Wealthspire Advisors, LLC
CIK 1646247
13F filing for Q2 2026・No. 394
- Holdings
- US$18.16B
- Quarter change
- +US$5.43B
- Entries
- 1,298
- Net bought (estimate)
- +US$3.92B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 414
- Sold out 48
- Cut 241
- Added 552
- Corporate actions 2
- Unchanged 91
Largest holdings
1,298 stocks worth US$18.16B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 2,868,273 | US$2.15B | 11.83% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 15,662,182 | US$1.12B | 6.14% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 1,154,326 | US$792.8M | 4.37% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 7,961,778 | US$613.93M | 3.38% |
| VANGUARD STAR FDSVG TL INTL STK F | Added | 6,446,651 | US$551.12M | 3.03% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 5,799,266 | US$509.64M | 2.81% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 1,299,198 | US$480.76M | 2.65% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 13,574,503 | US$430.45M | 2.37% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 7:1 | 4,415,332 | US$380.34M | 2.09% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 502,627 | US$375.35M | 2.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.