Wealthspire Advisors, LLC

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).