Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealthspire Advisors, LLC (CIK 1646247) reported $12.73B across 926 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($1.74B, 13.70%), VEA ($933.2M, 7.33%), VOO ($675.3M, 5.30%), IJH ($520.6M, 4.09%), VXUS ($488.5M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.74B | 13.70% | 2.7M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $933.2M | 7.33% | 14.6M | Added |
| 3 | VOO | VANGUARD INDEX FDS | $675.3M | 5.30% | 1.1M | Trimmed |
| 4 | IJH | ISHARES TR | $520.6M | 4.09% | 7.7M | Added |
| 5 | VXUS | VANGUARD STAR FDS | $488.5M | 3.84% | 6.3M | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $408.4M | 3.21% | 13.3M | Trimmed |
| 7 | AON | AON PLC | $317.6M | 2.49% | 984,075 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $308.9M | 2.43% | 963,010 | Trimmed |
| 9 | SCHF | SCHWAB STRATEGIC TR | $302.2M | 2.37% | 12.2M | Added |
| 10 | VUG | VANGUARD INDEX FDS | $295.9M | 2.32% | 677,349 | Added |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $291.6M | 2.29% | 7.5M | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $286.9M | 2.25% | 441,132 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $264.7M | 2.08% | 4.9M | Added |
| 14 | VV | VANGUARD INDEX FDS | $241.4M | 1.90% | 807,783 | Added |
| 15 | IJR | ISHARES TR | $241.3M | 1.89% | 1.9M | Added |
| 16 | VTIP | VANGUARD MALVERN FDS | $222.6M | 1.75% | 4.5M | Added |
| 17 | IUSB | ISHARES TR | $218.4M | 1.71% | 4.7M | Added |
| 18 | VO | VANGUARD INDEX FDS | $177.6M | 1.39% | 618,508 | Added |
| 19 | VXF | VANGUARD INDEX FDS | $169.5M | 1.33% | 823,550 | Trimmed |
| 20 | AAPL | APPLE INC | $130.1M | 1.02% | 512,807 | Trimmed |
| 21 | IEMG | ISHARES INC | $117.7M | 0.92% | 1.7M | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $105.2M | 0.83% | 401,536 | Added |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $95.2M | 0.75% | 1.3M | Added |
| 24 | CME | CME GROUP INC | $93.4M | 0.73% | 316,090 | Added |
| 25 | TFLO | ISHARES TR | $90.8M | 0.71% | 1.8M | Added |
Source: SEC Form 13F filings · as of 2026-03-31