Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

Wealthspire Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $18.8 Billion distributed in 3187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $3.52B, Vanguard Ftse Developed Market with a value of $1.5B, Vanguard Index Fds S&P 500 ETF with a value of $1.41B, Ishares Core S&P Mid Cap ETF with a value of $974M, and Vanguard Star Fd Vanguard Tota with a value of $810M.

Examining the 13F form we can see an increase of $1.23B in the current position value, from $17.6B to 18.8B.

Wealthspire Advisors, LLC is based out at New York, NY

Below you can find more details about Wealthspire Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $18.8 Billion
ETFs: $17.5 Billion
Technology: $388 Million
Financial Services: $339 Million
Communication Services: $116 Million
Consumer Cyclical: $112 Million
Consumer Defensive: $99.3 Million
Healthcare: $96.6 Million
Industrials: $95.1 Million
Other: $107 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.52 Billion 18.68% of portfolio
5,257,772
Q3 2025 Added 0.99%
$0
$1.5 Billion 7.98% of portfolio
25,074,822
Q3 2025 Added 10.04%
$0
$1.41 Billion 7.51% of portfolio
2,309,620
Q3 2025 Reduced 0.07%
$0
$974 Million 5.17% of portfolio
14,918,070
Q3 2025 Added 0.65%
$0
$810 Million 4.3% of portfolio
11,032,156
Q3 2025 Added 5.69%
$0
$772 Million 4.1% of portfolio
28,281,342
Q3 2025 Reduced 2.42%
$0
$659 Million 3.5% of portfolio
2,009,444
Q3 2025 Added 1.88%
$0
$503 Million 2.67% of portfolio
21,589,034
Q3 2025 Added 0.3%
$0
$484 Million 2.57% of portfolio
8,927,078
Q3 2025 Added 7.05%
$0
$443 Million 2.35% of portfolio
922,884
Q3 2025 Added 2.89%
$0
$441 Million 2.34% of portfolio
3,714,872
Q3 2025 Added 0.45%
$0
$384 Million 2.04% of portfolio
7,587,484
Q3 2025 Added 9.3%
$0
$355 Million 1.88% of portfolio
1,207,860
Q3 2025 Reduced 0.83%
$0
$345 Million 1.83% of portfolio
1,646,332
Q3 2025 Added 1.07%
$0
$320 Million 1.7% of portfolio
1,040,972
Q3 2025 Reduced 5.1%
$0
$296 Million 1.57% of portfolio
7,678,851
Q3 2025 Reduced 2.38%
$0
$205 Million 1.09% of portfolio
4,389,443
Q3 2025 Added 1.13%
$0
$202 Million 1.07% of portfolio
793,728
Q3 2025 Reduced 0.94%
$0
$157 Million 0.84% of portfolio
2,204,742
Q3 2025 Added 6.0%
$0
$151 Million 0.8% of portfolio
5,730,856
Q3 2025 Reduced 1.91%
$4.3T
$113 Million 0.6% of portfolio
442,634
Q3 2025 Reduced 1.3%
$3.78T
$112 Million 0.59% of portfolio
215,492
Q3 2025 Reduced 51.51%
$0
$108 Million 0.57% of portfolio
580,510
Q3 2025 Reduced 0.44%
$0
$106 Million 0.56% of portfolio
357,202
Q3 2025 Reduced 1.91%
$0
$104 Million 0.55% of portfolio
1,111,466
Q3 2025 Reduced 2.23%
$0
$104 Million 0.55% of portfolio
972,604
Q3 2025 Reduced 19.86%
$0
$101 Million 0.53% of portfolio
1,351,676
Q3 2025 Added 0.17%
$0
$97.4 Million 0.52% of portfolio
207,896
Q3 2025 Reduced 4.77%
$0
$91.5 Million 0.49% of portfolio
1,704,967
Q3 2025 Reduced 0.81%
$0
$84.7 Million 0.45% of portfolio
141,025
Q3 2025 Added 9.75%
$72.4B
$82.3 Million 0.44% of portfolio
230,857
Q3 2025 Reduced 0.99%
$0
$82.9 Million 0.44% of portfolio
2,627,858
Q3 2025 Added 0.65%
$0
$80.9 Million 0.43% of portfolio
2,113,202
Q3 2025 Added 0.65%
$0
$78.7 Million 0.42% of portfolio
2,165,300
Q3 2025 Reduced 0.8%
$0
$75 Million 0.4% of portfolio
359,466
Q3 2025 Added 0.66%
$0
$73.7 Million 0.39% of portfolio
1,457,611
Q3 2025 Added 12.34%
$0
$71.6 Million 0.38% of portfolio
820,116
Q3 2025 Added 2.13%
$0
$72 Million 0.38% of portfolio
1,438,742
Q3 2025 Reduced 14.55%
$0
$67.7 Million 0.36% of portfolio
820,387
Q3 2025 Reduced 2.84%
$0
$63.7 Million 0.34% of portfolio
174,426
Q3 2025 Reduced 0.85%
$0
$63.2 Million 0.34% of portfolio
1,895,236
Q3 2025 Reduced 0.7%
$0
$62.2 Million 0.33% of portfolio
1,299,739
Q3 2025 Added 2.86%
$0
$62.2 Million 0.33% of portfolio
794,573
Q3 2025 Added 0.24%
$100B
$60.9 Million 0.32% of portfolio
225,273
Q3 2025 Reduced 0.08%
$0
$50.1 Million 0.27% of portfolio
485,744
Q3 2025 Reduced 1.18%
$0
$50.6 Million 0.27% of portfolio
367,560
Q3 2025 Added 100.37%
$0
$47.9 Million 0.25% of portfolio
197,930
Q3 2025 Reduced 0.52%
$1.74T
$44.4 Million 0.24% of portfolio
182,307
Q3 2025 Reduced 0.35%
$465B
$43.2 Million 0.23% of portfolio
231,518
Q3 2025 Reduced 2.18%

Summary

  • Portfolio
  • No. of Stocks 3,187
  • Current Value $18.8 Billion
  • Prior Value $17.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2,233 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 506 stocks
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