Wealthspire Advisors, LLC Q3 2023 Filing
Filed November 6, 2023
Portfolio Value
$6.1B
Holdings
594
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (594 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $855.8B |
VOOVANGUARD INDEX FDS | $437.8B |
SCHDSCHWAB STRATEGIC TR | $383.7B |
VEAVANGUARD TAX-MANAGED FDS | $357.2B |
IJHISHARES TR | $332.4B |
SPYSPDR S&P 500 ETF TR | $251.0B |
VXUSVANGUARD STAR FDS | $203.2B |
VTIVANGUARD INDEX FDS | $176.3B |
SCHFSCHWAB STRATEGIC TR | $170.7B |
IJRISHARES TR | $145.3B |
VOVANGUARD INDEX FDS | $115.8B |
VWOVANGUARD INTL EQUITY INDEX F | $109.2B |
VXFVANGUARD INDEX FDS | $96.1B |
VVVANGUARD INDEX FDS | $94.3B |
VUGVANGUARD INDEX FDS | $86.8B |
IEMGISHARES INC | $76.0B |
BABINVESCO EXCH TRADED FD TR II | $69.7B |
VBVANGUARD INDEX FDS | $69.3B |
SCHXSCHWAB STRATEGIC TR | $61.4B |
AQLTISHARES TR | $60.8B |
TFLOISHARES TR | $60.5B |
NOBLPROSHARES TR | $59.1B |
AAPLAPPLE INC | $58.9B |
IXUSISHARES TR | $52.8B |
MUBISHARES TR | $49.1B |
EMLPFIRST TR EXCHANGE-TRADED FD | $48.5B |
MSFTMICROSOFT CORP | $44.5B |
SPYMSPDR SER TR | $43.0B |
VTVVANGUARD INDEX FDS | $41.0B |
CMECME GROUP INC | $36.9B |
EFAISHARES TR | $36.0B |
VEUVANGUARD INTL EQUITY INDEX F | $35.0B |
IUSBISHARES TR | $32.7B |
IWFISHARES TR | $30.7B |
VTIPVANGUARD MALVERN FDS | $29.7B |
VTEBVANGUARD MUN BD FDS | $26.5B |
VTVANGUARD INTL EQUITY INDEX F | $26.2B |
ACNACCENTURE PLC IRELAND | $23.3B |
AGGISHARES TR | $20.9B |
IGFISHARES TR | $20.5B |
SMMDISHARES TR | $20.3B |
SCHESCHWAB STRATEGIC TR | $20.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $18.8B |
IWMISHARES TR | $18.2B |
AMZNAMAZON COM INC | $17.8B |
VNQVANGUARD INDEX FDS | $16.4B |
GOOGALPHABET INC | $16.2B |
BNDVANGUARD BD INDEX FDS | $15.7B |
VYMVANGUARD WHITEHALL FDS | $15.2B |
IWVISHARES TR | $14.5B |
SDYSPDR SER TR | $14.4B |
AQLTISHARES TR | $14.4B |
XFEBFIRST TR ENERGY INFRASTRCTR | $14.2B |
IWDISHARES TR | $13.7B |
SCHPSCHWAB STRATEGIC TR | $13.1B |
VOTVANGUARD INDEX FDS | $12.8B |
DGRWWISDOMTREE TR | $11.6B |
XOMEXXON MOBIL CORP | $11.0B |
VDCVANGUARD WORLD FDS | $10.8B |
VOEVANGUARD INDEX FDS | $10.6B |
JNJJOHNSON & JOHNSON | $10.2B |
IWBISHARES TR | $10.1B |
TFISPDR SER TR | $9.7B |
SPMDSPDR SER TR | $9.6B |
CHHCHOICE HOTELS INTL INC | $9.5B |
IWRISHARES TR | $9.3B |
QCLNFIRST TR EXCHANGE-TRADED FD | $9.2B |
QDFFLEXSHARES TR | $9.2B |
IVWISHARES TR | $9.0B |
IWPISHARES TR | $9.0B |
GOOGLALPHABET INC | $8.7B |
HDVISHARES TR | $8.6B |
VBKVANGUARD INDEX FDS | $8.5B |
BSVVANGUARD BD INDEX FDS | $8.5B |
IJJISHARES TR | $8.5B |
VBRVANGUARD INDEX FDS | $8.4B |
ABBVABBVIE INC | $8.3B |
GQ9SPDR GOLD TR | $8.2B |
KOCOCA COLA CO | $8.2B |
EFAVISHARES TR | $8.0B |
DTHWISDOMTREE TR | $7.9B |
NDQINVESCO QQQ TR | $7.8B |
AQLTISHARES TR | $7.5B |
IWOISHARES TR | $7.5B |
ITOTISHARES TR | $7.4B |
JPMJPMORGAN CHASE & CO | $7.1B |
BILSPDR SER TR | $7.0B |
IQDFFLEXSHARES TR | $6.9B |
IWNISHARES TR | $6.6B |
PGPROCTER AND GAMBLE CO | $6.5B |
CVXCHEVRON CORP NEW | $6.5B |
AMLPALPS ETF TR | $6.4B |
TSLATESLA INC | $6.3B |
SCHASCHWAB STRATEGIC TR | $6.3B |
UNHUNITEDHEALTH GROUP INC | $6.2B |
VIGVANGUARD SPECIALIZED FUNDS | $6.0B |
ACWIISHARES TR | $6.0B |
MRKMERCK & CO INC | $5.9B |
MDYSPDR S&P MIDCAP 400 ETF TR | $5.8B |
GSLCGOLDMAN SACHS ETF TR | $5.5B |
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