§ 13F · FUND PROFILE
Wealthspire Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $19.1B (13F)Positions · 3187Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$63M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.67M | $1.7B | 13.7% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 14.56M | $933M | 7.3% | +7% |
| 3 | VOO | VANGUARD INDEX FDS | 1.13M | $675M | 5.3% | −2% |
| 4 | IJH | ISHARES TR | 7.71M | $521M | 4.1% | +1% |
| 5 | VXUS | VANGUARD STAR FDS | 6.33M | $488M | 3.8% | +8% |
| 6 | SCHD | SCHWAB STRATEGIC TR | 13.31M | $408M | 3.2% | −2% |
| 7 | AON | AON PLC | 984K | $318M | 2.5% | +260% |
| 8 | VTI | VANGUARD INDEX FDS | 963K | $309M | 2.4% | −2% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 12.21M | $302M | 2.4% | +12% |
| 10 | VUG | VANGUARD INDEX FDS | 677K | $296M | 2.3% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPIRE SIGNAL
AC read
Wealthspire Advisors, LLC is a Other fund managing $19.1 billion in assets. The fund runs a massive portfolio of 3,187 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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