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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$3.38 Million 0.02% of portfolio
62,725
Q3 2025 Added 4.83%
$0
$3.64 Million 0.02% of portfolio
7,841
Q3 2025 Added 5.08%
$0
$3.69 Million 0.02% of portfolio
37,660
Q3 2025 Reduced 0.82%
$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%
$0
$3.04 Million 0.02% of portfolio
39,751
Q3 2025 Added 11.16%
$0
$3.78 Million 0.02% of portfolio
74,290
Q3 2025 Reduced 2.58%
$0
$4.46 Million 0.02% of portfolio
5,970
Q3 2025 Added 3.32%
$0
$3.15 Million 0.02% of portfolio
16,650
Q3 2025 Added 1.34%
$0
$3.07 Million 0.02% of portfolio
35,293
Q3 2025 Reduced 1.18%
$91.4B
$1.77 Million 0.01% of portfolio
11,435
Q3 2025 Added 2.61%
$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%
$0
$1.1 Million 0.01% of portfolio
8,570
Q3 2025 Added 8.84%
$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%
$73.4B
$943,000 0.01% of portfolio
26,578
Q3 2025 Reduced 8.78%
$103B
$1.16 Million 0.01% of portfolio
15,370
Q3 2025 Reduced 15.91%
$160B
$1.51 Million 0.01% of portfolio
7,610
Q3 2025 Added 62.82%
$0
$1.03 Million 0.01% of portfolio
22,128
Q1 2025 Added 100.0%
$0
$2.78 Million 0.01% of portfolio
64,938
Q2 2025 Added 80.28%
$0
$2.5 Million 0.01% of portfolio
81,792
Q3 2025 Reduced 24.25%
$0
$1.13 Million 0.01% of portfolio
34,493
Q2 2025 Added 113.34%
$0
$1.67 Million 0.01% of portfolio
34,558
Q2 2025 Added 93.8%
$0
$951,000 0.01% of portfolio
39,908
Q3 2025 Added 0.01%

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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email