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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 34.59% of Wealthspire Advisors's stock portfolio.
Added to shares of these 10 stocks: PCLG (+$54M), GOOG (+$53M), AAPL (+$40M), MSFT (+$33M), NVDA (+$31M), USFR (+$26M), PVAL (+$23M), GOVT (+$23M), GOOGL (+$21M), AMZN (+$19M).
Started 23 new stock positions in KOPN, SOLS, SGHC, GANX, CRDL, SSBI, BBHL, TTE, RNXT, ICL. UL, FTMH, AKRE, SPRY, JMUB, BPRE, ABEV, UTG, MTA, SIF, MLCO, OLMA, Q.
Reduced shares in these 10 stocks: IVV (-$1.8B), VOO (-$723M), VEA (-$718M), IJH (-$480M), SCHD (-$405M), VXUS (-$388M), VTI (-$343M), SCHF (-$257M), VWO (-$227M), IJR (-$218M).
Sold out of its positions in AAON, AIR, ILOW, TAFM, ADMA, ADT, ABM, AGCO, ACMR, EQL.
Wealthspire Advisors was a net seller of stock by $-6.9B.
Wealthspire Advisors has $13B in assets under management (AUM), dropping by -34.30%.
Central Index Key (CIK): 0001646247

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Positions held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 1031 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Wealthspire Advisors has 1031 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthspire Advisors Dec. 31, 2025 positions
Download the Wealthspire Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.5	$1.8B	-49%	2.7M	684.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$849M	-45%	14M	62.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.8	$726M	-49%	1.2M	627.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$504M	-48%	7.6M	66.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.5	$444M	-46%	5.9M	75.44	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.0	$371M	-52%	14M	27.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$331M	-50%	988k	335.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$305M		447k	681.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.4	$298M	-2%	7.5M	39.59	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$293M	-34%	600k	487.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$262M	-49%	11M	24.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$253M	-47%	4.7M	53.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$229M	-48%	1.9M	120.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.7	$215M	+5%	4.6M	46.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.6	$207M	-44%	4.2M	49.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$175M	-50%	602k	290.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.4	$175M	-49%	835k	209.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.4	$172M	-47%	545k	314.80	View chart
Apple (AAPL)	1.3	$161M	+33%	591k	271.86	View chart
Microsoft Corporation (MSFT)	1.1	$137M	+31%	283k	483.62	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$114M		1.7M	67.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$111M	+93%	352k	313.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$103M	-49%	399k	257.95	View chart
Aon Shs Cl A (AON)	0.8	$97M	+18%	274k	352.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$90M	-44%	1.2M	73.56	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$87M	+18%	1.7M	50.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$83M	-2%	2.6M	32.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$82M	-5%	134k	614.31	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$82M	+2%	2.2M	37.87	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$78M	-5%	2.0M	38.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$76M	-50%	2.8M	26.91	View chart
NVIDIA Corporation (NVDA)	0.6	$74M	+70%	395k	186.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$73M		811k	89.46	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$73M	+8%	2.7M	26.42	View chart
Ishares Tr High Yld Systm B (HYDB)	0.5	$68M	+9%	1.4M	47.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$67M	-3%	795k	84.64	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$65M	-37%	609k	107.11	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.5	$64M	+6%	760k	84.24	View chart
Cme (CME)	0.5	$62M		227k	273.08	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$62M	-3%	767k	80.22	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$62M	-43%	204k	302.11	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$59M	+77%	1.2M	50.32	View chart
Amazon (AMZN)	0.5	$59M	+47%	254k	230.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$55M	-50%	289k	190.99	View chart
Fundvantage Tr Polen Focus Grow (PCLG)	0.4	$55M	+10338%	2.2M	24.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$54M	-46%	728k	74.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$53M	-50%	548k	96.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$51M	+70%	162k	313.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$50M	-2%	476k	104.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$49M	-50%	103k	473.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$42M	-44%	198k	211.79	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$39M		825k	46.80	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$38M		508k	74.94	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$38M	+152%	830k	45.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$37M	+9%	466k	79.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$35M	+10%	70k	502.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$35M	-52%	688k	50.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$34M	-48%	90k	373.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$33M	-46%	1.0M	32.75	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$32M	+4%	669k	47.85	View chart
Meta Platforms Cl A (META)	0.3	$32M	+92%	48k	660.09	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.3	$32M	+9%	446k	71.30	View chart
JPMorgan Chase & Co. (JPM)	0.2	$31M	+29%	96k	322.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$29M	+366%	1.2M	23.02	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$28M	+5%	453k	61.36	View chart
Tesla Motors (TSLA)	0.2	$26M	+41%	59k	449.72	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$26M		134k	191.56	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$24M	+29%	90k	268.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$24M	-50%	97k	246.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$22M	-56%	158k	141.06	View chart
Broadcom (AVGO)	0.2	$22M	+52%	62k	346.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$22M	-3%	54k	396.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$21M	-50%	239k	88.49	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$20M	-47%	203k	96.27	View chart
Johnson & Johnson (JNJ)	0.2	$20M	+12%	95k	206.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$19M	-48%	142k	136.94	View chart
Exxon Mobil Corporation (XOM)	0.2	$19M	+17%	158k	120.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$19M	-52%	132k	143.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$19M	-49%	49k	386.85	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$18M	-47%	140k	131.59	View chart
Costco Wholesale Corporation (COST)	0.1	$18M	+24%	20k	862.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$17M		87k	198.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$17M	-49%	81k	210.34	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$16M	-3%	826k	19.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$16M	-55%	164k	99.88	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$16M	+2%	49k	323.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$16M	+47%	87k	177.37	View chart
Rocket Cos Com Cl A (RKT)	0.1	$15M	-9%	795k	19.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$15M	-48%	53k	279.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$14M	-47%	95k	148.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$14M	+2%	78k	181.21	View chart
Eli Lilly & Co. (LLY)	0.1	$14M	+59%	13k	1074.70	View chart
Abbvie (ABBV)	0.1	$13M	+15%	58k	228.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$13M	-61%	107k	123.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$13M	-50%	501k	26.23	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$13M	-4%	175k	74.17	View chart
Coca-Cola Company (KO)	0.1	$13M	+29%	185k	69.91	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$13M	+3%	507k	25.24	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$13M	-28%	58k	219.78	View chart
Visa Com Cl A (V)	0.1	$13M	+54%	36k	350.71	View chart
Wal-Mart Stores (WMT)	0.1	$13M	-27%	112k	111.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$12M	-48%	466k	26.49	View chart
Home Depot (HD)	0.1	$12M	+54%	35k	344.10	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$12M		98k	121.61	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$12M		148k	80.81	View chart
International Business Machines (IBM)	0.1	$12M	-37%	39k	296.21	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$11M	+4%	119k	95.09	View chart
Procter & Gamble Company (PG)	0.1	$11M	-44%	78k	143.31	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$11M		367k	30.40	View chart
Mastercard Incorporated Cl A (MA)	0.1	$11M	+36%	19k	570.87	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$11M		122k	89.43	View chart
salesforce (CRM)	0.1	$11M	+413%	41k	264.91	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$10M		222k	46.92	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$10M		96k	106.70	View chart
Progressive Corporation (PGR)	0.1	$10M	+702%	45k	227.72	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$10M	+16%	14.00	727842.86	View chart
Chevron Corporation (CVX)	0.1	$10M	-43%	66k	152.41	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$9.9M		66k	148.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$9.6M	-50%	336k	28.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$9.6M	-49%	121k	78.81	View chart
Philip Morris International (PM)	0.1	$9.5M		59k	160.40	View chart
Palantir Technologies Cl A (PLTR)	0.1	$9.3M	+20%	53k	177.75	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$9.0M	-4%	156k	57.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$9.0M	-5%	193k	46.59	View chart
Netflix (NFLX)	0.1	$8.9M	+1262%	95k	93.76	View chart
Ge Aerospace Com New (GE)	0.1	$8.8M	-37%	29k	308.03	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$8.8M		352k	24.94	View chart
Oracle Corporation (ORCL)	0.1	$8.5M	+98%	43k	194.91	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$8.4M	-3%	40k	211.24	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$8.1M	-68%	97k	83.61	View chart
Goldman Sachs (GS)	0.1	$7.8M	+42%	8.9k	878.98	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$7.5M	-3%	54k	139.16	View chart
Bank of America Corporation (BAC)	0.1	$7.5M	+43%	137k	55.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$7.1M	-20%	12k	603.29	View chart
Cisco Systems (CSCO)	0.1	$7.0M	+61%	90k	77.03	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$6.8M		209k	32.73	View chart
McDonald's Corporation (MCD)	0.1	$6.8M	+4%	22k	305.63	View chart
Pepsi (PEP)	0.1	$6.7M	+25%	47k	143.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$6.7M	-50%	32k	212.07	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$6.5M	+11913%	374k	17.35	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$6.3M	-26%	48k	132.37	View chart
Merck & Co (MRK)	0.0	$6.2M	+23%	59k	105.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$6.2M	+3%	125k	49.65	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$6.2M	-3%	120k	51.60	View chart
Verizon Communications (VZ)	0.0	$6.2M	+8%	151k	40.73	View chart
Constellation Energy (CEG)	0.0	$6.0M	+25%	17k	353.27	View chart
Abbott Laboratories (ABT)	0.0	$5.9M	+22%	47k	125.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$5.9M	-22%	186k	31.66	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.0	$5.9M	-2%	215k	27.27	View chart
UnitedHealth (UNH)	0.0	$5.7M	+49%	17k	330.10	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$5.6M	-4%	577k	9.73	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$5.5M	+2%	120k	45.71	View chart
Marriott Intl Cl A (MAR)	0.0	$5.3M	+7%	17k	310.24	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$5.3M	+5%	213k	24.95	View chart
American Express Company (AXP)	0.0	$5.3M	+29%	14k	369.94	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$5.3M	NEW	144k	36.58	View chart
Charles Schwab Corporation (SCHW)	0.0	$5.2M	-33%	52k	99.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$5.2M	-50%	172k	30.07	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$5.1M	-49%	48k	106.70	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$5.1M	-6%	188k	27.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$5.0M	-5%	114k	44.17	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$5.0M	-60%	35k	141.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$5.0M	+95%	34k	143.97	View chart
Wells Fargo & Company (WFC)	0.0	$4.9M	-23%	53k	93.20	View chart
Boeing Company (BA)	0.0	$4.9M	+55%	23k	217.12	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$4.9M	-20%	66k	73.63	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.6M	+51%	25k	183.40	View chart
Caterpillar (CAT)	0.0	$4.6M	+33%	8.1k	572.85	View chart
Morgan Stanley Com New (MS)	0.0	$4.6M	+15%	26k	177.53	View chart
At&t (T)	0.0	$4.5M	+55%	183k	24.84	View chart
Advanced Micro Devices (AMD)	0.0	$4.5M	+50%	21k	214.16	View chart
Altria (MO)	0.0	$4.5M	+4%	78k	57.66	View chart
Ge Vernova (GEV)	0.0	$4.5M	+26%	6.8k	653.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$4.5M	-30%	137k	32.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$4.4M		89k	49.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.4M	+11%	29k	154.14	View chart
Micron Technology (MU)	0.0	$4.4M	+88%	16k	285.40	View chart
Starbucks Corporation (SBUX)	0.0	$4.4M	-39%	52k	84.21	View chart
Capital One Financial (COF)	0.0	$4.4M	+31%	18k	242.36	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$4.4M		95k	45.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$4.3M	-4%	5.7k	753.79	View chart
Byrna Technologies Com New (BYRN)	0.0	$4.1M		245k	16.79	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$4.1M	+1045%	37k	110.15	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$4.0M	-16%	43k	91.38	View chart
TJX Companies (TJX)	0.0	$3.9M	-7%	25k	153.61	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$3.9M	NEW	59k	65.51	View chart
Amgen (AMGN)	0.0	$3.8M	+54%	12k	327.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$3.7M	-24%	9.1k	412.75	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$3.7M	+97%	14k	258.79	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$3.7M	-2%	72k	51.12	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$3.7M		30k	124.76	View chart
Palo Alto Networks (PANW)	0.0	$3.7M	+35%	20k	184.20	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$3.7M	-49%	8.2k	444.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$3.7M	-2%	7.6k	480.59	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$3.6M	-54%	28k	128.83	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$3.6M	-5%	77k	47.02	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$3.6M	+16%	41k	88.08	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$3.6M	-19%	95k	38.03	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$3.6M	+11%	156k	22.87	View chart
Honeywell International (HON)	0.0	$3.6M	+165%	18k	195.09	View chart
Union Pacific Corporation (UNP)	0.0	$3.6M	-30%	15k	231.31	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.5M	-60%	6.1k	579.45	View chart
Healthequity (HQY)	0.0	$3.5M	+10318%	38k	91.61	View chart
Stryker Corporation (SYK)	0.0	$3.5M	-11%	10k	351.48	View chart
Eaton Corp SHS (ETN)	0.0	$3.5M	+20%	11k	318.51	View chart
Apollo Global Mgmt (APO)	0.0	$3.5M	+4%	24k	144.76	View chart
Pfizer (PFE)	0.0	$3.4M	+22%	138k	24.90	View chart
Walt Disney Company (DIS)	0.0	$3.4M	-24%	30k	113.77	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$3.4M		62k	54.77	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$3.4M	-4%	76k	44.59	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$3.4M		39k	85.77	View chart
Applied Materials (AMAT)	0.0	$3.3M	+70%	13k	256.99	View chart
Blackrock (BLK)	0.0	$3.3M	+22%	3.1k	1070.50	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$3.3M		48k	69.43	View chart
IDEXX Laboratories (IDXX)	0.0	$3.3M	+12%	4.9k	676.58	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$3.3M	+72%	11k	303.88	View chart
Lam Research Corp Com New (LRCX)	0.0	$3.3M	+47%	19k	171.18	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$3.3M	+14%	20k	160.97	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$3.3M	-11%	34k	97.21	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.0	$3.2M	-50%	65k	49.70	View chart
Maplebear (CART)	0.0	$3.2M		71k	44.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$3.2M	-56%	16k	199.68	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$3.1M	+1256%	136k	22.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$3.1M	+22%	27k	117.21	View chart
Northrop Grumman Corporation (NOC)	0.0	$3.1M	+15%	5.4k	570.20	View chart
Sherwin-Williams Company (SHW)	0.0	$3.1M	+98%	9.5k	324.02	View chart
Vanguard World Utilities Etf (VPU)	0.0	$3.1M		17k	185.04	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$3.1M	+4%	27k	113.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.1M		44k	69.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$3.0M	+29%	59k	50.59	View chart
Intuit (INTU)	0.0	$3.0M	+125%	4.5k	662.49	View chart
Nextera Energy (NEE)	0.0	$2.9M	+33%	37k	80.28	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$2.9M		42k	68.36	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.9M	+133%	8.3k	350.00	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$2.9M		9.6k	301.14	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.9M	+45%	6.0k	483.69	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$2.8M		65k	43.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.8M	-53%	52k	54.71	View chart
Fastenal Company (FAST)	0.0	$2.8M	+30%	70k	40.13	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$2.8M	+11%	124k	22.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.8M	-52%	20k	141.14	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$2.8M		18k	154.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$2.8M		65k	42.56	View chart
Automatic Data Processing (ADP)	0.0	$2.8M	+20%	11k	257.24	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$2.7M	+208%	32k	85.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$2.7M	-50%	100k	27.21	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$2.7M	-49%	19k	141.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.7M	-52%	33k	81.17	View chart
Lowe's Companies (LOW)	0.0	$2.7M	-26%	11k	241.17	View chart
Arista Networks Com Shs (ANET)	0.0	$2.7M	+41%	21k	131.03	View chart

Past Filings by Wealthspire Advisors

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

Wealthspire Advisors 2025 Q4 filed Feb. 13, 2026
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

View all past filings

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