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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 34.25% of Wealthspire Advisors's stock portfolio.
Added to shares of these 10 stocks: AON (+$229M), VV (+$78M), VEA (+$63M), VXUS (+$35M), VUG (+$34M), SCHF (+$32M), CAVA (+$30M), CME (+$26M), BZH (+$22M), IBTG (+$20M).
Started 93 new stock positions in HTAB, PHYS, NATO, ELME, CBUS, XLB, MUFG, DDD, BIP, OGI.
Reduced shares in these 10 stocks: GOOG (-$25M), AAPL (-$20M), USFR (-$18M), MSFT (-$17M), VOO (-$16M), PCLG (-$14M), NVDA (-$14M), META (-$11M), MUB (-$10M), JPM (-$9.5M).
Sold out of its positions in ASX, AYI, A, AA, SHOC, ABEV, AIG, COR, APP, AWI.
Wealthspire Advisors was a net buyer of stock by $352M.
Wealthspire Advisors has $13B in assets under management (AUM), dropping by 1.34%.
Central Index Key (CIK): 0001646247

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 932 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Wealthspire Advisors has 932 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealthspire Advisors March 31, 2026 positions
Download the Wealthspire Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.7	$1.7B		2.7M	653.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.3	$933M	+7%	15M	64.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.3	$675M	-2%	1.1M	597.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$521M		7.7M	67.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.8	$489M	+7%	6.3M	77.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.2	$408M		13M	30.68	View chart
Aon Shs Cl A (AON)	2.5	$318M	+259%	984k	322.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$309M	-2%	963k	320.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.4	$302M	+12%	12M	24.75	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$296M	+12%	677k	436.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$292M		7.5M	38.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$287M		441k	650.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.1	$265M	+3%	4.9M	54.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.9	$241M	+48%	808k	298.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$241M	+2%	1.9M	124.31	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.7	$223M	+6%	4.5M	49.95	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.7	$218M	+2%	4.7M	46.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$178M	+2%	619k	287.18	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.3	$170M		824k	205.80	View chart
Apple (AAPL)	1.0	$130M	-13%	513k	253.79	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$118M		1.7M	69.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$105M		402k	261.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$95M	+3%	1.3M	75.10	View chart
Cme (CME)	0.7	$93M	+39%	316k	295.35	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.7	$91M	+3%	1.8M	50.63	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.7	$89M	-5%	2.0M	43.66	View chart
Microsoft Corporation (MSFT)	0.7	$88M	-16%	238k	370.17	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$83M	-4%	2.4M	33.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$78M	-2%	2.0M	38.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$76M	-24%	265k	286.86	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$73M		2.8M	26.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$73M	-5%	126k	577.18	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$72M		2.8M	25.64	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$72M	+5%	835k	86.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$71M	-2%	789k	90.53	View chart
Ishares Tr High Yld Systm B (HYDB)	0.6	$70M	+6%	1.5M	46.52	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$62M		204k	302.25	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.5	$62M		769k	80.06	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$58M	-2%	752k	76.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$58M		293k	196.20	View chart
NVIDIA Corporation (NVDA)	0.4	$55M	-19%	317k	174.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$55M	+3%	750k	73.64	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$54M	-15%	513k	106.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$54M		555k	97.13	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$49M	-2%	465k	106.01	View chart
Amazon (AMZN)	0.4	$46M	-13%	219k	208.27	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$45M	+17%	975k	46.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$45M	+3%	205k	217.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$41M	+24%	1.3M	32.95	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.3	$41M	+6%	540k	76.35	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$41M	-31%	810k	50.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$40M	-8%	94k	426.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$39M	-16%	135k	287.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$38M	+2%	477k	79.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$38M	+110%	191k	198.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$37M		814k	45.12	View chart
Tesla Motors (TSLA)	0.3	$35M	+58%	93k	371.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$34M		676k	49.89	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.3	$33M		451k	72.69	View chart
Cava Group Ord (CAVA)	0.3	$33M	+1268%	404k	80.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$32M	-5%	67k	479.20	View chart
Fundvantage Tr Polen Focus Grow (PCLG)	0.2	$31M	-30%	1.5M	20.46	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$31M		658k	47.55	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$30M		452k	67.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$30M	-8%	83k	356.56	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$28M		1.2M	22.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$27M	+6%	143k	191.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$24M		96k	248.00	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$24M	+556%	1.0M	22.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$23M	-14%	135k	169.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$22M		160k	138.32	View chart
Beazer Homes Usa Com New (BZH)	0.2	$22M	NEW	1.1M	19.24	View chart
Johnson & Johnson (JNJ)	0.2	$21M	-8%	86k	244.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$20M	+3%	137k	148.10	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$20M	-4%	228k	88.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$20M		201k	97.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$19M	+20%	105k	184.28	View chart
JPMorgan Chase & Co. (JPM)	0.1	$19M	-33%	64k	294.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$19M	-20%	43k	430.29	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$18M		139k	132.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$18M	-2%	138k	128.12	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$17M	-6%	775k	22.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$17M	-3%	78k	213.67	View chart
Meta Platforms Cl A (META)	0.1	$17M	-40%	29k	572.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$16M	-4%	83k	191.81	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$15M	-15%	41k	370.68	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$15M		49k	313.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$15M	-8%	150k	99.27	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$14M		76k	189.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$14M	+6%	56k	257.35	View chart
Eli Lilly & Co. (LLY)	0.1	$14M	+21%	16k	919.78	View chart
Costco Wholesale Corporation (COST)	0.1	$14M	-30%	14k	996.42	View chart
Broadcom (AVGO)	0.1	$14M	-28%	45k	309.51	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$14M	+2%	101k	135.72	View chart
Coca-Cola Company (KO)	0.1	$14M	-4%	177k	76.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$13M		94k	142.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$13M	+4%	60k	215.06	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$13M	+2%	479k	26.61	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$12M		175k	70.91	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$12M	-2%	493k	25.07	View chart
Chevron Corporation (CVX)	0.1	$12M	-9%	59k	206.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$12M		107k	113.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$12M	-4%	480k	25.10	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$12M		148k	79.09	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.1	$12M		367k	31.67	View chart
Wal-Mart Stores (WMT)	0.1	$12M	-16%	94k	124.28	View chart
Abbvie (ABBV)	0.1	$11M	-10%	53k	217.49	View chart
Rocket Cos Com Cl A (RKT)	0.1	$11M		792k	14.25	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$11M		123k	87.84	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$11M		221k	47.53	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$10M	NEW	541k	19.00	View chart
Procter & Gamble Company (PG)	0.1	$10M	-9%	70k	144.44	View chart
Philip Morris International (PM)	0.1	$10M	+2%	61k	165.34	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$10M	+7%	103k	97.91	View chart
International Business Machines (IBM)	0.1	$9.8M	+2%	40k	242.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$9.7M	-14%	102k	95.62	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$9.7M		14.00	692492.14	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$9.6M		331k	29.08	View chart
Verizon Communications (VZ)	0.1	$9.5M	+25%	189k	50.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$9.2M	-3%	117k	78.41	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$8.9M	-2%	151k	59.22	View chart
Home Depot (HD)	0.1	$8.9M	-22%	27k	328.89	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$8.8M		39k	224.59	View chart
Capital Bancorp (CBNK)	0.1	$8.8M	+274%	295k	29.74	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$8.7M	-7%	61k	141.42	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$8.6M	-7%	178k	48.46	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$8.6M		346k	24.80	View chart
Progressive Corporation (PGR)	0.1	$8.4M	-4%	43k	198.24	View chart
Visa Com Cl A (V)	0.1	$8.3M	-24%	27k	302.24	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$8.1M		99k	82.43	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$8.0M		55k	145.94	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.8M	-19%	16k	499.66	View chart
Hilton Worldwide Holdings (HLT)	0.1	$7.6M	+1719%	25k	304.08	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$7.3M		12k	616.77	View chart
Byrna Technologies Com New (BYRN)	0.1	$7.2M	+219%	783k	9.18	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$7.1M		208k	33.97	View chart
Mccormick & Co Com Vtg (MKC.V)	0.1	$7.1M	+2128%	140k	50.38	View chart
Lowe's Companies (LOW)	0.1	$6.9M	+163%	29k	236.28	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.9M	-10%	47k	146.28	View chart
Cisco Systems (CSCO)	0.1	$6.7M	-3%	87k	77.59	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$6.7M	+168%	8.7k	772.65	View chart
salesforce (CRM)	0.1	$6.7M	-12%	36k	186.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$6.6M		31k	211.15	View chart
Merck & Co (MRK)	0.1	$6.4M	-9%	54k	120.29	View chart
Pepsi (PEP)	0.0	$6.3M	-13%	41k	155.29	View chart
McDonald's Corporation (MCD)	0.0	$6.2M	-9%	20k	310.80	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.0	$6.2M	-4%	114k	54.09	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$6.1M	+13%	241k	25.15	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$6.0M		48k	125.13	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$6.0M	+357%	124k	48.46	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$6.0M	+5%	152k	39.28	View chart
Netflix (NFLX)	0.0	$5.9M	-34%	62k	96.15	View chart
Ge Aerospace Com New (GE)	0.0	$5.8M	-28%	21k	283.77	View chart
Starbucks Corporation (SBUX)	0.0	$5.7M	+23%	64k	89.59	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$5.6M	+90%	61k	92.69	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.0	$5.6M	-3%	208k	26.74	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$5.5M		568k	9.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$5.5M	-7%	172k	32.22	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$5.5M		121k	45.34	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$5.5M	+13%	142k	38.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$5.3M		173k	30.96	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$5.2M	+26%	98k	52.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$5.1M		48k	106.50	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$5.0M	-2%	111k	45.47	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.0	$4.9M	-3%	181k	26.96	View chart
Chipotle Mexican Grill (CMG)	0.0	$4.9M	+1062%	152k	32.01	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$4.9M	-4%	34k	144.95	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$4.8M		66k	72.08	View chart
Altria (MO)	0.0	$4.8M	-7%	72k	65.99	View chart
Marriott Intl Cl A (MAR)	0.0	$4.8M	-15%	15k	327.08	View chart
Golub Capital BDC (GBDC)	0.0	$4.7M	+1896%	375k	12.66	View chart
Caterpillar (CAT)	0.0	$4.7M	-17%	6.6k	708.47	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.7M	-4%	24k	192.90	View chart
Lockheed Martin Corporation (LMT)	0.0	$4.6M	+27%	7.6k	604.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$4.4M	+10%	6.3k	697.74	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$4.4M		95k	45.87	View chart
American Express Company (AXP)	0.0	$4.4M		14k	302.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$4.3M	-7%	82k	52.78	View chart
United Bankshares (UBSI)	0.0	$4.3M	+1045%	104k	41.42	View chart
Boeing Company (BA)	0.0	$4.3M	-5%	22k	199.03	View chart
Ge Vernova (GEV)	0.0	$4.2M	-28%	4.9k	872.96	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$4.1M		37k	110.39	View chart
At&t (T)	0.0	$4.1M	-23%	141k	28.99	View chart
Abbott Laboratories (ABT)	0.0	$4.0M	-18%	39k	102.67	View chart
Charles Schwab Corporation (SCHW)	0.0	$4.0M	-19%	42k	93.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$3.9M	-13%	30k	132.90	View chart
Micron Technology (MU)	0.0	$3.9M	-25%	12k	337.83	View chart
Bank of America Corporation (BAC)	0.0	$3.9M	-41%	80k	48.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$3.8M	+155%	68k	56.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$3.7M	+27%	66k	56.79	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$3.7M	+6%	8.1k	463.19	View chart
Morgan Stanley Com New (MS)	0.0	$3.7M	-11%	23k	164.57	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$3.7M		29k	126.37	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$3.7M	+2%	74k	50.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$3.7M	-7%	127k	29.13	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$3.7M		41k	89.33	View chart
Eaton Corp SHS (ETN)	0.0	$3.7M	-6%	10k	357.65	View chart
Goldman Sachs (GS)	0.0	$3.7M	-51%	4.3k	846.04	View chart
Constellation Energy (CEG)	0.0	$3.6M	-23%	13k	279.24	View chart
Applied Materials (AMAT)	0.0	$3.6M	-19%	11k	341.80	View chart
Pfizer (PFE)	0.0	$3.5M	-8%	126k	28.08	View chart
Walt Disney Company (DIS)	0.0	$3.5M	+21%	37k	96.38	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$3.5M	+28%	84k	42.22	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$3.5M	+11%	11k	328.67	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$3.5M		75k	46.47	View chart
Oracle Corporation (ORCL)	0.0	$3.5M	-45%	24k	147.11	View chart
UnitedHealth (UNH)	0.0	$3.4M	-28%	13k	270.60	View chart
Honeywell International (HON)	0.0	$3.4M	-18%	15k	226.03	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$3.3M		8.1k	407.68	View chart
Vanguard World Utilities Etf (VPU)	0.0	$3.3M		17k	198.14	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$3.2M	-5%	27k	121.19	View chart
Amgen (AMGN)	0.0	$3.2M	-21%	9.2k	351.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$3.2M	-3%	28k	114.99	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$3.2M	-19%	35k	91.64	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$3.2M	-4%	8.6k	367.44	View chart
Healthequity (HQY)	0.0	$3.2M		38k	83.57	View chart
Wells Fargo & Company (WFC)	0.0	$3.1M	-25%	39k	79.61	View chart
Advanced Micro Devices (AMD)	0.0	$3.1M	-27%	15k	203.44	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$3.1M		137k	22.68	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$3.1M	+5%	51k	61.26	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$3.1M	-2%	47k	66.00	View chart
Union Pacific Corporation (UNP)	0.0	$3.1M	-18%	13k	242.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$3.0M	+2%	20k	151.41	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$3.0M		62k	49.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$3.0M	-2%	43k	71.13	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$3.0M	-2%	57k	52.85	View chart
Lam Research Corp Com New (LRCX)	0.0	$3.0M	-26%	14k	213.66	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$3.0M	-4%	14k	216.57	View chart
Northrop Grumman Corporation (NOC)	0.0	$3.0M	-19%	4.4k	682.24	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$3.0M	-7%	31k	95.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$2.9M		26k	111.37	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$2.9M	+4%	169k	17.32	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$2.9M	+4%	130k	22.43	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.0	$2.8M		65k	43.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$2.8M	-19%	76k	36.76	View chart
Stryker Corporation (SYK)	0.0	$2.8M	-15%	8.5k	328.60	View chart
CSX Corporation (CSX)	0.0	$2.8M	+67%	67k	41.05	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.0	$2.7M		36k	77.15	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$2.7M	-8%	54k	50.61	View chart
Palo Alto Networks (PANW)	0.0	$2.7M	-14%	17k	160.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.7M	-7%	31k	88.16	View chart
Maplebear (CART)	0.0	$2.7M		72k	37.46	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.0	$2.7M	+12%	37k	74.18	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$2.7M		58k	45.52	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$2.6M	-5%	95k	27.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.6M	+2%	37k	70.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$2.6M	-7%	18k	145.74	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$2.6M	-2%	18k	146.61	View chart
Mayville Engineering (MEC)	0.0	$2.5M	+48%	142k	17.95	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$2.5M	+136%	31k	80.05	View chart

Past Filings by Wealthspire Advisors

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

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
Wealthspire Advisors 2022 Q2 filed Aug. 9, 2022

View all past filings

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