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 151–200 of 1,031
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EIM | EATON VANCE MUN BD FD | 577K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 120K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 17K | $1M+ | SH |
| REET | ISHARES TR | 213K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 14K | $1M+ | SH |
| UTG | REAVES UTIL INCOME FD | 144K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 52K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 171K | $1M+ | SH |
| SUB | ISHARES TR | 48K | $1M+ | SH |
| BAB | INVESCO EXCH TRADED FD TR II | 188K | $1M+ | SH |
| ESGE | ISHARES INC | 114K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 35K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 34K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 53K | $1M+ | SH |
| BA | BOEING CO | 23K | $1M+ | SH |
| DCOR | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| RTX | RTX CORPORATION | 25K | $1M+ | SH |
| CAT | CATERPILLAR INC | 8K | $1M+ | SH |
| MS | MORGAN STANLEY | 26K | $1M+ | SH |
| T | AT&T INC | 183K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 21K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 78K | $1M+ | SH |
| GEV | GE VERNOVA INC | 7K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 137K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 89K | $1M+ | SH |
| BX | BLACKSTONE INC | 29K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 15K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 52K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 18K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 95K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 6K | $1M+ | SH |
| BYRN | BYRNA TECHNOLOGIES INC | 245K | $1M+ | SH |
| SHV | ISHARES TR | 37K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 43K | $1M+ | SH |
| TJX | TJX COS INC NEW | 25K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 59K | $1M+ | SH |
| AMGN | AMGEN INC | 12K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 9K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 14K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 72K | $1M+ | SH |
| CPK | CHESAPEAKE UTILS CORP | 29K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 20K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 8K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 8K | $1M+ | SH |
| DSI | ISHARES TR | 28K | $1M+ | SH |
| AMLP | ALPS ETF TR | 77K | $1M+ | SH |
| DLN | WISDOMTREE TR | 41K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 95K | $1M+ | SH |
| IBTG | ISHARES TR | 156K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 18K | $1M+ | SH |