Wealthspire Advisors, L.P. 13F Holdings · last filed Q3 2020
Wealthspire Advisors, L.P. reported 482 securities worth $2.84B in its SEC 13F filing for Q3 2020 (period ended 2020-09-30). Top holdings: VOO (11.50%), IVV (10.59%), VEA (6.48%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $326.3M | 11.50% | 1.1M | Added |
| 2 | IVV | ISHARES TR | $300.3M | 10.59% | 893,719 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED INTL FD | $183.7M | 6.48% | 4.5M | Added |
| 4 | SPY | SPDR S&P 500 ETF TR | $135.8M | 4.79% | 421,250 | Added |
| 5 | GOVT | ISHARES TR | $127.0M | 4.48% | 4.5M | Added |
| 6 | VTI | VANGUARD INDEX FDS | $117.8M | 4.15% | 691,522 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $108.3M | 3.82% | 3.5M | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $88.8M | 3.13% | 1.6M | Added |
| 9 | IJH | ISHARES TR | $73.2M | 2.58% | 395,166 | Added |
| 10 | VO | VANGUARD INDEX FDS | $68.5M | 2.41% | 388,427 | Added |
| 11 | IJR | ISHARES TR | $64.3M | 2.27% | 915,335 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $52.3M | 1.84% | 1.2M | Added |
| 13 | VXUS | VANGUARD STAR FDS | $46.7M | 1.65% | 895,100 | Added |
| 14 | VXF | VANGUARD INDEX FDS | $42.1M | 1.48% | 324,326 | Added |
| 15 | SCHX | SCHWAB STRATEGIC TR | $41.7M | 1.47% | 517,472 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $35.2M | 1.24% | 228,672 | Added |
| 17 | AGG | ISHARES TR | $34.5M | 1.22% | 292,073 | Added |
| 18 | AAPL | APPLE INC | $31.9M | 1.13% | 275,695 | Added |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $28.8M | 1.02% | 514,333 | Added |
| 20 | BAB | INVESCO EXCH TRADED FD TR II | $28.7M | 1.01% | 861,120 | Added |
| 21 | EMLP | FIRST TR EXCHANGE-TRADED FD | $28.3M | 1.00% | 1.5M | Added |
| 22 | MSFT | MICROSOFT CORP | $27.1M | 0.96% | 128,798 | Trimmed |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $23.1M | 0.82% | 458,806 | Trimmed |
| 24 | VV | VANGUARD INDEX FDS | $22.7M | 0.80% | 145,355 | Added |
| 25 | AMZN | AMAZON COM INC | $19.5M | 0.69% | 6,181 | Added |
Source: SEC Form 13F filings · as of 2020-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR