CIK 1646247
Wealthspire Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,031
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,031
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DLR | DIGITAL RLTY TR INC | 6K | $500K+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 40K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 27K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 15K | $500K+ | SH |
| BMO | BANK MONTREAL QUE | 7K | $500K+ | SH |
| CFG | CITIZENS FINL GROUP INC | 15K | $500K+ | SH |
| ETR | ENTERGY CORP NEW | 10K | $500K+ | SH |
| TGT | TARGET CORP | 9K | $500K+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 26K | $500K+ | SH |
| CPRX | CATALYST PHARMACEUTICALS INC | 37K | $500K+ | SH |
| YUM | YUM BRANDS INC | 6K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 17K | $500K+ | SH |
| NVS | NOVARTIS AG | 6K | $500K+ | SH |
| ACWX | ISHARES TR | 13K | $500K+ | SH |
| MTB | M & T BK CORP | 4K | $500K+ | SH |
| RWJ | INVESCO EXCH TRADED FD TR II | 18K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 8K | $500K+ | SH |
| EFAV | ISHARES TR | 10K | $500K+ | SH |
| AZO | AUTOZONE INC | 247 | $500K+ | SH |
| RPM | RPM INTL INC | 8K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $500K+ | SH |
| NEM | NEWMONT CORP | 8K | $500K+ | SH |
| IBDS | ISHARES TR | 34K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 3K | $500K+ | SH |
| TLT | ISHARES TR | 9K | $500K+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| BN | BROOKFIELD CORP | 18K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 3K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 10K | $500K+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 15K | $500K+ | SH |
| UL | UNILEVER PLC | 12K | $500K+ | SH |
| GIS | GENERAL MLS INC | 17K | $500K+ | SH |
| WPC | WP CAREY INC | 12K | $500K+ | SH |
| NYF | ISHARES TR | 14K | $500K+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 7K | $500K+ | SH |
| CLS | CELESTICA INC | 3K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 7K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| CACI | CACI INTL INC | 1K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 4K | $500K+ | SH |
| BBHL | BBH TR | 47K | $500K+ | SH |
| DEO | DIAGEO PLC | 9K | $500K+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 10K | $500K+ | SH |
| UGI | UGI CORP NEW | 20K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 8K | $500K+ | SH |
| SAP | SAP SE | 3K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 6K | $500K+ | SH |