Wealthspire Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$19.1T

Holdings

3,064

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (3,064 positions)

#	Stock	Shares	Value	% Portfolio
1	IVViShares Core S&P 500 ETF	2,628,886	$1.8T	9.20%
2	IVVISHARES TR	2,628,886	$1.8T	9.20%
3	VEAVanguard MSCI EAFE ETF	12,537,411	$751.2B	3.93%
4	VEAVANGUARD TAX-MANAGED FDS	12,537,411	$751.2B	3.93%
5	VOOVANGUARD INDEX FDS	1,154,810	$707.2B	3.70%
6	VOOVanguard S&P 500 ETF	1,154,810	$707.2B	3.70%
7	IJHiShares Core S&P Mid-Cap ETF	7,459,035	$486.8B	2.55%
8	IJHISHARES TR	7,459,035	$486.8B	2.55%
9	VXUSVANGUARD STAR FDS	5,516,078	$405.2B	2.12%
10	VXUSVanguard Total Intl Stock Idx ETF	5,516,078	$405.2B	2.12%
11	SCHDSchwab US Dividend Equity	14,140,671	$386.0B	2.02%
12	SCHDSCHWAB STRATEGIC TR	14,140,671	$386.0B	2.02%
13	VTIVANGUARD INDEX FDS	1,004,722	$329.7B	1.72%
14	VTIVanguard Total Stock Market ETF	1,004,722	$329.7B	1.72%
15	DFACDIMENSIONAL ETF TRUST	7,678,851	$296.2B	1.55%
16	SPYSPDR S&P 500 ETF TR	441,443	$294.1B	1.54%
17	SCHFSCHWAB STRATEGIC TR	10,794,517	$251.3B	1.31%
18	SCHFSchwab International Equity ETF	10,794,517	$251.3B	1.31%
19	VWOVanguard FTSE Emerging Markets ETF	4,463,539	$241.8B	1.26%
20	VWOVANGUARD INTL EQUITY INDEX F	4,463,539	$241.8B	1.26%
21	VUGVANGUARD INDEX FDS	461,442	$221.3B	1.16%
22	VUGVanguard Large Growth ETF	461,442	$221.3B	1.16%
23	IJRiShares Core S&P Small-Cap ETF	1,857,436	$220.7B	1.15%
24	IJRISHARES TR	1,857,436	$220.7B	1.15%
25	IUSBISHARES TR	4,389,443	$205.0B	1.07%
26	VTIPVanguard Short-Term Infl-Prot Secs ETF	3,793,742	$192.1B	1.00%
27	VTIPVANGUARD MALVERN FDS	3,793,742	$192.1B	1.00%
28	VOVanguard Midcap ETF	603,930	$177.4B	0.93%
29	VOVANGUARD INDEX FDS	603,930	$177.4B	0.93%
30	VXFVanguard Extended Market ETF	823,166	$172.3B	0.90%
31	VXFVANGUARD INDEX FDS	823,166	$172.3B	0.90%
32	VVVANGUARD INDEX FDS	520,486	$160.2B	0.84%
33	VVVanguard Large Cap ETF	520,486	$160.2B	0.84%
34	AAPLAPPLE INC	442,634	$112.7B	0.59%
35	IEMGISHARES INC	1,704,967	$112.4B	0.59%
36	MSFTMICROSOFT CORP	215,492	$111.6B	0.58%
37	VBVANGUARD INDEX FDS	396,864	$100.9B	0.53%
38	VBVanguard Small Cap ETF	396,864	$100.9B	0.53%
39	NDQINVESCO QQQ TR	141,025	$84.7B	0.44%
40	DFAEDIMENSIONAL ETF TRUST	2,627,858	$82.9B	0.43%
41	AONAON PLC	230,857	$82.3B	0.43%
42	EMLPFIRST TR EXCHANGE-TRADED FD	2,113,202	$80.9B	0.42%
43	DFAIDIMENSIONAL ETF TRUST	2,165,300	$78.7B	0.41%
44	VEUVANGUARD INTL EQUITY INDEX F	1,102,371	$78.7B	0.41%
45	VEUVanguard FTSE All-Wld ex-US ETF	1,102,371	$78.7B	0.41%
46	SCHXSCHWAB STRATEGIC TR	2,865,428	$75.5B	0.39%
47	SCHXSchwab US Large-Cap ETF	2,865,428	$75.5B	0.39%
48	TFLOISHARES TR	1,457,611	$73.7B	0.39%
49	AQLTISHARES TR	820,116	$71.6B	0.37%
50	DFGRDIMENSIONAL ETF TRUST	2,538,625	$69.3B	0.36%
51	IXUSISHARES TR	820,387	$67.7B	0.35%
52	SPYMSPDR SERIES TRUST	794,573	$62.2B	0.33%
53	HYDBISHARES TR	1,299,739	$62.2B	0.33%
54	CMECME GROUP INC	225,273	$60.9B	0.32%
55	CVLCMORGAN STANLEY ETF TRUST	716,309	$58.6B	0.31%
56	VTVVANGUARD INDEX FDS	290,255	$54.1B	0.28%
57	VTVVanguard Value ETF	290,255	$54.1B	0.28%
58	VBKVANGUARD INDEX FDS	178,601	$53.2B	0.28%
59	VBKVanguard Small Cap Growth ETF	178,601	$53.2B	0.28%
60	EFAISHARES TR	555,733	$51.9B	0.27%
61	EFAiShares MSCI EAFE ETF	555,733	$51.9B	0.27%
62	MUBISHARES TR	486,302	$51.8B	0.27%
63	MUBiShares S&P National AMT-Free Muni	486,302	$51.8B	0.27%
64	BNDVANGUARD BD INDEX FDS	675,838	$50.3B	0.26%
65	BNDVanguard Bond Index ETF	675,838	$50.3B	0.26%
66	NOBLPROSHARES TR	485,744	$50.1B	0.26%
67	IWFiShares Russell 1000 Growth	103,948	$48.7B	0.25%
68	IWFISHARES TR	103,948	$48.7B	0.25%
69	GOOGALPHABET INC	182,307	$44.4B	0.23%
70	NVDANVIDIA CORPORATION	231,518	$43.2B	0.23%
71	DFAUDimensional U.S. Core Equity Market ETF	829,947	$38.0B	0.20%
72	AMZNAMAZON COM INC	172,564	$37.9B	0.20%
73	VBRVanguard Small Cap Value ETF	179,733	$37.5B	0.20%
74	VBRVANGUARD INDEX FDS	179,733	$37.5B	0.20%
75	SMMDISHARES TR	499,962	$36.9B	0.19%
76	VTEBVanguard Tax Exempt Bond ETF	719,371	$36.0B	0.19%
77	VTEBVANGUARD MUN BD FDS	719,371	$36.0B	0.19%
78	VCSHVANGUARD SCOTTSDALE FDS	425,750	$34.0B	0.18%
79	USFRWISDOMTREE TR	660,003	$33.2B	0.17%
80	IWBISHARES TR	87,213	$31.9B	0.17%
81	IWBiShares Russell 1000 Index	87,213	$31.9B	0.17%
82	BRK/BBERKSHIRE HATHAWAY INC DEL	63,392	$31.9B	0.17%
83	SCHESchwab Emerging Market Equities ETF	947,618	$31.6B	0.17%
84	SCHESCHWAB STRATEGIC TR	947,618	$31.6B	0.17%
85	EAGGiShares ESG U.S. Aggregate Bond ETF	639,712	$30.7B	0.16%
86	CVIEMORGAN STANLEY ETF TRUST	405,854	$27.7B	0.14%
87	IGFISHARES TR	429,442	$26.2B	0.14%
88	RSPINVESCO EXCHANGE TRADED FD T	135,261	$25.7B	0.13%
89	VTVANGUARD INTL EQUITY INDEX F	183,780	$25.3B	0.13%
90	VTVanguard Total World Stock ETF	183,780	$25.3B	0.13%
91	IWMiShares Russell 2000 Index	98,965	$23.9B	0.13%
92	IWMISHARES TR	98,965	$23.9B	0.13%
93	JPMJPMORGAN CHASE & CO.	74,281	$23.4B	0.12%
94	GOOGLALPHABET INC	94,820	$23.1B	0.12%
95	VNQVANGUARD INDEX FDS	239,070	$21.9B	0.11%
96	VNQVanguard REIT Index ETF	239,070	$21.9B	0.11%
97	GQ9SPDR GOLD TR	56,150	$20.0B	0.10%
98	VYMVANGUARD WHITEHALL FDS	139,711	$19.7B	0.10%
99	VYMVanguard High Dividend	139,711	$19.7B	0.10%
100	IWPISHARES TR	136,513	$19.4B	0.10%

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