Wealthspire Advisors, LLC Portfolio
Investment ManagerAUM: $19.13B3187 holdings
About Wealthspire Advisors, LLC
Wealthspire Advisors, LLC is a Investment Manager managing $19.13B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Data as of: Q3 2025
Filed: Nov 14, 2025
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Portfolio
New BuysTotal AUM
$19.13B
Holdings
100
New Positions
0
Sold
0
Sector Distribution
Information Technology
1.8%
Financials
1.2%
Communication Services
0.5%
Consumer Discretionary
0.5%
Industrials
0.4%
Consumer Staples
0.3%
Health Care
0.2%
Health Care
0.2%
Utilities
0.1%
Energy
0.1%
Materials
0.1%
Real Estate
0.0%
0.0%
Other / Unclassified
94.7%
Portfolio Holdings
16 of 100 linked to profiles
Showing top 100 of 3,187 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | AAPL | $112.7M | 0.59% |
| 2 | MSFT | $111.6M | 0.58% |
| 3 | AON | $82.3M | 0.43% |
| 4 | CME | $60.9M | 0.32% |
| 5 | GOOGL | $44.4M | 0.23% |
| 6 | NVDA | $43.2M | 0.23% |
| 7 | AMZN | $37.9M | 0.20% |
| 8 | JPM | $23.4M | 0.12% |
| 9 | GOOGL | $23.1M | 0.12% |
| 10 | TSLA | $18.5M | 0.10% |
| 11 | META | $18.4M | 0.10% |
| 12 | WMT | $15.9M | 0.08% |
| 13 | JNJ | $15.5M | 0.08% |
| 14 | XOM | $15.2M | 0.08% |
| 15 | GE | $13.7M | 0.07% |
| 16 | AVGO | $13.5M | 0.07% |
Other Assets (84)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| iShares Core S&P 500 ETF | $3.52B |
| Vanguard MSCI EAFE ETF | $1.50B |
| VANGUARD INDEX FDS | $1.41B |
| iShares Core S&P Mid-Cap ETF | $973.6M |
| VANGUARD STAR FDS | $810.4M |
| SCHWAB STRATEGIC TR | $772.1M |
| VANGUARD INDEX FDS | $659.4M |
| Schwab International Equity ETF | $502.6M |
| Vanguard FTSE Emerging Markets ETF | $483.7M |
| VANGUARD INDEX FDS | $442.6M |
| iShares Core S&P Small-Cap ETF | $441.4M |
| VANGUARD MALVERN FDS | $384.2M |
| VANGUARD INDEX FDS | $354.8M |
| Vanguard Extended Market ETF | $344.6M |
| VANGUARD INDEX FDS | $320.5M |
| DIMENSIONAL ETF TRUST | $296.2M |
| SPDR S&P 500 ETF TR | $294.1M |
| ISHARES TR | $205.0M |
| VANGUARD INDEX FDS | $201.8M |
| Vanguard FTSE All-Wld ex-US ETF | $157.4M |
| SCHWAB STRATEGIC TR | $150.9M |
| ISHARES INC | $112.4M |
| VANGUARD INDEX FDS | $108.3M |
| VANGUARD INDEX FDS | $106.3M |
| ISHARES TR | $103.8M |
| ISHARES TR | $103.6M |
| VANGUARD BD INDEX FDS | $100.5M |
| ISHARES TR | $97.4M |
| INVESCO QQQ TR | $84.7M |
| DIMENSIONAL ETF TRUST | $82.9M |
| FIRST TR EXCHANGE-TRADED FD | $80.9M |
| DIMENSIONAL ETF TRUST | $78.7M |
| VANGUARD INDEX FDS | $75.0M |
| ISHARES TR | $73.7M |
| VANGUARD MUN BD FDS | $72.0M |
| ISHARES TR | $71.6M |
| DIMENSIONAL ETF TRUST | $69.3M |
| ISHARES TR | $67.7M |
| ISHARES TR | $63.7M |
| Schwab Emerging Market Equities ETF | $63.2M |
| SPDR SERIES TRUST | $62.2M |
| ISHARES TR | $62.2M |
| MORGAN STANLEY ETF TRUST | $58.6M |
| VANGUARD INTL EQUITY INDEX F | $50.6M |
| PROSHARES TR | $50.1M |
| ISHARES TR | $47.9M |
| VANGUARD INDEX FDS | $43.7M |
| Vanguard High Dividend | $39.4M |
| ISHARES TR | $38.9M |
| Dimensional U.S. Core Equity Market ETF | $38.0M |
| ISHARES TR | $37.7M |
| ISHARES TR | $36.9M |
| iShares Barclays Aggregate Bond | $36.7M |
| ISHARES TR | $36.7M |
| ISHARES TR | $34.4M |
| VANGUARD SCOTTSDALE FDS | $34.0M |
| ISHARES TR | $33.6M |
| WISDOMTREE TR | $33.2M |
| ISHARES TR | $32.8M |
| BERKSHIRE HATHAWAY INC DEL | $31.9M |
| iShares ESG U.S. Aggregate Bond ETF | $30.7M |
| VANGUARD INDEX FDS | $29.9M |
| MORGAN STANLEY ETF TRUST | $27.7M |
| iShares Core S&P Total US Stock Market E | $26.7M |
| ISHARES TR | $26.2M |
| SCHWAB STRATEGIC TR | $25.8M |
| INVESCO EXCHANGE TRADED FD T | $25.7M |
| Vanguard FTSE Europe ETF | $24.8M |
| SCHWAB STRATEGIC TR | $24.4M |
| Procter & Gamble Co | $21.8M |
| SPDR GOLD TR | $20.0M |
| SCHWAB STRATEGIC TR | $19.0M |
| VANGUARD BD INDEX FDS | $18.9M |
| CHEVRON CORP NEW | $17.9M |
| International Business Machines | $17.8M |
| Vanguard Dividend Appreciation ETF | $17.5M |
| ACCENTURE PLC IRELAND | $17.2M |
| ROCKET COS INC | $17.0M |
| FIRST TR EXCHNG TRADED FD VI | $17.0M |
| ISHARES TR | $16.9M |
| ISHARES TR | $15.5M |
| COSTCO WHSL CORP NEW | $15.2M |
| PUTNAM ETF TRUST | $14.0M |
| ISHARES TR | $13.4M |
Frequently Asked Questions
What is in Wealthspire Advisors, LLC's 13F portfolio?
As of September 2025, Wealthspire Advisors, LLC holds 3187 positions in their SEC 13F portfolio. Their largest holdings include AAPL, MSFT, AON, CME, GOOGL. This data is sourced from SEC EDGAR Form 13F filings, which are required for institutional investment managers with over $100 million in assets.
How many stocks does Wealthspire Advisors, LLC hold?
Wealthspire Advisors, LLC holds 3187 positions as reported in their September 2025 SEC 13F filing. Note that 13F filings only include long equity positions and may not reflect short positions, non-US holdings, or other asset classes.
When was Wealthspire Advisors, LLC's latest 13F filing?
Wealthspire Advisors, LLC's most recent 13F filing covers the period ending September 2025. Institutional investors are required to file Form 13F with the SEC within 45 days after the end of each calendar quarter. This means the data may be 45+ days delayed from actual trading activity.
What is Wealthspire Advisors, LLC's portfolio value?
Wealthspire Advisors, LLC's 13F portfolio is valued at approximately $19.1 billion as of September 2025. This reflects the total market value of all reported long equity positions. The actual assets under management may differ as 13F filings do not include all asset types.
What is a 13F filing?
A 13F filing is a quarterly report required by the SEC from institutional investment managers who manage $100 million or more in qualifying assets. Filed within 45 days of each quarter end, it discloses long positions in US-listed equities and certain other securities. 13F filings are public records available through SEC EDGAR.