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
$1.08T
$12.8 Million 0.07% of portfolio
40,256
Q2 2025 Added 14.72%
$0
$10.8 Million 0.06% of portfolio
92,380
Q2 2025 Added 2.75%
$0
$10.5 Million 0.06% of portfolio
125,691
Q2 2025 Reduced 1.64%
$0
$10.5 Million 0.06% of portfolio
117,314
Q2 2025 Reduced 1.11%
$0
$9.76 Million 0.06% of portfolio
348,034
Q2 2025 Added 5.58%
$0
$9.83 Million 0.06% of portfolio
362,871
Q2 2025 Added 7.0%
$0
$10.7 Million 0.06% of portfolio
266,003
Q2 2025 Reduced 28.45%
$6.81B
$9.76 Million 0.06% of portfolio
76,950
Q2 2025 Reduced 0.67%
$0
$9.81 Million 0.06% of portfolio
332,754
Q2 2025 Reduced 11.36%
$0
$10.4 Million 0.06% of portfolio
97,860
Q2 2025 Added 51.39%
$202B
$10.3 Million 0.06% of portfolio
78,028
Q2 2025 Added 8.53%
$0
$10.1 Million 0.06% of portfolio
406,646
Q2 2025 Added 9.33%
$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%
$0
$10.8 Million 0.06% of portfolio
147,905
Q2 2025 Reduced 0.03%
$551B
$9.32 Million 0.05% of portfolio
26,257
Q2 2025 Added 1.43%
$0
$9.65 Million 0.05% of portfolio
122,642
Q2 2025 Reduced 43.59%
$0
$9.33 Million 0.05% of portfolio
220,823
Q2 2025 Reduced 0.52%
$466M
$9.06 Million 0.05% of portfolio
293,243
Q2 2025 Reduced 35.32%
$0
$8.72 Million 0.05% of portfolio
206,188
Q2 2025 Reduced 2.31%
$108B
$8.74 Million 0.05% of portfolio
95,370
Q2 2025 Added 5.36%
$0
$9.11 Million 0.05% of portfolio
41,593
Q2 2025 Reduced 1.39%
$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%
$0
$8.62 Million 0.05% of portfolio
340,847
Q2 2025 Reduced 51.18%
$0
$9.14 Million 0.05% of portfolio
168,018
Q2 2025 Added 2.6%
$0
$8.68 Million 0.05% of portfolio
15,328
Q2 2025 Reduced 8.59%
$351B
$9.44 Million 0.05% of portfolio
50,854
Q2 2025 Reduced 5.37%
$0
$7.99 Million 0.05% of portfolio
65,851
Q2 2025 Reduced 5.71%
$548B
$8.47 Million 0.05% of portfolio
15,076
Q2 2025 Reduced 1.26%
$0
$9.53 Million 0.05% of portfolio
57,957
Q2 2025 Reduced 2.66%
$0
$8.27 Million 0.05% of portfolio
71,182
Q2 2025 Reduced 2.47%
$179B
$8.02 Million 0.05% of portfolio
87,936
Q2 2025 Reduced 0.86%
$0
$6.47 Million 0.04% of portfolio
281,657
Q2 2025 Reduced 21.96%
$0
$6.51 Million 0.04% of portfolio
16,418
Q2 2025 Reduced 16.9%
$0
$7.25 Million 0.04% of portfolio
53,407
Q2 2025 Reduced 7.09%
$0
$6.2 Million 0.04% of portfolio
211,114
Q2 2025 Reduced 1.24%
$0
$5.66 Million 0.03% of portfolio
193,696
Q2 2025 Added 3.23%
$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%
$0
$5.2 Million 0.03% of portfolio
39,140
Q2 2025 Reduced 73.51%
$89.4B
$4.63 Million 0.03% of portfolio
9,252
Q2 2025 Added 4.78%
$0
$6.12 Million 0.03% of portfolio
172,208
Q2 2025 Reduced 6.82%
$684B
$4.53 Million 0.03% of portfolio
20,701
Q2 2025 Reduced 1.55%
$0
$4.5 Million 0.03% of portfolio
105,007
Q2 2025 Added 1.07%
$0
$5 Million 0.03% of portfolio
37,832
Q2 2025 Added 6.65%
$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%

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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