Wealthspire Advisors, LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$17.8B

Holdings

848

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (848 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	5,206,372	$3.2T	18165.57%
2	VEAVANGUARD TAX-MANAGED FDS	22,786,946	$1.3T	7300.11%
3	IJHISHARES TR	14,821,322	$919.2B	5165.48%
4	SCHDSCHWAB STRATEGIC TR	28,982,800	$768.0B	4315.97%
5	VXUSVANGUARD STAR FDS	10,438,638	$721.2B	4052.76%
6	VOOVANGUARD INDEX FDS	1,155,650	$656.5B	3689.01%
7	VOOVanguard S&P 500 ETF	1,155,650	$656.5B	3689.01%
8	VTIVANGUARD INDEX FDS	1,972,304	$599.4B	3368.52%
9	VWOVANGUARD INTL EQUITY INDEX F	8,339,284	$412.5B	2317.79%
10	IJRISHARES TR	3,698,136	$404.2B	2271.20%
11	VUGVANGUARD INDEX FDS	896,976	$393.2B	2209.75%
12	VTIPVANGUARD MALVERN FDS	6,941,794	$349.0B	1960.98%
13	VOVANGUARD INDEX FDS	1,217,920	$340.8B	1915.27%
14	DFACDIMENSIONAL ETF TRUST	7,865,701	$281.9B	1584.15%
15	SPYSPDR S&P 500 ETF TR	433,684	$268.0B	1505.79%
16	SCHFSchwab International Equity ETF	10,762,678	$237.9B	1336.61%
17	SCHFSCHWAB STRATEGIC TR	10,762,678	$237.9B	1336.61%
18	MSFTMICROSOFT CORP	444,374	$221.0B	1242.10%
19	IUSBiShares Total US Bond ETF	4,340,479	$200.7B	1127.60%
20	VXFVANGUARD INDEX FDS	814,430	$156.9B	881.96%
21	VXFVanguard Extended Market ETF	814,430	$156.9B	881.96%
22	VVVanguard Large Cap ETF	548,439	$156.5B	879.27%
23	VVVANGUARD INDEX FDS	548,439	$156.5B	879.27%
24	IEMGiShares Core MSCI Emerging Markets ETF	1,718,854	$103.2B	579.83%
25	VTVVANGUARD INDEX FDS	583,066	$103.1B	579.11%
26	VBVANGUARD INDEX FDS	400,630	$94.9B	533.52%
27	VBVanguard Small Cap ETF	400,630	$94.9B	533.52%
28	AAPLAPPLE INC	448,471	$92.0B	517.06%
29	AONAON PLC	233,162	$83.2B	467.44%
30	VTEBVANGUARD MUN BD FDS	1,683,670	$82.6B	463.89%
31	EMLPFirst Trust North American Energy Infrastructure ETF	2,099,516	$78.8B	442.55%
32	DFAEDIMENSIONAL ETF TRUST	2,610,903	$75.6B	424.75%
33	DFAIDIMENSIONAL ETF TRUST	2,182,737	$75.5B	424.03%
34	SCHXSCHWAB STRATEGIC TR	2,921,162	$71.4B	401.19%
35	SCHXSchwab US Large-Cap ETF	2,921,162	$71.4B	401.19%
36	NDQINVESCO QQQ TR	128,496	$70.9B	398.33%
37	VEUVANGUARD INTL EQUITY INDEX F	1,039,934	$69.9B	392.82%
38	VEUVanguard FTSE All-Wld ex-US ETF	1,039,934	$69.9B	392.82%
39	AQLTISHARES TR	803,032	$67.0B	376.71%
40	DFGRDimensional Global Real Estate ETF	2,463,983	$66.1B	371.49%
41	TFLOiShares Treasury Floating Rate Bond ETF	1,297,463	$65.7B	369.29%
42	IXUSiShares Core MSCI Total Int'l Stock Index	844,409	$65.3B	366.84%
43	MUBISHARES TR	606,795	$63.4B	356.26%
44	MUBiShares S&P National AMT-Free Muni	606,795	$63.4B	356.26%
45	CMECME GROUP INC	225,448	$62.1B	349.18%
46	HYDBISHARES TR	1,263,546	$60.0B	337.09%
47	IWBISHARES TR	175,920	$59.7B	335.69%
48	SPYMSPDR SERIES TRUST	792,637	$57.6B	323.77%
49	EFAISHARES TR	568,432	$50.8B	285.54%
50	EFAiShares MSCI EAFE ETF	568,432	$50.8B	285.54%
51	VBKVanguard Small Cap Growth ETF	182,081	$50.4B	283.36%
52	VBKVANGUARD INDEX FDS	182,081	$50.4B	283.36%
53	BNDVanguard Bond Index ETF	674,695	$49.7B	279.16%
54	BNDVANGUARD BD INDEX FDS	674,695	$49.7B	279.16%
55	NOBLPROSHARES TR	491,543	$49.5B	278.15%
56	AGGISHARES TR	478,908	$47.5B	266.97%
57	IWFISHARES TR	109,150	$46.3B	260.42%
58	IWFiShares Russell 1000 Growth	109,150	$46.3B	260.42%
59	VNQVANGUARD INDEX FDS	494,688	$44.1B	247.57%
60	AMZNAMAZON COM INC	177,948	$39.0B	219.38%
61	NVDANVIDIA CORPORATION	236,689	$37.4B	210.14%
62	USFRWISDOMTREE TR	717,475	$36.1B	202.84%
63	DFAUDIMENSIONAL ETF TRUST	851,789	$36.1B	202.76%
64	VBRVANGUARD INDEX FDS	178,553	$34.8B	195.67%
65	VBRVanguard Small Cap Value ETF	178,553	$34.8B	195.67%
66	SMMDiShares Russell 2500 ETF	503,388	$34.1B	191.73%
67	VCSHVanguard Short-Term Corporate Bond ETF	412,619	$32.8B	184.34%
68	GOOGALPHABET INC	182,947	$32.5B	182.37%
69	IVWISHARES TR	285,670	$31.5B	176.74%
70	BRK/BBERKSHIRE HATHAWAY INC DEL	63,760	$31.0B	174.05%
71	ACNACCENTURE PLC IRELAND	100,473	$30.0B	168.75%
72	EAGGiShares ESG U.S. Aggregate Bond ETF	618,907	$29.4B	165.34%
73	SCHESCHWAB STRATEGIC TR	954,285	$28.8B	161.63%
74	SCHESchwab Emerging Market Equities ETF	954,285	$28.8B	161.63%
75	IGFISHARES TR	439,424	$26.0B	146.18%
76	JNJJOHNSON & JOHNSON	170,094	$26.0B	146.00%
77	VTVANGUARD INTL EQUITY INDEX F	183,440	$23.6B	132.48%
78	JPMJPMORGAN CHASE & CO.	79,379	$23.0B	129.32%
79	PGPROCTER AND GAMBLE CO	142,490	$22.7B	127.57%
80	IWMiShares Russell 2000 Index	99,485	$21.5B	120.64%
81	IWMISHARES TR	99,485	$21.5B	120.64%
82	METAMETA PLATFORMS INC	26,841	$19.8B	111.33%
83	RSPINVESCO EXCHANGE TRADED FD T	108,054	$19.6B	110.35%
84	IWPiShares Russell Midcap Growth	136,241	$18.9B	106.17%
85	IWPISHARES TR	136,241	$18.9B	106.17%
86	HDHOME DEPOT INC	49,688	$18.2B	102.37%
87	VYMVANGUARD WHITEHALL FDS	135,489	$18.1B	101.50%
88	VYMVanguard High Dividend	135,489	$18.1B	101.50%
89	4I1PHILIP MORRIS INTL INC	97,180	$17.7B	99.46%
90	IWRISHARES TR	192,197	$17.7B	99.33%
91	IWRiShares Russell Midcap Blend	192,197	$17.7B	99.33%
92	MGVVANGUARD WORLD FD	132,914	$17.4B	97.99%
93	IWViShares Russell 3000 Index	47,764	$16.8B	94.21%
94	IWVISHARES TR	47,764	$16.8B	94.21%
95	EIPIFirst Trust Energy Income Ptnrs Enh Inc ETF	835,348	$16.5B	92.57%
96	GOOGLALPHABET INC	93,448	$16.5B	92.54%
97	IJJiShares S&P Midcap 400/BARRA Value	130,645	$16.1B	90.73%
98	IJJISHARES TR	130,645	$16.1B	90.73%
99	QUALISHARES TR	87,780	$16.0B	90.18%
100	GQ9SPDR GOLD TR	52,517	$16.0B	89.96%

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