Wealthspire Advisors, LLC
1,303 holdingsFiling period: 2026-06-30Current AUM: $18.26Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 2.87M | $2.15B | $2.18B | 11.92% | +198.3K | 2026-06-30 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 15.66M | $1.12B | $1.12B | 6.13% | +1.10M | 2026-06-30 |
| 3 | VOO | VANGUARD INDEX FDS | 1.15M | $792.8M | $803.6M | 4.40% | +24.2K | 2026-06-30 |
| 4 | IJH | ISHARES TR | 7.96M | $613.9M | $583.0M | 3.19% | +252.3K | 2026-06-30 |
| 5 | VXUS | VANGUARD STAR FDS | 6.45M | $551.1M | $552.4M | 3.02% | +111.7K | 2026-06-30 |
| 6 | SPYM | SPDR SERIES TRUST | 5.80M | $509.6M | $515.7M | 2.82% | +5.05M | 2026-06-30 |
| 7 | VTI | VANGUARD INDEX FDS | 1.30M | $480.8M | $484.4M | 2.65% | +336.2K | 2026-06-30 |
| 8 | SCHD | SCHWAB STRATEGIC TR | 13.57M | $430.4M | $466.0M | 2.55% | +263.1K | 2026-06-30 |
| 9 | VUG | VANGUARD INDEX FDS | 4.42M | $380.3M | $384.4M | 2.10% | +3.74M | 2026-06-30 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 502.6K | $375.3M | $380.7M | 2.08% | +61.5K | 2026-06-30 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | 7.55M | $334.9M | $337.8M | 1.85% | +43.8K | 2026-06-30 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 5.20M | $310.3M | $307.8M | 1.69% | +300.8K | 2026-06-30 |
| 13 | SCHF | SCHWAB STRATEGIC TR | 10.94M | $303.0M | $303.5M | 1.66% | -1,269,463 | 2026-06-30 |
| 14 | IJR | ISHARES TR | 2.03M | $300.4M | $283.7M | 1.55% | +84.5K | 2026-06-30 |
| 15 | VTIP | VANGUARD MALVERN FDS | 5.05M | $253.4M | $249.7M | 1.37% | +589.7K | 2026-06-30 |
| 16 | IUSB | ISHARES TR | 5.48M | $253.0M | $245.3M | 1.34% | +755.8K | 2026-06-30 |
| 17 | — | AON PLC | 726.4K | $240.9M | $240.9M | 1.32% | -257,651 | 2026-06-30 |
| 18 | AAPL | APPLE INC | 785.0K | $227.1M | $260.1M | 1.42% | +272.2K | 2026-06-30 |
| 19 | SGOV | ISHARES TR | 2.22M | $223.9M | $223.6M | 1.22% | +2.21M | 2026-06-30 |
| 20 | VXF | VANGUARD INDEX FDS | 838.2K | $206.4M | $197.1M | 1.08% | +14.6K | 2026-06-30 |
| 21 | VO | VANGUARD INDEX FDS | 2.35M | $188.9M | $187.7M | 1.03% | +1.73M | 2026-06-30 |
| 22 | VV | VANGUARD INDEX FDS | 530.2K | $182.3M | $185.1M | 1.01% | -277,621 | 2026-06-30 |
| 23 | IEMG | ISHARES INC | 1.79M | $148.4M | $143.5M | 0.79% | +104.0K | 2026-06-30 |
| 24 | NVDA | NVIDIA CORPORATION | 641.0K | $128.3M | $136.0M | 0.74% | +323.7K | 2026-06-30 |
| 25 | MSFT | MICROSOFT CORP | 342.2K | $127.6M | $170.1M | 0.93% | +104.5K | 2026-06-30 |
← Scroll →
Page 1 of 53