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
$181B
$3.32 Million 0.02% of portfolio
117,398
Q3 2025 Added 6.1%
$98.1B
$4.42 Million 0.02% of portfolio
25,890
Q3 2025 Reduced 0.73%
$114B
$3.15 Million 0.02% of portfolio
14,607
Q3 2025 Reduced 3.17%
$77.2B
$2.92 Million 0.02% of portfolio
13,754
Q3 2025 Added 12.42%
$291B
$2.87 Million 0.02% of portfolio
6,019
Q3 2025 Reduced 46.48%
$2.39B
$3.96 Million 0.02% of portfolio
29,395
Q3 2025 Reduced 0.25%
$319B
$3.82 Million 0.02% of portfolio
55,818
Q3 2025 Reduced 10.44%
$111B
$4.45 Million 0.02% of portfolio
13,516
Q3 2025 Added 3.82%
$193B
$4.58 Million 0.02% of portfolio
40,018
Q3 2025 Added 106.98%
$140B
$3.4 Million 0.02% of portfolio
9,094
Q3 2025 Reduced 0.27%
$75.4B
$3.59 Million 0.02% of portfolio
27,352
Q3 2025 Added 88.45%
$51.1B
$3.83 Million 0.02% of portfolio
42,713
Q3 2025 Reduced 2.01%
$74.9B
$2.96 Million 0.02% of portfolio
11,343
Q3 2025 Reduced 0.87%
$140B
$3.82 Million 0.02% of portfolio
15,216
Q3 2025 Reduced 7.76%
$92.7B
$4.17 Million 0.02% of portfolio
16,014
Q3 2025 Added 23.16%
$235B
$4.03 Million 0.02% of portfolio
48,034
Q3 2025 Reduced 2.52%
$65.7B
$2.88 Million 0.02% of portfolio
9,596
Q3 2025 Reduced 3.05%
$86.7B
$2.86 Million 0.02% of portfolio
4,699
Q3 2025 Reduced 49.21%
$61.4B
$2.98 Million 0.02% of portfolio
14,653
Q3 2025 Reduced 2.88%
$141B
$2.88 Million 0.02% of portfolio
112,934
Q3 2025 Reduced 52.2%
$136B
$4.19 Million 0.02% of portfolio
11,340
Q3 2025 Reduced 5.17%
$170B
$3.93 Million 0.02% of portfolio
27,182
Q3 2025 Added 1.78%
$300B
$4.01 Million 0.02% of portfolio
11,621
Q3 2025 Reduced 11.24%
$67.6B
$3.58 Million 0.02% of portfolio
74,140
Q3 2025 Reduced 6.37%
$91.4B
$1.77 Million 0.01% of portfolio
11,435
Q3 2025 Added 2.61%
$151B
$1.25 Million 0.01% of portfolio
3,538
Q3 2025 Reduced 15.01%
$388B
$2.28 Million 0.01% of portfolio
14,080
Q3 2025 Added 45.32%
$72.3B
$1.21 Million 0.01% of portfolio
10,822
Q3 2025 Reduced 2.64%
$5.6B
$1.01 Million 0.01% of portfolio
103,380
Q3 2025 Added 119.53%
$62.3B
$1.79 Million 0.01% of portfolio
15,890
Q3 2025 Reduced 2.26%
$47B
$1.01 Million 0.01% of portfolio
2,066
Q3 2025 Reduced 3.59%
$183B
$2.14 Million 0.01% of portfolio
7,599
Q3 2025 Reduced 7.51%
$118B
$1.3 Million 0.01% of portfolio
5,284
Q3 2025 Added 32.13%
$197B
$1.56 Million 0.01% of portfolio
7,639
Q3 2025 Reduced 12.74%
$54.4B
$2.26 Million 0.01% of portfolio
7,294
Q3 2025 Reduced 2.41%
$277B
$1.99 Million 0.01% of portfolio
25,972
Q3 2025 Reduced 44.11%
$1.28B
$1.05 Million 0.01% of portfolio
23,094
Q3 2025 Added 79.33%
$24.5B
$1.6 Million 0.01% of portfolio
9,388
Q3 2025 Reduced 1.22%
$104B
$2.61 Million 0.01% of portfolio
8,895
Q3 2025 Reduced 4.71%
$89.3B
$1.71 Million 0.01% of portfolio
15,691
Q3 2025 Reduced 1.86%
$99.5B
$1.16 Million 0.01% of portfolio
25,719
Q3 2025 Reduced 55.78%
$382M
$2.54 Million 0.01% of portfolio
79,703
Q3 2025 Added 0.15%
$5.3B
$1.61 Million 0.01% of portfolio
15,064
Q3 2025 Reduced 80.42%
$123B
$1.33 Million 0.01% of portfolio
4,698
Q3 2025 Added 39.37%
$190B
$1.09 Million 0.01% of portfolio
10,702
Q3 2025 Reduced 20.26%
$65.7B
$1.93 Million 0.01% of portfolio
24,116
Q3 2025 Reduced 5.57%
$120B
$1.21 Million 0.01% of portfolio
38,589
Q3 2025 Reduced 36.4%
$36B
$1.11 Million 0.01% of portfolio
11,072
Q3 2025 Reduced 53.09%
$115B
$1.36 Million 0.01% of portfolio
2,766
Q3 2025 Added 14.82%

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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