Institutional Manager · CIK 0001646247

Wealthspire Advisors, LLC

NEW YORK, NY · File #028-19390

Latest AUM

$12.57B

Positions

1,032

Top-10 Concentration

59.0%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD INDEX FDS	922908736	+138,485	+$67.6M	+$3.8M
ADD	VANGUARD TAX-MANAGED FDS	921943858	+1,044,522	+$65.3M	+$32.0M
ADD	FUNDVANTAGE TR	36087T395	+2,179,093	+$53.9M	-$5,924
ADD	ALPHABET INC	GOOG	+169,992	+$53.3M	+$12.8M
ADD	APPLE INC	AAPL	+147,930	+$40.2M	+$7.6M
ADD	MICROSOFT CORP	MSFT	+67,789	+$32.8M	-$7.4M
ADD	NVIDIA CORPORATION	NVDA	+163,897	+$30.6M	-$18,412
ADD	VANGUARD STAR FDS	921909768	+367,210	+$27.7M	+$10.9M
ADD	WISDOMTREE TR	WT	+513,733	+$25.9M	+$32,986
ADD	ISHARES TR	464287200	+34,906	+$23.9M	+$41.1M

Sector Allocation

Technology

4.3%$540.1M

Financials

3.6%$455.9M

Consumer Discretionary

1.1%$132.7M

Healthcare

0.9%$112.9M

Industrials

0.6%$79.3M

Communication Services

0.4%$53.0M

0.4%$48.3M

0.3%$41.0M

0.2%$21.1M

0.1%$12.5M

0.0%$4.9M

Filing History

Feb 13, 202613F HOLDINGS REPORTQ/E Dec 20251,032 pos · $12.57B
Nov 14, 202513F HOLDINGS REPORTQ/E Sep 20253,187 pos · $19.13B
Aug 11, 202513F HOLDINGS REPORTQ/E Jun 2025971 pos · $17.80B
May 9, 202513F HOLDINGS REPORTQ/E Mar 2025921 pos · $16.74B
Feb 4, 202513F HOLDINGS REPORTQ/E Dec 2024792 pos · $10.06B
Nov 13, 202413F HOLDINGS REPORTQ/E Sep 2024756 pos · $9.83B
Aug 8, 202413F HOLDINGS REPORTQ/E Jun 2024663 pos · $7.81B
May 6, 202413F HOLDINGS REPORTQ/E Mar 2024641 pos · $7.50B
Nov 6, 202313F HOLDINGS REPORTQ/E Dec 2023594 pos · $6.06B

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ISHARES TR	464287200	2,663,792	$1.82B	18.10%
2	VANGUARD TAX-MANAGED FDS	921943858	13,581,933	$848.5M	8.42%
3	VANGUARD INDEX FDS	922908363	1,156,962	$725.6M	7.20%
4	ISHARES TR	464287507	7,642,952	$504.4M	5.00%
5	VANGUARD STAR FDS	921909768	5,883,288	$443.8M	4.40%
6	SCHWAB STRATEGIC TR	808524797	13,535,721	$371.3M	3.68%
7	VANGUARD INDEX FDS	922908769	987,621	$331.1M	3.28%
8	SPDR S&P 500 ETF TR	SPY	446,916	$304.8M	3.02%
9	DIMENSIONAL ETF TRUST	25434V708	7,522,835	$297.8M	2.95%
10	VANGUARD INDEX FDS	922908736	599,927	$292.7M	2.90%
11	SCHWAB STRATEGIC TR	808524805	10,898,799	$262.0M	2.60%
12	VANGUARD INTL EQUITY INDEX F	922042858	4,710,913	$253.3M	2.51%
13	ISHARES TR	464287804	1,901,977	$228.6M	2.27%
14	ISHARES TR	46434V613	4,617,814	$214.9M	2.13%
15	VANGUARD MALVERN FDS	922020805	4,191,463	$207.3M	2.06%
16	VANGUARD INDEX FDS	922908629	602,087	$174.7M	1.73%
17	VANGUARD INDEX FDS	922908652	835,091	$174.6M	1.73%
18	VANGUARD INDEX FDS	922908637	545,331	$171.7M	1.70%
19	APPLE INC	AAPL	590,564	$160.6M	1.59%
20	MICROSOFT CORP	MSFT	283,281	$137.0M	1.36%