Wealthspire Advisors, LLC
935 holdingsFiling period: 2026-03-31Current AUM: $14.15Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.67M | $1.74B | $2.00B | 14.16% | +6.2K | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 14.56M | $933.2M | $1.03B | 7.27% | +980.8K | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 1.13M | $675.3M | $776.0M | 5.48% | -26,835 | 2026-03-31 |
| 4 | IJH | ISHARES TR | 7.71M | $520.6M | $580.3M | 4.10% | +66.5K | 2026-03-31 |
| 5 | VXUS | VANGUARD STAR FDS | 6.33M | $488.5M | $535.9M | 3.79% | +451.7K | 2026-03-31 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 13.31M | $408.4M | $445.5M | 3.15% | -224,275 | 2026-03-31 |
| 7 | — | AON PLC | 984.1K | $317.6M | $317.6M | 2.24% | +710.5K | 2026-03-31 |
| 8 | VTI | VANGUARD INDEX FDS | 963.0K | $308.9M | $354.6M | 2.51% | -24,611 | 2026-03-31 |
| 9 | SCHF | SCHWAB STRATEGIC TR | 12.21M | $302.2M | $334.9M | 2.37% | +1.31M | 2026-03-31 |
| 10 | VUG | VANGUARD INDEX FDS | 677.3K | $295.9M | $346.3M | 2.45% | +77.4K | 2026-03-31 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | 7.50M | $291.6M | $333.9M | 2.36% | -17,860 | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 441.1K | $286.9M | $329.5M | 2.33% | -5,784 | 2026-03-31 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | 4.90M | $264.7M | $287.7M | 2.03% | +186.5K | 2026-03-31 |
| 14 | VV | VANGUARD INDEX FDS | 807.8K | $241.4M | $277.6M | 1.96% | +262.5K | 2026-03-31 |
| 15 | IJR | ISHARES TR | 1.94M | $241.3M | $282.3M | 2.00% | +39.1K | 2026-03-31 |
| 16 | VTIP | VANGUARD MALVERN FDS | 4.46M | $222.6M | $221.3M | 1.56% | +264.4K | 2026-03-31 |
| 17 | IUSB | ISHARES TR | 4.73M | $218.4M | $214.9M | 1.52% | +109.4K | 2026-03-31 |
| 18 | VO | VANGUARD INDEX FDS | 618.5K | $177.6M | $200.3M | 1.42% | +16.4K | 2026-03-31 |
| 19 | VXF | VANGUARD INDEX FDS | 823.5K | $169.5M | $194.5M | 1.37% | -11,541 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 512.8K | $130.1M | $158.4M | 1.12% | -77,757 | 2026-03-31 |
| 21 | IEMG | ISHARES INC | 1.69M | $117.7M | $131.0M | 0.93% | -7,578 | 2026-03-31 |
| 22 | VB | VANGUARD INDEX FDS | 401.5K | $105.2M | $118.5M | 0.84% | +2.9K | 2026-03-31 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | 1.27M | $95.2M | $105.0M | 0.74% | +48.3K | 2026-03-31 |
| 24 | CME | CME GROUP INC | 316.1K | $93.4M | $84.6M | 0.60% | +89.4K | 2026-03-31 |
| 25 | TFLO | ISHARES TR | 1.79M | $90.8M | $90.8M | 0.64% | +68.4K | 2026-03-31 |
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