Universe · entity
Wealthspire Advisors, LLC
Institutional manager (13F) · CIK 1646247
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $10.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $1.7B | 2,669,963 |
| 2 | VANGUARD TAX-MANAGED FDS | $933M | 14,562,701 |
| 3 | VANGUARD INDEX FDS | $675M | 1,130,127 |
| 4 | ISHARES TR | $521M | 7,709,430 |
| 5 | VANGUARD STAR FDS | $488M | 6,334,962 |
| 6 | SCHWAB STRATEGIC TR | $408M | 13,311,446 |
| 7 | AON PLC | $318M | 984,075 |
| 8 | VANGUARD INDEX FDS | $309M | 963,010 |
| 9 | SCHWAB STRATEGIC TR | $302M | 12,209,080 |
| 10 | VANGUARD INDEX FDS | $296M | 677,349 |
| 11 | DIMENSIONAL ETF TRUST | $292M | 7,504,975 |
| 12 | STATE STR SPDR S&P 500 ETF T | $287M | 441,132 |
| 13 | VANGUARD INTL EQUITY INDEX F | $265M | 4,897,422 |
| 14 | VANGUARD INDEX FDS | $241M | 807,783 |
| 15 | ISHARES TR | $241M | 1,941,060 |
| 16 | VANGUARD MALVERN FDS | $223M | 4,455,868 |
| 17 | ISHARES TR | $218M | 4,727,243 |
| 18 | VANGUARD INDEX FDS | $178M | 618,508 |
| 19 | VANGUARD INDEX FDS | $169M | 823,550 |
| 20 | APPLE INC | $130M | 512,807 |
| 21 | ISHARES INC | $118M | 1,687,480 |
| 22 | VANGUARD INDEX FDS | $105M | 401,536 |
| 23 | VANGUARD INTL EQUITY INDEX F | $95M | 1,267,763 |
| 24 | CME GROUP INC | $93M | 316,090 |
| 25 | ISHARES TR | $91M | 1,792,834 |
| 26 | FIRST TR EXCHANGE-TRADED FD | $89M | 2,048,764 |
| 27 | MICROSOFT CORP | $88M | 237,664 |
| 28 | DIMENSIONAL ETF TRUST | $82M | 2,436,299 |
| 29 | DIMENSIONAL ETF TRUST | $78M | 1,991,210 |
| 30 | ALPHABET INC | $76M | 264,982 |
| 31 | DIMENSIONAL ETF TRUST | $73M | 2,755,256 |
| 32 | INVESCO QQQ TR | $73M | 125,640 |
| 33 | SCHWAB STRATEGIC TR | $72M | 2,822,930 |
| 34 | ISHARES TR | $72M | 835,385 |
| 35 | ISHARES TR | $71M | 788,483 |
| 36 | ISHARES TR | $70M | 1,514,236 |
| 37 | VANGUARD INDEX FDS | $62M | 204,118 |
| 38 | MORGAN STANLEY ETF TRUST | $62M | 769,423 |
| 39 | SPDR SERIES TRUST | $58M | 751,451 |
| 40 | VANGUARD INDEX FDS | $57M | 292,875 |
| 41 | NVIDIA CORPORATION | $55M | 317,353 |
| 42 | VANGUARD BD INDEX FDS | $55M | 749,709 |
| 43 | ISHARES TR | $54M | 512,469 |
| 44 | ISHARES TR | $54M | 555,277 |
| 45 | PROSHARES TR | $49M | 464,941 |
| 46 | AMAZON COM INC | $46M | 219,404 |
| 47 | PUTNAM ETF TRUST | $45M | 975,073 |
| 48 | VANGUARD INDEX FDS | $45M | 205,310 |
| 49 | SCHWAB STRATEGIC TR | $41M | 1,256,495 |
| 50 | ISHARES TR | $41M | 540,334 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.