Wealthspire Advisors, LLC Incresed Positions in Q3 2025

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
51.4K
+ 0.99%
$620.67 - $670.08 $31.9M - $34.4M
5.26M $3.52B
VEA
Vanguard Ftse Developed Market

ETFs
2.29M
+ 10.04%
$56.02 - $60.3 $128M - $138M
25.1M $1.5B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
594K
+ 5.69%
$68.24 - $73.73 $40.5M - $43.8M
11M $810M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
588K
+ 7.05%
$49.43 - $54.52 $29.1M - $32M
8.93M $484M
VTI
Vanguard Total Stock Market Et

ETFs
37.1K
+ 1.88%
$303.93 - $329.86 $11.3M - $12.3M
2.01M $659M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
96.7K
+ 0.65%
$62.09 - $66.51 $6.01M - $6.43M
14.9M $974M
VUG
Vanguard Growth ETF

ETFs
25.9K
+ 2.89%
$433.97 - $484.08 $11.2M - $12.5M
923K $443M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.7K
+ 0.45%
$108.46 - $120.63 $1.82M - $2.02M
3.71M $441M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
646K
+ 9.3%
$49.78 - $50.75 $32.1M - $32.8M
7.59M $384M
VXF
Vanguard Extended Market ETF

ETFs
17.5K
+ 1.07%
$193.58 - $213.07 $3.38M - $3.72M
1.65M $345M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
63.7K
+ 0.3%
$21.69 - $23.34 $1.38M - $1.49M
21.6M $503M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.76K
+ 1.79%
$617.65 - $666.84 $4.79M - $5.17M
441K $294M
VEU
Vanguard Ftse All World Ex Us

ETFs
125K
+ 6.0%
$66.38 - $71.68 $8.29M - $8.95M
2.2M $157M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.5K
+ 9.75%
$546.99 - $602.2 $6.85M - $7.54M
141K $84.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
456K
+ 101.45%
$26.44 - $27.1 $12.1M - $12.4M
906K $24.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
341K
+ 100.06%
$25.29 - $28.33 $8.62M - $9.66M
682K $19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
117K
+ 95.56%
$78.11 - $79.07 $9.15M - $9.27M
240K $18.9M
TFLO
Ishares Treasury Floating Rate

ETFs
160K
+ 12.34%
$50.45 - $50.65 $8.08M - $8.11M
1.46M $73.7M
DFAE
Dimensional ETF Tr

ETFs
17K
+ 0.65%
$28.84 - $31.84 $489K - $540K
2.63M $82.9M
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 1.47%
$174.36 - $254.72 $239K - $349K
94.8K $23.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
27.2K
+ 25.18%
$181.56 - $190.33 $4.94M - $5.18M
135K $25.7M
TSLA
Tesla, Inc.

Consumer Cyclical
1.28K
+ 3.17%
$293.94 - $444.72 $375K - $568K
41.5K $18.5M
VBR
Vanguard Small Cap Value ETF

ETFs
2.36K
+ 0.66%
$195.41 - $212.37 $461K - $501K
359K $75M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.94K
+ 0.24%
$72.65 - $78.68 $141K - $152K
795K $62.2M
IEFA
Ishares Tr

ETFs
17.1K
+ 2.13%
$81.7 - $87.53 $1.4M - $1.5M
820K $71.6M
IYW
Ishares Dj Us Tech ETF

ETFs
20.7K
+ 129.15%
$171.38 - $197.01 $3.54M - $4.07M
36.7K $7.18M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
49K
+ 1.13%
$45.6 - $46.92 $2.23M - $2.3M
4.39M $205M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.64K
+ 95.0%
$404.94 - $499.99 $3.09M - $3.82M
15.7K $7.61M
GLD
Spdr Gold Trust

ETFs
3.63K
+ 6.92%
$300.96 - $355.47 $1.09M - $1.29M
56.2K $20M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.1K
+ 8.15%
$192.76 - $203.86 $2.34M - $2.47M
161K $32.8M
PVAL
Putnam ETF Tr Putnam Focused L
62.7K
+ 23.55%
$39.93 - $42.72 $2.5M - $2.68M
329K $14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.44K
+ 3.12%
$132.9 - $142.03 $1.12M - $1.2M
279K $39.4M
IWV
Ishares Russell 3000 ETF

ETFs
1.21K
+ 1.27%
$351.04 - $379.81 $426K - $461K
96.7K $36.7M
FNDX
Schwab Fundamental U S Large C

ETFs
108K
+ 112.88%
$24.38 - $26.34 $2.63M - $2.84M
203K $5.35M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
24.6K
+ 8.61%
$75.26 - $80.19 $1.85M - $1.97M
311K $24.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.82K
+ 1.51%
$92.26 - $97.51 $537K - $568K
390K $37.7M
HYDB
Ishares Tr Edge High Yield Def

ETFs
36.2K
+ 2.86%
$47.03 - $47.97 $1.7M - $1.74M
1.3M $62.2M
DIS
Walt Disney CO

Communication Services
20.7K
+ 106.98%
$112.25 - $124.0 $2.32M - $2.56M
40K $4.58M
EMLP
First Tr Exchange Traded Iv

ETFs
13.7K
+ 0.65%
$36.99 - $38.38 $506K - $525K
2.11M $80.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.22K
+ 1.62%
$122.57 - $132.57 $517K - $560K
266K $34.4M
GE
General Electric CO

Industrials
468
+ 1.04%
$244.75 - $305.63 $115K - $143K
45.5K $13.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
16.3K
+ 105.04%
$98.99 - $112.2 $1.61M - $1.82M
31.7K $3.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.58K
+ 0.16%
$23.82 - $25.84 $37.6K - $40.8K
1M $25.8M
SHOP
Shopify Inc.

Technology
10.2K
+ 134.55%
$112.11 - $157.12 $1.14M - $1.6M
17.8K $2.64M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
296
+ 0.62%
$284.45 - $324.95 $84.2K - $96.2K
48.3K $15.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
11.2K
+ 105.58%
$131.47 - $143.64 $1.48M - $1.62M
21.9K $3.1M
EMR
Emerson Electric CO

Industrials
12.8K
+ 88.45%
$128.6 - $149.63 $1.65M - $1.92M
27.4K $3.59M
ORCL
Oracle Corp

Technology
1.23K
+ 5.92%
$218.96 - $328.33 $268K - $403K
21.9K $6.17M
IWN
Ishares Russell2000 Val ETF

ETFs
716
+ 0.96%
$157.1 - $178.94 $112K - $128K
75.6K $13.4M
Activity Summary
Buys All Purchases 2467 New Holdings 2233 Increased Positions 234 Sells All Sells 506 Reductions 506 Sold out 0 Options Calls 0 Puts 0
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