Wealthspire Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Wealthspire Advisors, LLC reported 1,297 stock positions worth $18.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 6.1%) and Vanguard S&P 500 ETF (VOO, 4.4%). Compared with Q1 2026, it opened 407 new positions, sold out of 43, added to 558 and reduced 241. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +672%) and the biggest sale Aon Class A (AON, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001646247
- Portfolio Value
- $18.2B (Q2 2026)
- SEC Filing
- 0001646247-26-000005 ↗ filed Aug 11, 2026
Holdings Value
Holdings 1,297 stocks · $18.2B
| IVV iShares Core S&P 500 ETF | 11.83% | 2,868,273 | $2.1B | Add +7.4% |
| VEA Vanguard Ftse Developed ETF | 6.14% | 15,662,182 | $1.1B | Add +7.5% |
| VOO Vanguard S&P 500 ETF | 4.37% | 1,154,326 | $792.8M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 3.38% | 7,961,778 | $613.9M | Add +3.3% |
| VXUS Vanguard Total Intl Stock | 3.03% | 6,446,651 | $551.1M | Add +1.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.81% | 5,799,266 | $509.6M | Add +671.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.65% | 1,299,198 | $480.8M | Add +34.9% |
| SCHD Schwab US DVD Equity ETF | 2.37% | 13,574,503 | $430.4M | Add +2.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.09% | 4,415,332 | $380.3M | Add +8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.07% | 502,627 | $375.3M | Add +13.9% |
| DFAC Dimensional US Core Equity 2 | 1.84% | 7,548,752 | $334.9M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 1.71% | 5,198,174 | $310.3M | Add +6.1% |
| SCHF Schwab Intl Equity ETF | 1.67% | 10,939,617 | $303.0M | Reduce -10.4% |
| IJR iShares Core S&P Small-Cap E | 1.65% | 2,025,543 | $300.4M | Add +4.3% |
| VTIP Vanguard Short-Term Tips | 1.40% | 5,045,602 | $253.4M | Add +13.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.39% | 5,483,050 | $253.0M | Add +16.0% |
| AON Aon PLC Class A | 1.33% | 726,424 | $240.9M | Reduce -26.2% |
| AAPL Apple Inc. | 1.25% | 784,975 | $227.1M | Add +53.1% |
| SGOV iShares 0-3 Month Treasury B | 1.23% | 2,224,301 | $223.9M | Add +14716.8% |
| VXF Vanguard Extended Market ETF | 1.14% | 838,191 | $206.4M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.04% | 2,345,040 | $188.9M | Reduce -5.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.00% | 530,162 | $182.3M | Reduce -34.4% |
| IEMG iShares Core MSCI Emerging | 0.82% | 1,791,433 | $148.4M | Add +6.2% |
| NVDA Nvidia Corp. | 0.71% | 641,006 | $128.3M | Add +102.0% |
| MSFT Microsoft Corp. | 0.70% | 342,187 | $127.6M | Add +44.0% |
| IAU iShares Gold Trust | 0.69% | 1,659,286 | $125.3M | Add +5283.6% |
| VWIUX Vanguard I/T Tax Exmpt-Adm | 0.67% | 8,824,534 | $121.9M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.65% | 389,955 | $118.2M | Reduce -2.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.63% | 1,355,390 | $113.5M | Add +6.9% |
| GOOG Alphabet Inc. Class C | 0.59% | 304,880 | $107.7M | Add +15.1% |
| SOXX iShares Semiconductor ETF | 0.57% | 161,642 | $103.6M | Add +1416.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 134,082 | $98.7M | Add +6.7% |
| BKLC BNY Mellon US LRG Cap Cor | 0.54% | 687,689 | $98.6M | Add +7880.6% |
| DFAE Dimensional Emerging Core Eq | 0.53% | 2,373,919 | $95.5M | Reduce -2.6% |
| DTHXX BNY Dryfs TRSR SCR CSH MNG-S | 0.51% | 91,862,768 | $91.9M | New |
| AMZN Amazon.com Inc. | 0.50% | 382,824 | $91.2M | Add +74.5% |
| IWV iShares Russell 3000 ETF | 0.50% | 212,799 | $90.7M | Add +414.2% |
| EMLP First Trust North American E | 0.50% | 2,078,591 | $90.4M | Add +1.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.49% | 1,180,155 | $89.8M | Add +9131.5% |
| ITOT iShares Core S&P Total U.S. | 0.47% | 515,328 | $84.7M | Add +447.7% |
| SCHX Schwab US Large-Cap ETF | 0.46% | 2,840,786 | $83.6M | Add +0.6% |
| DFAI Dimensional International Co. | 0.45% | 2,002,126 | $82.6M | Add +0.6% |
| TFLO iShares Treasury Floating Ra | 0.45% | 1,599,878 | $81.0M | Reduce -10.8% |
| DFGR Dim Global Real Estate ETF | 0.44% | 2,777,041 | $80.5M | Add +0.8% |
| IXUS iShares Core Intl Stock ETF | 0.44% | 842,622 | $80.4M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 831,014 | $80.3M | Add +5.4% |
| SMH Vaneck Semiconductor ETF | 0.43% | 119,562 | $78.4M | Add +1853.0% |
| CME Cme Group Inc. | 0.43% | 355,010 | $78.4M | Add +12.3% |
| GOOGL Alphabet Inc. Class A | 0.43% | 216,448 | $77.4M | Add +60.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.41% | 205,004 | $75.0M | Add +0.4% |
| CVLC Calvert US L-C CR Resp Index | 0.41% | 782,924 | $74.0M | Add +1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 337,510 | $73.6M | Add +15.2% |
| HYDB iShares High Yield Systemati | 0.40% | 1,538,885 | $72.0M | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.37% | 817,585 | $67.1M | Add +4255.6% |
| IWF iShares Russell 1000 Growth | 0.36% | 530,662 | $65.9M | Add +40.8% |
| MUB iShares National Muni Bond E | 0.34% | 568,001 | $61.1M | Add +10.8% |
| EFA iShares MSCI Eafe ETF | 0.33% | 580,559 | $60.3M | Add +4.5% |
| IWB iShares Russell 1000 ETF | 0.33% | 145,102 | $59.4M | Add +75.3% |
| BND Vanguard Total Bond Market | 0.31% | 777,249 | $57.1M | Add +3.7% |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 1,005,012 | $56.4M | Add +8.1% |
| XLK SS Technology Select Sector | 0.31% | 295,627 | $56.3M | Add +896.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.29% | 217,250 | $52.8M | Add +5.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.29% | 2,058,853 | $52.5M | New |
| PVAL Putnam Focused LRG Cap Value | 0.29% | 1,026,122 | $52.3M | Add +5.2% |
| SMMD iShares Russell 2500 ETF | 0.28% | 562,618 | $51.6M | Add +4.1% |
| VMFXX Vanguard Federal Money MRKT | 0.27% | 49,358,744 | $49.4M | New |
| SPTS SS SPDR P St Term TSY ETF | 0.27% | 1,676,702 | $48.6M | Add +17444.2% |
| ILCG iShares Morningstar Growth E | 0.25% | 395,293 | $46.3M | Add +8432.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 380,113 | $45.2M | Add +270.4% |
| FDLXX Fidelity Trsry Only MMKT | 0.24% | 44,145,794 | $44.1M | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.24% | 483,994 | $43.9M | New |
| TSLA Tesla Inc. | 0.24% | 104,461 | $43.9M | Add +12.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 553,373 | $43.7M | Add +16.0% |
| PDBC Invesco Optimum Yield Divers | 0.23% | 2,659,758 | $42.2M | Add +1476.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 83,596 | $41.8M | Add +25.2% |
| CVX Chevron Corp. | 0.23% | 248,370 | $41.2M | Add +320.5% |
| CVIE Cal Intl Responsible Index | 0.22% | 464,924 | $39.5M | Add +3.0% |
| DFAU Dimensional US Core Equity M | 0.21% | 727,590 | $37.6M | Reduce -10.7% |
| JPM JPMorgan Chase & Co. | 0.21% | 114,563 | $37.5M | Add +80.4% |
| VWLUX Vanguard L/T Tax Exmpt-Adm | 0.20% | 3,390,604 | $37.1M | New |
| AVGO Broadcom Inc. | 0.20% | 96,827 | $36.6M | Add +116.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.20% | 1,005,812 | $36.5M | Reduce -19.9% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 165,851 | $35.3M | Add +16.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 668,986 | $33.7M | Add +6424.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.18% | 661,660 | $33.5M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.18% | 27,830 | $33.4M | Add +79.4% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 690,130 | $32.7M | Add +4.9% |
| FXAIX Fidelity 500 Index Fund | 0.18% | 125,005 | $32.7M | New |
| AXP American Express Co. | 0.18% | 95,731 | $32.4M | Add +564.0% |
| IWM iShares Russell 2000 ETF | 0.18% | 106,982 | $32.1M | Add +11.0% |
| BZH Beazer Homes USA Inc. | 0.17% | 1,117,128 | $31.3M | Reduce 0.0% |
| IGF iShares Global Infrastructur | 0.17% | 465,286 | $31.0M | Add +2.9% |
| CAVA Cava Group Inc. | 0.17% | 383,523 | $30.1M | Reduce -5.0% |
| VMLUX Vanguard Ltd. TRM T/E-Adm | 0.17% | 2,730,825 | $30.0M | New |
| USFR Wisdomtree Floating Rate Tre | 0.16% | 580,812 | $29.2M | Reduce -28.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.16% | 1,274,142 | $29.2M | Add +24.4% |
| ACN Accenture PLC Class A | 0.16% | 228,396 | $28.4M | Add +19.8% |
| BKAG BNY Mellon Core Bond ETF | 0.16% | 676,711 | $28.4M | New |
| GOVT iShares US Treasury Bond ETF | 0.15% | 1,204,706 | $27.4M | Reduce -2.4% |
| PCLG Polen Focus Growth ETF | 0.15% | 1,220,295 | $26.5M | Reduce -20.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $226K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GCTS.WS Concord Acq Class A -CW28 | *W EXP 03/01/202 | 460,295 | $226K | New |
Total filed on the 13F, all lines: $18.2B.
Portfolio Sells Q1 2026 → Q2 2026
| AON Aon PLC Class A | Reduce -26.2% | 1.33% | −1.17 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -34.4% | 1.00% | −0.89 |
| SCHF Schwab Intl Equity ETF | Reduce -10.4% | 1.67% | −0.70 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.2% | 1.04% | −0.35 |
| TFLO iShares Treasury Floating Ra | Reduce -10.8% | 0.45% | −0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.9% | 0.65% | −0.18 |
| USFR Wisdomtree Floating Rate Tre | Reduce -28.3% | 0.16% | −0.16 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -19.9% | 0.20% | −0.12 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.6% | 0.53% | −0.12 |
| PCLG Polen Focus Growth ETF | Reduce -20.4% | 0.15% | −0.10 |
| CAVA Cava Group Inc. | Reduce -5.0% | 0.17% | −0.09 |
| DFAU Dimensional US Core Equity M | Reduce -10.7% | 0.21% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.1% | 0.18% | −0.08 |
| GOVT iShares US Treasury Bond ETF | Reduce -2.4% | 0.15% | −0.07 |
| MKC.V McCormick & Co. Inc. VTG Com | Reduce -91.5% | 0.00% | −0.05 |
| EIPI FT Energy Income ETF | Reduce -6.0% | 0.09% | −0.05 |
| VT Vanguard Tot World STK ETF | Reduce -3.9% | 0.13% | −0.04 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -79.0% | 0.01% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -1.3% | 0.12% | −0.04 |
| BYRN Byrna Technologies Inc. | Reduce -22.8% | 0.02% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -3.2% | 0.07% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.0% | 0.11% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -19.1% | 0.02% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.5% | 0.11% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.6% | 0.10% | −0.03 |
| HTAB Hartford Schroders Tax Aware | Reduce -0.4% | 0.06% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.2% | 0.06% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Reduce -0.7% | 0.05% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.2% | 0.05% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.4% | 0.08% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -25.1% | 0.03% | −0.02 |
| QDF NT Qual Div ETF | Reduce -0.5% | 0.07% | −0.02 |
| DIHP Dimensional International Hi | Reduce -20.9% | 0.03% | −0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -30.8% | 0.02% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -4.5% | 0.05% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.5% | 0.05% | −0.02 |
| IWO iShares Russell 2000 Growth | Reduce -0.9% | 0.10% | −0.02 |
| DTH Wisdomtree International Hig | Reduce -1.7% | 0.03% | −0.02 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -0.4% | 0.05% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.5% | 0.05% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -3.1% | 0.03% | −0.01 |
| EIM Eaton Vance Municipal Bond | Reduce -0.8% | 0.03% | −0.01 |
| CBNK Capital Bancorp Inc. | Reduce -1.3% | 0.06% | −0.01 |
| BAB Invesco Taxable Municipal Bo | Reduce -3.7% | 0.03% | −0.01 |
| SUB iShares Short-Term National | Reduce -1.2% | 0.03% | −0.01 |
| GBTG Global Business Travel Group | Sold out | 0.00% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -30.5% | 0.01% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.1% | 0.06% | −0.01 |
| GBDC Golub Capital BDC Inc. | Reduce -0.3% | 0.03% | −0.01 |
| CPK Chesapeake Utilities Corp. | Reduce -0.3% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +671.7% | 2.81% | +2.35 |
| SGOV iShares 0-3 Month Treasury B | Add +14716.8% | 1.23% | +1.22 |
| VWIUX Vanguard I/T Tax Exmpt-Adm | New | 0.67% | +0.67 |
| IAU iShares Gold Trust | Add +5283.6% | 0.69% | +0.67 |
| SOXX iShares Semiconductor ETF | Add +1416.9% | 0.57% | +0.54 |
| BKLC BNY Mellon US LRG Cap Cor | Add +7880.6% | 0.54% | +0.53 |
| DTHXX BNY Dryfs TRSR SCR CSH MNG-S | New | 0.51% | +0.51 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +9131.5% | 0.49% | +0.49 |
| SMH Vaneck Semiconductor ETF | Add +1853.0% | 0.43% | +0.41 |
| IWV iShares Russell 3000 ETF | Add +414.2% | 0.50% | +0.38 |
| ITOT iShares Core S&P Total U.S. | Add +447.7% | 0.47% | +0.36 |
| SHY iShares 1-3 Year Treasury Bo | Add +4255.6% | 0.37% | +0.36 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.29% | +0.29 |
| XLK SS Technology Select Sector | Add +896.8% | 0.31% | +0.28 |
| VMFXX Vanguard Federal Money MRKT | New | 0.27% | +0.27 |
| NVDA Nvidia Corp. | Add +102.0% | 0.71% | +0.27 |
| SPTS SS SPDR P St Term TSY ETF | Add +17444.2% | 0.27% | +0.27 |
| ILCG iShares Morningstar Growth E | Add +8432.1% | 0.25% | +0.25 |
| FDLXX Fidelity Trsry Only MMKT | New | 0.24% | +0.24 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.24% | +0.24 |
| AAPL Apple Inc. | Add +53.1% | 1.25% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.9% | 2.65% | +0.22 |
| PDBC Invesco Optimum Yield Divers | Add +1476.8% | 0.23% | +0.21 |
| VWLUX Vanguard L/T Tax Exmpt-Adm | New | 0.20% | +0.20 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6424.1% | 0.19% | +0.18 |
| FXAIX Fidelity 500 Index Fund | New | 0.18% | +0.18 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +270.4% | 0.25% | +0.17 |
| VMLUX Vanguard Ltd. TRM T/E-Adm | New | 0.17% | +0.17 |
| BKAG BNY Mellon Core Bond ETF | New | 0.16% | +0.16 |
| AXP American Express Co. | Add +564.0% | 0.18% | +0.14 |
| AMZN Amazon.com Inc. | Add +74.5% | 0.50% | +0.14 |
| SUTXX Schwab US Treasury Money-Ult | New | 0.14% | +0.14 |
| FSKAX Fidelity TTL MKT Indx | New | 0.13% | +0.13 |
| CVX Chevron Corp. | Add +320.5% | 0.23% | +0.13 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +7003.7% | 0.13% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +60.4% | 0.43% | +0.12 |
| TIP iShares Tips Bond ETF | Add +1299.4% | 0.13% | +0.11 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.11% | +0.11 |
| MU Micron Technology Inc. | Add +72.9% | 0.13% | +0.10 |
| GIBIX Guggenheim Tot Ret BND-Inst | New | 0.10% | +0.10 |
| IWB iShares Russell 1000 ETF | Add +75.3% | 0.33% | +0.10 |
| VGSR Vert GLB Sust Re ETF | New | 0.10% | +0.10 |
| TLT iShares 20+ Year Treasury BD | Add +2150.7% | 0.10% | +0.09 |
| AVGO Broadcom Inc. | Add +116.4% | 0.20% | +0.09 |
| IGM iShares Expanded Tech Sector | Add +2619.8% | 0.09% | +0.09 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.08% | +0.08 |
| CTBRX Columbia TTL RTRN BND-I2 | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +79.4% | 0.18% | +0.07 |
| FMB First Trust Managed Municipa | New | 0.07% | +0.07 |
| FCNTX Fidelity Contrafund | New | 0.06% | +0.06 |
Notes & Other Activity Q1 2026 → Q2 2026
| GCTS.WS Concord Acq Class A -CW28 | *W EXP 03/01/202 | New | 460,295 | $226K |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 147,080 | $1Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,297 | $18.2B | IVV, VEA, VOO, IJH, VXUS |
| Q1 2026 | 931 | $12.7B | IVV, VEA, VOO, IJH, VXUS |
| Q4 2025 | 1,031 | $12.6B | IVV, VEA, VOO, IJH, VXUS |
| Q3 2025 | 3,052 | $19.1B | IVV, VEA, VOO, IJH, VXUS |
| Q2 2025 | 841 | $17.8B | IVV, VOO, VEA, IJH, SCHD |
| Q1 2025 | 789 | $16.7B | IVV, VOO, VEA, IJH, SCHD |
| Q4 2024 | 785 | $10.1B | IVV, VOO, VEA, IJH, SCHD |
| Q3 2024 | 756 | $9.8B | IVV, VOO, VEA, IJH, SCHD |
| Q2 2024 | 661 | $7.8B | IVV, VOO, VEA, IJH, SCHD |
| Q1 2024 | 639 | $7.5B | IVV, VOO, VEA, IJH, SCHD |