Funds › Wealthspire Advisors, LLC
Wealthspire Advisors, LLC
13F for Q3 2026, filed Nov 13, 2026. 1,152 positions worth $17.6B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$17.6B
−$539.1M (3.0%) vs Q2 2026
Positions
1,152
1,298 in Q2 2026
Top 10 share
43.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 2.92M | $2.2B | 12.7% | +2.0% | 13F ↗ |
| 2 | Vanguard Tax-Managed Fds | 16.18M | $1.1B | 6.5% | +3.3% | 13F ↗ |
| 3 | Vanguard Index Fds S&P 500 Etf Shs | 1.15M | $806.6M | 4.6% | -0.3% | 13F ↗ |
| 4 | iShares Tr Core S&P Mcp Etf | 8.05M | $579.5M | 3.3% | +1.2% | 13F ↗ |
| 5 | Vanguard Star Fds | 6.70M | $568.9M | 3.2% | +3.9% | 13F ↗ |
| 6 | Spdr Series Trust St Str P500ETF | 5.90M | $529.3M | 3.0% | +1.7% | 13F ↗ |
| 7 | Vanguard Index Fds Mrngstr Ttl Stk | 1.31M | $489.3M | 2.8% | +0.6% | 13F ↗ |
| 8 | Schwab Strategic Tr Us Dividend Eq | 13.61M | $442.7M | 2.5% | +0.3% | 13F ↗ |
| 9 | Vanguard Index Fds Mrngstr Grwt Etf | 4.60M | $414.6M | 2.4% | +4.2% | 13F ↗ |
| 10 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 518,609 | $395.5M | 2.2% | +3.2% | 13F ↗ |
| 11 | Dimensional ETF Trust Us Cor Equ 2 Etf | 7.38M | $328.2M | 1.9% | -2.2% | 13F ↗ |
| 12 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 5.34M | $316.6M | 1.8% | +2.7% | 13F ↗ |
| 13 | Schwab Strategic Tr Intl Eqty Etf | 10.88M | $299.0M | 1.7% | -0.5% | 13F ↗ |
| 14 | iShares Tr Core S&P Scp Etf | 2.06M | $280.1M | 1.6% | +1.7% | 13F ↗ |
| 15 | Vanguard Malvern Fds Strm Infproidx | 5.42M | $267.0M | 1.5% | +7.5% | 13F ↗ |
| 16 | AAPL Apple Inc. | 775,048 | $258.1M | 1.5% | -1.3% | 13F ↗ |
| 17 | iShares Tr Core Univrsl Usd | 5.76M | $253.9M | 1.4% | +5.0% | 13F ↗ |
| 18 | iShares Tr 0-3 Mth Treasury | 2.12M | $213.0M | 1.2% | -4.9% | 13F ↗ |
| 19 | Vanguard Index Fds Extend Mkt Etf | 846,821 | $196.1M | 1.1% | +1.0% | 13F ↗ |
| 20 | Vanguard Index Fds Mrngstr Lrg Cap | 526,892 | $185.4M | 1.1% | -0.6% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Mid Cap | 2.30M | $180.5M | 1.0% | -1.8% | 13F ↗ |
| 22 | MSFT Microsoft Corporation | 328,159 | $168.3M | 1.0% | -4.1% | 13F ↗ |
| 23 | NVDA NVIDIA Corporation | 651,520 | $148.8M | 0.8% | +1.6% | 13F ↗ |
| 24 | IAU iShares Gold Trust · Ishares New | 1.89M | $147.5M | 0.8% | +13.8% | 13F ↗ |
| 25 | iShares Inc Core Msci Emkt | 1.81M | $147.0M | 0.8% | +1.1% | 13F ↗ |
| 26 | AON Aon plc | 525,782 | $145.5M | 0.8% | -27.6% | 13F ↗ |
| 27 | Vanguard International Equity Index F Allwrld Ex Us | 1.36M | $113.0M | 0.6% | +0.5% | 13F ↗ |
| 28 | Vanguard Index Fds Mrngstr Sml Cap | 386,304 | $109.9M | 0.6% | -0.9% | 13F ↗ |
| 29 | Bny Mellon ETF Trust Us Lrg Cp Core | 2.14M | $104.6M | 0.6% | +3.7% | 13F ↗ |
| 30 | GOOG Alphabet Inc. Class C | 296,029 | $100.9M | 0.6% | -2.9% | 13F ↗ |
| 31 | Invesco Qqq Tr | 132,263 | $97.8M | 0.6% | -1.4% | 13F ↗ |
| 32 | iShares Tr Msci Acwi Ex Us | 1.28M | $96.7M | 0.5% | +8.3% | 13F ↗ |
| 33 | AMZN Amazon.com, Inc. | 371,913 | $92.7M | 0.5% | -2.9% | 13F ↗ |
| 34 | iShares Tr Core S&P Ttl Stk | 552,548 | $91.9M | 0.5% | +7.2% | 13F ↗ |
| 35 | Dimensional ETF Trust Emgr Cre Eqt Mng | 2.33M | $91.5M | 0.5% | -1.9% | 13F ↗ |
| 36 | iShares Tr Etf | 208,996 | $90.2M | 0.5% | -1.8% | 13F ↗ |
| 37 | First Tr Exchange-Traded Fd No Amer Energy | 2.11M | $86.6M | 0.5% | +1.6% | 13F ↗ |
| 38 | iShares Tr Trs Flt Rt Bd | 1.66M | $84.0M | 0.5% | +3.6% | 13F ↗ |
| 39 | Schwab Strategic Tr Us Lrg Cap Etf | 2.76M | $82.8M | 0.5% | -2.8% | 13F ↗ |
| 40 | iShares Tr Ishares Semicdtr | 145,610 | $82.8M | 0.5% | -9.9% | 13F ↗ |
| 41 | Vanguard Index Fds Sml Cp Grw Etf | 243,809 | $82.4M | 0.5% | +18.9% | 13F ↗ |
| 42 | Dimensional ETF Trust Intl Core Eqt Mk | 1.96M | $81.4M | 0.5% | -1.9% | 13F ↗ |
| 43 | iShares Tr Core Msci Total | 845,441 | $80.3M | 0.5% | +0.3% | 13F ↗ |
| 44 | iShares Tr Core Msci Eafe | 827,670 | $80.2M | 0.5% | -0.4% | 13F ↗ |
| 45 | CME CME Group Inc. | 305,279 | $80.0M | 0.5% | -14.0% | 13F ↗ |
| 46 | Morgan Stanley ETF Trust Etf | 817,699 | $77.4M | 0.4% | +4.4% | 13F ↗ |
| 47 | iShares Tr Etf | 936,134 | $76.0M | 0.4% | +14.5% | 13F ↗ |
| 48 | Dimensional ETF Trust Global Real Est | 2.79M | $75.3M | 0.4% | +0.3% | 13F ↗ |
| 49 | Vanguard Index Fds Mrngstr Val Etf | 333,774 | $72.1M | 0.4% | -1.1% | 13F ↗ |
| 50 | Vaneck ETF Trust Semiconductr Etf | 117,894 | $71.8M | 0.4% | -1.4% | 13F ↗ |
Showing the top 50 of 1,152 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
104 new, 498 added to, 408 trimmed, 250 exited, 142 unchanged. By estimated dollars.
New positions (104)
| XOM ExxonMobil Holdings Corporation | 165,087 | New | $26.9M |
| Dfa Invt Dimensions Group In U.S. High Relati | 173,983 | New | $7.3M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 186,170 | New | $7.0M |
| Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 64,537 | New | $5.3M |
| Ea Series Trust Etf | 92,887 | New | $4.0M |
| OKE ONEOK, Inc. | 28,264 | New | $2.4M |
| Ea Series Trust Etf | 107,045 | New | $1.7M |
| AVAV AeroVironment, Inc. | 12,050 | New | $1.7M |
| Dfa Invt Dimensions Group In Real Estate Secu | 50,936 | New | $1.2M |
| SSB SouthState Bank Corporation | 10,818 | New | $1.1M |
Added to (498)
| iShares Tr Core S&P500 Etf | 2.92M | +2.0% | $42.9M |
| Vanguard Tax-Managed Fds | 16.18M | +3.3% | $36.4M |
| Vanguard Star Fds | 6.70M | +3.9% | $21.2M |
| Vanguard Malvern Fds Strm Infproidx | 5.42M | +7.5% | $18.6M |
| IAU iShares Gold Trust · Ishares New | 1.89M | +13.8% | $17.9M |
| Vanguard Index Fds Mrngstr Grwt Etf | 4.60M | +4.2% | $16.7M |
| iShares Tr Ibonds 27 Trm Ts | 801,521 | +499% | $14.9M |
| Vanguard Index Fds Sml Cp Grw Etf | 243,809 | +18.9% | $13.1M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 518,609 | +3.2% | $12.2M |
| iShares Tr Core Univrsl Usd | 5.76M | +5.0% | $12.2M |
Trimmed (408)
| AON Aon plc | 525,782 | -27.6% | -$55.5M |
| Fundvantage Tr Pole Focu Gr Etf | 168,722 | -86.2% | -$23.9M |
| Spdr Series Trust St Lon Treas Etf | 261,064 | -70.0% | -$14.5M |
| iShares Tr Etf | 36,090 | -83.0% | -$13.7M |
| CME CME Group Inc. | 305,279 | -14.0% | -$13.0M |
| iShares Tr 0-3 Mth Treasury | 2.12M | -4.9% | -$10.9M |
| iShares Tr Ishares Semicdtr | 145,610 | -9.9% | -$9.1M |
| Dimensional ETF Trust Us Cor Equ 2 Etf | 7.38M | -2.2% | -$7.3M |
| MSFT Microsoft Corporation | 328,159 | -4.1% | -$7.2M |
| GOOGL Alphabet Inc. Class A | 195,794 | -9.5% | -$7.1M |
Exited (250)
| Vanguard Mun Bond Fund Inc Tax-Exempt, Investment Grade, Intermediate-Term | 8.82M | Exited | -$121.9M |
| Money Market Fund 261941702 | 91.86M | Exited | -$91.9M |
| Vanguard Federal Mmkt-Inv | 49.36M | Exited | -$49.4M |
| Fidelity Treasury Only Money Market Fd | 44.15M | Exited | -$44.1M |
| Vanguard Long Term Tax Exempt Fund | 3.39M | Exited | -$37.1M |
| Fidelity 500 Index Mfd | 125,005 | Exited | -$32.7M |
| Vanguard Ltd-Term Tx-Ex Adm Bond Funds | 2.73M | Exited | -$30.0M |
| US Treasury Money Fund Sutxx | 24.94M | Exited | -$24.9M |
| Fidelity Total Market Index Fu | 117,677 | Exited | -$24.4M |
| Exxon Mobil Corp | 164,234 | Exited | -$22.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 1,152 | $17.6B | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 1,298 | $18.2B | Current | SEC ↗ |
| Q1 2026 | May 1, 2026 | 13F-HR | 932 | $12.7B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 1,032 | $12.6B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 3,064 | $19.1B | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 848 | $17.8B | Current | SEC ↗ |
| Q1 2025 | May 9, 2025 | 13F-HR | 789 | $16.7B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer