13F value (AUM)
$18.2B
Wealthspire Advisors
WEALTHSPIRE ADVISORS, LLC
$18.2B
13F long value · 2026-Q2Positions1298
CategoryAsset Manager
Quarters tracked8
● #365 of 581 by 13F value
Size rank 4/10
20 NEW160 ADD111 2×+29 TRIM2 NEAR EXIT
Snapshot
Wealthspire Advisors's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1298 (63 unmapped)
Top 100 weight
84.3%
Quarters tracked
8
Latest 13F filed
Aug 11, 2026
New positions
20
Exits / near-exits
2
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 84.3% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.8% | $2.1B | 2.9M | — |
| VEA | VANGUARD TAX-MANAGED FDS | 6.1% | $1.1B | 15.7M | — |
| VOO | VANGUARD INDEX FDS | 4.4% | $792.8M | 1.2M | — |
| IJH | ISHARES TR | 3.4% | $613.9M | 8.0M | — |
| VXUS | VANGUARD STAR FDS | 3.0% | $551.1M | 6.4M | — |
| SPYM | SPDR SERIES TRUST | 2.8% | $509.6M | 5.8M | -4.2% |
| VTI | VANGUARD INDEX FDS | 2.6% | $480.8M | 1.3M | — |
| SCHD | SCHWAB STRATEGIC TR | 2.4% | $430.4M | 13.6M | — |
| VUG | VANGUARD INDEX FDS | 2.1% | $380.3M | 4.4M | — |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.1% | $375.3M | 502.6K | +3.2% |
| DFAC | DIMENSIONAL ETF TRUST | 1.8% | $334.9M | 7.5M | — |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.7% | $310.3M | 5.2M | — |
| SCHF | SCHWAB STRATEGIC TR | 1.7% | $303.0M | 10.9M | — |
| IJR | ISHARES TR | 1.7% | $300.4M | 2.0M | — |
| VTIP | VANGUARD MALVERN FDS | 1.4% | $253.4M | 5.0M | — |
Quarterly changes — 2026-Q2
What Wealthspire Advisors opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | SPYM | SPDR SERIES TRUST | 751.5K | 5.8M | +671.7% | +$452.1M |
| 2×+ | SGOV | ISHARES TR | 15.0K | 2.2M | +14716.8% | +$222.4M |
| ADD | VTI | VANGUARD INDEX FDS | 963.0K | 1.3M | +34.9% | +$171.8M |
| 2×+ | IAU | ISHARES GOLD TR | 30.8K | 1.7M | +5283.6% | +$122.6M |
| NEW | VWIUX | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS | — | 8.8M | — | +$121.9M |
| 2×+ | SOXX | ISHARES TR | 10.7K | 161.6K | +1416.9% | +$100.1M |
| 2×+ | BKLC | BNY MELLON ETF TRUST | 8.6K | 687.7K | +7880.6% | +$97.5M |
| ADD | AAPL | APPLE INC | 512.8K | 785.0K | +53.1% | +$97.0M |
| NEW | DTHXX | MONEY MARKET FUND 261941702 | — | 91.9M | — | +$91.9M |
| 2×+ | ACWX | ISHARES TR | 12.8K | 1.2M | +9131.5% | +$88.9M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.