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
$0
$4.78 Million 0.03% of portfolio
122,150
Q2 2025 Reduced 73.87%
$0
$5.28 Million 0.03% of portfolio
109,466
Q2 2025 Added 12.0%
$142B
$4.73 Million 0.03% of portfolio
11,958
Q2 2025 Added 112.55%
$0
$6.08 Million 0.03% of portfolio
136,004
Q2 2025 Reduced 19.44%
$229B
$5.1 Million 0.03% of portfolio
37,498
Q2 2025 Added 0.2%
$53.5B
$4.54 Million 0.03% of portfolio
72,856
Q2 2025 Reduced 13.81%
$302B
$5.97 Million 0.03% of portfolio
74,492
Q2 2025 Reduced 48.12%
$0
$4.76 Million 0.03% of portfolio
192,801
Q2 2025 Reduced 3.79%
$0
$4.48 Million 0.03% of portfolio
48,792
Q2 2025 Added 8.71%
$182B
$5.84 Million 0.03% of portfolio
134,957
Q2 2025 Added 1.36%
$0
$5.7 Million 0.03% of portfolio
123,135
Q2 2025 Reduced 13.2%
$0
$5.73 Million 0.03% of portfolio
216,111
Q2 2025 Reduced 11.54%
$146B
$3.43 Million 0.02% of portfolio
14,730
Q2 2025 Reduced 6.58%
$95.8B
$2.68 Million 0.02% of portfolio
22,729
Q2 2025 Reduced 0.14%
$0
$3.87 Million 0.02% of portfolio
95,248
Q2 2025 Reduced 2.35%
$79.5B
$3.01 Million 0.02% of portfolio
24,002
Q2 2025 Reduced 0.17%
$52.5B
$3.09 Million 0.02% of portfolio
15,087
Q2 2025 Added 10.29%
$0
$3.73 Million 0.02% of portfolio
58,814
Q2 2025 Added 4.21%
$80B
$2.83 Million 0.02% of portfolio
11,442
Q2 2025 Reduced 1.06%
$145B
$3.26 Million 0.02% of portfolio
9,119
Q2 2025 Added 23.93%
$152B
$3.66 Million 0.02% of portfolio
16,496
Q2 2025 Added 2.59%
$113B
$3.62 Million 0.02% of portfolio
7,808
Q2 2025 Added 3.25%
$0
$3.05 Million 0.02% of portfolio
30,428
Q2 2025 Added 4.83%
$0
$2.77 Million 0.02% of portfolio
16,000
Q2 2025 Reduced 56.98%
$0
$3.11 Million 0.02% of portfolio
135,573
Q2 2025 Reduced 0.93%
$0
$3.34 Million 0.02% of portfolio
52,092
Q2 2025 Reduced 0.34%
$0
$3.95 Million 0.02% of portfolio
169,088
Q2 2025 Added 1.72%
$15.7B
$2.92 Million 0.02% of portfolio
96,670
Q2 2025 Reduced 0.06%
$0
$3.83 Million 0.02% of portfolio
76,258
Q2 2025 Reduced 83.7%
$86B
$3.55 Million 0.02% of portfolio
13,003
Q2 2025 Reduced 4.02%
$0
$2.77 Million 0.02% of portfolio
10,408
Q2 2025 Reduced 19.04%
$0
$4.23 Million 0.02% of portfolio
46,528
Q2 2025 Reduced 4.09%
$86.8B
$3.32 Million 0.02% of portfolio
23,379
Q2 2025 Added 6.86%
$250B
$3.46 Million 0.02% of portfolio
24,547
Q2 2025 Reduced 3.71%
$66.3B
$3.7 Million 0.02% of portfolio
43,589
Q2 2025 Reduced 0.01%
$29.1B
$3.57 Million 0.02% of portfolio
3,036
Q1 2025 Added 100.0%
$203B
$3.9 Million 0.02% of portfolio
49,274
Q2 2025 Added 0.36%
$254B
$3.72 Million 0.02% of portfolio
5,258
Q2 2025 Added 7.99%
$0
$3.14 Million 0.02% of portfolio
95,966
Q2 2025 Reduced 14.32%
$0
$3.29 Million 0.02% of portfolio
7,462
Q2 2025 Reduced 0.44%
$123B
$3.9 Million 0.02% of portfolio
26,080
Q2 2025 Added 1.29%
$245B
$4.08 Million 0.02% of portfolio
13,093
Q2 2025 Reduced 7.19%
$68B
$3.58 Million 0.02% of portfolio
79,182
Q2 2025 Added 1.62%
$229B
$2.69 Million 0.02% of portfolio
18,395
Q2 2025 Added 0.2%
$59.7B
$3.22 Million 0.02% of portfolio
6,137
Q2 2025 Reduced 34.36%
$124B
$2.88 Million 0.02% of portfolio
9,335
Q2 2025 Added 0.39%
$0
$3.53 Million 0.02% of portfolio
97,683
Q2 2025 Added 64.07%
$203B
$3.2 Million 0.02% of portfolio
110,648
Q2 2025 Added 3.17%
$99B
$2.69 Million 0.02% of portfolio
58,162
Q2 2025 Reduced 1.66%

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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