Wealthspire Advisors, LLC 13F Holdings
CIK 0001646247
As of Sep 30, 2025, Wealthspire Advisors, LLC reported 3,187 positions worth
CIK 0001646247
As of Sep 30, 2025, Wealthspire Advisors, LLC reported 3,187 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 5,257,772 | $3.5B | 19.30% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 25,074,822 | .5B | 8.24% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,309,620 | .4B | 7.76% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 14,918,070 | $973.6M | 5.34% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 11,032,156 | $810.4M | 4.44% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 28,281,342 | $772.1M | 4.23% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,009,444 | $659.4M | 3.62% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 21,589,034 | $502.6M | 2.76% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 8,927,078 | $483.7M | 2.65% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 922,884 | $442.6M | 2.43% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 3,714,872 | $441.4M | 2.42% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 7,587,484 | $384.2M | 2.11% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 1,207,860 | $354.8M | 1.95% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 1,646,332 | $344.6M | 1.89% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 1,040,972 | $320.5M | 1.76% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 7,678,851 | $296.2M | 1.62% |
| SPDR S&P 500 ETF TRUST | SPY | — | 441,443 | $294.1M | 1.61% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 4,389,443 | $205.0M | 1.12% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 793,728 | $201.8M | 1.11% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 2,204,742 | 57.4M | 0.86% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 5,730,856 | 51.0M | 0.83% |
| APPLE INC | AAPL | Technology | 442,634 | 12.7M | 0.62% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 1,704,967 | 12.4M | 0.62% |
| MICROSOFT CORP | MSFT | Technology | 215,492 | 11.6M | 0.61% |
| VANGUARD VALUE INDEX FUND | VTV | — | 580,510 | 08.3M | 0.59% |