Wealthspire Advisors, LLC Reduced Holdings in Q2 2025

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
-1.53K
- 2.0%
$131.84 - $157.76 $202K - $241K
74.9K $11.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.21K
- 9.44%
$273.67 - $366.17 $331K - $443K
11.6K $4.25M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.99K
- 5.71%
$97.68 - $121.38 $389K - $484K
65.9K $7.99M
LRGF
Ishares Tr

ETFs
-178
- 0.34%
$51.37 - $64.13 $9.14K - $11.4K
52.1K $3.34M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.1K
- 1.64%
$71.28 - $83.74 $150K - $176K
126K $10.5M
MAR
Marriott International Inc

Consumer Cyclical
-545
- 4.02%
$211.12 - $274.14 $115K - $149K
13K $3.55M
ROK
Rockwell Automation, Inc

Industrials
-166
- 3.07%
$218.97 - $332.17 $36.3K - $55.1K
5.24K $1.74M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 0.52%
$35.77 - $42.27 $41.4K - $48.9K
221K $9.33M
CSCO
Cisco Systems, Inc.

Technology
-1.33K
- 2.1%
$53.19 - $69.38 $71K - $92.6K
62.3K $4.32M
MS
Morgan Stanley

Financial Services
-946
- 3.71%
$99.83 - $140.86 $94.4K - $133K
24.5K $3.46M
DFAX
Dimensional ETF Tr
-2.65K
- 1.24%
$23.37 - $29.39 $61.9K - $77.8K
211K $6.2M
SNOW
Snowflake Inc.

Technology
-409
- 4.25%
$130.53 - $223.77 $53.4K - $91.5K
9.2K $2.06M
QDF
Flexshares Quality Dividend In

ETFs
-44
- 0.03%
$59.99 - $73.18 $2.64K - $3.22K
148K $10.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.31K
- 1.11%
$73.02 - $90.22 $95.7K - $118K
117K $10.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.8K
- 2.47%
$91.62 - $116.16 $165K - $209K
71.2K $8.27M
VOT
Vanguard Mid Cap Growth Index

ETFs
-13.3K
- 11.49%
$216.28 - $284.39 $2.88M - $3.79M
103K $29.2M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5
- 0.01%
$60.61 - $87.72 $303 - $439
43.6K $3.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.41K
- 0.88%
$114.78 - $133.31 $277K - $322K
271K $36.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-8
- 0.01%
$108.06 - $135.3 $864 - $1.08K
69.9K $9.46M
SCHW
Schwab Charles Corp

Financial Services
-766
- 0.86%
$69.06 - $91.24 $52.9K - $69.9K
87.9K $8.02M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.2K
- 2.44%
$224.16 - $285.86 $269K - $343K
48K $13.7M
BYRN
Byrna Technologies Inc.

Industrials
-160K
- 35.32%
$14.96 - $33.14 $2.4M - $5.31M
293K $9.06M
CEG
Constellation Energy Corp

Utilities
-191
- 1.45%
$170.96 - $322.76 $32.7K - $61.6K
13K $4.2M
ORCL
Oracle Corp

Technology
-326
- 1.55%
$122.82 - $218.63 $40K - $71.3K
20.7K $4.53M
IWR
Ishares Russell Mid Cap ETF

ETFs
-10.6K
- 2.68%
$74.88 - $91.97 $794K - $975K
384K $35.4M
IGF
Ishares Global Infrastructure

ETFs
-614
- 0.14%
$50.55 - $59.83 $31K - $36.7K
439K $26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.23K
- 0.32%
$19.1 - $23.83 $61.6K - $76.9K
1M $23.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-45.6K
- 5.44%
$58.41 - $72.69 $2.66M - $3.31M
793K $57.6M
IWV
Ishares Russell 3000 ETF

ETFs
-6
- 0.01%
$281.67 - $351.0 $1.69K - $2.11K
95.5K $33.5M
IEFA
Ishares Tr

ETFs
-38K
- 4.52%
$67.83 - $84.09 $2.58M - $3.2M
803K $67M
GOOG
Alphabet Inc.

Communication Services
-1.7K
- 0.92%
$146.58 - $180.01 $249K - $306K
183K $32.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
-6.79K
- 2.43%
$104.34 - $138.68 $708K - $941K
272K $37.8M
DFAI
Dimensional ETF Tr

ETFs
-55.7K
- 2.49%
$28.02 - $34.71 $1.56M - $1.93M
2.18M $75.5M
IXUS
Ishares Tr

ETFs
-10.2K
- 1.19%
$62.37 - $77.63 $634K - $789K
844K $65.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-8.87K
- 2.38%
$219.76 - $276.94 $1.95M - $2.46M
364K $101M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-453K
- 5.45%
$29.12 - $35.84 $13.2M - $16.2M
7.87M $282M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-241K
- 3.96%
$19.6 - $24.44 $4.72M - $5.89M
5.84M $143M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.67K
- 2.78%
$416.06 - $551.64 $1.53M - $2.03M
128K $70.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.94K
- 0.88%
$320.42 - $424.58 $621K - $823K
218K $92.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-659K
- 4.26%
$51.16 - $62.02 $33.7M - $40.9M
14.8M $919M
VUG
Vanguard Growth ETF

ETFs
-22.6K
- 2.46%
$329.49 - $438.4 $7.44M - $9.9M
897K $393M
MSFT
Microsoft Corp

Technology
-3.51K
- 0.78%
$354.56 - $497.45 $1.25M - $1.75M
444K $221M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40.3K
- 1.71%
$456.74 - $568.03 $18.4M - $22.9M
2.31M $1.31B
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