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
$0
$1.27 Million 0.01% of portfolio
26,645
Q3 2025 New
$0
$2.31 Million 0.01% of portfolio
45,531
Q3 2025 Added 0.43%
$0
$2.7 Million 0.01% of portfolio
42,930
Q3 2025 Reduced 2.09%
$0
$2.12 Million 0.01% of portfolio
25,342
Q3 2025 Reduced 2.46%
$19.9B
$1.05 Million 0.01% of portfolio
11,931
Q3 2025 Reduced 1.94%
$0
$1.75 Million 0.01% of portfolio
39,215
Q3 2025 Reduced 0.13%
$123B
$2.05 Million 0.01% of portfolio
4,105
Q3 2025 Reduced 47.43%
$4.83B
$2.47 Million 0.01% of portfolio
27,050
Q3 2025 Reduced 0.21%
$327M
$1.31 Million 0.01% of portfolio
95,415
Q4 2022 Reduced 0.21%
$31.6B
$1.85 Million 0.01% of portfolio
1,509
Q3 2025 Reduced 50.3%
$268B
$1.37 Million 0.01% of portfolio
8,214
Q3 2025 Reduced 44.33%
$76.2B
$1.37 Million 0.01% of portfolio
21,911
Q3 2025 Added 28.27%
$7.41B
$1.09 Million 0.01% of portfolio
11,755
Q3 2025 Reduced 0.98%
$168B
$2.07 Million 0.01% of portfolio
27,389
Q3 2025 Reduced 12.52%
$79.2B
$1.21 Million 0.01% of portfolio
17,415
Q3 2025 Reduced 52.23%
$109B
$1.63 Million 0.01% of portfolio
29,388
Q3 2025 Added 8.47%
$31.5B
$1.59 Million 0.01% of portfolio
21,760
Q3 2025 Reduced 2.09%
$107B
$1.04 Million 0.01% of portfolio
1,375
Q3 2025 Added 7.09%
$40.4B
$1.58 Million 0.01% of portfolio
12,456
Q3 2025 Reduced 2.17%
$68.5B
$1.03 Million 0.01% of portfolio
7,586
Q3 2025 Reduced 9.69%
$0
$1.56 Million 0.01% of portfolio
108,200
Q3 2025 Reduced 14.87%
$74.3B
$1.17 Million 0.01% of portfolio
5,808
Q3 2025 Reduced 12.32%
$132B
$1.38 Million 0.01% of portfolio
5,578
Q3 2025 Reduced 10.58%
$187B
$1.96 Million 0.01% of portfolio
11,786
Q3 2025 Reduced 7.2%
$14.2B
$984,000 0.01% of portfolio
3,141
Q3 2025 Reduced 65.28%
$34.1B
$1.08 Million 0.01% of portfolio
6,259
Q3 2025 Reduced 5.21%
$35.1B
$1.14 Million 0.01% of portfolio
18,820
Q3 2025 Reduced 50.4%
$74.3B
$1.68 Million 0.01% of portfolio
2,984
Q3 2025 Reduced 51.38%
$43.5B
$966,000 0.01% of portfolio
2,765
Q3 2025 Reduced 47.23%
$258B
$2.79 Million 0.01% of portfolio
16,677
Q3 2025 Reduced 9.34%
$237B
$1.89 Million 0.01% of portfolio
7,987
Q3 2025 Reduced 16.21%
$0
$1.15 Million 0.01% of portfolio
26,720
Q3 2025 Added 4.16%
$0
$1.82 Million 0.01% of portfolio
70,740
Q4 2024 Added 200.0%
$0
$1.44 Million 0.01% of portfolio
59,085
Q3 2025 Added 6.51%
$0
$2.13 Million 0.01% of portfolio
90,753
Q3 2025 Reduced 8.5%
$0
$1.32 Million 0.01% of portfolio
45,354
Q3 2025 Reduced 0.16%
$0
$2.14 Million 0.01% of portfolio
23,964
Q3 2025 Reduced 4.51%
$0
$1.18 Million 0.01% of portfolio
7,643
Q3 2025 Added 14.33%
$0
$1.26 Million 0.01% of portfolio
5,244
Q3 2025 Reduced 11.1%
$0
$2.46 Million 0.01% of portfolio
17,694
Q3 2025 Reduced 40.0%
$169B
$1.75 Million 0.01% of portfolio
1,901
Q3 2025 Reduced 16.66%
$270B
$1.18 Million 0.01% of portfolio
16,542
Q3 2025 Reduced 5.26%
$86.1B
$1.66 Million 0.01% of portfolio
4,795
Q3 2025 Reduced 56.53%
$174B
$2.64 Million 0.01% of portfolio
17,788
Q3 2025 Added 134.55%
$82.2B
$2.13 Million 0.01% of portfolio
9,422
Q3 2025 Added 2.37%
$98.6B
$2.11 Million 0.01% of portfolio
22,234
Q3 2025 Reduced 3.14%
$0
$2.59 Million 0.01% of portfolio
35,593
Q1 2025 Added 0.59%
$0
$1.17 Million 0.01% of portfolio
38,647
Q3 2025 Added 4.61%
$0
$2.56 Million 0.01% of portfolio
58,223
Q3 2025 Reduced 0.13%

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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