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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$37.4 Million 0.21% of portfolio
236,689
Q2 2025 Added 20.87%
$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%
$0
$34.1 Million 0.19% of portfolio
503,388
Q2 2025 Added 4.44%
$0
$32.8 Million 0.19% of portfolio
412,619
Q2 2025 Reduced 43.61%
$0
$33.5 Million 0.19% of portfolio
95,528
Q2 2025 Reduced 0.01%
$1.24T
$32.5 Million 0.18% of portfolio
182,947
Q2 2025 Reduced 0.92%
$0
$31.5 Million 0.18% of portfolio
285,670
Q2 2025 Reduced 44.34%
$0
$32.3 Million 0.18% of portfolio
261,290
Q2 2025 Reduced 1.42%
$621B
$31 Million 0.18% of portfolio
63,760
Q2 2025 Reduced 3.0%
$0
$29.4 Million 0.17% of portfolio
618,907
Q2 2025 Added 0.22%
$0
$29.2 Million 0.17% of portfolio
102,622
Q2 2025 Reduced 11.49%
$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%
$0
$26 Million 0.15% of portfolio
439,424
Q2 2025 Reduced 0.14%
$0
$25.2 Million 0.14% of portfolio
186,316
Q2 2025 Added 68.33%
$0
$23.8 Million 0.14% of portfolio
1,000,692
Q2 2025 Reduced 0.32%
$368B
$22.7 Million 0.13% of portfolio
142,490
Q2 2025 Added 0.01%
$0
$23.6 Million 0.13% of portfolio
183,440
Q2 2025 Reduced 55.96%
$0
$22.2 Million 0.13% of portfolio
286,190
Q2 2025 Added 396.6%
$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%
$0
$19.6 Million 0.11% of portfolio
108,054
Q2 2025 Added 46.16%
$261B
$17.7 Million 0.1% of portfolio
97,180
Q2 2025 Added 108.95%
$302B
$17.2 Million 0.1% of portfolio
120,310
Q2 2025 Reduced 5.28%
$0
$17.4 Million 0.1% of portfolio
132,914
Q2 2025 Reduced 13.28%
$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%
$0
$16 Million 0.09% of portfolio
87,780
Q2 2025 Reduced 42.4%
$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%
$106B
$16 Million 0.09% of portfolio
52,517
Q2 2025 Added 1.16%
$0
$13.7 Million 0.08% of portfolio
48,040
Q2 2025 Reduced 2.44%
$0
$13.9 Million 0.08% of portfolio
76,078
Q2 2025 Reduced 1.2%
$0
$14.2 Million 0.08% of portfolio
149,058
Q2 2025 Added 5.12%
$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%
$0
$12.1 Million 0.07% of portfolio
479,307
Q2 2025 Added 1.93%
$0
$12 Million 0.07% of portfolio
449,628
Q2 2025 Reduced 52.47%
$608B
$13 Million 0.07% of portfolio
16,634
Q2 2025 Reduced 0.38%
$0
$12.3 Million 0.07% of portfolio
62,742
Q2 2025 Reduced 15.61%
$0
$11.8 Million 0.07% of portfolio
74,917
Q2 2025 Reduced 2.0%
$0
$12.2 Million 0.07% of portfolio
181,452
Q2 2025 Added 0.81%

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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