Wealthspire Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA Wealthspire Advisors, LLC | Institutional Filer | ▲ 1.34% | $12.73B | 932 |
Current Portfolio Holdings
Showing all 932 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 2.7M | $1.74B | 13.70% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 14.6M | $933.2M | 7.33% |
| 3 | VOO | VANGUARD INDEX FDS | — | 1.1M | $675.3M | 5.30% |
| 4 | IJH | ISHARES TR | — | 7.7M | $520.6M | 4.09% |
| 5 | VXUS | VANGUARD STAR FDS | — | 6.3M | $488.5M | 3.84% |
| 6 | SCHD | SCHWAB STRATEGIC TR | — | 13.3M | $408.4M | 3.21% |
| 7 | AON | Aon plc | Financial Services | 984K | $317.6M | 2.49% |
| 8 | VTI | VANGUARD INDEX FDS | — | 963K | $308.9M | 2.43% |
| 9 | SCHF | SCHWAB STRATEGIC TR | — | 12.2M | $302.2M | 2.37% |
| 10 | VUG | VANGUARD INDEX FDS | — | 677K | $295.9M | 2.32% |
| 11 | DFAC | DIMENSIONAL ETF TRUST | — | 7.5M | $291.6M | 2.29% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 441K | $286.9M | 2.25% |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4.9M | $264.7M | 2.08% |
| 14 | VV | VANGUARD INDEX FDS | — | 808K | $241.4M | 1.90% |
| 15 | IJR | ISHARES TR | — | 1.9M | $241.3M | 1.89% |
Showing 1 to 15 of 932 holdings