Wealthspire Advisors, LLC Incresed Positions in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22.4K
+ 0.43%
$498.8 - $620.9 $11.2M - $13.9M
5.21M $3.23B
VEA
Vanguard Ftse Developed Market

ETFs
272K
+ 1.21%
$45.65 - $57.01 $12.4M - $15.5M
22.8M $1.3B
VV
Vanguard Large Cap ETF

ETFs
227K
+ 26.16%
$228.25 - $285.3 $51.9M - $64.9M
1.1M $313M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
183K
+ 1.78%
$55.54 - $69.09 $10.2M - $12.6M
10.4M $721M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.07M
+ 5.21%
$17.76 - $22.1 $18.9M - $23.5M
21.5M $476M
VO
Vanguard Mid Cap ETF

ETFs
98.8K
+ 8.83%
$228.54 - $279.83 $22.6M - $27.7M
1.22M $341M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
817K
+ 13.35%
$49.57 - $50.27 $40.5M - $41.1M
6.94M $349M
VXF
Vanguard Extended Market ETF

ETFs
45.8K
+ 2.89%
$150.43 - $192.71 $6.89M - $8.83M
1.63M $314M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.18K
+ 0.04%
$39.89 - $49.46 $127K - $157K
8.34M $412M
VB
Vanguard Small Cap ETF

ETFs
52.6K
+ 7.03%
$193.73 - $237.37 $10.2M - $12.5M
801K $190M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
229K
+ 396.6%
$62.73 - $78.42 $14.3M - $17.9M
286K $22.2M
MUB
Ishares National Muni Bond ETF

ETFs
179K
+ 17.34%
$102.31 - $105.8 $18.3M - $19M
1.21M $127M
NVDA
Nvidia Corp

Technology
40.9K
+ 20.87%
$94.31 - $157.99 $3.85M - $6.46M
237K $37.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.4K
+ 0.89%
$54.19 - $67.22 $998K - $1.24M
2.08M $140M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
315K
+ 23.04%
$48.13 - $49.85 $15.2M - $15.7M
1.68M $82.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
75.6K
+ 68.33%
$108.12 - $135.04 $8.18M - $10.2M
186K $25.2M
PM
Philip Morris International Inc.

Consumer Defensive
50.7K
+ 108.95%
$149.23 - $184.95 $7.56M - $9.37M
97.2K $17.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.9K
+ 1.15%
$72.96 - $90.39 $945K - $1.17M
1.14M $102M
DFAE
Dimensional ETF Tr

ETFs
13.2K
+ 0.51%
$22.87 - $28.95 $303K - $383K
2.61M $75.6M
GE
General Electric CO

Industrials
23K
+ 104.49%
$166.81 - $257.39 $3.84M - $5.93M
45.1K $11.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
34.1K
+ 46.16%
$152.93 - $181.74 $5.22M - $6.2M
108K $19.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.04K
+ 1.17%
$272.36 - $339.57 $556K - $693K
176K $59.7M
IBM
International Business Machines Corp

Technology
12.1K
+ 20.9%
$221.03 - $294.78 $2.68M - $3.57M
70.1K $20.7M
PLTR
Palantir Technologies Inc.

Technology
25.3K
+ 48.27%
$74.01 - $144.25 $1.87M - $3.65M
77.8K $10.6M
META
Meta Platforms, Inc.

Communication Services
2.63K
+ 10.85%
$484.66 - $738.09 $1.27M - $1.94M
26.8K $19.8M
DFAU
Dimensional ETF Tr

ETFs
61.1K
+ 7.73%
$34.04 - $42.36 $2.08M - $2.59M
852K $36.1M
AVGO
Broadcom Inc.

Technology
2.65K
+ 6.13%
$146.29 - $275.65 $387K - $729K
45.8K $12.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
17.3K
+ 0.91%
$24.38 - $30.18 $421K - $521K
1.91M $57.5M
AMZN
Amazon Com Inc

Consumer Cyclical
866
+ 0.49%
$167.32 - $223.3 $145K - $193K
178K $39M
ACN
Accenture PLC

Technology
20.2K
+ 25.16%
$279.23 - $323.21 $5.64M - $6.53M
100K $30M
JPM
Jpmorgan Chase & CO

Financial Services
2.05K
+ 2.65%
$210.28 - $289.91 $431K - $595K
79.4K $23M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
21.4K
+ 4.44%
$54.81 - $67.78 $1.17M - $1.45M
503K $34.1M
TSLA
Tesla, Inc.

Consumer Cyclical
5.17K
+ 14.72%
$221.86 - $362.89 $1.15M - $1.87M
40.3K $12.8M
VBR
Vanguard Small Cap Value ETF

ETFs
2.84K
+ 0.8%
$162.76 - $195.77 $463K - $556K
357K $69.6M
SUB
Ishares Short Term National Mu

ETFs
33.2K
+ 51.39%
$104.77 - $106.34 $3.48M - $3.53M
97.9K $10.4M
IEMG
Ishares Inc

ETFs
64.6K
+ 3.9%
N/A
1.72M $92.2M
GOOGL
Alphabet Inc.

Communication Services
9.35K
+ 11.11%
$144.7 - $178.6 $1.35M - $1.67M
93.4K $16.5M
WMT
Walmart Inc.

Consumer Defensive
16.9K
+ 9.92%
$81.79 - $99.98 $1.38M - $1.69M
187K $18.3M
NFLX
Netflix Inc

Communication Services
132
+ 1.95%
$855.86 - $1339.13 $113K - $177K
6.89K $9.23M
SPYG
Spdr Portfolio

ETFs
7.26K
+ 5.12%
$71.83 - $95.32 $522K - $692K
149K $14.2M
CAT
Caterpillar Inc

Industrials
6.05K
+ 116.27%
$273.94 - $388.21 $1.66M - $2.35M
11.2K $4.37M
SYK
Stryker Corp

Healthcare
6.33K
+ 112.55%
$337.37 - $395.63 $2.14M - $2.51M
12K $4.73M
UTG
Reaves Utility Income Fund

Financial Services
38.1K
+ 64.07%
$29.08 - $36.18 $1.11M - $1.38M
97.7K $3.53M
TFLO
Ishares Treasury Floating Rate

ETFs
31.4K
+ 2.48%
$50.47 - $50.66 $1.58M - $1.59M
1.3M $65.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.9K
+ 342.75%
$51.14 - $57.0 $1.27M - $1.42M
32.2K $1.83M
HYDB
Ishares Tr Edge High Yield Def

ETFs
19.6K
+ 1.57%
$44.64 - $47.48 $873K - $928K
1.26M $60M
IQDF
Flexshares International Quali

ETFs
23.7K
+ 7.0%
$22.1 - $27.31 $524K - $648K
363K $9.83M
COF
Capital One Financial Corp

Financial Services
5.3K
+ 76.47%
$150.57 - $212.76 $798K - $1.13M
12.2K $2.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30.5K
+ 61.14%
$45.07 - $52.57 $1.37M - $1.6M
80.4K $3.93M
Activity Summary
Buys All Purchases 433 New Holdings 96 Increased Positions 337 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email