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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) |
|---|---|---|---|---|---|
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 45,435 shares | $2,251,301 |
| 3M CO | COM | 88579Y101 | — | 13,905 shares | $2,251,294 |
| INVESCO EXCH TRADED FD TR II | S&P ULTRA DIVIDE | 46138G656 | — | 38,796 shares | $2,250,194 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 12,900 shares | $2,191,493 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 47,488 shares | $2,161,654 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS HI | 25434V757 | — | 50,449 shares | $2,157,704 |
| LINDE PLC | SHS | G54950103 | — | 4,128 shares | $2,142,078 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 5,304 shares | $2,109,096 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 19,832 shares | $2,108,336 |
| ANALOG DEVICES INC | COM | 032654105 | — | 5,247 shares | $2,084,031 |
| KKR & CO INC | COM | 48251W104 | — | 22,676 shares | $2,081,160 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 33,197 shares | $2,040,264 |
| VSE CORP | COM | 918284100 | — | 8,922 shares | $2,038,677 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 7,506 shares | $2,030,265 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | — | 5,628 shares | $2,028,267 |
| CIRCLE INTERNET GROUP INC | SHS | 172573107 | — | 32,293 shares | $2,022,511 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 1,565 shares | $1,999,304 |
| TEXAS INSTRS INC | COM | 882508104 | — | 6,647 shares | $1,981,272 |
| MONEY MARKET POOL | SHS | 808516603 | — | 1,593,484 shares | $1,971,777 |
| CVS HEALTH CORP | COM | 126650100 | — | 19,016 shares | $1,967,248 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 14,222 shares | $1,945,693 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 20,512 shares | $1,945,598 |
| PIPER SANDLER COMPANIES | COM NEW | 724078209 | — | 26,840 shares | $1,941,606 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 5,388 shares | $1,908,362 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 16,248 shares | $1,905,518 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 37,628 shares | $1,902,837 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 8,680 shares | $1,902,685 |
| FEDEX CORP | COM | 31428X106 | — | 6,046 shares | $1,893,278 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 11,051 shares | $1,888,160 |
| STRATEGY INC | CL A NEW | 594972408 | — | 21,715 shares | $1,887,686 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 38,816 shares | $1,879,828 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 35,109 shares | $1,852,354 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 7,057 shares | $1,837,800 |
| GENIUS SPORTS LTD | SHS | G3934V109 | — | 300,600 shares | $1,821,636 |
| FLEXSHARES TR | MORNSTAR USMKT | 33939L100 | — | 6,592 shares | $1,819,945 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 5,496 shares | $1,814,582 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 37,798 shares | $1,804,855 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 18,008 shares | $1,775,441 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 | — | 32,929 shares | $1,775,038 |
| EMERSON ELEC CO | COM | 291011104 | — | 12,383 shares | $1,772,662 |
| SHORT TERM INCOME POOL | SHS | 808516835 | — | 140,479 shares | $1,768,631 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 76,361 shares | $1,766,239 |
| PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND | SHS | 74160Q202 | — | 26,686 shares | $1,751,966 |
| US BANCORP | COM NEW | 902973304 | — | 28,816 shares | $1,740,535 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 5,047 shares | $1,737,784 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 9,690 shares | $1,730,548 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 32,983 shares | $1,728,653 |
| SHELL PLC | SPON ADS | 780259305 | — | 22,259 shares | $1,725,983 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 9,527 shares | $1,698,140 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | — | 25,855 shares | $1,696,369 |
| JANUS HENDERSON (FORTY I) | SHS | 47103A658 | — | 26,768 shares | $1,686,655 |
| ECOLAB INC | COM | 278865100 | — | 6,044 shares | $1,683,873 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | — | 44,298 shares | $1,680,673 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 9,744 shares | $1,678,650 |
| PHILLIPS 66 | COM | 718546104 | — | 9,905 shares | $1,674,493 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 1,712 shares | $1,674,398 |
| HEICO CORP NEW | COM | 422806109 | — | 4,676 shares | $1,665,827 |
| ISHARES INC | EM MKTS DIV ETF | 464286319 | — | 51,658 shares | $1,664,940 |
| RH COM NPV | SHS | 74967X103 | — | 10,085 shares | $1,661,302 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 92189F387 | — | 72,357 shares | $1,656,976 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 6,640 shares | $1,634,972 |
| D R HORTON INC | COM | 23331A109 | — | 9,916 shares | $1,615,087 |
| CHOICE HOTELS INTL INC | COM | 169905106 | — | 14,635 shares | $1,613,802 |
| OCULAR THERAPEUTIX INC COM | SHS | 67576A100 | — | 162,960 shares | $1,600,267 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 14,527 shares | $1,600,189 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 | — | 13,458 shares | $1,575,798 |
| STONE RIDGE REINSURANCE RISK PREMIUM INTERVAL FUND | SHS | 861729101 | — | 25,824 shares | $1,572,944 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 67073B106 | — | 199,488 shares | $1,571,966 |
| NATERA INC | COM | 632307104 | — | 5,786 shares | $1,570,610 |
| MAXIMUS INC | COM | 577933104 | — | 29,210 shares | $1,570,341 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 | — | 1,870 shares | $1,569,604 |
| DOVER CORP | COM | 260003108 | — | 6,968 shares | $1,562,783 |
| AFLAC INC | COM | 001055102 | — | 13,203 shares | $1,548,060 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 26,564 shares | $1,536,472 |
| STATE STREET HEDGED (INT'L DEVLD EQ IDX K) | SHS | 85749T889 | — | 9,407 shares | $1,526,061 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 3,091 shares | $1,518,123 |
| WELLTOWER INC | COM | 95040Q104 | — | 6,687 shares | $1,517,658 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 61,451 shares | $1,508,623 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 16,948 shares | $1,508,529 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 15,696 shares | $1,506,502 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 13,533 shares | $1,497,184 |
| MARATHON PETE CORP | COM | 56585A102 | — | 5,847 shares | $1,494,828 |
| ALLSTATE CORP | COM | 020002101 | — | 6,209 shares | $1,477,298 |
| SPDR SERIES TRUST | ST STR SP BANK | 78464A797 | — | 21,525 shares | $1,468,436 |
| MCKESSON CORP | COM | 58155Q103 | — | 1,919 shares | $1,450,270 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 4,828 shares | $1,443,666 |
| S&P GLOBAL INC | COM | 78409V104 | — | 3,514 shares | $1,431,300 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 15,443 shares | $1,422,124 |
| FPA NEW INCOME INC | SHS | 30254T643 | — | 142,973 shares | $1,419,722 |
| ISHARES TR | EUROPE ETF | 464287861 | — | 19,427 shares | $1,415,285 |
| UNITED RENTALS INC | COM | 911363109 | — | 1,242 shares | $1,407,495 |
| JOHN MARSHALL BANCORP INC | COM | 47805L101 | — | 64,333 shares | $1,402,451 |
| ISHARES TR | SELECT US REIT | 464287564 | — | 20,634 shares | $1,395,501 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 | — | 17,778 shares | $1,382,928 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 3,445 shares | $1,382,858 |
| CUMMINS INC | COM | 231021106 | — | 1,938 shares | $1,382,231 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 15,063 shares | $1,381,020 |
| PAYCHEX INC | COM | 704326107 | — | 13,969 shares | $1,373,600 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 27,175 shares | $1,353,875 |
| ADAMS DIVERSIFIED EQUITY FD | COM | 006212104 | — | 52,729 shares | $1,347,209 |