§ 13F · FUND PROFILE
Wealthspire Advisors, LLC.
AUM · $18.2B (13F)Positions · 1298Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.0B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.87M | $2.1B | 11.8% | +7% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 15.66M | $1.1B | 6.1% | +8% |
| 3 | VOO | VANGUARD INDEX FDS | 1.15M | $793M | 4.4% | +2% |
| 4 | IJH | ISHARES TR | 7.96M | $614M | 3.4% | +3% |
| 5 | VXUS | VANGUARD STAR FDS | 6.45M | $551M | 3.0% | +2% |
| 6 | SPYM | SPDR SERIES TRUST | 5.80M | $510M | 2.8% | +672% |
| 7 | VTI | VANGUARD INDEX FDS | 1.30M | $481M | 2.6% | +35% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 13.57M | $430M | 2.4% | +2% |
| 9 | VUG | VANGUARD INDEX FDS | 4.42M | $380M | 2.1% | +552% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 503K | $375M | 2.1% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPIRE SIGNAL
AC read
Wealthspire Advisors, LLC is a Other fund managing $18.2 billion in assets. The fund runs a massive portfolio of 1,298 positions.
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