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 Market Cap. of $10 Billions to $200 Billions
