Wealthspire Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $18.8 Billion distributed in 3187 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 $3.52B, Vanguard Ftse Developed Market with a value of $1.5B, Vanguard Index Fds S&P 500 ETF with a value of $1.41B, Ishares Core S&P Mid Cap ETF with a value of $974M, and Vanguard Star Fd Vanguard Tota with a value of $810M.
Examining the 13F form we can see an increase of $1.23B in the current position value, from $17.6B to 18.8B.
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
$18.8 Billion
ETFs: $17.5 Billion
Technology: $388 Million
Financial Services: $339 Million
Communication Services: $116 Million
Consumer Cyclical: $112 Million
Consumer Defensive: $99.3 Million
Healthcare: $96.6 Million
Industrials: $95.1 Million
Other: $107 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
