Wealthspire Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Wealthspire Advisors, LLC reported 661 stock positions worth $7.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.4%) and Vanguard Ftse Developed ETF (VEA, 5.8%). Compared with Q1 2024, it opened 55 new positions, sold out of 34, added to 253 and reduced 275. The biggest buy was Aon Class A (AON, shares +3565%) and the biggest sale Invesco Taxable Municipal Bo (BAB, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001646247
- Portfolio Value
- $7.8B (Q2 2024)
- SEC Filing
- 0001646247-24-000003 ↗ filed Aug 8, 2024
Holdings Value
Holdings 661 stocks · $7.8B
| IVV iShares Core S&P 500 ETF | 16.16% | 2,306,113 | $1.3B | Add +4.9% |
| VOO Vanguard S&P 500 ETF | 7.41% | 1,156,363 | $578.4M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 5.80% | 9,163,122 | $452.8M | Add +4.0% |
| IJH iShares Core S&P Midcap ETF | 5.16% | 6,882,299 | $402.8M | Add +1.9% |
| SCHD Schwab US DVD Equity ETF | 4.90% | 4,922,867 | $382.8M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.12% | 591,547 | $321.9M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 3.67% | 1,071,492 | $286.6M | Add +7.0% |
| VXUS Vanguard Total Intl Stock | 3.41% | 4,413,009 | $266.1M | Add +5.3% |
| SCHF Schwab Intl Equity ETF | 2.42% | 4,914,050 | $188.8M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 2.27% | 1,661,957 | $177.3M | Add +3.5% |
| VWO Vanguard Ftse Emerging Marke | 1.84% | 3,292,061 | $144.1M | Add +6.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.68% | 540,403 | $130.8M | Reduce -1.5% |
| VXF Vanguard Extended Market ETF | 1.60% | 739,145 | $124.8M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.55% | 322,652 | $120.7M | Add +3.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.41% | 440,264 | $109.9M | Reduce -0.7% |
| VTIP Vanguard Short-Term Tips | 1.15% | 1,842,349 | $89.4M | Add +6.7% |
| AON Aon PLC Class A | 1.14% | 304,275 | $89.3M | Add +3565.1% |
| IEMG iShares Core MSCI Emerging | 1.09% | 1,587,581 | $85.0M | Reduce -0.7% |
| AAPL Apple Inc. | 1.06% | 392,195 | $82.6M | Add +5.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.02% | 366,628 | $79.9M | Add +0.9% |
| MSFT Microsoft Corp. | 0.92% | 160,861 | $71.9M | Add +10.5% |
| TFLO iShares Treasury Floating Ra | 0.90% | 1,383,075 | $70.1M | Add +43.0% |
| NOBL Proshares S&P 500 Dividend A | 0.88% | 711,505 | $68.4M | Reduce -3.8% |
| SCHX Schwab US Large-Cap ETF | 0.87% | 1,055,113 | $67.8M | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.80% | 858,544 | $62.4M | Reduce -2.2% |
| MUB iShares National Muni Bond E | 0.78% | 571,121 | $60.9M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 120,363 | $57.7M | Reduce -3.5% |
| EMLP First Trust North American E | 0.73% | 1,884,183 | $57.4M | Add +1.4% |
| IXUS iShares Core Intl Stock ETF | 0.73% | 841,672 | $56.9M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.68% | 331,399 | $53.2M | Add +1.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.66% | 884,489 | $51.9M | Add +17.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.66% | 810,236 | $51.9M | Reduce -0.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.54% | 939,485 | $42.5M | Add +6.0% |
| IWF iShares Russell 1000 Growth | 0.53% | 112,798 | $41.1M | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 0.50% | 497,963 | $39.0M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 637,750 | $32.0M | Add +10.3% |
| CME Cme Group Inc. | 0.41% | 162,348 | $31.9M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.39% | 156,018 | $30.2M | Add +11.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.38% | 118,306 | $29.6M | Add +13.4% |
| GOOG Alphabet Inc. Class C | 0.33% | 140,844 | $25.8M | Add +7.3% |
| VT Vanguard Tot World STK ETF | 0.33% | 228,526 | $25.7M | Reduce -7.1% |
| ACN Accenture PLC Class A | 0.32% | 82,812 | $25.1M | Reduce -0.4% |
| SMMD iShares Russell 2500 ETF | 0.32% | 398,990 | $25.0M | Reduce -6.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.29% | 861,533 | $22.9M | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.28% | 108,959 | $22.1M | Add +7.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.28% | 120,976 | $22.1M | Add +17.8% |
| BND Vanguard Total Bond Market | 0.28% | 303,960 | $21.9M | Reduce -5.3% |
| IGF iShares Global Infrastructur | 0.27% | 441,971 | $21.2M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 51,880 | $21.1M | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.22% | 174,431 | $16.9M | Reduce -5.5% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 142,468 | $16.9M | Reduce -5.7% |
| EIPI FT Energy Income ETF | 0.20% | 851,524 | $15.8M | New |
| NVDA Nvidia Corp. | 0.20% | 123,587 | $15.3M | Add +16.8% |
| VNQ Vanguard Real Estate ETF | 0.20% | 181,843 | $15.2M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 0.19% | 83,018 | $15.1M | Add +22.1% |
| IWD iShares Russell 1000 Value E | 0.19% | 86,026 | $15.0M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.19% | 73,861 | $14.9M | Add +43.4% |
| IWV iShares Russell 3000 ETF | 0.19% | 47,240 | $14.6M | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 156,427 | $14.5M | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.18% | 124,762 | $14.4M | Add +1.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.18% | 61,326 | $14.1M | Reduce -1.7% |
| BAB Invesco Taxable Municipal Bo | 0.17% | 511,516 | $13.5M | Reduce -84.5% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 112,939 | $13.4M | Add +8.6% |
| SCHP Schwab U.S. Tips ETF | 0.17% | 252,683 | $13.1M | Add +38.9% |
| GOVT iShares US Treasury Bond ETF | 0.17% | 576,818 | $13.0M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.16% | 87,798 | $12.8M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.16% | 154,810 | $12.6M | Add +9.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 148,278 | $11.9M | Reduce -9.3% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 106,742 | $11.8M | Add +9.2% |
| COST Costco Wholesale Corp. | 0.15% | 13,824 | $11.8M | Add +32.0% |
| IWB iShares Russell 1000 ETF | 0.15% | 38,799 | $11.5M | Reduce -5.2% |
| USFR Wisdomtree Floating Rate Tre | 0.14% | 216,261 | $10.9M | Add +1193.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 95,032 | $10.8M | Add +9.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.13% | 131,909 | $10.3M | Reduce -23.1% |
| CVX Chevron Corp. | 0.13% | 64,980 | $10.2M | Reduce -8.4% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 131,868 | $10.1M | Add +16.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 67,222 | $10.1M | Reduce -8.7% |
| IWO iShares Russell 2000 Growth | 0.13% | 38,197 | $10.0M | Add +9.6% |
| META Meta Platforms Inc. Class A | 0.13% | 19,678 | $9.9M | Add +15.7% |
| VDC Vanguard Consumer Staple ETF | 0.13% | 48,685 | $9.9M | Reduce -3.3% |
| GLD SPDR Gold Shares | 0.13% | 45,811 | $9.8M | Reduce -1.3% |
| QDF NT Qual Div ETF | 0.13% | 146,984 | $9.8M | Reduce -2.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 188,684 | $9.7M | Reduce -4.2% |
| CHH Choice Hotels Intl Inc. | 0.12% | 77,380 | $9.2M | No change |
| KO The Coca-Cola Co. | 0.12% | 143,302 | $9.1M | Reduce -1.0% |
| HDV iShares Core High Dividend E | 0.11% | 79,807 | $8.7M | Reduce -1.2% |
| IWN iShares Russell 2000 Value E | 0.11% | 55,947 | $8.5M | Add +12.8% |
| ABBV Abbvie Inc. | 0.11% | 49,673 | $8.5M | Reduce -6.8% |
| PG The Procter & Gamble Co. | 0.11% | 51,391 | $8.5M | Reduce -0.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.11% | 180,856 | $8.3M | Reduce -7.3% |
| DVY iShares Select Dividend ETF | 0.10% | 66,689 | $8.1M | Add +0.0% |
| DFAC Dimensional US Core Equity 2 | 0.10% | 247,247 | $8.0M | Add +9.0% |
| GSLC Goldman Activebeta US LC ETF | 0.10% | 69,866 | $7.5M | Add +0.3% |
| IQDF NT Intl Qual Div ETF | 0.09% | 295,576 | $7.4M | Add +1.6% |
| ACWI iShares MSCI Acwi ETF | 0.09% | 65,006 | $7.3M | Add +0.0% |
| HD Home Depot Inc. | 0.09% | 20,423 | $7.0M | Add +2.6% |
| V Visa Inc. Class A | 0.09% | 25,654 | $6.7M | Add +21.5% |
| SCHA Schwab US Small-Cap ETF | 0.09% | 141,118 | $6.7M | Reduce -3.2% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 52,618 | $6.7M | Reduce -4.5% |
| MRK Merck & Co. Inc. | 0.08% | 50,839 | $6.3M | Add +3.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $149K (not counted above)
Total filed on the 13F, all lines: $7.8B.
Portfolio Sells Q1 2024 → Q2 2024
| BAB Invesco Taxable Municipal Bo | Reduce -84.5% | 0.17% | −0.99 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.2% | 4.90% | −0.51 |
| FIF First Trust Energy Infrastru | Sold out | 0.00% | −0.21 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.5% | 1.68% | −0.15 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.8% | 0.88% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 4.12% | −0.08 |
| AOM iShares Core 40/60 Moderate | Sold out | 0.00% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 0.80% | −0.07 |
| ACN Accenture PLC Class A | Reduce -0.4% | 0.32% | −0.06 |
| CME Cme Group Inc. | Reduce -0.6% | 0.41% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -5.4% | 0.87% | −0.05 |
| SMMD iShares Russell 2500 ETF | Reduce -6.0% | 0.32% | −0.05 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -23.1% | 0.13% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.9% | 0.73% | −0.04 |
| STCN Steel Connect Inc. | Sold out | 0.00% | −0.04 |
| VT Vanguard Tot World STK ETF | Reduce -7.1% | 0.33% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -54.5% | 0.02% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -5.3% | 0.28% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.7% | 0.22% | −0.03 |
| EIM Eaton Vance Municipal Bond | Reduce -33.5% | 0.05% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -31.2% | 0.05% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -5.5% | 0.22% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -8.7% | 0.13% | −0.02 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.16% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -3.8% | 0.20% | −0.02 |
| AUB Atlantic Union Bankshares Co. | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -6.8% | 0.11% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -3.0% | 0.19% | −0.02 |
| CVX Chevron Corp. | Reduce -8.4% | 0.13% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -83.0% | 0.00% | −0.02 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -27.4% | 0.04% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -4.2% | 0.12% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.7% | 0.18% | −0.02 |
| GEM Goldman Sachs Activebeta Em | Reduce -43.6% | 0.02% | −0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -7.3% | 0.11% | −0.01 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -2.3% | 0.03% | −0.01 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -11.7% | 0.07% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -59.4% | 0.01% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -79.8% | 0.00% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -26.3% | 0.03% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -68.5% | 0.01% | −0.01 |
| JLL Jones Lang Lasalle Inc. | Reduce -67.5% | 0.01% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -37.1% | 0.02% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -1.7% | 0.17% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.7% | 1.09% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -45.7% | 0.01% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -5.2% | 0.08% | −0.01 |
| JPEM JPM Diversified Ret Em Equit | Reduce -45.8% | 0.01% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.5% | 0.09% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| AON Aon PLC Class A | Add +3565.1% | 1.14% | +1.11 |
| IVV iShares Core S&P 500 ETF | Add +4.9% | 16.16% | +0.75 |
| TFLO iShares Treasury Floating Ra | Add +43.0% | 0.90% | +0.24 |
| AAPL Apple Inc. | Add +5.2% | 1.06% | +0.21 |
| EIPI FT Energy Income ETF | New | 0.20% | +0.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.0% | 3.67% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +2.8% | 7.41% | +0.19 |
| USFR Wisdomtree Floating Rate Tre | Add +1193.2% | 0.14% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +6.8% | 1.84% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.8% | 1.55% | +0.12 |
| MSFT Microsoft Corp. | Add +10.5% | 0.92% | +0.10 |
| VEU Vanguard Ftse All-World Ex-U | Add +17.4% | 0.66% | +0.07 |
| IGV iShares Expanded Tech-Softwa | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +16.8% | 0.20% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +7.3% | 0.33% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +22.1% | 0.19% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +43.4% | 0.19% | +0.05 |
| AMZN Amazon.com Inc. | Add +11.5% | 0.39% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +32.0% | 0.15% | +0.05 |
| MUST Columbia Multi-Sect Muni Inc. | New | 0.04% | +0.04 |
| VTIP Vanguard Short-Term Tips | Add +6.7% | 1.15% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Add +38.9% | 0.17% | +0.04 |
| JMST JPM Ultra-Short Muni Income | New | 0.04% | +0.04 |
| ABNB Airbnb Inc. Class A | New | 0.04% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +5.3% | 3.41% | +0.04 |
| HYDB iShares High Yield Systemati | Add +145.3% | 0.06% | +0.04 |
| RYLD Global X Russell 2000 Cov Class | New | 0.03% | +0.03 |
| CART Maplebear Inc. | New | 0.03% | +0.03 |
| PM Philip Morris International | Add +78.8% | 0.06% | +0.03 |
| NFLX Netflix Inc. | Add +46.4% | 0.07% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | New | 0.02% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +214.9% | 0.03% | +0.02 |
| CBNK Capital Bancorp Inc. | New | 0.02% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +17.8% | 0.28% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +6.5% | 0.19% | +0.02 |
| MTD Mettler-Toledo International | Add +144.7% | 0.03% | +0.02 |
| XLV SS Health Care Select Sector | Add +77.6% | 0.05% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.3% | 0.41% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +249.6% | 0.03% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +77.9% | 0.04% | +0.02 |
| META Meta Platforms Inc. Class A | Add +15.7% | 0.13% | +0.02 |
| ANET Arista Networks Inc. | Add +328.3% | 0.02% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +13.4% | 0.38% | +0.02 |
| IDXX Idexx Laboratories Inc. | Add +120.5% | 0.03% | +0.02 |
| IIM Invesco Value Municipal Inco | New | 0.02% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +16.4% | 0.13% | +0.01 |
| MO Altria Group Inc. | Add +63.4% | 0.03% | +0.01 |
| VZ Verizon Communications Inc. | Add +27.0% | 0.07% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +8.6% | 0.17% | +0.01 |
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 |