Wealthspire Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Wealthspire Advisors, LLC reported 931 stock positions worth $12.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 7.3%) and Vanguard S&P 500 ETF (VOO, 5.3%). Compared with Q4 2025, it opened 91 new positions, sold out of 191, added to 262 and reduced 503. The biggest buy was Aon Class A (AON, shares +260%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001646247
- Portfolio Value
- $12.7B (Q1 2026)
- SEC Filing
- 0001646247-26-000003 ↗ filed May 1, 2026
Holdings Value
Holdings 931 stocks · $12.7B
| IVV iShares Core S&P 500 ETF | 13.70% | 2,669,963 | $1.7B | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 7.33% | 14,562,701 | $933.2M | Add +7.2% |
| VOO Vanguard S&P 500 ETF | 5.30% | 1,130,127 | $675.3M | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 4.09% | 7,709,430 | $520.6M | Add +0.9% |
| VXUS Vanguard Total Intl Stock | 3.84% | 6,334,962 | $488.5M | Add +7.7% |
| SCHD Schwab US DVD Equity ETF | 3.21% | 13,311,446 | $408.4M | Reduce -1.7% |
| AON Aon PLC Class A | 2.49% | 984,075 | $317.6M | Add +259.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.43% | 963,010 | $308.9M | Reduce -2.5% |
| SCHF Schwab Intl Equity ETF | 2.37% | 12,209,080 | $302.2M | Add +12.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.32% | 677,349 | $295.9M | Add +12.9% |
| DFAC Dimensional US Core Equity 2 | 2.29% | 7,504,975 | $291.6M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.25% | 441,132 | $286.9M | Reduce -1.3% |
| VWO Vanguard Ftse Emerging Marke | 2.08% | 4,897,422 | $264.7M | Add +4.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.90% | 807,783 | $241.4M | Add +48.1% |
| IJR iShares Core S&P Small-Cap E | 1.89% | 1,941,060 | $241.3M | Add +2.0% |
| VTIP Vanguard Short-Term Tips | 1.75% | 4,455,868 | $222.6M | Add +6.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.71% | 4,727,243 | $218.4M | Add +2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.39% | 618,508 | $177.6M | Add +2.7% |
| VXF Vanguard Extended Market ETF | 1.33% | 823,550 | $169.5M | Reduce -1.4% |
| AAPL Apple Inc. | 1.02% | 512,807 | $130.1M | Reduce -13.2% |
| IEMG iShares Core MSCI Emerging | 0.92% | 1,687,480 | $117.7M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.83% | 401,536 | $105.2M | Add +0.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.75% | 1,267,763 | $95.2M | Add +4.0% |
| CME Cme Group Inc. | 0.73% | 316,090 | $93.4M | Add +39.4% |
| TFLO iShares Treasury Floating Ra | 0.71% | 1,792,834 | $90.8M | Add +4.0% |
| EMLP First Trust North American E | 0.70% | 2,048,764 | $89.4M | Reduce -5.4% |
| MSFT Microsoft Corp. | 0.69% | 237,664 | $88.0M | Reduce -16.1% |
| DFAE Dimensional Emerging Core Eq | 0.65% | 2,436,299 | $82.5M | Reduce -4.6% |
| DFAI Dimensional International Co. | 0.61% | 1,991,210 | $77.6M | Reduce -2.8% |
| GOOG Alphabet Inc. Class C | 0.60% | 264,982 | $76.0M | Reduce -24.8% |
| DFGR Dim Global Real Estate ETF | 0.58% | 2,755,256 | $73.2M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 125,640 | $72.5M | Reduce -6.0% |
| SCHX Schwab US Large-Cap ETF | 0.57% | 2,822,930 | $72.4M | Add +0.2% |
| IXUS iShares Core Intl Stock ETF | 0.57% | 835,385 | $72.4M | Add +5.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.56% | 788,483 | $71.4M | Reduce -2.7% |
| HYDB iShares High Yield Systemati | 0.55% | 1,514,236 | $70.4M | Add +6.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.48% | 204,118 | $61.7M | Add +0.3% |
| CVLC Calvert US L-C CR Resp Index | 0.48% | 769,423 | $61.6M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.45% | 751,451 | $57.5M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 292,875 | $57.5M | Add +1.3% |
| NVDA Nvidia Corp. | 0.43% | 317,353 | $55.3M | Reduce -19.7% |
| BND Vanguard Total Bond Market | 0.43% | 749,709 | $55.2M | Add +3.0% |
| MUB iShares National Muni Bond E | 0.43% | 512,469 | $54.4M | Reduce -15.9% |
| EFA iShares MSCI Eafe ETF | 0.42% | 555,277 | $53.9M | Add +1.4% |
| NOBL Proshares S&P 500 Dividend A | 0.39% | 464,941 | $49.3M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 0.36% | 219,404 | $45.7M | Reduce -13.8% |
| PVAL Putnam Focused LRG Cap Value | 0.36% | 975,073 | $45.2M | Add +17.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.35% | 205,310 | $44.6M | Add +3.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.33% | 1,256,495 | $41.4M | Add +24.6% |
| SMMD iShares Russell 2500 ETF | 0.32% | 540,334 | $41.3M | Add +6.5% |
| USFR Wisdomtree Floating Rate Tre | 0.32% | 809,798 | $40.8M | Reduce -31.0% |
| IWF iShares Russell 1000 Growth | 0.32% | 94,256 | $40.2M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 0.30% | 134,944 | $38.8M | Reduce -16.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 477,022 | $37.8M | Add +2.4% |
| ACN Accenture PLC Class A | 0.30% | 190,669 | $37.8M | Add +110.9% |
| DFAU Dimensional US Core Equity M | 0.29% | 814,303 | $36.7M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.27% | 92,985 | $34.6M | Add +58.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 675,736 | $33.7M | Reduce -1.7% |
| CVIE Cal Intl Responsible Index | 0.26% | 451,150 | $32.8M | Add +1.1% |
| CAVA Cava Group Inc. | 0.26% | 403,477 | $32.6M | Add +1268.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 66,767 | $32.0M | Reduce -5.0% |
| PCLG Polen Focus Growth ETF | 0.25% | 1,533,930 | $31.4M | Reduce -30.3% |
| EAGG iShares ESG Aware US Aggrega | 0.25% | 657,769 | $31.3M | Reduce -1.6% |
| IGF iShares Global Infrastructur | 0.24% | 452,142 | $30.3M | Reduce -0.2% |
| IWB iShares Russell 1000 ETF | 0.23% | 82,761 | $29.5M | Reduce -8.4% |
| GOVT iShares US Treasury Bond ETF | 0.22% | 1,234,565 | $28.3M | Reduce -1.0% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 142,778 | $27.4M | Add +6.5% |
| IWM iShares Russell 2000 ETF | 0.19% | 96,353 | $23.9M | Reduce -1.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.18% | 1,024,244 | $23.5M | Add +556.4% |
| XOM Exxon Mobil Corp. | 0.18% | 134,584 | $22.8M | Reduce -14.8% |
| VT Vanguard Tot World STK ETF | 0.17% | 160,105 | $22.1M | Add +1.2% |
| BZH Beazer Homes USA Inc. | 0.17% | 1,117,138 | $21.5M | New |
| JNJ Johnson & Johnson | 0.17% | 86,373 | $21.1M | Reduce -8.6% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 136,948 | $20.3M | Add +3.7% |
| VNQ Vanguard Real Estate ETF | 0.16% | 227,724 | $20.2M | Reduce -4.5% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 200,994 | $19.5M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.15% | 105,266 | $19.4M | Add +20.6% |
| JPM JPMorgan Chase & Co. | 0.15% | 63,509 | $18.7M | Reduce -33.8% |
| GLD SPDR Gold Shares | 0.15% | 43,115 | $18.6M | Reduce -20.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 138,738 | $18.4M | Reduce -0.9% |
| IWP iShares Russell Mid-Cap Grow | 0.14% | 138,416 | $17.7M | Reduce -2.3% |
| EIPI FT Energy Income ETF | 0.14% | 774,453 | $17.4M | Reduce -6.3% |
| IWD iShares Russell 1000 Value E | 0.13% | 78,004 | $16.7M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.13% | 28,928 | $16.6M | Reduce -40.0% |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 83,308 | $16.0M | Reduce -4.4% |
| IWV iShares Russell 3000 ETF | 0.12% | 41,387 | $15.3M | Reduce -15.3% |
| IWO iShares Russell 2000 Growth | 0.12% | 48,736 | $15.3M | Reduce -1.3% |
| AGG iShares Core U.S. Aggregate | 0.12% | 149,962 | $14.9M | Reduce -8.8% |
| IWN iShares Russell 2000 Value E | 0.11% | 75,947 | $14.4M | Reduce -2.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 55,806 | $14.4M | Add +6.3% |
| LLY Eli Lilly & Co. | 0.11% | 15,510 | $14.3M | Add +21.1% |
| COST Costco Wholesale Corp. | 0.11% | 14,161 | $14.1M | Reduce -30.7% |
| AVGO Broadcom Inc. | 0.11% | 44,747 | $13.8M | Reduce -28.3% |
| HDV iShares Core High Dividend E | 0.11% | 100,702 | $13.7M | Add +2.3% |
| KO The Coca-Cola Co. | 0.11% | 177,073 | $13.5M | Reduce -4.1% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 94,090 | $13.4M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 60,209 | $12.9M | Add +4.3% |
| SCHP Schwab U.S. Tips ETF | 0.10% | 479,071 | $12.7M | Add +2.8% |
| DFUS Dimensional US Eq MKT ETF | 0.10% | 175,413 | $12.4M | Add +0.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.10% | 492,464 | $12.3M | Reduce -2.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 147,080 | $1K | New |
Total filed on the 13F, all lines: $12.7B.
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 5.30% | −0.47 |
| MSFT Microsoft Corp. | Reduce -16.1% | 0.69% | −0.40 |
| GOOG Alphabet Inc. Class C | Reduce -24.8% | 0.60% | −0.28 |
| AAPL Apple Inc. | Reduce -13.2% | 1.02% | −0.26 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 2.43% | −0.21 |
| PCLG Polen Focus Growth ETF | Reduce -30.3% | 0.25% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 2.25% | −0.17 |
| NVDA Nvidia Corp. | Reduce -19.7% | 0.43% | −0.15 |
| USFR Wisdomtree Floating Rate Tre | Reduce -31.0% | 0.32% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -40.0% | 0.13% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -13.8% | 0.36% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -33.8% | 0.15% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -16.5% | 0.30% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -15.9% | 0.43% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.0% | 0.57% | −0.08 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.2% | 2.29% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -8.8% | 0.32% | −0.07 |
| AVGO Broadcom Inc. | Reduce -28.3% | 0.11% | −0.06 |
| VXF Vanguard Extended Market ETF | Reduce -1.4% | 1.33% | −0.06 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -45.7% | 0.03% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.0% | 0.45% | −0.04 |
| IWB iShares Russell 1000 ETF | Reduce -8.4% | 0.23% | −0.04 |
| V Visa Inc. Class A | Reduce -24.4% | 0.06% | −0.04 |
| RKT Rocket Cos Inc. Class A | Reduce -0.4% | 0.09% | −0.03 |
| CRM Salesforce Inc. | Reduce -12.7% | 0.05% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -51.3% | 0.03% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -15.3% | 0.12% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.0% | 0.25% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -30.7% | 0.11% | −0.03 |
| BAC Bank of America Corp. | Reduce -41.5% | 0.03% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -19.5% | 0.06% | −0.03 |
| HD Home Depot Inc. | Reduce -22.5% | 0.07% | −0.03 |
| GLD SPDR Gold Shares | Reduce -20.4% | 0.15% | −0.03 |
| GE General Electric | Reduce -28.3% | 0.05% | −0.02 |
| NFLX Netflix Inc. | Reduce -34.9% | 0.05% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -10.8% | 0.05% | −0.02 |
| CEG Constellation Energy | Reduce -23.6% | 0.03% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -28.1% | 0.03% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -1.3% | 0.29% | −0.02 |
| INTU Intuit Inc. | Reduce -61.4% | 0.01% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.7% | 0.56% | −0.02 |
| ABBV Abbvie Inc. | Reduce -10.1% | 0.09% | −0.02 |
| COF Capital One Financial Corp. | Reduce -28.6% | 0.02% | −0.02 |
| ABT Abbott Laboratories | Reduce -18.4% | 0.03% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.3% | 0.14% | −0.02 |
| PMBS PIMCO MBS Active ETF | Reduce -58.2% | 0.01% | −0.02 |
| TJX TJX Companies Inc. | Reduce -50.2% | 0.02% | −0.01 |
| PGR Progressive Corp. | Reduce -4.9% | 0.07% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -25.6% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AON Aon PLC Class A | Add +259.7% | 2.49% | +1.73 |
| VEA Vanguard Ftse Developed ETF | Add +7.2% | 7.33% | +0.58 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +48.1% | 1.90% | +0.53 |
| VXUS Vanguard Total Intl Stock | Add +7.7% | 3.84% | +0.30 |
| SCHF Schwab Intl Equity ETF | Add +12.0% | 2.37% | +0.29 |
| CAVA Cava Group Inc. | Add +1268.8% | 0.26% | +0.24 |
| CME Cme Group Inc. | Add +39.4% | 0.73% | +0.24 |
| BZH Beazer Homes USA Inc. | New | 0.17% | +0.17 |
| IBTG iShares Ibonds Dec 2026 Term | Add +556.4% | 0.18% | +0.16 |
| ACN Accenture PLC Class A | Add +110.9% | 0.30% | +0.10 |
| VTIP Vanguard Short-Term Tips | Add +6.3% | 1.75% | +0.10 |
| HTAB Hartford Schroders Tax Aware | New | 0.08% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +2.0% | 1.89% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 4.09% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +4.0% | 2.08% | +0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +24.6% | 0.33% | +0.06 |
| TSLA Tesla Inc. | Add +58.4% | 0.27% | +0.06 |
| HLT Hilton Worldwide Holdings Inc. | Add +1719.2% | 0.06% | +0.06 |
| PVAL Putnam Focused LRG Cap Value | Add +17.4% | 0.36% | +0.05 |
| MKC.V McCormick & Co. Inc. VTG Com | Add +2128.9% | 0.06% | +0.05 |
| CBNK Capital Bancorp Inc. | Add +274.7% | 0.07% | +0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +357.5% | 0.05% | +0.04 |
| GBDC Golub Capital BDC Inc. | Add +1896.8% | 0.04% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +1062.2% | 0.04% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.0% | 0.75% | +0.03 |
| LOW Lowe's Cos Inc. | Add +163.2% | 0.05% | +0.03 |
| REGN Regeneron Pharmaceuticals | Add +168.5% | 0.05% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +5.0% | 0.57% | +0.03 |
| UBSI United Bankshares Inc. | Add +1045.7% | 0.03% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +20.6% | 0.15% | +0.03 |
| VZ Verizon Communications Inc. | Add +25.1% | 0.07% | +0.03 |
| BYRN Byrna Technologies Inc. | Add +219.3% | 0.06% | +0.02 |
| GLDM SPDR Gold Minishares Trust | Add +90.3% | 0.04% | +0.02 |
| SMMD iShares Russell 2500 ETF | Add +6.5% | 0.32% | +0.02 |
| TFLO iShares Treasury Floating Ra | Add +4.0% | 0.71% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +155.4% | 0.03% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.7% | 0.35% | +0.02 |
| PIPR Piper Sandler Cos | New | 0.02% | +0.02 |
| HYDB iShares High Yield Systemati | Add +6.1% | 0.55% | +0.02 |
| AUB Atlantic Union Bankshares Co. | Add +932.6% | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +27.2% | 0.04% | +0.01 |
| HDV iShares Core High Dividend E | Add +2.3% | 0.11% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.3% | 0.45% | +0.01 |
| AMLP Alerian MLP ETF | Add +26.9% | 0.04% | +0.01 |
| VIS Vanguard Industrials ETF | Add +470.5% | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +6.5% | 0.22% | +0.01 |
| JMSB John Marshall Bancorp Inc. | New | 0.01% | +0.01 |
| SBUX Starbucks Corp. | Add +23.1% | 0.05% | +0.01 |
| CSX CSX Corp. | Add +67.5% | 0.02% | +0.01 |
| ADX Adams Diversified Equity | New | 0.01% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| AKBA Akebia Therapeutics Inc. | call | Sold out | 25,100 | $40Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | New | 147,080 | $1K |
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 |