§ 13F · FUND PROFILE
Wealthspire Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $17795.4T (13F)Positions · 971Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.66M | $1824.5T | 14.5% | +1% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 13.58M | $848.5T | 6.8% | +8% |
| 3 | VOO | VANGUARD INDEX FDS | 1.16M | $725.6T | 5.8% | ±0% |
| 4 | IJH | ISHARES TR | 7.64M | $504.4T | 4.0% | +2% |
| 5 | VXUS | VANGUARD STAR FDS | 5.88M | $443.8T | 3.5% | +7% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 13.54M | $371.3T | 3.0% | −4% |
| 7 | VTI | VANGUARD INDEX FDS | 988K | $331.1T | 2.6% | −2% |
| 8 | SPY | SPDR S&P 500 ETF TR | 447K | $304.8T | 2.4% | +1% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 7.52M | $297.8T | 2.4% | −2% |
| 10 | VUG | VANGUARD INDEX FDS | 600K | $292.7T | 2.3% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPIRE SIGNAL
AC read
Wealthspire Advisors, LLC is a Other fund managing $17795409.6 trillion in assets. The fund runs a broad portfolio of 971 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed