Wealthspire Advisors, LLC Q2 2023 Filing
Filed August 1, 2023
Portfolio Value
$6.1B
Holdings
559
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (559 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $861.2M |
VOOVANGUARD INDEX FDS | $442.4M |
SCHDSCHWAB STRATEGIC TR | $410.6M |
VEAVANGUARD TAX-MANAGED FDS | $368.6M |
IJHISHARES TR | $350.3M |
SPYSPDR S&P 500 ETF TR | $255.1M |
VXUSVANGUARD STAR FDS | $200.8M |
SCHFSCHWAB STRATEGIC TR | $179.0M |
VTIVANGUARD INDEX FDS | $171.3M |
IJRISHARES TR | $152.0M |
VOVANGUARD INDEX FDS | $122.6M |
VWOVANGUARD INTL EQUITY INDEX F | $111.7M |
VVVANGUARD INDEX FDS | $97.1M |
VXFVANGUARD INDEX FDS | $93.8M |
VUGVANGUARD INDEX FDS | $80.4M |
IEMGISHARES INC | $77.7M |
BABINVESCO EXCH TRADED FD TR II | $68.5M |
VBVANGUARD INDEX FDS | $66.8M |
SCHXSCHWAB STRATEGIC TR | $65.3M |
NOBLPROSHARES TR | $64.6M |
AAPLAPPLE INC | $59.1M |
AQLTISHARES TR | $56.7M |
IXUSISHARES TR | $55.4M |
TFLOISHARES TR | $53.8M |
EMLPFIRST TR EXCHANGE-TRADED FD | $50.9M |
MUBISHARES TR | $50.4M |
SPYMSPDR SER TR | $46.8M |
VTVVANGUARD INDEX FDS | $43.5M |
ACWVISHARES INC | $39.7M |
MSFTMICROSOFT CORP | $38.4M |
EFAISHARES TR | $38.3M |
VEUVANGUARD INTL EQUITY INDEX F | $35.4M |
IUSBISHARES TR | $35.0M |
CMECME GROUP INC | $34.9M |
IWFISHARES TR | $33.4M |
DTHWISDOMTREE TR | $32.6M |
VTVANGUARD INTL EQUITY INDEX F | $28.2M |
VTEBVANGUARD MUN BD FDS | $27.2M |
IQDFFLEXSHARES TR | $24.6M |
IGFISHARES TR | $23.8M |
ACNACCENTURE PLC IRELAND | $23.4M |
AGGISHARES TR | $22.9M |
IWMISHARES TR | $22.2M |
SMMDISHARES TR | $21.5M |
GOOGALPHABET INC | $21.0M |
SCHESCHWAB STRATEGIC TR | $19.5M |
VNQVANGUARD INDEX FDS | $18.4M |
BNDVANGUARD BD INDEX FDS | $17.1M |
AMZNAMAZON COM INC | $16.9M |
SDYSPDR SER TR | $16.1M |
VTIPVANGUARD MALVERN FDS | $15.9M |
AQLTISHARES TR | $15.7M |
SCHPSCHWAB STRATEGIC TR | $15.5M |
VOTVANGUARD INDEX FDS | $14.2M |
XFEBFIRST TR ENERGY INFRASTRCTR | $13.7M |
IWDISHARES TR | $13.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13.0M |
DGRWWISDOMTREE TR | $12.4M |
IWVISHARES TR | $12.4M |
VOEVANGUARD INDEX FDS | $11.9M |
VDCVANGUARD WORLD FDS | $11.8M |
ITOTISHARES TR | $11.3M |
QCLNFIRST TR EXCHANGE-TRADED FD | $10.9M |
IWBISHARES TR | $10.4M |
TFISPDR SER TR | $10.4M |
SPMDSPDR SER TR | $10.3M |
QDFFLEXSHARES TR | $10.1M |
IVWISHARES TR | $9.2M |
CHHCHOICE HOTELS INTL INC | $9.1M |
VBKVANGUARD INDEX FDS | $9.1M |
VBRVANGUARD INDEX FDS | $9.0M |
VYMVANGUARD WHITEHALL FDS | $8.9M |
JNJJOHNSON & JOHNSON | $8.8M |
BSVVANGUARD BD INDEX FDS | $8.7M |
HDVISHARES TR | $8.5M |
GQ9SPDR GOLD TR | $8.5M |
KOCOCA COLA CO | $8.2M |
XOMEXXON MOBIL CORP | $7.9M |
AQLTISHARES TR | $7.9M |
NDQINVESCO QQQ TR | $7.5M |
GOOGLALPHABET INC | $7.3M |
BILSPDR SER TR | $7.3M |
SCHASCHWAB STRATEGIC TR | $7.0M |
RKTROCKET COS INC | $6.6M |
TSLATESLA INC | $6.6M |
XLESELECT SECTOR SPDR TR | $6.4M |
ABBVABBVIE INC | $6.3M |
ACWIISHARES TR | $6.2M |
VIGVANGUARD SPECIALIZED FUNDS | $6.2M |
MDYSPDR S&P MIDCAP 400 ETF TR | $6.2M |
GSLCGOLDMAN SACHS ETF TR | $5.7M |
CVXCHEVRON CORP NEW | $5.6M |
PGPROCTER AND GAMBLE CO | $5.5M |
UNHUNITEDHEALTH GROUP INC | $5.4M |
JPMJPMORGAN CHASE & CO | $5.3M |
METAMETA PLATFORMS INC | $5.1M |
PEPPEPSICO INC | $5.0M |
MRKMERCK & CO INC | $4.8M |
BACVERIZON COMMUNICATIONS INC | $4.8M |
EIMEATON VANCE MUN BD FD | $4.8M |
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