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 101–150 of 1,031
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMT | WALMART INC | 112K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 466K | $1M+ | SH |
| HD | HOME DEPOT INC | 35K | $1M+ | SH |
| HDV | ISHARES TR | 98K | $1M+ | SH |
| QDF | FLEXSHARES TR | 148K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 39K | $1M+ | SH |
| ESGD | ISHARES TR | 119K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 78K | $1M+ | SH |
| IQDF | FLEXSHARES TR | 367K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 19K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 122K | $1M+ | SH |
| CRM | SALESFORCE INC | 41K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 222K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 96K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 45K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 14 | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 66K | $1M+ | SH |
| ESGU | ISHARES TR | 66K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 336K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 121K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 59K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 53K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 156K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 193K | $1M+ | SH |
| NFLX | NETFLIX INC | 94K | $1M+ | SH |
| GE | GE AEROSPACE | 29K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 352K | $1M+ | SH |
| ORCL | ORACLE CORP | 43K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 40K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 97K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 9K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 54K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 137K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 12K | $1M+ | SH |
| CSCO | CISCO SYS INC | 90K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 208K | $1M+ | SH |
| MCD | MCDONALDS CORP | 22K | $1M+ | SH |
| PEP | PEPSICO INC | 47K | $1M+ | SH |
| IVE | ISHARES TR | 31K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 374K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 48K | $1M+ | SH |
| MRK | MERCK & CO INC | 59K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 125K | $1M+ | SH |
| DTH | WISDOMTREE TR | 120K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 151K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 17K | $1M+ | SH |
| ABT | ABBOTT LABS | 47K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 186K | $1M+ | SH |
| NBOS | NEUBERGER BERMAN ETF TRUST | 215K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 17K | $1M+ | SH |