Wealthspire Advisors, LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$16.7B

Holdings

789

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (789 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	5,183,932	$2.9B	17.40%
2	IJHISHARES TR	15,480,038	$903.3M	5.40%
3	SCHDSCHWAB STRATEGIC TR	29,554,836	$826.4M	4.94%
4	VXUSVANGUARD STAR FDS	10,255,788	$636.9M	3.81%
5	VTIVANGUARD INDEX FDS	2,266,924	$623.0M	3.72%
6	VOOVanguard S&P 500 ETF	1,175,778	$604.2M	3.61%
7	VOOVANGUARD INDEX FDS	1,175,778	$604.2M	3.61%
8	VEAVANGUARD TAX-MANAGED FDS	11,257,390	$572.2M	3.42%
9	VEAVanguard MSCI EAFE ETF	11,257,390	$572.2M	3.42%
10	IJRISHARES TR	3,883,282	$406.1M	2.43%
11	VUGVANGUARD INDEX FDS	919,556	$341.0M	2.04%
12	SPYSPDR S&P 500 ETF TR	568,884	$318.2M	1.90%
13	VOVANGUARD INDEX FDS	1,119,086	$289.4M	1.73%
14	DFACDIMENSIONAL ETF TRUST	8,319,006	$274.4M	1.64%
15	IUSBISHARES TR	4,488,866	$206.8M	1.24%
16	SCHFSchwab International Equity ETF	10,230,131	$202.4M	1.21%
17	SCHFSCHWAB STRATEGIC TR	10,230,131	$202.4M	1.21%
18	VWOVANGUARD INTL EQUITY INDEX F	4,168,052	$188.6M	1.13%
19	VWOVanguard FTSE Emerging Markets ETF	4,168,052	$188.6M	1.13%
20	MSFTMICROSOFT CORP	447,888	$168.1M	1.00%
21	VTIPVanguard Short-Term Infl-Prot Secs ETF	3,062,180	$152.8M	0.91%
22	VTIPVANGUARD MALVERN FDS	3,062,180	$152.8M	0.91%
23	VXFVANGUARD INDEX FDS	791,516	$136.3M	0.81%
24	VXFVanguard Extended Market ETF	791,516	$136.3M	0.81%
25	AAPLAPPLE INC	601,515	$133.6M	0.80%
26	AONAON PLC	288,132	$115.0M	0.69%
27	VTVVANGUARD INDEX FDS	647,622	$111.9M	0.67%
28	VVVANGUARD INDEX FDS	434,709	$111.7M	0.67%
29	VVVanguard Large Cap ETF	434,709	$111.7M	0.67%
30	IEMGISHARES INC	1,654,265	$89.3M	0.53%
31	VBVanguard Small Cap ETF	374,326	$83.0M	0.50%
32	VBVANGUARD INDEX FDS	374,326	$83.0M	0.50%
33	EMLPFIRST TR EXCHANGE-TRADED FD	2,067,556	$77.5M	0.46%
34	USFRWISDOMTREE TR	1,516,924	$76.3M	0.46%
35	DFAIDIMENSIONAL ETF TRUST	2,238,479	$69.9M	0.42%
36	VTEBVANGUARD MUN BD FDS	1,368,394	$67.9M	0.41%
37	DFAEDIMENSIONAL ETF TRUST	2,597,661	$67.3M	0.40%
38	SCHXSCHWAB STRATEGIC TR	3,041,663	$67.2M	0.40%
39	SCHXSchwab US Large-Cap ETF	3,041,663	$67.2M	0.40%
40	DFGRDIMENSIONAL ETF TRUST	2,447,374	$64.3M	0.38%
41	TFLOISHARES TR	1,266,068	$64.1M	0.38%
42	AQLTISHARES TR	841,072	$63.6M	0.38%
43	VEUVanguard FTSE All-Wld ex-US ETF	1,030,728	$62.5M	0.37%
44	VEUVANGUARD INTL EQUITY INDEX F	1,030,728	$62.5M	0.37%
45	NDQINVESCO QQQ TR	132,167	$62.0M	0.37%
46	IXUSISHARES TR	854,574	$59.7M	0.36%
47	HYDBISHARES TR	1,243,992	$58.6M	0.35%
48	VCSHVANGUARD SCOTTSDALE FDS	731,747	$57.8M	0.35%
49	SPYMSPDR SER TR	838,210	$55.1M	0.33%
50	MUBiShares S&P National AMT-Free Muni	517,140	$54.5M	0.33%
51	MUBISHARES TR	517,140	$54.5M	0.33%
52	BNDVANGUARD BD INDEX FDS	718,499	$52.8M	0.32%
53	BNDVanguard Bond Index ETF	718,499	$52.8M	0.32%
54	AGGISHARES TR	530,678	$52.5M	0.31%
55	NOBLPROSHARES TR	492,073	$50.3M	0.30%
56	IVWISHARES TR	513,282	$47.6M	0.28%
57	VBKVANGUARD INDEX FDS	186,514	$47.0M	0.28%
58	VBKVanguard Small Cap Growth ETF	186,514	$47.0M	0.28%
59	VNQVANGUARD INDEX FDS	518,162	$46.9M	0.28%
60	EFAISHARES TR	561,958	$45.9M	0.27%
61	EFAiShares MSCI EAFE ETF	561,958	$45.9M	0.27%
62	CMECME GROUP INC	153,204	$40.6M	0.24%
63	IWFiShares Russell 1000 Growth	110,119	$39.8M	0.24%
64	IWFISHARES TR	110,119	$39.8M	0.24%
65	BRK/BBERKSHIRE HATHAWAY INC DEL	65,729	$35.0M	0.21%
66	AMZNAMAZON COM INC	177,082	$33.7M	0.20%
67	VBRVanguard Small Cap Value ETF	177,132	$33.0M	0.20%
68	VBRVANGUARD INDEX FDS	177,132	$33.0M	0.20%
69	DFAUDIMENSIONAL ETF TRUST	790,704	$30.4M	0.18%
70	SMMDISHARES TR	481,972	$30.1M	0.18%
71	JNJJOHNSON & JOHNSON	181,356	$30.1M	0.18%
72	EAGGiShares ESG U.S. Aggregate Bond ETF	617,527	$29.3M	0.18%
73	GOOGALPHABET INC	184,649	$28.8M	0.17%
74	IWBiShares Russell 1000 Index	86,939	$26.7M	0.16%
75	IWBISHARES TR	86,939	$26.7M	0.16%
76	SCHESchwab Emerging Market Equities ETF	945,648	$26.1M	0.16%
77	SCHESCHWAB STRATEGIC TR	945,648	$26.1M	0.16%
78	QUALISHARES TR	152,397	$26.0M	0.16%
79	ACNACCENTURE PLC IRELAND	80,275	$25.0M	0.15%
80	PGPROCTER AND GAMBLE CO	142,474	$24.3M	0.15%
81	VTVANGUARD INTL EQUITY INDEX F	208,255	$24.1M	0.14%
82	VTVanguard Total World Stock ETF	208,255	$24.1M	0.14%
83	IGFISHARES TR	440,038	$24.1M	0.14%
84	HYDVANECK ETF TRUST	467,955	$23.9M	0.14%
85	IWMISHARES TR	118,472	$23.6M	0.14%
86	IWMiShares Russell 2000 Index	118,472	$23.6M	0.14%
87	NVDANVIDIA CORPORATION	195,826	$21.2M	0.13%
88	IWDISHARES TR	109,463	$20.6M	0.12%
89	IWDiShares Russell 1000 Value Index	109,463	$20.6M	0.12%
90	MGVVANGUARD WORLD FD	153,266	$19.7M	0.12%
91	JPMJPMORGAN CHASE & CO.	77,328	$19.0M	0.11%
92	EIPIFIRST TR EXCHNG TRADED FD VI	905,610	$18.4M	0.11%
93	VYMVANGUARD WHITEHALL FDS	136,695	$17.6M	0.11%
94	VYMVanguard High Dividend	136,695	$17.6M	0.11%
95	XOMEXXON MOBIL CORP	143,042	$17.0M	0.10%
96	IWRISHARES TR	197,499	$16.8M	0.10%
97	IWRiShares Russell Midcap Blend	197,499	$16.8M	0.10%
98	IWPiShares Russell Midcap Growth	139,635	$16.4M	0.10%
99	IWPISHARES TR	139,635	$16.4M	0.10%
100	ESGEISHARES INC	467,538	$16.3M	0.10%

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