Wealthspire Advisors, LLC Portfolio Holdings

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

Wealthspire Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $18.8 Billion distributed in 3187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $3.52B, Vanguard Ftse Developed Market with a value of $1.5B, Vanguard Index Fds S&P 500 ETF with a value of $1.41B, Ishares Core S&P Mid Cap ETF with a value of $974M, and Vanguard Star Fd Vanguard Tota with a value of $810M.

Examining the 13F form we can see an increase of $1.23B in the current position value, from $17.6B to 18.8B.

Wealthspire Advisors, LLC is based out at New York, NY

Below you can find more details about Wealthspire Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $18.8 Billion
ETFs: $17.5 Billion
Technology: $388 Million
Financial Services: $339 Million
Communication Services: $116 Million
Consumer Cyclical: $112 Million
Consumer Defensive: $99.3 Million
Healthcare: $96.6 Million
Industrials: $95.1 Million
Other: $107 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$113 Million 0.6% of portfolio
442,634
Q3 2025 Reduced 1.3%
$3.78T
$112 Million 0.59% of portfolio
215,492
Q3 2025 Reduced 51.51%
$72.4B
$82.3 Million 0.44% of portfolio
230,857
Q3 2025 Reduced 0.99%
$100B
$60.9 Million 0.32% of portfolio
225,273
Q3 2025 Reduced 0.08%
$1.74T
$44.4 Million 0.24% of portfolio
182,307
Q3 2025 Reduced 0.35%
$465B
$43.2 Million 0.23% of portfolio
231,518
Q3 2025 Reduced 2.18%
$2.39T
$37.9 Million 0.2% of portfolio
172,564
Q3 2025 Reduced 3.03%
$662B
$31.9 Million 0.17% of portfolio
63,392
Q3 2025 Reduced 0.58%
$1.65T
$23.1 Million 0.12% of portfolio
94,820
Q3 2025 Added 1.47%
$881B
$23.4 Million 0.12% of portfolio
74,281
Q3 2025 Reduced 6.42%
$346B
$21.8 Million 0.12% of portfolio
141,688
Q3 2025 Reduced 0.56%
$1.37T
$18.4 Million 0.1% of portfolio
25,039
Q3 2025 Reduced 6.71%
$1.29T
$18.5 Million 0.1% of portfolio
41,533
Q3 2025 Added 3.17%
$152B
$17.2 Million 0.09% of portfolio
69,550
Q3 2025 Reduced 30.78%
$303B
$17.9 Million 0.09% of portfolio
115,066
Q3 2025 Reduced 4.36%
$266B
$17.8 Million 0.09% of portfolio
63,054
Q3 2025 Reduced 10.01%
$404B
$15.2 Million 0.08% of portfolio
16,456
Q3 2025 Added 4.16%
$490B
$15.2 Million 0.08% of portfolio
134,377
Q3 2025 Reduced 3.43%
$522B
$15.5 Million 0.08% of portfolio
83,643
Q3 2025 Reduced 50.83%
$279B
$15.9 Million 0.08% of portfolio
153,830
Q3 2025 Reduced 17.69%
$139B
$13.5 Million 0.07% of portfolio
40,954
Q3 2025 Reduced 10.59%
$328B
$13.7 Million 0.07% of portfolio
45,540
Q3 2025 Added 1.04%
$414B
$11.7 Million 0.06% of portfolio
50,381
Q3 2025 Reduced 0.93%
$453B
$9.05 Million 0.05% of portfolio
12
Q2 2025 Reduced 7.69%
$306B
$9.42 Million 0.05% of portfolio
142,034
Q3 2025 Reduced 51.58%
$367B
$9.17 Million 0.05% of portfolio
22,640
Q3 2025 Reduced 54.44%
$237B
$9.72 Million 0.05% of portfolio
59,913
Q3 2025 Reduced 38.35%
$167B
$7.54 Million 0.04% of portfolio
79,016
Q3 2025 Reduced 10.14%
$512B
$8.06 Million 0.04% of portfolio
14,165
Q3 2025 Reduced 6.04%
$49.1B
$8.31 Million 0.04% of portfolio
6,934
Q3 2025 Added 0.59%
$342B
$7.98 Million 0.04% of portfolio
43,739
Q3 2025 Reduced 43.79%
$97.3B
$7.35 Million 0.04% of portfolio
86,824
Q3 2025 Reduced 8.96%
$222B
$7.61 Million 0.04% of portfolio
15,680
Q3 2025 Added 95.0%
$533B
$7.98 Million 0.04% of portfolio
23,368
Q3 2025 Reduced 11.0%
$228B
$5.17 Million 0.03% of portfolio
38,623
Q3 2025 Added 3.0%
$104B
$4.94 Million 0.03% of portfolio
74,788
Q3 2025 Added 24.7%
$413B
$4.92 Million 0.03% of portfolio
95,462
Q3 2025 Reduced 8.44%
$392M
$5.47 Million 0.03% of portfolio
245,114
Q3 2025 Reduced 16.41%
$0
$6 Million 0.03% of portfolio
603,279
Q3 2025 Reduced 0.31%
$971B
$6.12 Million 0.03% of portfolio
8,024
Q3 2025 Reduced 51.76%
$265B
$4.97 Million 0.03% of portfolio
6,239
Q3 2025 Added 18.66%
$224B
$6.5 Million 0.03% of portfolio
21,390
Q3 2025 Reduced 36.53%
$593B
$6.17 Million 0.03% of portfolio
21,927
Q3 2025 Added 5.92%
$204B
$5.21 Million 0.03% of portfolio
37,080
Q3 2025 Reduced 52.48%
$136B
$5.22 Million 0.03% of portfolio
22,082
Q3 2025 Reduced 2.83%
$172B
$6.1 Million 0.03% of portfolio
138,704
Q3 2025 Added 2.78%
$317B
$5.77 Million 0.03% of portfolio
68,878
Q3 2025 Reduced 7.54%
$255B
$3.67 Million 0.02% of portfolio
11,054
Q3 2025 Reduced 1.84%
$78.4B
$3.05 Million 0.02% of portfolio
22,872
Q3 2025 Reduced 2.17%

Summary

  • Portfolio
  • No. of Stocks 3,187
  • Current Value $18.8 Billion
  • Prior Value $17.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2,233 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 506 stocks
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