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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.23 Billion 18.36% of portfolio
5,206,372
Q2 2025 Added 0.43%
$0
$1.31 Billion 7.46% of portfolio
2,311,300
Q2 2025 Reduced 1.71%
$0
$1.3 Billion 7.38% of portfolio
22,786,946
Q2 2025 Added 1.21%
$0
$919 Million 5.22% of portfolio
14,821,322
Q2 2025 Reduced 4.26%
$0
$768 Million 4.36% of portfolio
28,982,800
Q2 2025 Reduced 1.94%
$0
$721 Million 4.1% of portfolio
10,438,638
Q2 2025 Added 1.78%
$0
$599 Million 3.4% of portfolio
1,972,304
Q2 2025 Reduced 13.0%
$0
$476 Million 2.7% of portfolio
21,525,356
Q2 2025 Added 5.21%
$0
$412 Million 2.34% of portfolio
8,339,284
Q2 2025 Added 0.04%
$0
$404 Million 2.3% of portfolio
3,698,136
Q2 2025 Reduced 4.77%
$0
$393 Million 2.23% of portfolio
896,976
Q2 2025 Reduced 2.46%
$0
$349 Million 1.98% of portfolio
6,941,794
Q2 2025 Added 13.35%
$0
$341 Million 1.94% of portfolio
1,217,920
Q2 2025 Added 8.83%
$0
$314 Million 1.78% of portfolio
1,628,860
Q2 2025 Added 2.89%
$0
$313 Million 1.78% of portfolio
1,096,878
Q2 2025 Added 26.16%
$0
$282 Million 1.6% of portfolio
7,865,701
Q2 2025 Reduced 5.45%
$0
$201 Million 1.14% of portfolio
4,340,479
Q2 2025 Reduced 3.31%
$0
$190 Million 1.08% of portfolio
801,260
Q2 2025 Added 7.03%
$0
$143 Million 0.81% of portfolio
5,842,324
Q2 2025 Reduced 3.96%
$0
$140 Million 0.79% of portfolio
2,079,868
Q2 2025 Added 0.89%
$0
$127 Million 0.72% of portfolio
1,213,590
Q2 2025 Added 17.34%
$0
$103 Million 0.59% of portfolio
583,066
Q2 2025 Reduced 9.97%
$0
$102 Million 0.58% of portfolio
1,136,864
Q2 2025 Added 1.15%
$0
$101 Million 0.57% of portfolio
364,162
Q2 2025 Reduced 2.38%
$0
$99.4 Million 0.56% of portfolio
1,349,390
Q2 2025 Reduced 6.1%
$0
$92.7 Million 0.53% of portfolio
218,300
Q2 2025 Reduced 0.88%
$0
$92.2 Million 0.52% of portfolio
1,718,854
Q2 2025 Added 3.9%
$0
$82.6 Million 0.47% of portfolio
1,683,670
Q2 2025 Added 23.04%
$0
$78.8 Million 0.45% of portfolio
2,099,516
Q2 2025 Added 1.55%
$0
$75.5 Million 0.43% of portfolio
2,182,737
Q2 2025 Reduced 2.49%
$0
$75.6 Million 0.43% of portfolio
2,610,903
Q2 2025 Added 0.51%
$0
$70.9 Million 0.4% of portfolio
128,496
Q2 2025 Reduced 2.78%
$0
$69.6 Million 0.4% of portfolio
357,106
Q2 2025 Added 0.8%
$0
$67 Million 0.38% of portfolio
803,032
Q2 2025 Reduced 4.52%
$0
$65.3 Million 0.37% of portfolio
844,409
Q2 2025 Reduced 1.19%
$0
$65.7 Million 0.37% of portfolio
1,297,463
Q2 2025 Added 2.48%
$0
$60 Million 0.34% of portfolio
1,263,546
Q2 2025 Added 1.57%
$0
$59.7 Million 0.34% of portfolio
175,920
Q2 2025 Added 1.17%
$0
$57.6 Million 0.33% of portfolio
792,637
Q2 2025 Reduced 5.44%
$0
$57.5 Million 0.33% of portfolio
1,908,570
Q2 2025 Added 0.91%
$0
$49.5 Million 0.28% of portfolio
491,543
Q2 2025 Reduced 0.11%
$0
$47.5 Million 0.27% of portfolio
478,908
Q2 2025 Reduced 9.76%
$0
$44.1 Million 0.25% of portfolio
494,688
Q2 2025 Reduced 4.53%
$0
$42.9 Million 0.24% of portfolio
198,970
Q2 2025 Reduced 16.03%
$0
$36.1 Million 0.21% of portfolio
270,978
Q2 2025 Reduced 0.88%
$0
$37.8 Million 0.21% of portfolio
272,482
Q2 2025 Reduced 2.43%
$0
$36.1 Million 0.2% of portfolio
851,789
Q2 2025 Added 7.73%
$0
$35.4 Million 0.2% of portfolio
384,394
Q2 2025 Reduced 2.68%
$0
$36.1 Million 0.2% of portfolio
717,475
Q2 2025 Reduced 52.7%

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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