Wealthspire Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Wealthspire Advisors, LLC reported 639 stock positions worth $7.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.2%) and Vanguard Ftse Developed ETF (VEA, 5.9%). Compared with Q4 2023, it opened 29 new positions, sold out of 34, added to 132 and reduced 392. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +3%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001646247
- Portfolio Value
- $7.5B (Q1 2024)
- SEC Filing
- 0001646247-24-000002 ↗ filed May 6, 2024
Holdings Value
Holdings 639 stocks · $7.5B
| IVV iShares Core S&P 500 ETF | 15.41% | 2,198,120 | $1.2B | Add +3.3% |
| VOO Vanguard S&P 500 ETF | 7.21% | 1,125,075 | $540.8M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 5.90% | 8,811,622 | $442.1M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 5.47% | 6,754,616 | $410.3M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 5.42% | 5,035,345 | $406.0M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.21% | 602,968 | $315.4M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 3.47% | 1,001,754 | $260.4M | Add +5.3% |
| VXUS Vanguard Total Intl Stock | 3.37% | 4,190,796 | $252.7M | Add +2.1% |
| SCHF Schwab Intl Equity ETF | 2.55% | 4,906,821 | $191.5M | Reduce -4.1% |
| IJR iShares Core S&P Small-Cap E | 2.37% | 1,606,405 | $177.5M | Add +1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.83% | 548,728 | $137.1M | Reduce -1.6% |
| VWO Vanguard Ftse Emerging Marke | 1.72% | 3,083,850 | $128.8M | Add +3.4% |
| VXF Vanguard Extended Market ETF | 1.71% | 732,919 | $128.5M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.43% | 310,767 | $107.0M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.42% | 443,427 | $106.3M | Reduce -3.8% |
| BAB Invesco Taxable Municipal Bo | 1.17% | 3,291,338 | $87.4M | Add +7.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.11% | 363,263 | $83.0M | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 1.10% | 1,726,458 | $82.7M | Add +11.0% |
| IEMG iShares Core MSCI Emerging | 1.10% | 1,597,889 | $82.5M | Reduce -1.3% |
| NOBL Proshares S&P 500 Dividend A | 1.00% | 739,237 | $75.0M | Reduce -3.5% |
| SCHX Schwab US Large-Cap ETF | 0.92% | 1,115,003 | $69.2M | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.87% | 878,024 | $65.2M | Reduce -3.9% |
| AAPL Apple Inc. | 0.85% | 372,653 | $63.9M | Add +0.9% |
| MSFT Microsoft Corp. | 0.82% | 145,571 | $61.2M | Reduce -4.0% |
| MUB iShares National Muni Bond E | 0.81% | 565,103 | $60.8M | Reduce -4.7% |
| IXUS iShares Core Intl Stock ETF | 0.77% | 849,223 | $57.6M | Reduce -4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 124,690 | $55.4M | Reduce -5.2% |
| EMLP First Trust North American E | 0.73% | 1,857,811 | $54.9M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.71% | 325,427 | $53.0M | Reduce -0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.67% | 813,255 | $50.0M | Reduce -2.6% |
| TFLO iShares Treasury Floating Ra | 0.65% | 967,516 | $49.0M | Reduce -11.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.59% | 753,365 | $44.2M | Add +7.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.54% | 886,506 | $40.4M | Reduce -5.2% |
| EFA iShares MSCI Eafe ETF | 0.53% | 497,253 | $39.7M | Reduce -6.1% |
| IWF iShares Russell 1000 Growth | 0.51% | 114,401 | $38.6M | Reduce -2.2% |
| CME Cme Group Inc. | 0.47% | 163,340 | $35.2M | Reduce -0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 577,967 | $29.2M | Reduce -4.6% |
| ACN Accenture PLC Class A | 0.38% | 83,153 | $28.8M | Add +5.2% |
| SMMD iShares Russell 2500 ETF | 0.37% | 424,361 | $27.8M | Reduce -0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.36% | 104,334 | $27.2M | Add +29.9% |
| VT Vanguard Tot World STK ETF | 0.36% | 245,895 | $27.2M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 0.34% | 139,957 | $25.2M | Reduce -4.3% |
| BND Vanguard Total Bond Market | 0.31% | 321,141 | $23.3M | Reduce -2.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.29% | 866,440 | $21.9M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 51,298 | $21.6M | Reduce -3.0% |
| IWM iShares Russell 2000 ETF | 0.28% | 101,452 | $21.3M | Reduce -3.8% |
| IGF iShares Global Infrastructur | 0.28% | 440,570 | $21.0M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 0.27% | 131,231 | $20.0M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 102,677 | $19.7M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 0.24% | 151,086 | $18.3M | Add +3.9% |
| AGG iShares Core U.S. Aggregate | 0.24% | 184,600 | $18.1M | Reduce -3.7% |
| VNQ Vanguard Real Estate ETF | 0.22% | 189,029 | $16.3M | Reduce -6.1% |
| IWD iShares Russell 1000 Value E | 0.21% | 88,704 | $15.9M | Reduce -1.0% |
| FIF First Trust Energy Infrastru | 0.21% | 858,102 | $15.6M | Reduce -4.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 62,408 | $14.7M | Reduce -4.7% |
| XOM Exxon Mobil Corp. | 0.19% | 122,685 | $14.3M | Reduce -0.1% |
| IWV iShares Russell 3000 ETF | 0.19% | 47,036 | $14.1M | Reduce -20.3% |
| JNJ Johnson & Johnson | 0.19% | 88,824 | $14.1M | Reduce -2.5% |
| GOVT iShares US Treasury Bond ETF | 0.18% | 586,834 | $13.4M | Reduce -0.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.17% | 171,608 | $13.1M | Reduce -3.2% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 146,932 | $12.4M | Add +5.5% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 103,976 | $12.0M | Reduce -1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.16% | 163,419 | $12.0M | Reduce -7.3% |
| IWR iShares Russell Mid-Cap ETF | 0.16% | 141,201 | $11.9M | Add +2.0% |
| IWB iShares Russell 1000 ETF | 0.16% | 40,922 | $11.8M | Reduce -0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.15% | 73,656 | $11.5M | Reduce -4.5% |
| CVX Chevron Corp. | 0.15% | 70,974 | $11.2M | Reduce -2.6% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 97,753 | $11.2M | Add +1.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 196,924 | $10.5M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 0.14% | 51,511 | $10.3M | Reduce -5.5% |
| VDC Vanguard Consumer Staple ETF | 0.14% | 50,348 | $10.3M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 0.14% | 68,015 | $10.3M | Reduce -6.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 86,648 | $10.2M | Add +5.7% |
| QDF NT Qual Div ETF | 0.13% | 150,256 | $9.9M | Reduce -4.8% |
| CHH Choice Hotels Intl Inc. | 0.13% | 77,380 | $9.8M | No change |
| ABBV Abbvie Inc. | 0.13% | 53,288 | $9.7M | Reduce -3.6% |
| NVDA Nvidia Corp. | 0.13% | 10,579 | $9.6M | Reduce -13.8% |
| GLD SPDR Gold Shares | 0.13% | 46,425 | $9.6M | Reduce -0.4% |
| SCHP Schwab U.S. Tips ETF | 0.13% | 181,954 | $9.5M | Reduce -9.8% |
| IWO iShares Russell 2000 Growth | 0.13% | 34,854 | $9.4M | Add +7.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.12% | 195,198 | $9.1M | Reduce -4.4% |
| HDV iShares Core High Dividend E | 0.12% | 80,784 | $8.9M | Reduce -2.6% |
| KO The Coca-Cola Co. | 0.12% | 144,687 | $8.9M | Add +4.6% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 113,276 | $8.7M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.11% | 51,808 | $8.4M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.11% | 17,002 | $8.3M | Reduce -12.2% |
| DVY iShares Select Dividend ETF | 0.11% | 66,661 | $8.2M | Reduce -2.9% |
| IWN iShares Russell 2000 Value E | 0.10% | 49,581 | $7.9M | Add +5.7% |
| BYRN Byrna Technologies Inc. | 0.10% | 553,079 | $7.7M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.10% | 10,475 | $7.7M | Add +3.9% |
| HD Home Depot Inc. | 0.10% | 19,903 | $7.6M | Reduce -7.0% |
| DFAC Dimensional US Core Equity 2 | 0.10% | 226,782 | $7.2M | Add +14.6% |
| GSLC Goldman Activebeta US LC ETF | 0.10% | 69,653 | $7.2M | Reduce -0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 55,083 | $7.2M | Reduce -7.4% |
| SCHA Schwab US Small-Cap ETF | 0.10% | 145,782 | $7.2M | Reduce -4.4% |
| ACWI iShares MSCI Acwi ETF | 0.10% | 65,000 | $7.2M | Reduce -0.1% |
| IQDF NT Intl Qual Div ETF | 0.09% | 290,932 | $7.0M | Reduce -1.9% |
| MDY State Street SPDR S&P Midcap | 0.09% | 12,323 | $6.9M | Reduce -2.1% |
| MA Mastercard Inc. Class A | 0.09% | 13,648 | $6.6M | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.09% | 49,327 | $6.5M | Reduce -3.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $42K (not counted above)
Total filed on the 13F, all lines: $7.5B.
Portfolio Sells Q4 2023 → Q1 2024
| SCHD Schwab US DVD Equity ETF | Reduce -3.1% | 5.42% | −0.20 |
| SCHF Schwab Intl Equity ETF | Reduce -4.1% | 2.55% | −0.13 |
| TFLO iShares Treasury Floating Ra | Reduce -11.6% | 0.65% | −0.13 |
| MUB iShares National Muni Bond E | Reduce -4.7% | 0.81% | −0.10 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.2% | 0.54% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 1.10% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.6% | 0.39% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Reduce -4.0% | 0.77% | −0.05 |
| TSLA Tesla Inc. | Reduce -17.1% | 0.06% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.9% | 0.87% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -20.3% | 0.19% | −0.04 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -31.7% | 0.08% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -6.1% | 0.53% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.5% | 1.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -6.1% | 0.22% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -2.4% | 0.31% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -3.7% | 0.24% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.2% | 0.74% | −0.03 |
| IGF iShares Global Infrastructur | Reduce -3.8% | 0.28% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -23.6% | 0.07% | −0.03 |
| RKT Rocket Cos Inc. Class A | Reduce -60.7% | 0.01% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -9.8% | 0.13% | −0.02 |
| CME Cme Group Inc. | Reduce -0.6% | 0.47% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -6.5% | 0.36% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.4% | 0.92% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -27.5% | 0.06% | −0.02 |
| XLE SS Energy Select Sector | Reduce -23.6% | 0.08% | −0.02 |
| PBW Invesco Wilderhill Clean Ene | Reduce -59.6% | 0.01% | −0.02 |
| XLRE SS Real Estate Select Sector | Reduce -17.7% | 0.05% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -3.8% | 0.28% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -65.9% | 0.01% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.5% | 0.19% | −0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -4.4% | 0.12% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 1.83% | −0.01 |
| DTH Wisdomtree International Hig | Reduce -11.0% | 0.08% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -18.6% | 0.04% | −0.01 |
| GEM Goldman Sachs Activebeta Em | Reduce -25.3% | 0.04% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -0.2% | 0.18% | −0.01 |
| ADBE Adobe Inc. | Reduce -11.2% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -2.3% | 0.08% | −0.01 |
| DXJ Wisdomtree Japan Hedged Eq | Sold out | 0.00% | −0.01 |
| SO The Southern Co. | Reduce -38.5% | 0.02% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -8.8% | 0.14% | −0.01 |
| PGX Invesco Preferred ETF | Reduce -38.5% | 0.02% | −0.01 |
| JPEM JPM Diversified Ret Em Equit | Reduce -31.5% | 0.02% | −0.01 |
| DBEF Xtrackers MSCI Eafe Hedged E | Sold out | 0.00% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -47.0% | 0.02% | −0.01 |
| EMLP First Trust North American E | Reduce -1.6% | 0.73% | −0.01 |
| AMLP Alerian MLP ETF | Reduce -20.0% | 0.06% | −0.01 |
| INTC Intel Corp. | Reduce -3.4% | 0.04% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +3.3% | 15.41% | +0.98 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.3% | 3.47% | +0.27 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +29.9% | 0.36% | +0.09 |
| AOM iShares Core 40/60 Moderate | New | 0.07% | +0.07 |
| BYRN Byrna Technologies Inc. | Add +1.8% | 0.10% | +0.05 |
| VTIP Vanguard Short-Term Tips | Add +11.0% | 1.10% | +0.05 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.04% | +0.04 |
| STCN Steel Connect Inc. | New | 0.04% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +7.3% | 0.59% | +0.03 |
| HYDB iShares High Yield Systemati | New | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +2.1% | 5.90% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +5.5% | 0.17% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +14.6% | 0.10% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +3.9% | 0.24% | +0.01 |
| VXF Vanguard Extended Market ETF | Add +0.7% | 1.71% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +242.5% | 0.02% | +0.01 |
| USFR Wisdomtree Floating Rate Tre | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +7.8% | 0.05% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +7.1% | 0.13% | +0.01 |
| CEG Constellation Energy | Add +4.1% | 0.03% | +0.01 |
| DIS The Walt Disney Co. | Add +0.0% | 0.04% | +0.01 |
| GALT Galectin Therapeutics Inc. | Add +116.7% | 0.01% | +0.01 |
| EIM Eaton Vance Municipal Bond | Add +16.2% | 0.08% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 1.11% | +0.01 |
| COST Costco Wholesale Corp. | Add +3.9% | 0.10% | +0.01 |
| BA The Boeing Co. | Add +81.8% | 0.04% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +0.1% | 0.03% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.06% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +2.0% | 0.16% | +0.01 |
| BCI Abrdn Bloomberg All Commodit | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 0.27% | +0.01 |
| BLDR Builders Firstsource Inc. | New | 0.01% | +0.01 |
| HEES H&E Equipment Services Inc. | Add +5.2% | 0.03% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +1.1% | 0.15% | +0.01 |
| MSCI MSCI Inc. | Add +157.5% | 0.01% | +0.01 |
| OKE Oneok Inc. | Add +0.8% | 0.07% | +0.01 |
| KVYO Klaviyo Inc. Class A | New | 0.00% | +0.00 |
| AMD Advanced Micro Devices | Add +2.9% | 0.03% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +16.0% | 0.02% | +0.00 |
| DFAI Dimensional International Co. | Add +8.6% | 0.06% | +0.00 |
| BAC Bank of America Corp. | Add +1.1% | 0.06% | +0.00 |
| DELL Dell Technologies -C | New | 0.00% | +0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +5.7% | 0.14% | +0.00 |
| UBER Uber Technologies Inc. | Add +0.0% | 0.03% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | New | 0.00% | +0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Add +4.5% | 0.04% | +0.00 |
| ARES Ares Management Corp. Class A | New | 0.00% | +0.00 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.00% | +0.00 |
| SAP Sap SE-Sponsored ADR | New | 0.00% | +0.00 |
| IT Gartner Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | New | 10,551 | $25K |
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | New | 12,662 | $17K |
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 |