Wealthspire Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Wealthspire Advisors, LLC reported 756 stock positions worth $9.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.2%) and Vanguard Ftse Developed ETF (VEA, 5.3%). Compared with Q2 2024, it opened 117 new positions, sold out of 23, added to 369 and reduced 191. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +3096%) and the biggest sale Proshares S&P 500 Dividend A (NOBL, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001646247
- Portfolio Value
- $9.8B (Q3 2024)
- SEC Filing
- 0001646247-24-000004 ↗ filed Nov 13, 2024
Holdings Value
Holdings 756 stocks · $9.8B
| IVV iShares Core S&P 500 ETF | 14.27% | 2,432,463 | $1.4B | Add +5.5% |
| VOO Vanguard S&P 500 ETF | 6.25% | 1,163,567 | $614.0M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 5.30% | 9,857,108 | $520.6M | Add +7.6% |
| IJH iShares Core S&P Midcap ETF | 4.56% | 7,196,228 | $448.5M | Add +4.6% |
| SCHD Schwab US DVD Equity ETF | 4.40% | 5,119,956 | $432.8M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.51% | 601,431 | $345.1M | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 3.19% | 1,107,356 | $313.6M | Add +3.4% |
| VXUS Vanguard Total Intl Stock | 3.03% | 4,599,963 | $297.8M | Add +4.2% |
| DFAC Dimensional US Core Equity 2 | 2.76% | 7,901,035 | $270.9M | Add +3095.6% |
| IJR iShares Core S&P Small-Cap E | 2.10% | 1,762,984 | $206.2M | Add +6.1% |
| SCHF Schwab Intl Equity ETF | 2.07% | 4,959,791 | $203.9M | Add +0.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.05% | 4,283,811 | $201.9M | Add +356.0% |
| VWO Vanguard Ftse Emerging Marke | 1.76% | 3,613,807 | $172.9M | Add +9.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.48% | 551,127 | $145.4M | Add +2.0% |
| VXF Vanguard Extended Market ETF | 1.41% | 761,788 | $138.6M | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.35% | 345,725 | $132.7M | Add +7.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.18% | 440,626 | $116.0M | Add +0.1% |
| AAPL Apple Inc. | 1.04% | 437,325 | $101.9M | Add +11.5% |
| VTIP Vanguard Short-Term Tips | 1.01% | 2,012,522 | $99.2M | Add +9.2% |
| AON Aon PLC Class A | 0.99% | 282,579 | $97.8M | Reduce -7.1% |
| MSFT Microsoft Corp. | 0.97% | 222,485 | $95.7M | Add +38.3% |
| IEMG iShares Core MSCI Emerging | 0.95% | 1,628,379 | $93.5M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.90% | 374,113 | $88.7M | Add +2.0% |
| SCHX Schwab US Large-Cap ETF | 0.72% | 1,037,803 | $70.4M | Reduce -1.6% |
| EMLP First Trust North American E | 0.67% | 1,963,218 | $66.0M | Add +4.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.67% | 844,008 | $65.9M | Reduce -1.7% |
| MUB iShares National Muni Bond E | 0.66% | 597,883 | $64.9M | Add +4.7% |
| TFLO iShares Treasury Floating Ra | 0.66% | 1,272,371 | $64.4M | Reduce -8.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 129,521 | $63.2M | Add +7.6% |
| DFGR Dim Global Real Estate ETF | 0.64% | 2,171,563 | $62.7M | New |
| DFAE Dimensional Emerging Core Eq | 0.64% | 2,279,507 | $62.5M | Add +3676.3% |
| NOBL Proshares S&P 500 Dividend A | 0.63% | 582,367 | $62.2M | Reduce -18.1% |
| IXUS iShares Core Intl Stock ETF | 0.63% | 849,118 | $61.7M | Add +0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 338,188 | $59.0M | Add +2.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.60% | 931,826 | $58.7M | Add +5.3% |
| DFAI Dimensional International Co. | 0.59% | 1,816,611 | $57.7M | Add +1116.1% |
| EAGG iShares ESG Aware US Aggrega | 0.57% | 1,149,477 | $55.9M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.54% | 785,980 | $53.1M | Reduce -3.0% |
| BND Vanguard Total Bond Market | 0.52% | 683,074 | $51.3M | Add +124.7% |
| USFR Wisdomtree Floating Rate Tre | 0.52% | 1,021,046 | $51.3M | Add +372.1% |
| HYDB iShares High Yield Systemati | 0.52% | 1,054,970 | $50.7M | Add +915.6% |
| DFAU Dimensional US Core Equity M | 0.50% | 1,236,727 | $49.1M | New |
| EFA iShares MSCI Eafe ETF | 0.47% | 555,386 | $46.4M | Add +11.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.46% | 170,025 | $45.5M | Add +43.7% |
| IWF iShares Russell 1000 Growth | 0.46% | 119,266 | $44.8M | Add +5.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 747,600 | $38.2M | Add +17.2% |
| CME Cme Group Inc. | 0.37% | 165,601 | $36.5M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.34% | 177,241 | $33.0M | Add +13.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 409,896 | $32.6M | Add +5416.0% |
| ACN Accenture PLC Class A | 0.33% | 90,419 | $32.0M | Add +9.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 153,391 | $30.8M | Add +26.8% |
| IWB iShares Russell 1000 ETF | 0.31% | 95,869 | $30.1M | Add +147.1% |
| SMMD iShares Russell 2500 ETF | 0.29% | 426,813 | $28.9M | Add +7.0% |
| AGG iShares Core U.S. Aggregate | 0.29% | 278,460 | $28.2M | Add +59.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 60,343 | $27.8M | Add +16.3% |
| GOOG Alphabet Inc. Class C | 0.28% | 165,206 | $27.6M | Add +17.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.27% | 899,039 | $26.2M | Add +4.3% |
| IWM iShares Russell 2000 ETF | 0.26% | 116,450 | $25.7M | Add +6.9% |
| VT Vanguard Tot World STK ETF | 0.26% | 211,655 | $25.3M | Reduce -7.4% |
| VNQ Vanguard Real Estate ETF | 0.25% | 249,132 | $24.3M | Add +37.0% |
| IGF iShares Global Infrastructur | 0.24% | 436,255 | $23.7M | Reduce -1.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.24% | 900,292 | $23.7M | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.23% | 917,928 | $23.1M | New |
| IWD iShares Russell 1000 Value E | 0.21% | 107,111 | $20.3M | Add +24.5% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 143,539 | $18.4M | Add +0.8% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 101,742 | $18.2M | Add +6007.0% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 177,002 | $16.9M | Add +13.2% |
| EIPI FT Energy Income ETF | 0.17% | 857,543 | $16.6M | Add +0.7% |
| NVDA Nvidia Corp. | 0.17% | 134,952 | $16.4M | Add +9.2% |
| JPM JPMorgan Chase & Co. | 0.17% | 76,921 | $16.2M | Add +4.1% |
| COST Costco Wholesale Corp. | 0.16% | 17,850 | $15.8M | Add +29.1% |
| JNJ Johnson & Johnson | 0.16% | 96,703 | $15.7M | Add +10.1% |
| IWV iShares Russell 3000 ETF | 0.16% | 47,896 | $15.6M | Add +1.4% |
| IWR iShares Russell Mid-Cap ETF | 0.16% | 174,485 | $15.4M | Add +12.7% |
| XOM Exxon Mobil Corp. | 0.15% | 129,390 | $15.2M | Add +3.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 62,211 | $15.1M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 0.15% | 88,977 | $14.8M | Add +7.2% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 122,348 | $14.4M | Add +14.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 113,524 | $14.0M | Add +19.5% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 109,935 | $13.8M | Reduce -2.7% |
| SCHP Schwab U.S. Tips ETF | 0.13% | 246,119 | $13.2M | Reduce -2.6% |
| DUHP Dimensional US High Profi Et | 0.13% | 377,386 | $12.9M | New |
| PG The Procter & Gamble Co. | 0.13% | 73,113 | $12.7M | Add +42.3% |
| META Meta Platforms Inc. Class A | 0.13% | 21,950 | $12.6M | Add +11.6% |
| GOVT iShares US Treasury Bond ETF | 0.12% | 517,286 | $12.1M | Reduce -10.3% |
| IWO iShares Russell 2000 Growth | 0.12% | 42,237 | $12.0M | Add +10.6% |
| GLD SPDR Gold Shares | 0.12% | 48,923 | $11.9M | Add +6.8% |
| BAB Invesco Taxable Municipal Bo | 0.12% | 422,163 | $11.6M | Reduce -17.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.12% | 139,480 | $11.6M | Add +5.7% |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 186,247 | $11.6M | Add +1136.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 138,533 | $11.5M | Reduce -6.6% |
| SCHB Schwab US Broad Market ETF | 0.12% | 170,245 | $11.3M | Add +173.9% |
| ABBV Abbvie Inc. | 0.11% | 55,754 | $11.0M | Add +12.2% |
| QDF NT Qual Div ETF | 0.11% | 147,174 | $10.6M | Add +0.1% |
| DIHP Dimensional International Hi | 0.11% | 380,999 | $10.6M | New |
| PVAL Putnam Focused LRG Cap Value | 0.11% | 276,845 | $10.5M | New |
| HYD Vaneck High Yield Muni ETF | 0.11% | 197,778 | $10.5M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 61,830 | $10.4M | Reduce -8.0% |
| IWN iShares Russell 2000 Value E | 0.11% | 62,067 | $10.4M | Add +10.9% |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 120,542 | $10.1M | Add +1841.7% |
Portfolio Sells Q2 2024 → Q3 2024
| NOBL Proshares S&P 500 Dividend A | Reduce -18.1% | 0.63% | −0.24 |
| TFLO iShares Treasury Floating Ra | Reduce -8.0% | 0.66% | −0.24 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.6% | 0.72% | −0.15 |
| AON Aon PLC Class A | Reduce -7.1% | 0.99% | −0.15 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.7% | 0.67% | −0.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.0% | 0.54% | −0.12 |
| VT Vanguard Tot World STK ETF | Reduce -7.4% | 0.26% | −0.07 |
| BAB Invesco Taxable Municipal Bo | Reduce -17.5% | 0.12% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -10.3% | 0.12% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -6.6% | 0.12% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -2.6% | 0.13% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.7% | 0.14% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.6% | 0.10% | −0.03 |
| IGF iShares Global Infrastructur | Reduce -1.3% | 0.24% | −0.03 |
| MUST Columbia Multi-Sect Muni Inc. | Reduce -55.1% | 0.02% | −0.03 |
| VDC Vanguard Consumer Staple ETF | Reduce -7.9% | 0.10% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -7.4% | 0.10% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Reduce -51.9% | 0.02% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -8.0% | 0.11% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.02 |
| RYLD Global X Russell 2000 Cov Class | Reduce -66.2% | 0.01% | −0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.8% | 0.09% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -59.3% | 0.01% | −0.02 |
| XLE SS Energy Select Sector | Reduce -1.3% | 0.05% | −0.02 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -9.5% | 0.04% | −0.02 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -15.2% | 0.03% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.0% | 0.08% | −0.02 |
| KO The Coca-Cola Co. | Reduce -3.1% | 0.10% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.8% | 0.04% | −0.01 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -7.8% | 0.04% | −0.01 |
| INTC Intel Corp. | Reduce -13.3% | 0.01% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -6.3% | 0.04% | −0.01 |
| ADBE Adobe Inc. | Reduce -14.7% | 0.02% | −0.01 |
| DTH Wisdomtree International Hig | Reduce -2.4% | 0.06% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -25.0% | 0.02% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 0.06% | −0.01 |
| GBDC Golub Capital BDC Inc. | Sold out | 0.00% | −0.01 |
| SOXX iShares Semiconductor ETF | Reduce -7.4% | 0.02% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -2.9% | 0.04% | −0.01 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -69.2% | 0.00% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -16.0% | 0.02% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -9.9% | 0.03% | −0.01 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -3.2% | 0.02% | −0.01 |
| GEM Goldman Sachs Activebeta Em | Reduce -33.0% | 0.01% | −0.01 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -12.8% | 0.03% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -33.8% | 0.03% | −0.01 |
| LRGF iShares US Equity Factor ETF | Reduce -3.4% | 0.04% | −0.01 |
| BBEU JPMorgan Betabuilders Europe | Reduce -5.9% | 0.03% | −0.01 |
| SASR Sandy Spring Bancorp Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| DFAC Dimensional US Core Equity 2 | Add +3095.6% | 2.76% | +2.65 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +356.0% | 2.05% | +1.51 |
| DFGR Dim Global Real Estate ETF | New | 0.64% | +0.64 |
| DFAE Dimensional Emerging Core Eq | Add +3676.3% | 0.64% | +0.62 |
| EAGG iShares ESG Aware US Aggrega | New | 0.57% | +0.57 |
| DFAI Dimensional International Co. | Add +1116.1% | 0.59% | +0.53 |
| DFAU Dimensional US Core Equity M | New | 0.50% | +0.50 |
| HYDB iShares High Yield Systemati | Add +915.6% | 0.52% | +0.45 |
| USFR Wisdomtree Floating Rate Tre | Add +372.1% | 0.52% | +0.38 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5416.0% | 0.33% | +0.32 |
| BND Vanguard Total Bond Market | Add +124.7% | 0.52% | +0.24 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.24% | +0.24 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.23% | +0.23 |
| QUAL iShares MSCI USA Quality Fac | Add +6007.0% | 0.19% | +0.18 |
| IWB iShares Russell 1000 ETF | Add +147.1% | 0.31% | +0.16 |
| DUHP Dimensional US High Profi Et | New | 0.13% | +0.13 |
| DIHP Dimensional International Hi | New | 0.11% | +0.11 |
| PVAL Putnam Focused LRG Cap Value | New | 0.11% | +0.11 |
| HYD Vaneck High Yield Muni ETF | New | 0.11% | +0.11 |
| DFUS Dimensional US Eq MKT ETF | Add +1136.3% | 0.12% | +0.11 |
| ESGD iShares Trust iShares ESG Aw | Add +1841.7% | 0.10% | +0.10 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | New | 0.10% | +0.10 |
| PRF Invesco Rafi US 1000 ETF | Add +2821.4% | 0.09% | +0.09 |
| DFUV Dimensional US Marketwide Va | Add +2299.3% | 0.09% | +0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +43.7% | 0.46% | +0.08 |
| REGN Regeneron Pharmaceuticals | Add +1629.6% | 0.09% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +59.6% | 0.29% | +0.07 |
| ESGU iShares ESG Aware MSCI USA | Add +385.2% | 0.09% | +0.07 |
| DEHP Dimensional Emrg MRK Hi Prof | New | 0.07% | +0.07 |
| SCHB Schwab US Broad Market ETF | Add +173.9% | 0.12% | +0.07 |
| DFAX Dimensional World Ex US Core | New | 0.06% | +0.06 |
| JNK SS SPDR BB High Yield Bond | Add +950.7% | 0.06% | +0.05 |
| GBIL Goldman Sachs Access Treasur | New | 0.05% | +0.05 |
| MSFT Microsoft Corp. | Add +38.3% | 0.97% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +37.0% | 0.25% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.05% | +0.05 |
| SUB iShares Short-Term National | Add +598.7% | 0.04% | +0.04 |
| DFSI Dimensional Int Sus COR1 ETF | New | 0.04% | +0.04 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +882.8% | 0.04% | +0.03 |
| DFAS Dimensional US Small Cap ETF | New | 0.03% | +0.03 |
| DFIV Dimensional International Va | New | 0.03% | +0.03 |
| PCY Invesco Emerging Markets Sov | New | 0.03% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +26.8% | 0.31% | +0.03 |
| TILT NT Mstar US Ftilt ETF | New | 0.03% | +0.03 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.02% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | New | 0.02% | +0.02 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.02% | +0.02 |
| PXF Invesco Rafi Developed Marke | New | 0.02% | +0.02 |
| DFCF Dimensional Core Fixed Inc. | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | Add +42.3% | 0.13% | +0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | Sold out | 10,551 | $92Kbefore exit |
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | Sold out | 12,662 | $57Kbefore 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 |