Wealthspire Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Wealthspire Advisors, LLC reported 1,031 stock positions worth $12.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 6.8%) and Vanguard S&P 500 ETF (VOO, 5.8%). Compared with Q3 2025, it opened 19 new positions, sold out of 2,042, added to 697 and reduced 239. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +1%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −49%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001646247
Portfolio Value
$12.6B (Q4 2025)
SEC Filing
0001646247-26-000001 ↗ filed Feb 13, 2026

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $7.5B Q1 2024 Q2 2024: $7.8B Q2 2024 Q3 2024: $9.8B Q3 2024 Q4 2024: $10.1B Q4 2024 Q1 2025: $16.7B Q1 2025 Q2 2025: $17.8B Q2 2025 Q3 2025: $19.1B Q3 2025 Q4 2025: $12.6B $12.6B Q4 2025 Q1 2026: $12.7B Q1 2026 Q2 2026: $18.2B Q2 2026

Holdings 1,031 stocks · $12.6B
IVV iShares Core S&P 500 ETF 14.52% 2,663,792 $1.8B Reduce -49.3%
VEA Vanguard Ftse Developed ETF 6.75% 13,581,933 $848.5M Reduce -45.8%
VOO Vanguard S&P 500 ETF 5.77% 1,156,962 $725.6M Reduce -49.9%
IJH iShares Core S&P Midcap ETF 4.01% 7,642,952 $504.4M Reduce -48.8%
VXUS Vanguard Total Intl Stock 3.53% 5,883,288 $443.8M Reduce -46.7%
SCHD Schwab US DVD Equity ETF 2.95% 13,535,721 $371.3M Reduce -52.1%
VTI VG Morningstar TS MKT ETF-US 2.64% 987,621 $331.1M Reduce -50.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.43% 446,916 $304.8M Add +1.2%
DFAC Dimensional US Core Equity 2 2.37% 7,522,835 $297.8M Reduce -2.0%
VUG Vanguard Mrngstar GR ETF-Sui 2.33% 599,927 $292.7M Reduce -35.0%
SCHF Schwab Intl Equity ETF 2.09% 10,898,799 $262.0M Reduce -49.5%
VWO Vanguard Ftse Emerging Marke 2.02% 4,710,913 $253.3M Reduce -47.2%
IJR iShares Core S&P Small-Cap E 1.82% 1,901,977 $228.6M Reduce -48.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.71% 4,617,814 $214.9M Add +5.2%
VTIP Vanguard Short-Term Tips 1.65% 4,191,463 $207.3M Reduce -44.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.39% 602,087 $174.7M Reduce -50.1%
VXF Vanguard Extended Market ETF 1.39% 835,091 $174.6M Reduce -49.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.37% 545,331 $171.7M Reduce -47.6%
AAPL Apple Inc. 1.28% 590,564 $160.6M Add +33.4%
MSFT Microsoft Corp. 1.09% 283,281 $137.0M Add +31.5%
IEMG iShares Core MSCI Emerging 0.91% 1,695,058 $113.9M Reduce -0.6%
GOOG Alphabet Inc. Class C 0.88% 352,299 $110.6M Add +93.2%
VB Vanguard Most SM-Cap ETF-Usd 0.82% 398,598 $102.8M Reduce -49.8%
AON Aon PLC Class A 0.77% 273,596 $96.5M Add +18.5%
VEU Vanguard Ftse All-World Ex-U 0.71% 1,219,478 $89.7M Reduce -44.7%
TFLO iShares Treasury Floating Ra 0.69% 1,724,436 $87.0M Add +18.3%
DFAE Dimensional Emerging Core Eq 0.66% 2,554,612 $83.2M Reduce -2.8%
QQQ Invesco QQQ Trust Series 1 0.65% 133,657 $82.1M Reduce -5.2%
EMLP First Trust North American E 0.65% 2,165,019 $82.0M Add +2.5%
DFAI Dimensional International Co. 0.62% 2,047,512 $78.0M Reduce -5.4%
SCHX Schwab US Large-Cap ETF 0.60% 2,816,409 $75.8M Reduce -50.9%
NVDA Nvidia Corp. 0.59% 395,415 $73.7M Add +70.8%
IEFA iShares Core MSCI Eafe ETF 0.58% 810,622 $72.5M Reduce -1.2%
DFGR Dim Global Real Estate ETF 0.58% 2,742,694 $72.5M Add +8.0%
HYDB iShares High Yield Systemati 0.54% 1,426,989 $67.6M Add +9.8%
IXUS iShares Core Intl Stock ETF 0.54% 795,336 $67.3M Reduce -3.0%
MUB iShares National Muni Bond E 0.52% 609,110 $65.2M Reduce -37.4%
CVLC Calvert US L-C CR Resp Index 0.51% 759,904 $64.0M Add +6.1%
CME Cme Group Inc. 0.49% 226,681 $61.9M Add +0.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.49% 766,919 $61.5M Reduce -3.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.49% 203,486 $61.5M Reduce -43.0%
USFR Wisdomtree Floating Rate Tre 0.47% 1,173,736 $59.1M Add +77.8%
AMZN Amazon.com Inc. 0.47% 254,380 $58.7M Add +47.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.44% 288,995 $55.2M Reduce -50.2%
PCLG Polen Focus Growth ETF 0.43% 2,200,171 $54.5M Add +10338.2%
BND Vanguard Total Bond Market 0.43% 727,515 $53.9M Reduce -46.2%
EFA iShares MSCI Eafe ETF 0.42% 547,576 $52.6M Reduce -50.7%
GOOGL Alphabet Inc. Class A 0.40% 161,575 $50.6M Add +70.4%
NOBL Proshares S&P 500 Dividend A 0.39% 475,968 $49.5M Reduce -2.0%
IWF iShares Russell 1000 Growth 0.39% 103,351 $48.9M Reduce -50.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.33% 197,999 $41.9M Reduce -44.9%
DFAU Dimensional US Core Equity M 0.31% 825,028 $38.6M Reduce -0.6%
SMMD iShares Russell 2500 ETF 0.30% 507,585 $38.0M Add +1.5%
PVAL Putnam Focused LRG Cap Value 0.30% 830,187 $37.8M Add +152.6%
VCSH Vanguard S/T Corp. Bond ETF 0.30% 465,783 $37.1M Add +9.4%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 70,292 $35.3M Add +10.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.28% 687,459 $34.6M Reduce -52.2%
IWB iShares Russell 1000 ETF 0.27% 90,318 $33.7M Reduce -48.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.26% 1,008,030 $33.0M Reduce -46.8%
EAGG iShares ESG Aware US Aggrega 0.25% 668,702 $32.0M Add +4.5%
META Meta Platforms Inc. Class A 0.25% 48,230 $31.8M Add +92.6%
CVIE Cal Intl Responsible Index 0.25% 446,141 $31.8M Add +9.9%
JPM JPMorgan Chase & Co. 0.25% 95,917 $30.9M Add +29.1%
GOVT iShares US Treasury Bond ETF 0.23% 1,247,409 $28.7M Add +366.9%
IGF iShares Global Infrastructur 0.22% 453,248 $27.8M Add +5.5%
TSLA Tesla Inc. 0.21% 58,711 $26.4M Add +41.4%
RSP Invesco S&P 500 Equal Weight 0.20% 134,069 $25.7M Reduce -0.9%
ACN Accenture PLC Class A 0.19% 90,396 $24.3M Add +30.0%
IWM iShares Russell 2000 ETF 0.19% 97,401 $24.0M Reduce -50.8%
VT Vanguard Tot World STK ETF 0.18% 158,235 $22.3M Reduce -57.0%
AVGO Broadcom Inc. 0.17% 62,372 $21.6M Add +52.3%
GLD SPDR Gold Shares 0.17% 54,146 $21.5M Reduce -3.6%
VNQ Vanguard Real Estate ETF 0.17% 238,520 $21.1M Reduce -50.1%
IWR iShares Russell Mid-Cap ETF 0.16% 203,089 $19.6M Reduce -48.0%
JNJ Johnson & Johnson 0.16% 94,452 $19.5M Add +12.9%
IWP iShares Russell Mid-Cap Grow 0.15% 141,603 $19.4M Reduce -48.1%
XOM Exxon Mobil Corp. 0.15% 157,874 $19.0M Add +17.5%
VYM Vanguard High DVD Yield ETF 0.15% 132,086 $19.0M Reduce -52.7%
IWV iShares Russell 3000 ETF 0.15% 48,874 $18.9M Reduce -49.5%
IJJ iShares S&P Mid-Cap 400 Valu 0.15% 140,040 $18.4M Reduce -47.3%
COST Costco Wholesale Corp. 0.14% 20,435 $17.6M Add +24.2%
QUAL iShares MSCI USA Quality Fac 0.14% 87,164 $17.3M Add +0.5%
IWD iShares Russell 1000 Value E 0.14% 80,943 $17.0M Reduce -49.7%
EIPI FT Energy Income ETF 0.13% 826,246 $16.4M Reduce -3.5%
AGG iShares Core U.S. Aggregate 0.13% 164,341 $16.4M Reduce -55.1%
IWO iShares Russell 2000 Growth 0.13% 49,395 $16.0M Add +2.2%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.12% 87,303 $15.5M Add +47.4%
RKT Rocket Cos Inc. Class A 0.12% 795,397 $15.4M Reduce -9.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.12% 52,480 $14.6M Reduce -48.4%
ITOT iShares Core S&P Total U.S. 0.11% 95,313 $14.2M Reduce -48.0%
IWN iShares Russell 2000 Value E 0.11% 77,480 $14.0M Add +2.4%
LLY Eli Lilly & Co. 0.11% 12,811 $13.8M Add +59.7%
ABBV Abbvie Inc. 0.11% 58,434 $13.4M Add +16.0%
IVW iShares S&P 500 Growth ETF 0.11% 107,166 $13.2M Reduce -61.5%
SCHB Schwab US Broad Market ETF 0.10% 500,567 $13.1M Reduce -50.1%
DFUS Dimensional US Eq MKT ETF 0.10% 175,149 $13.0M Reduce -4.9%
KO The Coca-Cola Co. 0.10% 184,639 $12.9M Add +30.0%
SUSB iShares ESG Aware 1-5 Year U 0.10% 506,708 $12.8M Add +3.5%
VIG Vanguard Dividend Apprec ETF 0.10% 57,747 $12.7M Reduce -28.6%
V Visa Inc. Class A 0.10% 36,157 $12.7M Add +54.7%

Show all 1,031 holdings

Options reported separately and not counted above: AKBA calls ($40K).

Portfolio Sells Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Reduce -49.3% 14.52% −3.88
VOO Vanguard S&P 500 ETF Reduce -49.9% 5.77% −1.62
VEA Vanguard Ftse Developed ETF Reduce -45.8% 6.75% −1.10
SCHD Schwab US DVD Equity ETF Reduce -52.1% 2.95% −1.08
IJH iShares Core S&P Midcap ETF Reduce -48.8% 4.01% −1.08
VTI VG Morningstar TS MKT ETF-US Reduce -50.9% 2.64% −0.81
VXUS Vanguard Total Intl Stock Reduce -46.7% 3.53% −0.71
SCHF Schwab Intl Equity ETF Reduce -49.5% 2.09% −0.54
VWO Vanguard Ftse Emerging Marke Reduce -47.2% 2.02% −0.51
IJR iShares Core S&P Small-Cap E Reduce -48.8% 1.82% −0.49
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -50.1% 1.39% −0.46
VXF Vanguard Extended Market ETF Reduce -49.3% 1.39% −0.41
VTIP Vanguard Short-Term Tips Reduce -44.8% 1.65% −0.36
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -47.6% 1.37% −0.31
VB Vanguard Most SM-Cap ETF-Usd Reduce -49.8% 0.82% −0.24
SCHX Schwab US Large-Cap ETF Reduce -50.9% 0.60% −0.19
VTV Vanguard Mrngstr Val ETF-Aui Reduce -50.2% 0.44% −0.13
EFA iShares MSCI Eafe ETF Reduce -50.7% 0.42% −0.12
IWF iShares Russell 1000 Growth Reduce -50.3% 0.39% −0.12
VEU Vanguard Ftse All-World Ex-U Reduce -44.7% 0.71% −0.11
VTEB Vanguard Tax-Exempt Bond ETF Reduce -52.2% 0.28% −0.10
BND Vanguard Total Bond Market Reduce -46.2% 0.43% −0.10
VT Vanguard Tot World STK ETF Reduce -57.0% 0.18% −0.09
IVW iShares S&P 500 Growth ETF Reduce -61.5% 0.11% −0.07
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -46.8% 0.26% −0.07
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -43.0% 0.49% −0.07
IWB iShares Russell 1000 ETF Reduce -48.2% 0.27% −0.06
VGK Vanguard Ftse Europe ETF Reduce -68.7% 0.06% −0.06
AGG iShares Core U.S. Aggregate Reduce -55.1% 0.13% −0.06
VNQ Vanguard Real Estate ETF Reduce -50.1% 0.17% −0.06
IWM iShares Russell 2000 ETF Reduce -50.8% 0.19% −0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -44.9% 0.33% −0.06
MTSR Metsera Inc. Sold out 0.00% −0.06
VYM Vanguard High DVD Yield ETF Reduce -52.7% 0.15% −0.06
IWP iShares Russell Mid-Cap Grow Reduce -48.1% 0.15% −0.05
IWR iShares Russell Mid-Cap ETF Reduce -48.0% 0.16% −0.04
IWV iShares Russell 3000 ETF Reduce -49.5% 0.15% −0.04
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -48.4% 0.12% −0.04
IWD iShares Russell 1000 Value E Reduce -49.7% 0.14% −0.04
IJJ iShares S&P Mid-Cap 400 Valu Reduce -47.3% 0.15% −0.03
SCHB Schwab US Broad Market ETF Reduce -50.1% 0.10% −0.03
SCHP Schwab U.S. Tips ETF Reduce -48.5% 0.10% −0.03
ITOT iShares Core S&P Total U.S. Reduce -48.0% 0.11% −0.03
MGV Vngrd Mrgstr MG CP VL ETF-Ui Reduce -61.0% 0.04% −0.03
PG The Procter & Gamble Co. Reduce -44.8% 0.09% −0.02
SCHA Schwab US Small-Cap ETF Reduce -50.7% 0.08% −0.02
BSV Vanguard Short-Term Bond ETF Reduce -49.5% 0.08% −0.02
MUB iShares National Muni Bond E Reduce -37.4% 0.52% −0.02
IBTF iShares Ibonds Dec 2025 Term Sold out 0.00% −0.02
IVE iShares S&P 500 Value ETF Reduce -50.0% 0.05% −0.01

Portfolio Buys Q3 2025 → Q4 2025
SPY SS SPDR S&P 500 ETF Trust-US Add +1.2% 2.43% +0.89
AAPL Apple Inc. Add +33.4% 1.28% +0.69
GOOG Alphabet Inc. Class C Add +93.2% 0.88% +0.65
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +5.2% 1.71% +0.64
MSFT Microsoft Corp. Add +31.5% 1.09% +0.51
PCLG Polen Focus Growth ETF Add +10338.2% 0.43% +0.43
NVDA Nvidia Corp. Add +70.8% 0.59% +0.36
AON Aon PLC Class A Add +18.5% 0.77% +0.34
TFLO iShares Treasury Floating Ra Add +18.3% 0.69% +0.31
USFR Wisdomtree Floating Rate Tre Add +77.8% 0.47% +0.30
GOOGL Alphabet Inc. Class A Add +70.4% 0.40% +0.28
AMZN Amazon.com Inc. Add +47.4% 0.47% +0.27
EMLP First Trust North American E Add +2.5% 0.65% +0.23
PVAL Putnam Focused LRG Cap Value Add +152.6% 0.30% +0.23
DFGR Dim Global Real Estate ETF Add +8.0% 0.58% +0.21
HYDB iShares High Yield Systemati Add +9.8% 0.54% +0.21
CVLC Calvert US L-C CR Resp Index Add +6.1% 0.51% +0.20
GOVT iShares US Treasury Bond ETF Add +366.9% 0.23% +0.20
CME Cme Group Inc. Add +0.6% 0.49% +0.17
META Meta Platforms Inc. Class A Add +92.6% 0.25% +0.16
JPM JPMorgan Chase & Co. Add +29.1% 0.25% +0.12
VCSH Vanguard S/T Corp. Bond ETF Add +9.4% 0.30% +0.12
BRK.B Berkshire Hathaway Inc. Class B Add +10.9% 0.28% +0.11
TSLA Tesla Inc. Add +41.4% 0.21% +0.11
SMMD iShares Russell 2500 ETF Add +1.5% 0.30% +0.11
CVIE Cal Intl Responsible Index Add +9.9% 0.25% +0.11
ACN Accenture PLC Class A Add +30.0% 0.19% +0.10
AVGO Broadcom Inc. Add +52.3% 0.17% +0.10
EAGG iShares ESG Aware US Aggrega Add +4.5% 0.25% +0.09
IGF iShares Global Infrastructur Add +5.5% 0.22% +0.08
LLY Eli Lilly & Co. Add +59.7% 0.11% +0.08
CRM Salesforce Inc. Add +413.1% 0.09% +0.08
JNJ Johnson & Johnson Add +12.9% 0.16% +0.07
PGR Progressive Corp. Add +702.9% 0.08% +0.07
XOM Exxon Mobil Corp. Add +17.5% 0.15% +0.07
VOE Vngrd Mrngstr MD-Cap Val ETF Add +47.4% 0.12% +0.07
COST Costco Wholesale Corp. Add +24.2% 0.14% +0.06
V Visa Inc. Class A Add +54.7% 0.10% +0.06
KO The Coca-Cola Co. Add +30.0% 0.10% +0.05
HBAN Huntington Bancshares Inc. Add +11913.1% 0.05% +0.05
QUAL iShares MSCI USA Quality Fac Add +0.5% 0.14% +0.05
HD Home Depot Inc. Add +54.9% 0.10% +0.05
IWO iShares Russell 2000 Growth Add +2.2% 0.13% +0.05
MA Mastercard Inc. Class A Add +37.0% 0.09% +0.05
ABBV Abbvie Inc. Add +16.0% 0.11% +0.05
UTG Reaves Utility Income Fund New 0.04% +0.04
IWN iShares Russell 2000 Value E Add +2.4% 0.11% +0.04
SUSB iShares ESG Aware 1-5 Year U Add +3.5% 0.10% +0.04
GS Goldman Sachs Group Inc. Add +42.4% 0.06% +0.04
BRK.A Berkshire Hathaway Inc. Class A Add +16.7% 0.08% +0.04

Options Activity Q3 2025 → Q4 2025
AKBA Akebia Therapeutics Inc. call New 25,100 $40K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q3 2025 → Q4 2025
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A Sold out 1,500 $38Kbefore exit
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Sold out 511 $13Kbefore exit
GENVR Gen Digital Inc. - CVR RIGHT 99/99/9999 Sold out 676 $5Kbefore exit
VAL.WS Valaris Ltd. -CW28 *W EXP 04/29/202 Sold out 139 $390before exit
COHEN & STEERS INFRASTRU RIGHT 10/16/2025 Sold out 1,740 $136before exit
LANWF Lanvin Group Holdings Ltd.-27 *W EXP 01/14/202 Sold out 4,500 $85before exit
HTZWW Hertz Global Hldgs Inc. -CW51 *W EXP 06/30/205 Sold out 8 $30before exit
CLEARBRIDGE ENERGY MI-RT RIGHT 10/10/2025 Sold out 891 $17before exit
PWV Invesco Large Cap Value ETF LARGE CAP VALUE Sold out 0 $12before exit
EQNR Equinor ASA-Spon ADR SPONSORED ADR Sold out 0 $9before exit
FXZ First Trust Materials Alphad MATERIALS ALPH Sold out 0 $1before exit
XHB SS SPDR S&P Homebldrs ETF ST STR SP HOME Sold out 0 $1before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,297$18.2BIVV, VEA, VOO, IJH, VXUS
Q1 2026 931$12.7BIVV, VEA, VOO, IJH, VXUS
Q4 2025 1,031$12.6BIVV, VEA, VOO, IJH, VXUS
Q3 2025 3,052$19.1BIVV, VEA, VOO, IJH, VXUS
Q2 2025 841$17.8BIVV, VOO, VEA, IJH, SCHD
Q1 2025 789$16.7BIVV, VOO, VEA, IJH, SCHD
Q4 2024 785$10.1BIVV, VOO, VEA, IJH, SCHD
Q3 2024 756$9.8BIVV, VOO, VEA, IJH, SCHD
Q2 2024 661$7.8BIVV, VOO, VEA, IJH, SCHD
Q1 2024 639$7.5BIVV, VOO, VEA, IJH, SCHD