Wealthspire Advisors, LLC: 13F holdings
CIK 16462472026Q2
| Positions | 1,298 |
|---|---|
| Reported value | $18.2bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 2,868,273 | $2.1bn | 11.8% |
| VEA VANGUARD TAX-MANAGED FDS | 15,662,182 | $1.1bn | 6.1% |
| VOO VANGUARD INDEX FDS | 1,154,326 | $792.8m | 4.4% |
| IJH ISHARES TR | 7,961,778 | $613.9m | 3.4% |
| VXUS VANGUARD STAR FDS | 6,446,651 | $551.1m | 3.0% |
| SPYM SPDR SERIES TRUST | 5,799,266 | $509.6m | 2.8% |
| VTI VANGUARD INDEX FDS | 1,299,198 | $480.8m | 2.6% |
| SCHD SCHWAB STRATEGIC TR | 13,574,503 | $430.4m | 2.4% |
| VUG VANGUARD INDEX FDS | 4,415,332 | $380.3m | 2.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 502,627 | $375.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1646247")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.