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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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
12

Sector Allocation

Technology
4.3%$540.1M
Financials
3.6%$455.9M
Healthcare
0.9%$112.9M
Industrials
0.6%$79.3M
Energy
0.3%$41.0M
Utilities
0.2%$21.1M
Materials
0.1%$12.5M
Real Estate
0.0%$4.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR4642872002,663,792$1.82B18.10%
2VANGUARD TAX-MANAGED FDS92194385813,581,933$848.5M8.42%
3VANGUARD INDEX FDS9229083631,156,962$725.6M7.20%
4ISHARES TR4642875077,642,952$504.4M5.00%
5VANGUARD STAR FDS9219097685,883,288$443.8M4.40%
6SCHWAB STRATEGIC TR80852479713,535,721$371.3M3.68%
7VANGUARD INDEX FDS922908769987,621$331.1M3.28%
8SPDR S&P 500 ETF TRSPY446,916$304.8M3.02%
9DIMENSIONAL ETF TRUST25434V7087,522,835$297.8M2.95%
10VANGUARD INDEX FDS922908736599,927$292.7M2.90%
11SCHWAB STRATEGIC TR80852480510,898,799$262.0M2.60%
12VANGUARD INTL EQUITY INDEX F9220428584,710,913$253.3M2.51%
13ISHARES TR4642878041,901,977$228.6M2.27%
14ISHARES TR46434V6134,617,814$214.9M2.13%
15VANGUARD MALVERN FDS9220208054,191,463$207.3M2.06%
16VANGUARD INDEX FDS922908629602,087$174.7M1.73%
17VANGUARD INDEX FDS922908652835,091$174.6M1.73%
18VANGUARD INDEX FDS922908637545,331$171.7M1.70%
19APPLE INCAAPL590,564$160.6M1.59%
20MICROSOFT CORPMSFT283,281$137.0M1.36%