares | $2,601,141 |
| ISHARES TR | 3YRTB ETF | 464288125 | — | 34,621 shares | $2,570,437 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | — | 59,958 shares | $2,536,840 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | — | 24,878 shares | $2,491,781 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 54,916 shares | $2,489,908 |
| HORMEL FOODS CORP | COM | 440452100 | — | 100,190 shares | $2,486,716 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 19,524 shares | $2,471,377 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 45,216 shares | $2,470,133 |
| PIMCO INCOME FUND INSTITUTIONAL CLASS | SHS | 72201F490 | — | 225,648 shares | $2,450,542 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 31,753 shares | $2,430,680 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 7,701 shares | $2,422,634 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | — | 79,329 shares | $2,416,362 |
| FIDELITY INSTITUTIONAL MONEY MARKET FUNDS TREASURY ONLY PORTFOLIO CLASS I | SHS | 233809300 | — | 2,411,968 shares | $2,411,968 |
| ASTRONICS CORP | COM | 046433108 | — | 29,434 shares | $2,391,807 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | — | 31,595 shares | $2,389,837 |
| DANAHER CORP DEL | COM | 235851102 | — | 12,506 shares | $2,382,050 |
| HONEYWELL INTL INC | COM | 438516205 | — | 10,614 shares | $2,376,433 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 4,663 shares | $2,374,772 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 28,583 shares | $2,374,401 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 7,785 shares | $2,358,620 |
| ONEOK INC NEW | COM | 682680103 | — | 27,002 shares | $2,347,543 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 10,604 shares | $2,344,333 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 40,673 shares | $2,343,594 |
| SCHWAB S&P 500 INDEX FD | SHS | 808509855 | — | 121,138 shares | $2,340,386 |
| JANUS DETROIT STR TR | HENDERSN SML ETF | 47103U209 | — | 23,094 shares | $2,337,971 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 16,968 shares | $2,319,240 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 40,999 shares | $2,317,264 |
| SIFCO INDS INC | COM | 826546103 | — | 98,049 shares | $2,294,347 |