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Wealthspire Advisors, LLC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $18,162,013,710
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $2,148,020,959
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $1,115,930,508
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $792,802,706
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $613,932,757
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $551,124,136
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $509,639,495
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $480,755,158
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $430,447,471
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $380,336,689
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $375,346,878
Reported holdings
1,298 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ARTISAN INTERNATIONAL VALUE FUND ADVISOR SHARES | SHS | 04314H667 | — | 6,439 shares | $384,064 |
| CLEARBRIDGE LARGE (CAP GROWTH CLASS O) | SHS | 52471R390 | — | 5,100 shares | $383,520 |
| WATERS CORP | COM | 941848103 | — | 1,020 shares | $382,541 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 1,797 shares | $380,947 |
| OAKMARK GLOBAL (SELECT FD INSTL) | SHS | 413838749 | — | 15,158 shares | $380,469 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 15,870 shares | $379,936 |
| AMEREN CORP | COM | 023608102 | — | 3,347 shares | $378,345 |
| BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 | — | 13,546 shares | $375,767 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 | — | 11,644 shares | $374,224 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 | — | 3,862 shares | $373,731 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 9,806 shares | $373,609 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 8,699 shares | $371,279 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 | — | 14,425 shares | $369,859 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | — | 31,279 shares | $369,405 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | — | 2,170 shares | $369,232 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 1,474 shares | $368,396 |
| ICU MED INC | COM | 44930G107 | — | 2,509 shares | $367,820 |
| 1ST FINL BANCORP | COM | 320209109 | — | 10,800 shares | $365,364 |
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | 09257W100 | — | 21,515 shares | $364,680 |
| HASHDEX NASDAQ CME CRYPTO | SHS BEN INT | 41809Y102 | — | 24,860 shares | $363,205 |
| T ROWE PRICE MID CAP GROWTH FUND CLASS I | SHS | 779556406 | — | 3,539 shares | $362,407 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 7,148 shares | $362,082 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTITUTIONAL SHARES | SHS | 00771X419 | — | 19,539 shares | $362,062 |
| PUTNAM ULTRA SHORT DURAT ION INCOME Y | SHS | 74676P698 | — | 35,728 shares | $361,563 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 | — | 39,184 shares | $361,277 |
| EQUINIX INC | COM | 29444U700 | — | 346 shares | $360,333 |
| ISHARES TR | US DIGI REAL ETF | 464287531 | — | 3,008 shares | $360,178 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | — | 5,960 shares | $359,346 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | — | 4,328 shares | $358,287 |
| HARRISON STREET REAL EST ATE I | SHS | 92532P207 | — | 15,208 shares | $357,851 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 18,000 shares | $354,239 |
| FVCBANKCORP INC | COM | 36120Q101 | — | 20,237 shares | $354,153 |
| TARGA RES CORP | COM | 87612G101 | — | 1,313 shares | $352,060 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 336920103 | — | 1,707 shares | $351,950 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 1,471 shares | $351,571 |
| DODGE & COX STOCK FUND | SHS | 256219106 | — | 20,742 shares | $351,365 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 5,488 shares | $351,274 |
| AZZAD WISE CAPITAL FUND | SHS | 055060305 | — | 32,577 shares | $350,850 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | — | 8,588 shares | $349,360 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 1,631 shares | $347,629 |
| BIOGEN INC | COM | 09062X103 | — | 1,607 shares | $347,208 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 14,305 shares | $346,611 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 6,816 shares | $346,445 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 3,669 shares | $345,327 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 8,524 shares | $345,307 |
| VANGUARD BALANCED INDEX FUND ADMIRAL SHARES | SHS | 921931200 | — | 6,354 shares | $345,263 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 | — | 16,392 shares | $343,741 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 8,317 shares | $343,649 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | — | 6,467 shares | $341,976 |
| SUPER GROUP (SGHC) LIMITED | SHS | G8588X103 | — | 25,207 shares | $341,549 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 909 shares | $340,982 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | — | 2,669 shares | $340,324 |
| AMERICA MOVIL SAB DE CV | SPON ADS RP CL B | 02390A101 | — | 13,064 shares | $339,529 |
| FRANKLIN TEMPLETON DIGITAL H | BITCOIN ETF SHS | 354921108 | — | 10,007 shares | $339,338 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | — | 3,366 shares | $338,654 |
| VANGUARD DIVIDEND GROWTH INCOME FUND | SHS | 921908604 | — | 10,683 shares | $336,422 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 | — | 2,946 shares | $336,404 |
| PLANET LABS PBC | COM CL A | 72703X106 | — | 10,118 shares | $335,227 |
| ISHARES TR | MICRO-CAP ETF | 464288869 | — | 1,675 shares | $334,985 |
| SPDR SERIES TRUST | ST STR DOW REIT | 78464A607 | — | 2,960 shares | $334,436 |
| NESTLE SA SPONSORED ADR REPSTG REG SHS | SHS | 641069406 | — | 3,231 shares | $331,791 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 6,796 shares | $330,058 |
| SYNOPSYS INC | COM | 871607107 | — | 739 shares | $329,864 |
| GABELLI DIVID & INCOME TR | COM | 36242H104 | — | 11,112 shares | $326,693 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | — | 7,453 shares | $325,678 |
| AVERY DENNISON CORP | COM | 053611109 | — | 2,006 shares | $325,674 |
| PROSHARES TR | ULTRA FNCLS NEW | 74347X633 | — | 3,801 shares | $325,272 |
| KRAFT HEINZ CO | COM | 500754106 | — | 13,741 shares | $324,565 |
| EBAY INC. | COM | 278642103 | — | 2,891 shares | $323,104 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 | — | 6,617 shares | $321,984 |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 313745101 | — | 2,593 shares | $320,060 |
| FERRETTI SPA AZ NOMINATIVA | SHS | T4R20P128 | — | 94,000 shares | $320,046 |
| MGE ENERGY INC | COM | 55277P104 | — | 3,915 shares | $319,230 |
| NASDAQ INC | COM | 631103108 | — | 4,044 shares | $318,751 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 | — | 5,936 shares | $316,626 |
| GS EMERGING MARKETS (EQUITY P) | SHS | 38150B855 | — | 7,854 shares | $314,392 |
| DIAMOND HILL SHORT DURATION TOTAL RETURN FUND CLASS I | SHS | 25264S544 | — | 31,728 shares | $314,111 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | — | 1,146 shares | $313,696 |
| ISHARES TR | GLOBAL MATER ETF | 464288695 | — | 2,942 shares | $311,368 |
| CDW CORP | COM | 12514G108 | — | 2,211 shares | $310,956 |
| SLR INVESTMENT CORP | COM | 83413U100 | — | 25,084 shares | $310,290 |
| APPIAN CORP | CL A | 03782L101 | — | 13,500 shares | $309,150 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 3,540 shares | $307,803 |
| FORUM MARKETS INC | COM SHS | 68236V401 | — | 56,653 shares | $307,626 |
| SAFEHOLD INC | COM | 78646V107 | — | 19,584 shares | $307,469 |
| VULCAN MATLS CO | COM | 929160109 | — | 1,038 shares | $306,121 |
| LORD ABBETT INTERMEDIATE | SHS | 543902647 | — | 29,530 shares | $305,634 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 1,733 shares | $304,566 |
| INCOME POOL | SHS | 808516405 | — | 18,064 shares | $304,563 |
| J P MORGAN EXCHANGE TRADED F | BETA CDA ETF NEW | 46641Q225 | — | 3,032 shares | $301,381 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 | — | 4,385 shares | $300,510 |
| VANGUARD TAX- MANAGED SMALL-CAP FUND ADMIRAL CLASS | SHS | 921943403 | — | 2,463 shares | $298,501 |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | — | 10,102 shares | $298,406 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 850 shares | $297,560 |
| VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES | SHS | 922908686 | — | 2,033 shares | $295,102 |
| MAGNA INTL INC | COM | 559222401 | — | 4,436 shares | $291,268 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 4,065 shares | $291,037 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 4,002 shares | $289,225 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | — | 7,574 shares | $288,264 |
| COOPER COS INC | COM | 216648501 | — | 4,016 shares | $287,988 |