Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025

Wealthspire Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $17.6 Billion distributed in 971 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 $3.23B, Vanguard Index Fds S&P 500 ETF with a value of $1.31B, Vanguard Ftse Developed Market with a value of $1.3B, Ishares Core S&P Mid Cap ETF with a value of $919M, and Schwab Strategic Tr Us Dividen with a value of $768M.

Examining the 13F form we can see an increase of $1.02B in the current position value, from $16.6B to 17.6B.

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 $17.6 Billion
ETFs: $16.1 Billion
Technology: $485 Million
Financial Services: $322 Million
Consumer Cyclical: $127 Million
Consumer Defensive: $125 Million
Healthcare: $114 Million
Communication Services: $99.2 Million
Industrials: $98.9 Million
Other: $104 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$221 Million 1.26% of portfolio
444,374
Q2 2025 Reduced 0.78%
$3.69T
$92 Million 0.52% of portfolio
448,471
Q2 2025 Reduced 25.44%
$75.3B
$83.2 Million 0.47% of portfolio
233,162
Q2 2025 Reduced 19.08%
$99.2B
$62.1 Million 0.35% of portfolio
225,448
Q2 2025 Added 47.16%
$2.26T
$39 Million 0.22% of portfolio
177,948
Q2 2025 Added 0.49%
$456B
$37.4 Million 0.21% of portfolio
236,689
Q2 2025 Added 20.87%
$1.24T
$32.5 Million 0.18% of portfolio
182,947
Q2 2025 Reduced 0.92%
$621B
$31 Million 0.18% of portfolio
63,760
Q2 2025 Reduced 3.0%
$150B
$30 Million 0.17% of portfolio
100,473
Q2 2025 Added 25.16%
$452B
$26 Million 0.15% of portfolio
170,094
Q2 2025 Reduced 6.21%
$368B
$22.7 Million 0.13% of portfolio
142,490
Q2 2025 Added 0.01%
$859B
$23 Million 0.13% of portfolio
79,379
Q2 2025 Added 2.65%
$306B
$20.8 Million 0.12% of portfolio
293,348
Q2 2025 Added 0.16%
$210B
$20.7 Million 0.12% of portfolio
70,066
Q2 2025 Added 20.9%
$1.78T
$19.8 Million 0.11% of portfolio
26,841
Q2 2025 Added 10.85%
$261B
$17.7 Million 0.1% of portfolio
97,180
Q2 2025 Added 108.95%
$405B
$18.2 Million 0.1% of portfolio
49,688
Q2 2025 Added 4.83%
$281B
$18.3 Million 0.1% of portfolio
186,880
Q2 2025 Added 9.92%
$1.21T
$16.5 Million 0.09% of portfolio
93,448
Q2 2025 Added 11.11%
$439B
$15.6 Million 0.09% of portfolio
15,799
Q2 2025 Added 2.01%
$442B
$15 Million 0.09% of portfolio
139,153
Q2 2025 Reduced 2.72%
$306B
$11.6 Million 0.07% of portfolio
45,072
Q2 2025 Added 104.49%
$127B
$12.6 Million 0.07% of portfolio
45,807
Q2 2025 Added 6.13%
$608B
$13 Million 0.07% of portfolio
16,634
Q2 2025 Reduced 0.38%
$1.08T
$12.8 Million 0.07% of portfolio
40,256
Q2 2025 Added 14.72%
$6.81B
$9.76 Million 0.06% of portfolio
76,950
Q2 2025 Reduced 0.67%
$202B
$10.3 Million 0.06% of portfolio
78,028
Q2 2025 Added 8.53%
$222B
$9.85 Million 0.06% of portfolio
33,702
Q2 2025 Added 1.67%
$367B
$10.6 Million 0.06% of portfolio
77,813
Q2 2025 Added 48.27%
$551B
$9.32 Million 0.05% of portfolio
26,257
Q2 2025 Added 1.43%
$466M
$9.06 Million 0.05% of portfolio
293,243
Q2 2025 Reduced 35.32%
$108B
$8.74 Million 0.05% of portfolio
95,370
Q2 2025 Added 5.36%
$423B
$8.75 Million 0.05% of portfolio
12
Q2 2025 Reduced 7.69%
$545B
$9.23 Million 0.05% of portfolio
6,893
Q2 2025 Added 1.95%
$351B
$9.44 Million 0.05% of portfolio
50,854
Q2 2025 Reduced 5.37%
$548B
$8.47 Million 0.05% of portfolio
15,076
Q2 2025 Reduced 1.26%
$179B
$8.02 Million 0.05% of portfolio
87,936
Q2 2025 Reduced 0.86%
$0
$5.85 Million 0.03% of portfolio
605,142
Q2 2025 Added 16.52%
$138B
$5.73 Million 0.03% of portfolio
236,284
Q2 2025 Added 2.88%
$89.4B
$4.63 Million 0.03% of portfolio
9,252
Q2 2025 Added 4.78%
$684B
$4.53 Million 0.03% of portfolio
20,701
Q2 2025 Reduced 1.55%
$135B
$5.23 Million 0.03% of portfolio
22,724
Q2 2025 Reduced 19.96%
$381B
$4.93 Million 0.03% of portfolio
104,258
Q2 2025 Reduced 20.54%
$314B
$4.91 Million 0.03% of portfolio
20,596
Q2 2025 Reduced 3.7%
$142B
$4.73 Million 0.03% of portfolio
11,958
Q2 2025 Added 112.55%
$229B
$5.1 Million 0.03% of portfolio
37,498
Q2 2025 Added 0.2%
$302B
$5.97 Million 0.03% of portfolio
74,492
Q2 2025 Reduced 48.12%
$182B
$5.84 Million 0.03% of portfolio
134,957
Q2 2025 Added 1.36%
$146B
$3.43 Million 0.02% of portfolio
14,730
Q2 2025 Reduced 6.58%

Summary

  • Portfolio
  • No. of Stocks 971
  • Current Value $17.6 Billion
  • Prior Value $16.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 96 stocks
  • Additional Purchases 337 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 344 stocks
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