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 51–100 of 1,031
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS | 198K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 825K | $1M+ | SH |
| SMMD | ISHARES TR | 508K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 830K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 466K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 70K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 687K | $1M+ | SH |
| IWB | ISHARES TR | 90K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 1.0M | $1M+ | SH |
| EAGG | ISHARES TR | 669K | $1M+ | SH |
| META | META PLATFORMS INC | 48K | $1M+ | SH |
| CVIE | MORGAN STANLEY ETF TRUST | 446K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 96K | $1M+ | SH |
| GOVT | ISHARES TR | 1.2M | $1M+ | SH |
| IGF | ISHARES TR | 453K | $1M+ | SH |
| TSLA | TESLA INC | 59K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 134K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 90K | $1M+ | SH |
| IWM | ISHARES TR | 97K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 158K | $1M+ | SH |
| AVGO | BROADCOM INC | 62K | $1M+ | SH |
| GLD | SPDR GOLD TR | 54K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 239K | $1M+ | SH |
| IWR | ISHARES TR | 203K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 94K | $1M+ | SH |
| IWP | ISHARES TR | 142K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 158K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 132K | $1M+ | SH |
| IWV | ISHARES TR | 49K | $1M+ | SH |
| IJJ | ISHARES TR | 140K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 20K | $1M+ | SH |
| QUAL | ISHARES TR | 87K | $1M+ | SH |
| IWD | ISHARES TR | 81K | $1M+ | SH |
| EIPI | FIRST TR EXCHNG TRADED FD VI | 826K | $1M+ | SH |
| AGG | ISHARES TR | 164K | $1M+ | SH |
| IWO | ISHARES TR | 49K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 87K | $1M+ | SH |
| RKT | ROCKET COS INC | 795K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| ITOT | ISHARES TR | 95K | $1M+ | SH |
| IWN | ISHARES TR | 77K | $1M+ | SH |
| LLY | ELI LILLY & CO | 13K | $1M+ | SH |
| ABBV | ABBVIE INC | 58K | $1M+ | SH |
| IVW | ISHARES TR | 107K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 501K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 175K | $1M+ | SH |
| KO | COCA COLA CO | 185K | $1M+ | SH |
| SUSB | ISHARES TR | 507K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 58K | $1M+ | SH |
| V | VISA INC | 36K | $1M+ | SH |