Wealthspire Advisors, LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
930
- Value ($000)
$17,795,410
- Date Filed08/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.23B | 18 % | 5,206,372 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $1.30B | 7 % | 22,786,946 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $919.22M | 5 % | 14,821,322 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $768.04M | 4 % | 28,982,800 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $721.21M | 4 % | 10,438,638 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $656.48M | 4 % | 1,155,650 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $656.48M | 4 % | 1,155,650 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $599.44M | 3 % | 1,972,304 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $412.46M | 2 % | 8,339,284 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $404.17M | 2 % | 3,698,136 |
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