Wealthspire Advisors, LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
884
- Value ($000)
$16,737,943
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001646247
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $2.91B | 17 % | 5,183,932 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $903.26M | 5 % | 15,480,038 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $826.35M | 5 % | 29,554,836 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $636.88M | 4 % | 10,255,788 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $623.04M | 4 % | 2,266,924 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $604.24M | 4 % | 1,175,778 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $604.24M | 4 % | 1,175,778 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $572.21M | 3 % | 11,257,390 | ||
VEA Vanguard MSCI EAFE ETF | ETF | 921943858 | $572.21M | 3 % | 11,257,390 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $406.08M | 2 % | 3,883,282 |
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