Wealthspire Advisors, LLC
1,291 holdingsFiling period: 2026-06-30Current AUM: $18.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 2.87M | $2.15B | $2.22B | 12.10% | +198.3K | 2026-06-30 |
| 2 | VEA | Vanguard Tax-Managed Fds | 15.66M | $1.12B | $1.09B | 5.97% | +1.10M | 2026-06-30 |
| 3 | VOO | Vanguard Index Fds | 1.15M | $792.8M | $816.7M | 4.46% | +24.2K | 2026-06-30 |
| 4 | IJH | iShares TR | 7.96M | $613.9M | $583.0M | 3.18% | +252.3K | 2026-06-30 |
| 5 | VXUS | Vanguard Star Fds | 6.45M | $551.1M | $537.0M | 2.93% | +111.7K | 2026-06-30 |
| 6 | SPYM | Spdr Series Trust | 5.80M | $509.6M | $525.4M | 2.87% | +5.05M | 2026-06-30 |
| 7 | VTI | Vanguard Index Fds | 1.30M | $480.8M | $491.0M | 2.68% | +336.2K | 2026-06-30 |
| 8 | SCHD | Schwab Strategic TR | 13.57M | $430.4M | $476.7M | 2.60% | +263.1K | 2026-06-30 |
| 9 | VUG | Vanguard Index Fds | 4.42M | $380.3M | $390.5M | 2.13% | +3.74M | 2026-06-30 |
| 10 | SPY | State Str Spdr S&P 500 ETF T | 502.6K | $375.3M | $386.9M | 2.11% | +61.5K | 2026-06-30 |
| 11 | DFAC | Dimensional ETF Trust | 7.55M | $334.9M | $341.4M | 1.86% | +43.8K | 2026-06-30 |
| 12 | VWO | Vanguard Intl Equity Index F | 5.20M | $310.3M | $295.4M | 1.61% | +300.8K | 2026-06-30 |
| 13 | SCHF | Schwab Strategic TR | 10.94M | $303.0M | $296.8M | 1.62% | -1,269,463 | 2026-06-30 |
| 14 | IJR | iShares TR | 2.03M | $300.4M | $282.9M | 1.54% | +84.5K | 2026-06-30 |
| 15 | VTIP | Vanguard Malvern Fds | 5.05M | $253.4M | $246.3M | 1.34% | +589.7K | 2026-06-30 |
| 16 | IUSB | iShares TR | 5.48M | $253.0M | $245.6M | 1.34% | +755.8K | 2026-06-30 |
| 17 | — | Aon PLC | 726.4K | $240.9M | $240.9M | 1.31% | -257,651 | 2026-06-30 |
| 18 | AAPL | Apple Inc | 785.0K | $227.1M | $272.5M | 1.49% | +272.2K | 2026-06-30 |
| 19 | SGOV | iShares TR | 2.22M | $223.9M | $223.9M | 1.22% | +2.21M | 2026-06-30 |
| 20 | VXF | Vanguard Index Fds | 838.2K | $206.4M | $195.1M | 1.06% | +14.6K | 2026-06-30 |
| 21 | VO | Vanguard Index Fds | 2.35M | $188.9M | $191.0M | 1.04% | +1.73M | 2026-06-30 |
| 22 | VV | Vanguard Index Fds | 530.2K | $182.3M | $188.1M | 1.03% | -277,621 | 2026-06-30 |
| 23 | IEMG | iShares Inc | 1.79M | $148.4M | $136.5M | 0.74% | +104.0K | 2026-06-30 |
| 24 | NVDA | NVIDIA Corporation | 641.0K | $128.3M | $139.7M | 0.76% | +323.7K | 2026-06-30 |
| 25 | MSFT | Microsoft Corp | 342.2K | $127.6M | $181.8M | 0.99% | +104.5K | 2026-06-30 |
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