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Sontag Advisory

Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VEA, VOO, IJH, VXUS, and represent 42.98% of Wealthspire Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA (+$137M), VXUS (+$44M), CVLC (+$43M), IVV (+$34M), VTIP (+$33M), VWO (+$32M), VT (+$25M), CVIE (+$23M), RKT (+$17M), VUG (+$12M).
Started 2233 new stock positions in FOXF, WSO, KIM, ALLY, UPWK, TREX, FTI, COMM, TM, EXTR.
Reduced shares in these 10 stocks: MSFT (-$119M), MUB (-$26M), SCHD (-$19M), VV (-$17M), JNJ (-$16M), VTEB (-$12M), AGG (-$11M), HD (-$11M), KO (-$10M), ACN (-$7.6M).
Sold out of its positions in ANSS, Cannabis Science, CRDL, ZONE, Digitalocean Hldgs, TDTT, FLLA, GTEH, Helius Med Technologies, NAD. NMZ, NDMO, MAV, UTG, PDYN, Theratechnologies, VIST.
Wealthspire Advisors was a net buyer of stock by $199M.
Wealthspire Advisors has $19B in assets under management (AUM), dropping by 7.47%.
Central Index Key (CIK): 0001646247

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 3064 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Wealthspire Advisors has 3064 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthspire Advisors Sept. 30, 2025 positions
Download the Wealthspire Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core S&P 500 ETF Etf (IVV)	18.4	$3.5B		5.3M	669.30	View chart
Vanguard MSCI EAFE ETF Etf (VEA)	7.9	$1.5B	+10%	25M	59.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.4	$1.4B		2.3M	612.40	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	5.1	$974M		15M	65.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.2	$810M	+5%	11M	73.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.0	$772M	-2%	28M	27.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$659M		2.0M	328.17	View chart
Schwab International Equity ETF Etf (SCHF)	2.6	$503M		22M	23.28	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	2.5	$484M	+7%	8.9M	54.18	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$443M	+2%	923k	479.61	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.3	$441M		3.7M	118.83	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$384M	+9%	7.6M	50.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$355M		1.2M	293.76	View chart
Vanguard Extended Market ETF Etf (VXF)	1.8	$345M		1.6M	209.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.7	$321M	-5%	1.0M	307.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$296M	-2%	7.7M	38.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$294M		441k	666.20	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$205M		4.4M	46.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$202M		794k	254.28	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.8	$157M	+6%	2.2M	71.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$151M		5.7M	26.34	View chart
Apple (AAPL)	0.6	$113M		443k	254.63	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$112M		1.7M	65.92	View chart
Microsoft Corporation (MSFT)	0.6	$112M	-51%	216k	517.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$108M		581k	186.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$106M		357k	297.62	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.5	$104M	-2%	1.1M	93.37	View chart
iShares S&P National AMT-Free Muni Etf (MUB)	0.5	$104M	-19%	973k	106.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$101M		1.4M	74.37	View chart
iShares Russell 1000 Growth Etf (IWF)	0.5	$97M	-4%	208k	468.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$85M	+9%	141k	600.37	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$83M		2.6M	31.53	View chart
Aon Shs Cl A (AON)	0.4	$82M		231k	356.58	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$81M		2.1M	38.29	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$79M		2.2M	36.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$75M		360k	208.71	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$74M	+12%	1.5M	50.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$72M	-14%	1.4M	50.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$72M	+2%	820k	87.31	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$69M	+3%	2.5M	27.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$68M	-2%	820k	82.58	View chart
iShares Russell 1000 Index Etf (IWB)	0.3	$64M		174k	365.48	View chart
Schwab Emerging Market Equities ETF Etf (SCHE)	0.3	$63M		1.9M	33.37	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$62M		795k	78.34	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$62M	+2%	1.3M	47.84	View chart
Cme (CME)	0.3	$61M		225k	270.19	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.3	$59M	+263%	716k	81.87	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$51M	+100%	368k	137.80	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$50M		486k	103.07	View chart
iShares Russell 2000 Index Etf (IWM)	0.3	$48M		198k	241.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$44M		182k	243.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$44M	-3%	478k	91.42	View chart
NVIDIA Corporation (NVDA)	0.2	$43M	-2%	232k	186.58	View chart
Vanguard High Dividend Etf (VYM)	0.2	$39M	+3%	279k	140.95	View chart
iShares Russell Midcap Growth Etf (IWP)	0.2	$39M		273k	142.41	View chart
Dimensional U.S. Core Equity Market ETF Etf (DFAU)	0.2	$38M	-2%	830k	45.76	View chart
Amazon (AMZN)	0.2	$38M	-3%	173k	219.57	View chart
iShares Russell Midcap Blend Etf (IWR)	0.2	$38M		390k	96.55	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$37M		500k	73.73	View chart
iShares Barclays Aggregate Bond Etf (AGG)	0.2	$37M	-23%	366k	100.25	View chart
iShares Russell 3000 Index Etf (IWV)	0.2	$37M		97k	378.94	View chart
iShares S&P Midcap 400/BARRA Value Etf (IJJ)	0.2	$34M		266k	129.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$34M	+3%	426k	79.93	View chart
iShares SP 500 Growth Index Etf (IVW)	0.2	$34M	-2%	278k	120.72	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$33M	-8%	660k	50.27	View chart
iShares Russell 1000 Value Index Etf (IWD)	0.2	$33M	+8%	161k	203.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$32M		63k	502.74	View chart
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)	0.2	$31M	+3%	640k	48.03	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$30M		102k	293.79	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.1	$28M	+464%	406k	68.23	View chart
iShares Core S&P Total US Stock Market E Etf (ITOT)	0.1	$27M		183k	145.65	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$26M	-2%	429k	61.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$26M		1.0M	25.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$26M	+25%	135k	189.70	View chart
Vanguard FTSE Europe ETF Etf (VGK)	0.1	$25M	+8%	311k	79.80	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$24M	+101%	906k	26.95	View chart
JPMorgan Chase & Co. (JPM)	0.1	$23M	-6%	74k	315.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$23M		95k	243.10	View chart
Procter & Gamble Company (PG)	0.1	$22M		142k	153.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$20M	+6%	56k	355.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$19M	+100%	682k	27.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$19M	+95%	240k	78.91	View chart
Tesla Motors (TSLA)	0.1	$19M	+3%	42k	444.73	View chart
Meta Platforms Cl A (META)	0.1	$18M	-6%	25k	734.41	View chart
Chevron Corporation (CVX)	0.1	$18M	-4%	115k	155.29	View chart
International Business Machines (IBM)	0.1	$18M	-10%	63k	282.16	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$18M	+6%	81k	215.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$17M	-30%	70k	246.60	View chart
Rocket Cos Com Cl A (RKT)	0.1	$17M	NEW	878k	19.38	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$17M	+2%	856k	19.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$17M		87k	194.50	View chart
Wal-Mart Stores (WMT)	0.1	$16M	-17%	154k	103.06	View chart
Johnson & Johnson (JNJ)	0.1	$16M	-50%	84k	185.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$16M		48k	320.04	View chart
Costco Wholesale Corporation (COST)	0.1	$15M	+4%	17k	925.60	View chart
Exxon Mobil Corporation (XOM)	0.1	$15M	-3%	134k	112.75	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$14M	+23%	329k	42.72	View chart
Ge Aerospace Com New (GE)	0.1	$14M		46k	300.84	View chart
Broadcom (AVGO)	0.1	$14M	-10%	41k	329.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$13M		76k	176.81	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$13M		184k	72.44	View chart
iShares S&P 500/BARRA Value Index Etf (IVE)	0.1	$13M		63k	206.51	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$12M	-32%	90k	137.74	View chart
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)	0.1	$12M	+2%	490k	25.31	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$12M	+5%	97k	122.45	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$12M		148k	79.40	View chart
Abbvie (ABBV)	0.1	$12M		50k	231.54	View chart
Mestera (MTSR)	0.1	$11M	NEW	213k	52.33	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$11M		123k	88.96	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$11M	-3%	113k	92.98	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$11M		367k	28.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$10M		350k	29.64	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$10M	+2%	59k	174.58	View chart
iShares Short-Term National Muni Bd ETF Etf (SUB)	0.1	$10M		96k	106.78	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$10M		221k	45.21	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$9.8M	-36%	94k	104.51	View chart
Philip Morris International (PM)	0.1	$9.7M	-38%	60k	162.20	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$9.6M	-5%	66k	145.60	View chart
Coca-Cola Company (KO)	0.0	$9.4M	-51%	142k	66.32	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$9.4M	-2%	164k	57.19	View chart
Home Depot (HD)	0.0	$9.2M	-54%	23k	405.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$9.1M		204k	44.69	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$8.9M	-12%	356k	24.93	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$8.9M	-2%	15k	596.05	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$8.8M		41k	213.73	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$8.7M		12.00	722775.00	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$8.5M		66k	130.28	View chart
Netflix (NFLX)	0.0	$8.3M		6.9k	1198.92	View chart
Mastercard Incorporated Cl A (MA)	0.0	$8.1M	-6%	14k	568.80	View chart
Palantir Technologies Cl A (PLTR)	0.0	$8.0M	-43%	44k	182.42	View chart
Visa Com Cl A (V)	0.0	$8.0M	-11%	23k	341.38	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$7.9M	+14%	121k	65.00	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$7.9M	+5%	56k	140.05	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$7.8M	-12%	62k	125.95	View chart
Thermo Fisher Scientific (TMO)	0.0	$7.6M	+95%	16k	485.06	View chart
Charles Schwab Corporation (SCHW)	0.0	$7.5M	-10%	79k	95.47	View chart
Starbucks Corporation (SBUX)	0.0	$7.3M	-8%	87k	84.60	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$7.3M	-27%	241k	30.39	View chart
iShares Dow Jones Etf (IYW)	0.0	$7.2M	+129%	37k	195.86	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$7.2M		16k	435.47	View chart
McDonald's Corporation (MCD)	0.0	$6.5M	-36%	21k	303.89	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.0	$6.5M	-4%	131k	49.66	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$6.4M	-2%	206k	31.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$6.3M		198k	31.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$6.2M	-5%	267k	23.12	View chart
Oracle Corporation (ORCL)	0.0	$6.2M	+5%	22k	281.23	View chart
Eli Lilly & Co. (LLY)	0.0	$6.1M	-51%	8.0k	762.97	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$6.1M		124k	49.15	View chart
Verizon Communications (VZ)	0.0	$6.1M	+2%	139k	43.95	View chart
Dimensional US Core Equity 1 ETF Etf (DCOR)	0.0	$6.0M		83k	71.94	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$6.0M		603k	9.94	View chart
iShares MSCI Emerging Markets Etf (EEM)	0.0	$6.0M		111k	53.40	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.0	$5.9M		220k	26.86	View chart
iShares Dow Jones Select Dividend Etf (DVY)	0.0	$5.8M	+4%	41k	142.10	View chart
Wells Fargo & Company (WFC)	0.0	$5.8M	-7%	69k	83.82	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$5.5M	-7%	201k	27.29	View chart
Byrna Technologies Com New (BYRN)	0.0	$5.4M	-16%	245k	22.16	View chart
Schwab Fundamental US Large Company ETF Etf (FNDX)	0.0	$5.3M	+112%	203k	26.30	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$5.3M	-14%	117k	45.57	View chart
iShares Russell Midcap Value Etf (IWS)	0.0	$5.3M		38k	139.67	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$5.2M		121k	43.42	View chart
Union Pacific Corporation (UNP)	0.0	$5.2M	-2%	22k	236.37	View chart
Pepsi (PEP)	0.0	$5.2M	-52%	37k	140.44	View chart
Abbott Laboratories (ABT)	0.0	$5.2M	+3%	39k	133.94	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$5.2M	+4%	202k	25.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$5.1M	-4%	69k	72.77	View chart
Goldman Sachs (GS)	0.0	$5.0M	+18%	6.2k	796.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$5.0M	+24%	18k	281.85	View chart
Altria (MO)	0.0	$4.9M	+24%	75k	66.06	View chart
Bank of America Corporation (BAC)	0.0	$4.9M	-8%	96k	51.59	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	0.0	$4.9M	+3%	12k	402.42	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$4.8M	+6%	52k	91.75	View chart
Walt Disney Company (DIS)	0.0	$4.6M	+106%	40k	114.50	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$4.5M	-31%	118k	37.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$4.5M	+3%	6.0k	746.73	View chart
Constellation Energy (CEG)	0.0	$4.4M	+3%	14k	329.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.4M		26k	170.85	View chart
iShares S&P 400 Growth Etf (IJK)	0.0	$4.4M		46k	95.89	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$4.3M		95k	45.42	View chart
Stryker Corporation (SYK)	0.0	$4.2M	-5%	11k	369.66	View chart
Marriott Intl Cl A (MAR)	0.0	$4.2M	+23%	16k	260.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$4.1M	-14%	89k	46.12	View chart
Merck & Co (MRK)	0.0	$4.0M	-2%	48k	83.93	View chart
UnitedHealth (UNH)	0.0	$4.0M	-11%	12k	345.32	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$4.0M		29k	134.69	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$3.9M		168k	23.36	View chart
TJX Companies (TJX)	0.0	$3.9M		27k	144.54	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.0	$3.9M		58k	67.83	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$3.8M	+2%	82k	46.93	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$3.8M	-2%	43k	89.77	View chart
Lowe's Companies (LOW)	0.0	$3.8M	-7%	15k	251.32	View chart
Cisco Systems (CSCO)	0.0	$3.8M	-10%	56k	68.42	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$3.8M	-2%	74k	50.90	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$3.7M		38k	97.99	View chart
American Express Company (AXP)	0.0	$3.7M		11k	332.17	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$3.6M	+5%	7.8k	463.77	View chart
Emerson Electric (EMR)	0.0	$3.6M	+88%	27k	131.18	View chart
U.S. Bancorp (USB)	0.0	$3.6M	-6%	74k	48.33	View chart
Morgan Stanley Com New (MS)	0.0	$3.5M	-9%	22k	158.96	View chart
iShares S&P Smallcap 600/BARRA Value Index Etf (IJS)	0.0	$3.5M	+105%	32k	110.59	View chart
Eaton Corp SHS (ETN)	0.0	$3.4M		9.1k	374.27	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$3.4M	+4%	63k	53.87	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$3.4M	-6%	49k	69.08	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$3.3M	-17%	79k	41.96	View chart
At&t (T)	0.0	$3.3M	+6%	117k	28.24	View chart
Ge Vernova (GEV)	0.0	$3.3M		5.4k	614.91	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$3.2M	+3%	140k	22.95	View chart
Vanguard World Utilities Etf (VPU)	0.0	$3.2M		17k	189.41	View chart
Boeing Company (BA)	0.0	$3.2M	-3%	15k	215.84	View chart
iShares S&P 600 Growth Etf (IJT)	0.0	$3.1M	+105%	22k	141.50	View chart
iShares 1-3 Year Treasury Bond ETF Etf (SHY)	0.0	$3.1M		37k	82.96	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$3.1M		35k	87.03	View chart
Apollo Global Mgmt (APO)	0.0	$3.0M	-2%	23k	133.27	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$3.0M		30k	100.23	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$3.0M	+11%	40k	76.40	View chart
Palo Alto Networks (PANW)	0.0	$3.0M	-2%	15k	203.62	View chart
iShares S&P 100 Index Etf (OEF)	0.0	$3.0M	-14%	8.9k	332.83	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.0M	-3%	43k	68.46	View chart
Illinois Tool Works (ITW)	0.0	$3.0M		11k	260.77	View chart
Blackrock (BLK)	0.0	$3.0M	-2%	2.5k	1165.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$2.9M	+16%	26k	113.88	View chart
Capital One Financial (COF)	0.0	$2.9M	+12%	14k	212.57	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$2.9M		65k	44.80	View chart
Norfolk Southern (NSC)	0.0	$2.9M	-3%	9.6k	300.40	View chart
Pfizer (PFE)	0.0	$2.9M	-52%	113k	25.48	View chart
Caterpillar (CAT)	0.0	$2.9M	-46%	6.0k	477.16	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.9M	-49%	4.7k	609.26	View chart
Reddit Cl A (RDDT)	0.0	$2.8M	+453%	12k	229.99	View chart
Raytheon Technologies Corp (RTX)	0.0	$2.8M	-9%	17k	167.33	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$2.8M		65k	42.76	View chart
IDEXX Laboratories (IDXX)	0.0	$2.8M	+5%	4.3k	638.89	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$2.7M	-2%	43k	62.91	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.7M	-4%	22k	123.75	View chart
iShares Calif Amt Free Etf (CMF)	0.0	$2.7M		47k	57.04	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$2.6M	+134%	18k	148.61	View chart
Fastenal Company (FAST)	0.0	$2.6M	-2%	54k	49.04	View chart
Automatic Data Processing (ADP)	0.0	$2.6M	-4%	8.9k	293.49	View chart
Maplebear (CART)	0.0	$2.6M		71k	36.76	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$2.6M	-12%	9.6k	271.11	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$2.6M		36k	72.70	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.0	$2.6M		58k	44.00	View chart
Capital Bancorp (CBNK)	0.0	$2.5M		80k	31.90	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$2.5M	+14%	111k	22.52	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$2.5M	-24%	82k	30.54	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$2.5M	+43%	22k	113.86	View chart
Enterprise Products Partners (EPD)	0.0	$2.5M		79k	31.27	View chart
Maximus (MMS)	0.0	$2.5M		27k	91.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$2.5M	-39%	18k	139.17	View chart
Dimensional International Sstby Cr 1 ETF Etf (DFSI)	0.0	$2.4M	-5%	60k	40.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.4M	+7%	35k	68.08	View chart

Past Filings by Wealthspire Advisors

SEC 13F filings are viewable for Wealthspire Advisors going back to 2018

Wealthspire Advisors 2025 Q3 filed Nov. 14, 2025
Wealthspire Advisors 2025 Q2 filed Aug. 11, 2025
Wealthspire Advisors 2025 Q1 filed May 9, 2025
Wealthspire Advisors 2024 Q4 filed Feb. 4, 2025
Wealthspire Advisors 2024 Q3 filed Nov. 13, 2024
Wealthspire Advisors 2024 Q2 filed Aug. 8, 2024
Wealthspire Advisors 2024 Q1 filed May 6, 2024
Wealthspire Advisors 2023 Q4 filed Feb. 7, 2024
Wealthspire Advisors 2023 Q3 filed Nov. 6, 2023
Wealthspire Advisors 2023 Q2 filed Aug. 1, 2023
Wealthspire Advisors 2023 Q1 filed May 9, 2023
Wealthspire Advisors 2022 Q4 filed Feb. 14, 2023
Wealthspire Advisors 2022 Q3 filed Nov. 14, 2022
Wealthspire Advisors 2022 Q2 filed Aug. 9, 2022
Wealthspire Advisors 2022 Q1 filed May 9, 2022
Wealthspire Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

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