Institutional Fund
Wealthspire Advisors, LLC
New York, NYCIK 16462475 filings on record
Portfolio Value
$12.73B
Q1 2026
Holdings
932
Reported positions
New Buys
93
Opened this quarter
QoQ Change
+1.3%
from $12.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.7%
- Vanguard Tax-Managed Fds7.3%
- Vanguard Index Fds5.3%
- Ishares Tr4.1%
- Vanguard Star Fds3.8%
- Schwab Strategic Tr3.2%
- Other62.5%
Portfolio Holdings
932 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 2.67M | $1.74B | 13.7% | +6.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 14.56M | $933.18M | 7.3% | +980.8K | Added |
| 3 | Vanguard Index Fds | 1.13M | $675.31M | 5.3% | −26.8K | Reduced |
| 4 | Ishares Tr | 7.71M | $520.62M | 4.1% | +66.5K | Added |
| 5 | Vanguard Star Fds | 6.33M | $488.49M | 3.8% | +451.7K | Added |
| 6 | Schwab Strategic Tr | 13.31M | $408.40M | 3.2% | −224.3K | Reduced |
| 7 | Aon PLC | 984.1K | $317.64M | 2.5% | +710.5K | Added |
| 8 | Vanguard Index Fds | 963.0K | $308.94M | 2.4% | −24.6K | Reduced |
| 9 | Schwab Strategic Tr | 12.21M | $302.17M | 2.4% | +1.31M | Added |
| 10 | Vanguard Index Fds | 677.3K | $295.86M | 2.3% | +77.4K | Added |
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