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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) |
|---|---|---|---|---|---|
| BLUEROCK PVT REAL ESTATE FD | COM | 09631P102 | — | 38,629 shares | $502,564 |
| F N B CORP | COM | 302520101 | — | 26,294 shares | $501,690 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 6,726 shares | $501,297 |
| LVMH MOET HENNESSY LOUIS VUITTON ADR | SHS | 502441306 | — | 4,522 shares | $500,133 |
| UBS BANK USA, NTN 4.1pcnt29 CD FDIC INS DUE 02/07/29 | SHS | 90355GKU9 | — | 500,000 shares | $499,813 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 18,996 shares | $492,947 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 16,228 shares | $489,599 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 1,173 shares | $487,107 |
| WISDOMTREE TR | US MIDCAP FUND | 97717W570 | — | 6,423 shares | $486,759 |
| DIGI PWR X INC | COM SUB VTG | 25380B102 | — | 89,233 shares | $486,321 |
| BLACKROCK GLOBAL EQT (MARKET NEUTRAL K) | SHS | 09258N703 | — | 30,074 shares | $486,289 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 | — | 5,987 shares | $483,909 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 1,815 shares | $480,467 |
| NEUBERGER BERMAN LARGE CAP VALUE FD INSTITUTIONAL CLASS | SHS | 641224787 | — | 7,897 shares | $479,725 |
| CODERE ONLINE LUXEMBOURG S A | ORDINARY SHARES | L18268109 | — | 50,000 shares | $478,500 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 1,752 shares | $476,456 |
| VANGUARD DIV APPREC (INDEX FD ADMIRAL SHS) | SHS | 921908828 | — | 7,414 shares | $476,252 |
| ROSS STORES INC | COM | 778296103 | — | 2,236 shares | $475,865 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 4,647 shares | $475,156 |
| FORTINET INC | COM | 34959E109 | — | 3,082 shares | $473,448 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 5,881 shares | $472,675 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES | SHS | 921937603 | — | 48,919 shares | $472,064 |
| ISHARES TR | US INDUSTRIALS | 464287754 | — | 2,806 shares | $467,623 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 3,784 shares | $465,801 |
| OSHKOSH CORP | COM | 688239201 | — | 3,026 shares | $464,486 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 | — | 8,201 shares | $464,084 |
| ISHARES TR | CORE MSCI EURO | 46434V738 | — | 6,166 shares | $463,513 |
| SPROTT FDS TR | URANI MINER ETF | 85208P303 | — | 8,799 shares | $462,740 |
| LOUISIANA PAC CORP | COM | 546347105 | — | 5,875 shares | $462,148 |
| VERALTO CORP | COM SHS | 92338C103 | — | 5,208 shares | $461,825 |
| THE OSTERWEIS STRATEGIC INCOME FUND | SHS | 742935489 | — | 41,253 shares | $460,794 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 9,800 shares | $460,034 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 3,035 shares | $458,285 |
| AMETEK INC | COM | 031100100 | — | 1,893 shares | $457,885 |
| DTE ENERGY CO | COM | 233331107 | — | 2,991 shares | $455,739 |
| ACNB CORP | COM | 000868109 | — | 7,617 shares | $452,298 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | — | 6,980 shares | $450,235 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 2,760 shares | $449,881 |
| SCHWAB VALUE ADVANTAGE MONEY FUND | SHS | 808515605 | — | 448,575 shares | $448,575 |
| REMITLY GLOBAL INC | COM | 75960P104 | — | 20,000 shares | $448,200 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 3,813 shares | $447,837 |
| MUELLER INDUSTRIES INC | SHS | 624756102 | — | 3,634 shares | $446,761 |
| T. ROWE PRICE BLUE CHIP GROWTH FUND CLASS I | SHS | 77954Q403 | — | 2,093 shares | $446,271 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 3,052 shares | $446,172 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 1,819 shares | $446,165 |
| ONE GAS INC | COM | 68235P108 | — | 5,750 shares | $443,153 |
| IONQ INC | COM | 46222L108 | — | 8,272 shares | $440,585 |
| DOW HLDGS INC | COM | 260557103 | — | 16,087 shares | $440,132 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 3,477 shares | $439,344 |
| CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I | SHS | 62827P816 | — | 9,345 shares | $439,223 |
| HANOVER BANCORP INC | SHS | 410709109 | — | 18,791 shares | $438,217 |
| GALAXY DIGITAL INC. | CL A | 36317J209 | — | 16,020 shares | $437,987 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | — | 4,162 shares | $436,756 |
| SEMPRA | COM | 816851109 | — | 4,701 shares | $435,801 |
| ISHARES INC | MSCI ISRAEL ETF | 464286632 | — | 3,610 shares | $435,764 |
| ALLSPRING EMERGING MARKE TS EQUITY INST | SHS | 94975P751 | — | 10,269 shares | $434,878 |
| AGREE RLTY CORP | COM | 008492100 | — | 5,719 shares | $433,167 |
| HARTFORD CORE EQUITY FUND CLASS I | SHS | 41664R192 | — | 7,394 shares | $430,479 |
| VALKYRIE ETF TRUST II | COINSHARES BITCN | 91917A207 | — | 6,816 shares | $429,886 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 | — | 5,701 shares | $429,343 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 4,843 shares | $429,124 |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | 92204H400 | — | 4,119 shares | $428,376 |
| ISHARES TR | DOW JONES US ETF | 464287846 | — | 2,344 shares | $427,243 |
| EXPENSIFY INC | COM CL A | 30219Q106 | — | 238,530 shares | $426,969 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | — | 3,683 shares | $426,089 |
| KRANESHARES TRUST | PUBLIC-PRIVATE A | 500767363 | — | 9,074 shares | $425,480 |
| FIDELITY SELECT TECHNOLO GY | SHS | 316390202 | — | 7,634 shares | $424,685 |
| BLACKROCK ADVANTAGE SMALL CAP CORE FUND INSTITUTIONAL CLASS | SHS | 091936450 | — | 17,134 shares | $423,378 |
| KROGER CO | COM | 501044101 | — | 7,618 shares | $423,046 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | — | 38,867 shares | $421,314 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 304 shares | $420,416 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 | — | 7,879 shares | $420,173 |
| IDACORP INC | COM | 451107106 | — | 2,750 shares | $416,128 |
| ENBRIDGE INC | COM | 29250N105 | — | 7,669 shares | $415,737 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 381430206 | — | 7,994 shares | $415,688 |
| ELECTROCORE INC | COM NEW | 28531P202 | — | 47,498 shares | $410,383 |
| IRON MTN INC DEL | COM | 46284V101 | — | 3,233 shares | $408,358 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 2,578 shares | $408,001 |
| VODAFONE GROUP PLC | SPONSORED ADR | 92857W308 | — | 30,429 shares | $406,305 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 2,645 shares | $402,106 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 3,708 shares | $400,244 |
| CONNECTONE BANCORP INC | SHS | 20786W107 | — | 11,949 shares | $399,575 |
| INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 46137V134 | — | 10,213 shares | $398,426 |
| NEWMONT CORP | COM | 651639106 | — | 4,259 shares | $397,838 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 | — | 31,073 shares | $397,729 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 | — | 2,161 shares | $397,469 |
| NORTHERN STOCK INDEX | SHS | 665162772 | — | 5,291 shares | $394,948 |
| UBS GROUP AG | SHS | H42097107 | — | 7,919 shares | $392,452 |
| JP MORGAN U.S. EQUITY FUND INST CLASS | SHS | 4812A1142 | — | 13,929 shares | $391,537 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 3,129 shares | $390,379 |
| WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | — | 4,659 shares | $390,361 |
| VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES | SHS | 922908645 | — | 977 shares | $389,891 |
| POWELL INDS INC | COM | 739128106 | — | 1,360 shares | $389,450 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 2,372 shares | $387,447 |
| CROWN CASTLE INC | COM | 22822V101 | — | 5,113 shares | $387,194 |
| AB GROWTH ADVISOR (CLASS) | SHS | 01877F757 | — | 2,831 shares | $385,536 |
| BERKLEY W R CORP | COM | 084423102 | — | 5,461 shares | $385,164 |
| EVERCORE INC | CLASS A | 29977A105 | — | 1,128 shares | $385,145 |
| VANGUARD INSTITUTIONAL INDEX FUND #94 | SHS | 922040100 | — | 642 shares | $385,087 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 3,454 shares | $384,470 |