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 301–350 of 1,031
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDYV | SPDR SERIES TRUST | 23K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 82K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 7K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 24K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 14K | $1M+ | SH |
| FSTR | FOSTER L B CO | 69K | $1M+ | SH |
| IJS | ISHARES TR | 16K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 8K | $1M+ | SH |
| DOV | DOVER CORP | 9K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 6K | $1M+ | SH |
| MEC | MAYVILLE ENGR CO INC | 95K | $1M+ | SH |
| RL | RALPH LAUREN CORP | 5K | $1M+ | SH |
| INFL | LISTED FDS TR | 40K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 61K | $1M+ | SH |
| ATO | ATMOS ENERGY CORP | 10K | $1M+ | SH |
| FDX | FEDEX CORP | 6K | $1M+ | SH |
| EXC | EXELON CORP | 40K | $1M+ | SH |
| CAVA | CAVA GROUP INC | 29K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 19K | $1M+ | SH |
| KLAC | KLA CORP | 1K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 10K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 4K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 35K | $1M+ | SH |
| ECL | ECOLAB INC | 6K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 7K | $1M+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 202K | $1M+ | SH |
| TILT | FLEXSHARES TR | 7K | $1M+ | SH |
| SHYD | VANECK ETF TRUST | 71K | $1M+ | SH |
| SHEL | SHELL PLC | 22K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 6K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 12K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 27K | $1M+ | SH |
| DVYE | ISHARES INC | 52K | $1M+ | SH |
| AFL | AFLAC INC | 15K | $1M+ | SH |
| ATRO | ASTRONICS CORP | 29K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 32K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 4K | $1M+ | SH |
| IJT | ISHARES TR | 11K | $1M+ | SH |
| PAYX | PAYCHEX INC | 14K | $1M+ | SH |
| VSEC | VSE CORP | 9K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |
| ITA | ISHARES TR | 7K | $1M+ | SH |
| SHY | ISHARES TR | 18K | $1M+ | SH |
| OEF | ISHARES TR | 4K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 26K | $1M+ | SH |
| EVRG | EVERGY INC | 21K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 894 | $1M+ | SH |
| ALL | ALLSTATE CORP | 7K | $1M+ | SH |