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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) |
|---|---|---|---|---|---|
| SOUTHERN CO | COM | 842587107 | — | 14,045 shares | $1,344,207 |
| BETA TECHNOLOGIES INC | COM SHS CL A | 086921103 | — | 80,131 shares | $1,342,188 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 23,277 shares | $1,341,693 |
| REALTY INCOME CORP | COM | 756109104 | — | 21,629 shares | $1,340,127 |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | 25434V823 | — | 50,928 shares | $1,332,287 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 11,268 shares | $1,315,725 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 9,827 shares | $1,299,610 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 8,231 shares | $1,291,943 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 12,411 shares | $1,290,316 |
| YUM BRANDS INC | COM | 988498101 | — | 8,063 shares | $1,288,930 |
| EXELON CORP | COM | 30161N101 | — | 27,601 shares | $1,286,760 |
| BOBS DISC FURNITURE INC COM | SHS | 09681N106 | — | 80,448 shares | $1,272,687 |
| GRAYSCALE COINDESK CRYPTO | USD SHS | G40705108 | — | 48,014 shares | $1,267,090 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 6,632 shares | $1,254,597 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 25,898 shares | $1,249,559 |
| INTUIT | COM | 461202103 | — | 4,783 shares | $1,248,307 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 8,051 shares | $1,242,256 |
| SCHEIN HENRY INC | COM | 806407102 | — | 14,798 shares | $1,235,929 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 10,922 shares | $1,224,243 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 6,379 shares | $1,213,238 |
| AGNC INVT CORP | COM | 00123Q104 | — | 110,853 shares | $1,208,298 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 53,368 shares | $1,193,318 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 | — | 13,344 shares | $1,185,748 |
| T-MOBILE US INC | COM | 872590104 | — | 7,002 shares | $1,174,487 |
| ADOBE INC | COM | 00724F101 | — | 5,717 shares | $1,172,100 |
| M & T BK CORP | COM | 55261F104 | — | 4,917 shares | $1,170,196 |
| GOLDMAN SACHS HIGH (YIELD MUNI P) | SHS | 38150B640 | — | 127,611 shares | $1,170,193 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 18,592 shares | $1,156,439 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | — | 3,437 shares | $1,139,268 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 19,283 shares | $1,136,151 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 7,321 shares | $1,129,554 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 6,893 shares | $1,127,466 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 16,470 shares | $1,124,716 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 6,696 shares | $1,116,042 |
| CINTAS CORP | COM | 172908105 | — | 6,545 shares | $1,113,198 |
| SCHWAB US TRSY MONEY INV | SHS | 808515548 | — | 1,105,688 shares | $1,105,688 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 1,288 shares | $1,105,182 |
| SPDR SERIES TRUST | ST STR SP REGBNK | 78464A698 | — | 14,720 shares | $1,101,822 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 36,314 shares | $1,089,784 |
| PIMCO ETF TR | MTG BKD SECS ACT | 72201R569 | — | 21,881 shares | $1,080,507 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | — | 14,332 shares | $1,073,447 |
| LISTED FDS TR | HORI KI INFL ETF | 53656F623 | — | 21,501 shares | $1,072,470 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 26,304 shares | $1,068,995 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 3,643 shares | $1,058,477 |
| NIKE INC | CL B | 654106103 | — | 25,775 shares | $1,058,311 |
| ISHARES ETHEREUM TR | SHS | 46438R105 | — | 88,824 shares | $1,056,117 |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | 46138G664 | — | 17,651 shares | $1,050,258 |
| ASTERA LABS INC | COM | 04626A103 | — | 2,174 shares | $1,050,086 |
| T ROWE PRICE CAPITAL APPRECIATION | SHS | 77954M105 | — | 27,705 shares | $1,049,187 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 16,634 shares | $1,046,101 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 9,146 shares | $1,039,832 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 12,749 shares | $1,032,664 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 2,238 shares | $1,027,708 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 53,380 shares | $1,020,617 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 6,496 shares | $1,013,247 |
| METLIFE INC | COM | 59156R108 | — | 11,922 shares | $1,008,707 |
| SCHWAB PRIME ADVANTAGE M ONEY ULTRA | SHS | 808515696 | — | 1,006,142 shares | $1,006,142 |
| STUBHUB HLDGS INC | CL A | 86384P109 | — | 77,700 shares | $999,999 |
| SPDR SERIES TRUST | SP O&G EXPL PRO | 78468R556 | — | 6,388 shares | $985,340 |
| BURKE HERBERT FINL SVCS CORP | COM | 12135Y108 | — | 13,655 shares | $981,234 |
| TWILIO INC | CL A | 90138F102 | — | 4,745 shares | $979,036 |
| ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | — | 43,649 shares | $975,124 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 19,252 shares | $970,686 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 22,759 shares | $969,333 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 6,448 shares | $968,050 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 12,251 shares | $967,217 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 6,378 shares | $965,163 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 12,319 shares | $963,703 |
| SCHWAB TOTAL STOCK MARKET INDEX FUND | SHS | 808509756 | — | 52,440 shares | $954,415 |
| FORD MTR CO | COM | 345370860 | — | 68,571 shares | $953,143 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 10,429 shares | $943,407 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | — | 6,818 shares | $937,714 |
| CEMEX SA EURO MTN BE 144A | SPON ADR NEW | 151290889 | — | 76,498 shares | $917,976 |
| GQG PARTNERS US QUALITY DIVIDEND INCOME FUND INST | SHS | 00775Y801 | — | 65,680 shares | $914,267 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 8,462 shares | $909,689 |
| TOTAL MARKET EQUITY | SHS | 808516702 | — | 12,639 shares | $908,222 |
| TORTOISE CAPITAL (SERIES TRUST AI INFRASTRUCTUR) | SHS | 890930803 | — | 16,087 shares | $899,585 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | — | 6,898 shares | $899,479 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 10,927 shares | $898,893 |
| PRIMECAP ODYSSEY GROWTH FUND | SHS | 74160Q103 | — | 18,215 shares | $895,107 |
| EVERFORTH INC | COM | 00191U102 | — | 50,000 shares | $893,500 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 3,178 shares | $889,895 |
| NATIONAL FUEL GAS CO | COM | 636180101 | — | 11,516 shares | $889,151 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 33,340 shares | $888,844 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 10,212 shares | $885,111 |
| DSV AS ADR | SHS | 26251A108 | — | 7,406 shares | $880,425 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 10,176 shares | $876,070 |
| BLACKROCK CORPOR HI YLD FD I | COM | 09255P107 | — | 102,215 shares | $874,961 |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | — | 6,778 shares | $874,498 |
| FIDELITY SELECT (SEMICONDUCTORS PORT) | SHS | 316390863 | — | 12,203 shares | $871,557 |
| PUBLIC STORAGE | COM | 74460D109 | — | 2,717 shares | $864,756 |
| AIRBNB INC | COM CL A | 009066101 | — | 6,043 shares | $864,754 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | — | 2,158 shares | $855,693 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 | — | 8,062 shares | $855,338 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 5,454 shares | $854,717 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | — | 3,082 shares | $851,089 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 9,653 shares | $846,622 |
| HERSHEY CO | COM | 427866108 | — | 4,797 shares | $841,577 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 22,557 shares | $840,474 |
| COLUMBIA DIVIDEND INCOME FUND | SHS | 19766M840 | — | 20,592 shares | $835,206 |