13F Insight
DOSSIER · 13F-HR · Q1 2026

Wealthspire Advisors, LLC

$12.7B in tracked AUM across 932 positions as of Q1 2026.

WA
CIK 0001646247 · last filed Mar 31, 2026
Total AUM
$12.7B
as of Q1 2026
Holdings
932
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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%)

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$1.7B2.7M13.7%02
VEA
VANGUARD TAX-MANAGED FDS
$933M14.6M7.3%03
VOO
VANGUARD INDEX FDS
$675M1.1M5.3%04
IJH
ISHARES TR
$521M7.7M4.1%05
VXUS
VANGUARD STAR FDS
$488M6.3M3.8%06
SCHD
SCHWAB STRATEGIC TR
$408M13.3M3.2%07
G0403H108
AON PLC
$318M984K2.5%08
VTI
VANGUARD INDEX FDS
$309M963K2.4%09
SCHF
SCHWAB STRATEGIC TR
$302M12.2M2.4%10
VUG
VANGUARD INDEX FDS
$296M677K2.3%

Filing history

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 positionsLocked2023Q2Jun 30
$6.1B▲ 5.0%
559 positionsLocked
Showing 12 of 30