Wealthspire Advisors, LLC Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$9.8B
Holdings
756
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (756 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $1.4T |
VOOVANGUARD INDEX FDS | $614.0B |
VEAVANGUARD TAX-MANAGED FDS | $520.6B |
IJHISHARES TR | $448.5B |
SCHDSCHWAB STRATEGIC TR | $432.8B |
SPYSPDR S&P 500 ETF TR | $345.1B |
VTIVANGUARD INDEX FDS | $313.6B |
VXUSVANGUARD STAR FDS | $297.8B |
DFACDIMENSIONAL ETF TRUST | $270.9B |
IJRISHARES TR | $206.2B |
SCHFSCHWAB STRATEGIC TR | $203.9B |
IUSBISHARES TR | $201.9B |
VWOVANGUARD INTL EQUITY INDEX F | $172.9B |
VOVANGUARD INDEX FDS | $145.4B |
VXFVANGUARD INDEX FDS | $138.6B |
VUGVANGUARD INDEX FDS | $132.7B |
VVVANGUARD INDEX FDS | $116.0B |
AAPLAPPLE INC | $101.9B |
VTIPVANGUARD MALVERN FDS | $99.2B |
AONAON PLC | $97.8B |
MSFTMICROSOFT CORP | $95.7B |
IEMGISHARES INC | $93.5B |
VBVANGUARD INDEX FDS | $88.7B |
SCHXSCHWAB STRATEGIC TR | $70.4B |
EMLPFIRST TR EXCHANGE-TRADED FD | $66.0B |
AQLTISHARES TR | $65.9B |
MUBISHARES TR | $64.9B |
TFLOISHARES TR | $64.4B |
NDQINVESCO QQQ TR | $63.2B |
DFGRDIMENSIONAL ETF TRUST | $62.7B |
DFAEDIMENSIONAL ETF TRUST | $62.5B |
NOBLPROSHARES TR | $62.2B |
IXUSISHARES TR | $61.7B |
VTVVANGUARD INDEX FDS | $59.0B |
VEUVANGUARD INTL EQUITY INDEX F | $58.7B |
DFAIDIMENSIONAL ETF TRUST | $57.7B |
EAGGiShares ESG U.S. Aggregate Bond ETF | $55.9B |
SPYMSPDR SER TR | $53.1B |
BNDVANGUARD BD INDEX FDS | $51.3B |
USFRWISDOMTREE TR | $51.3B |
HYDBISHARES TR | $50.7B |
DFAUDimensional U.S. Core Equity Market ETF | $49.1B |
EFAISHARES TR | $46.4B |
VBKVANGUARD INDEX FDS | $45.5B |
IWFISHARES TR | $44.8B |
VTEBVANGUARD MUN BD FDS | $38.2B |
CMECME GROUP INC | $36.5B |
AMZNAMAZON COM INC | $33.0B |
VCSHVANGUARD SCOTTSDALE FDS | $32.6B |
ACNACCENTURE PLC IRELAND | $32.0B |
VBRVANGUARD INDEX FDS | $30.8B |
IWBISHARES TR | $30.1B |
SMMDISHARES TR | $28.9B |
AGGISHARES TR | $28.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $27.8B |
GOOGALPHABET INC | $27.6B |
SCHESCHWAB STRATEGIC TR | $26.2B |
IWMISHARES TR | $25.7B |
VTVANGUARD INTL EQUITY INDEX F | $25.3B |
VNQVANGUARD INDEX FDS | $24.3B |
IGFISHARES TR | $23.7B |
HYMBSPDR Nuveen S&P High Yield Municipal Bond | $23.6B |
SUSBiShares ESG 1-5 Year USD Corp Bd ETF | $23.1B |
IWDISHARES TR | $20.3B |
VYMVANGUARD WHITEHALL FDS | $18.4B |
QUALISHARES TR | $18.2B |
IVWISHARES TR | $16.9B |
EIPIFIRST TR EXCHNG TRADED FD VI | $16.6B |
NVDANVIDIA CORPORATION | $16.4B |
JPMJPMORGAN CHASE & CO. | $16.2B |
COSTCOSTCO WHSL CORP NEW | $15.8B |
JNJJOHNSON & JOHNSON | $15.7B |
IWVISHARES TR | $15.6B |
IWRISHARES TR | $15.4B |
XOMEXXON MOBIL CORP | $15.2B |
VOTVANGUARD INDEX FDS | $15.1B |
GOOGLALPHABET INC | $14.8B |
IWPISHARES TR | $14.3B |
IJJISHARES TR | $14.0B |
ITOTISHARES TR | $13.8B |
SCHPSCHWAB STRATEGIC TR | $13.2B |
DUHPDIMENSIONAL ETF TRUST | $12.9B |
PGPROCTER AND GAMBLE CO | $12.7B |
METAMETA PLATFORMS INC | $12.6B |
AQLTISHARES TR | $12.1B |
IWOISHARES TR | $12.0B |
GQ9SPDR GOLD TR | $11.9B |
BABINVESCO EXCH TRADED FD TR II | $11.6B |
DGRWWISDOMTREE TR | $11.6B |
DFUSDIMENSIONAL ETF TRUST | $11.6B |
SPYGSPDR SER TR | $11.5B |
SCHBSCHWAB STRATEGIC TR | $11.3B |
ABBVABBVIE INC | $11.0B |
QDFFLEXSHARES TR | $10.6B |
DIHPDimensional International High Pbly ETF | $10.6B |
PVALPUTNAM ETF TRUST | $10.5B |
HYDMarket Vectors High Yield Muni ETF | $10.5B |
VOEVANGUARD INDEX FDS | $10.4B |
IWNISHARES TR | $10.4B |
ESGDISHARES TR | $10.1B |
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