13F Insight
DOSSIER · 13F-HR · Q2 2026

Wealthspire Advisors, LLC

$18.2B in tracked AUM across 1,298 positions as of Q2 2026.

WA
CIK 0001646247 · last filed Jun 30, 2026
Total AUM
$18.2B
as of Q2 2026
Holdings
1,298
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wealthspire Advisors, LLC filed Q1 2026 13F-HR with $12.7B in disclosed U.S. equity holdings The portfolio is led by ETF exposure, with top positions including IVV (13.7%), VEA (7.3%), VOO (5.3%). Quarter-over-quarter activity shows 5 new entries and 5 exits, with a net additive posture across 55 changed positions. Notable reduction: VOO (2.3% reduction) (VANGUARD INDEX FDS).

Wealthspire Advisors, LLC reports $12.7B in U.S. equity holdings for Q1 2026, anchored by a ETF-centric allocation. The top five positions by value span IVV + VEA + VOO + IJH + VXUS, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • IVV (ISHARES TR) — $1.7B (13.7%)
  • VEA (VANGUARD TAX-MANAGED FDS) — $0.9B (7.3%)
  • VOO (VANGUARD INDEX FDS) — $0.7B (5.3%)
  • IJH (ISHARES TR) — $0.5B (4.1%)
  • VXUS (VANGUARD STAR FDS) — $0.5B (3.8%)
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$2.1B2.9M11.8%02
VEA
VANGUARD TAX-MANAGED FDS
$1.1B15.7M6.1%03
VOO
VANGUARD INDEX FDS
$793M1.2M4.4%04
IJH
ISHARES TR
$614M8.0M3.4%05
VXUS
VANGUARD STAR FDS
$551M6.4M3.0%06
SPYM
SPDR SERIES TRUST
$510M5.8M2.8%07
VTI
VANGUARD INDEX FDS
$481M1.3M2.6%08
SCHD
SCHWAB STRATEGIC TR
$430M13.6M2.4%09
VUG
VANGUARD INDEX FDS
$380M4.4M2.1%10
SPY
STATE STR SPDR S&P 500 ETF T
$375M503K2.1%

Filing history

2026Q2Jun 30
$18.2B▲ 42.6%
1,298 positionsView →2026Q1Mar 31
$12.7B▲ 1.3%
932 positionsView →2025Q4Dec 31
$12.6B▲ 316.2%
1,032 positionsView →2025Q3Sep 30
$3.0B▼ 83.0%
1,643 positionsView →2025Q2Jun 30
$17.8B▲ 6.3%
971 positionsLocked2025Q1Mar 31
$16.7B▲ 66.4%
921 positionsLocked2024Q4Dec 31
$10.1B▲ 2.4%
792 positionsLocked2024Q3Sep 30
$9.8B▲ 25.9%
756 positionsLocked2024Q2Jun 30
$7.8B▲ 4.2%
663 positionsLocked2024Q1Mar 31
$7.5B▲ 6.5%
641 positionsLocked2023Q4Dec 31
$7.0B▲ 16.2%
644 positionsLocked2023Q3Sep 30
$6.1B▼ 1.0%
594 positionsLocked
Showing 12 of 31