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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 28.75% of Wealthspire Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$444M), VUG (+$322M), SGOV (+$222M), IVV (+$149M), VO (+$139M), VTI (+$124M), IAU (+$123M), VWIUX (+$122M), BKLC (+$97M), SOXX (+$97M).
Started 414 new stock positions in SPCX, SPAB, Sma Alliance, SIRI, SWK, Bitwise Hyperliquid Etf, JFR, DFLV, VWSUX, FBTC.
Reduced shares in these 10 stocks: VV (-$96M), AON (-$86M), SCHF (-$35M), USFR (-$12M), TFLO (-$9.8M), SCHE (-$9.1M), PCLG (-$6.8M), MKC.V (-$6.5M), ISTB, DFAU.
Sold out of its positions in AEM, AGX, ADSK, BWXT, Bandwidth, B, Blackstone Mortgage Trust In, CPRT, Digimarc Corporation, EFT.
Wealthspire Advisors was a net buyer of stock by $4.5B.
Wealthspire Advisors has $18B in assets under management (AUM), dropping by 42.63%.
Central Index Key (CIK): 0001646247

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 1298 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Wealthspire Advisors has 1298 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthspire Advisors June 30, 2026 positions
Download the Wealthspire Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.8	$2.1B	+7%	2.9M	748.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.1	$1.1B	+7%	16M	71.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.4	$793M	+2%	1.2M	686.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$614M	+3%	8.0M	77.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.0	$551M		6.4M	85.49	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.8	$510M	+671%	5.8M	87.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$481M	+34%	1.3M	370.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.4	$430M		14M	31.71	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$380M	+551%	4.4M	86.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$375M	+13%	503k	746.77	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.8	$335M		7.5M	44.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$310M	+6%	5.2M	59.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$303M	-10%	11M	27.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$300M	+4%	2.0M	148.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$253M	+13%	5.0M	50.23	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$253M	+15%	5.5M	46.15	View chart
Aon Shs Cl A (AON)	1.3	$241M	-26%	726k	331.69	View chart
Apple Call (AAPL)	1.3	$227M	+53%	785k	289.36	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.2	$224M	+14716%	2.2M	100.67	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$206M		838k	246.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$189M	+279%	2.3M	80.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$182M	-34%	530k	343.91	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$148M	+6%	1.8M	82.84	View chart
NVIDIA Corporation (NVDA)	0.7	$128M	+101%	641k	200.09	View chart
Microsoft Corporation (MSFT)	0.7	$128M	+43%	342k	373.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$125M	+5283%	1.7M	75.51	View chart
Vanguard Intermediate-term Tax-exempt Admiral Class SHS (VWIUX)	0.7	$122M	NEW	8.8M	13.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$118M	-2%	390k	303.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$114M	+6%	1.4M	83.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$108M	+15%	305k	353.33	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.6	$104M	+1416%	162k	640.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$99M	+6%	134k	736.40	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.5	$99M	+7880%	688k	143.39	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$96M	-2%	2.4M	40.21	View chart
Money Market Fund 261941702 SHS	0.5	$92M	NEW	92M	1.00	View chart
Amazon (AMZN)	0.5	$91M	+74%	383k	238.34	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$91M	+414%	213k	426.40	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.5	$90M		2.1M	43.50	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$90M	+9131%	1.2M	76.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$85M	+447%	515k	164.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$84M		2.8M	29.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$83M		2.0M	41.25	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$81M	-10%	1.6M	50.63	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$81M		2.8M	28.97	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$80M		843k	95.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$80M	+5%	831k	96.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$78M	+1852%	120k	655.89	View chart
Cme (CME)	0.4	$78M	+12%	355k	220.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$77M	+60%	216k	357.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$75M		205k	365.70	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.4	$74M		783k	94.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$74M	+15%	338k	217.93	View chart
Ishares Tr High Yld Systm B (HYDB)	0.4	$72M		1.5M	46.77	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$67M	+4255%	818k	82.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$66M	+463%	531k	124.17	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$61M	+10%	568k	107.62	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$60M	+4%	581k	103.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$59M	+75%	145k	409.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$57M	+3%	777k	73.41	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$56M	+116%	1.0M	56.16	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$56M	+896%	296k	190.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$53M	+5%	217k	242.99	View chart
Spdr Ser Tr Barclays Aggregate Bd Etf SHS (SPAB)	0.3	$53M	NEW	2.1M	25.52	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$52M	+5%	1.0M	50.95	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$52M	+4%	563k	91.63	View chart
Vanguard Federal Mmkt-inv SHS (VMFXX)	0.3	$49M	NEW	49M	1.00	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.3	$49M	+17444%	1.7M	29.01	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$46M	+8432%	395k	117.02	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$45M	+270%	380k	118.99	View chart
Fidelity Treasury SHS	0.2	$44M	NEW	44M	1.00	View chart
Spdr Port Ttl Stck Mrkt SHS (SPTM)	0.2	$44M	NEW	484k	90.79	View chart
Tesla Motors (TSLA)	0.2	$44M	+12%	105k	420.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$44M	+16%	553k	79.03	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$42M	+1476%	2.7M	15.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$42M	+25%	84k	500.39	View chart
Chevron Corporation (CVX)	0.2	$41M	+320%	248k	165.76	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.2	$40M	+3%	465k	85.01	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$38M	-10%	728k	51.69	View chart
JPMorgan Chase & Co. (JPM)	0.2	$38M	+80%	115k	327.33	View chart
Vanguard Long Term Tax Exempt Fund Admiral Shares SHS (VWLUX)	0.2	$37M	NEW	3.4M	10.93	View chart
Broadcom (AVGO)	0.2	$37M	+116%	97k	377.75	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$37M	-19%	1.0M	36.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$35M	+16%	166k	212.77	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$34M	+6424%	669k	50.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$34M	-2%	662k	50.58	View chart
Eli Lilly & Co. (LLY)	0.2	$33M	+79%	28k	1199.45	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$33M	+4%	690k	47.41	View chart
Fidelity 500 Index Fd-ai SHS (FXAIX)	0.2	$33M	NEW	125k	261.23	View chart
American Express Company (AXP)	0.2	$32M	+564%	96k	338.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$32M	+11%	107k	300.45	View chart
Beazer Homes Usa Com New (BZH)	0.2	$31M		1.1M	28.05	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$31M	+2%	465k	66.60	View chart
Cava Group Ord (CAVA)	0.2	$30M	-4%	384k	78.48	View chart
Vanguard Limited Tax -exempt Fund Admiral Shares SHS (VMLUX)	0.2	$30M	NEW	2.7M	10.98	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$29M	-28%	581k	50.35	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$29M	+24%	1.3M	22.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$28M	+19%	228k	124.44	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.2	$28M	NEW	677k	41.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$27M	-2%	1.2M	22.78	View chart
Fundvantage Tr Pole Focu Gr Etf (PCLG)	0.1	$27M	-20%	1.2M	21.75	View chart
Johnson & Johnson (JNJ)	0.1	$26M	+17%	102k	253.97	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$26M	+22%	129k	197.60	View chart
Meta Platforms Cl A (META)	0.1	$25M	+55%	45k	563.28	View chart
Schwab Us Treasury Money Ultra SHS (SUTXX)	0.1	$25M	NEW	25M	1.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$25M	+73%	105k	236.62	View chart
Fidelity Total Market Index Fund SHS (FSKAX)	0.1	$24M	NEW	118k	207.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$24M	-3%	154k	156.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$24M	+48%	64k	368.38	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$23M	+1299%	212k	109.43	View chart
Micron Technology (MU)	0.1	$23M	+72%	20k	1154.26	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$23M	+7003%	871k	26.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$23M	+4%	143k	158.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$23M	+22%	164k	136.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$22M		201k	110.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$22M		225k	96.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$21M	+39%	210k	98.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$21M	+9%	85k	242.43	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$21M		139k	147.73	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$20M		138k	146.41	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$20M	NEW	373k	53.17	View chart
Visa Com Cl A (V)	0.1	$20M	+111%	58k	343.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$19M		48k	393.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$18M	+2150%	213k	86.42	View chart
Wal-Mart Stores (WMT)	0.1	$18M	+70%	159k	113.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$18M	-2%	81k	219.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$18M	+3%	58k	306.30	View chart
Costco Wholesale Corporation (COST)	0.1	$17M	+31%	19k	935.45	View chart
Guggenheim Total Return Bond Fund Institutional Class SHS (GIBIX)	0.1	$17M	NEW	729k	23.75	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$17M	NEW	1.5M	11.38	View chart
Abbvie (ABBV)	0.1	$17M	+28%	67k	251.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$17M		76k	221.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$17M	+13%	122k	137.53	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$17M	+2619%	101k	163.58	View chart
Coca-Cola Company (KO)	0.1	$16M	+10%	196k	81.27	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.1	$16M	-6%	728k	21.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$16M	+11%	537k	28.96	View chart
International Business Machines (IBM)	0.1	$16M	+36%	55k	281.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$15M	+216%	450k	33.29	View chart
Advanced Micro Devices (AMD)	0.1	$15M	+65%	25k	580.91	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$15M	+360%	160k	91.64	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$14M		173k	81.94	View chart
Spdr Ser Tr Bloomberg Barclays 30-10 Yr Us Treas Index SHS (SPTI)	0.1	$14M	NEW	498k	28.39	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$14M	+17%	260k	54.03	View chart
Home Depot (HD)	0.1	$14M	+42%	39k	352.68	View chart
Columbia Total Return Bond Fund Inst2 Class SHS (CTBRX)	0.1	$14M	NEW	441k	30.51	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$13M	+384%	488k	27.41	View chart
Mastercard Incorporated Cl A (MA)	0.1	$13M	+65%	26k	513.60	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$13M		147k	89.92	View chart
Cisco Systems (CSCO)	0.1	$13M	+29%	112k	117.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$13M	+28%	18.00	728048.61	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$13M	+2%	493k	26.50	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$13M	+3%	511k	24.99	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$13M		370k	34.56	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$13M	+206%	115k	110.35	View chart
First Tr Exchange Traded Fd Iii Managed Mun Etf SHS (FMB)	0.1	$13M	NEW	245k	51.37	View chart
Procter & Gamble Company (PG)	0.1	$13M	+21%	86k	146.64	View chart
Goldman Sachs (GS)	0.1	$13M	+186%	12k	1011.36	View chart
Rocket Cos Com Cl A (RKT)	0.1	$13M		796k	15.75	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$12M	+267%	25k	477.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$12M	-2%	324k	36.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$12M		122k	95.62	View chart
Philip Morris International (PM)	0.1	$12M	+4%	63k	180.91	View chart
Fidelity Contrafund SHS (FCNTX)	0.1	$11M	NEW	425k	26.80	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$11M	+1528%	133k	82.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$11M	+4%	106k	102.81	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$11M	NEW	115k	92.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$10M	+14%	133k	77.91	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$10M		539k	19.18	View chart
Capital Bancorp (CBNK)	0.1	$10M		292k	35.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$10M	+3%	185k	55.01	View chart
Healthequity (HQY)	0.1	$10M	+194%	112k	90.32	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$10M	+21%	14k	703.35	View chart
Kla Corp Com New (KLAC)	0.1	$10M	+8925%	33k	301.71	View chart
Verizon Communications (VZ)	0.1	$10M	+25%	236k	42.34	View chart
Wellington Fund Admiral SHS (VWENX)	0.1	$9.9M	NEW	122k	81.30	View chart
Dimensional Etf Trust International (DFSI)	0.1	$9.9M	+274%	219k	45.10	View chart
Progressive Corporation (PGR)	0.1	$9.8M	+5%	45k	218.45	View chart
RBB SHS (TMFC)	0.1	$9.8M	NEW	129k	76.16	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$9.8M	-2%	60k	163.67	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$9.8M	-4%	144k	67.56	View chart
Merck & Co (MRK)	0.1	$9.7M	+40%	75k	128.50	View chart
Morgan Stanley Com New (MS)	0.1	$9.5M	+101%	46k	209.04	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$9.4M	NEW	192k	48.88	View chart
Pimco Income Fund Class P SHS (PONPX)	0.1	$9.4M	NEW	862k	10.86	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$9.0M	+8%	59k	152.18	View chart
Caterpillar (CAT)	0.0	$8.9M	+25%	8.3k	1064.91	View chart
Intel Corporation (INTC)	0.0	$8.9M	+16%	64k	139.63	View chart
Palo Alto Networks (PANW)	0.0	$8.8M	+51%	26k	341.02	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$8.8M		39k	225.49	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$8.7M		98k	88.54	View chart
Palantir Technologies Cl A (PLTR)	0.0	$8.6M	+57%	74k	116.67	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$8.6M	-2%	338k	25.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$8.6M	+21%	38k	227.06	View chart
Altria (MO)	0.0	$8.5M	+64%	119k	71.95	View chart
Bank of America Corporation (BAC)	0.0	$8.2M	+80%	144k	56.98	View chart
Hilton Worldwide Holdings (HLT)	0.0	$8.2M		25k	330.46	View chart
Ge Aerospace Com New (GE)	0.0	$8.2M	+6%	22k	373.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$8.2M	+6%	221k	36.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$8.1M	+886%	174k	46.63	View chart
Oracle Corporation (ORCL)	0.0	$8.1M	+132%	55k	146.55	View chart
Terawulf (WULF)	0.0	$7.9M	NEW	320k	24.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$7.9M	+950%	66k	119.52	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$7.8M	+145%	186k	41.73	View chart
Iren Ordinary Shares (IREN)	0.0	$7.6M	NEW	167k	45.73	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$7.6M	+458%	142k	53.47	View chart
Marvell Technology (MRVL)	0.0	$7.4M	NEW	25k	297.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$7.4M	+531%	22k	342.83	View chart
Charles Schwab Corporation (SCHW)	0.0	$7.4M	+90%	80k	92.27	View chart
Ge Vernova (GEV)	0.0	$7.4M	+29%	6.3k	1174.81	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.0	$7.2M	+105%	172k	42.21	View chart
Applied Materials (AMAT)	0.0	$7.2M	-5%	10k	723.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$7.2M	+188%	9.4k	763.11	View chart
Starbucks Corporation (SBUX)	0.0	$7.1M	+8%	70k	102.19	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$7.1M	+683%	184k	38.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$7.1M	+64%	209k	33.84	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$7.0M	+4%	253k	27.62	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$6.9M	+697%	171k	40.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$6.9M	+7%	186k	36.87	View chart
McDonald's Corporation (MCD)	0.0	$6.8M	+24%	25k	270.31	View chart
Union Pacific Corporation (UNP)	0.0	$6.8M	+97%	25k	272.00	View chart
Lowe's Companies (LOW)	0.0	$6.7M	+4%	31k	220.49	View chart
Netflix (NFLX)	0.0	$6.6M	+49%	92k	71.40	View chart
Raytheon Technologies Corp (RTX)	0.0	$6.6M	+43%	35k	189.73	View chart
Hyperliquid Strategies SHS (PURR)	0.0	$6.5M	NEW	827k	7.87	View chart
UnitedHealth (UNH)	0.0	$6.5M	+25%	16k	415.64	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$6.5M	+5%	160k	40.72	View chart
Vanguard Index 500 Fund Admiral Shares SHS (VFIAX)	0.0	$6.3M	NEW	9.1k	692.01	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$6.3M	+271%	3.2k	1989.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$6.2M	+88%	53k	117.67	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$6.1M	+45%	12k	522.39	View chart
Pepsi (PEP)	0.0	$6.1M	+11%	45k	135.40	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$6.1M		112k	54.11	View chart
salesforce (CRM)	0.0	$6.0M	+6%	38k	156.66	View chart
Constellation Energy (CEG)	0.0	$5.9M	+83%	24k	248.37	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$5.8M	NEW	34k	170.29	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.0	$5.8M		208k	28.01	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$5.8M	+20%	73k	79.42	View chart
MercadoLibre (MELI)	0.0	$5.8M	+843%	3.4k	1697.39	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$5.8M	+12%	111k	51.85	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$5.7M	+29%	106k	54.02	View chart
Shift4 Pmts Cl A (FOUR)	0.0	$5.7M	NEW	117k	48.64	View chart
Lam Research Corp Com New (LRCX)	0.0	$5.7M	-6%	13k	433.32	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$5.6M		564k	9.96	View chart
Marriott Intl Cl A (MAR)	0.0	$5.6M	+3%	15k	370.60	View chart
Williams Companies (WMB)	0.0	$5.6M	+249%	75k	74.34	View chart
Nextera Energy (NEE)	0.0	$5.6M	+141%	63k	87.77	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$5.6M	-8%	102k	54.69	View chart
Eaton Corp SHS (ETN)	0.0	$5.5M	+26%	13k	426.10	View chart
Uber Technologies (UBER)	0.0	$5.4M	+385%	75k	72.16	View chart
Wells Fargo & Company (WFC)	0.0	$5.4M	+65%	65k	82.64	View chart

Past Filings by Wealthspire Advisors

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

Wealthspire Advisors 2026 Q2 filed Aug. 11, 2026
Wealthspire Advisors 2026 Q1 filed May 1, 2026
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

View all past filings

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