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Wealthspire Advisors, LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    932

  • Value ($000)

    $12,734,102

  • Date Filed
    05/01/2026
  • Form type
    13F-HR
  • CIK
    0001646247
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$1.74B
14 %

2,669,963

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$933.18M
7 %

14,562,701

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$675.31M
5 %

1,130,127

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$520.62M
4 %

7,709,430

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$488.49M
4 %

6,334,962

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$408.4M
3 %

13,311,446

A
AON

AON PLC

SHS CL A
G0403H108
$317.64M
3 %

984,075

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$308.94M
2 %

963,010

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$302.17M
2 %

12,209,080

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$295.86M
2 %

677,349

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