Wealthspire Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$19.1B
Holdings
3,064
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (3,064 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,628,886 | $1.8T | 9199.78% | |
| 2 | IVViShares Core S&P 500 ETF | 2,628,886 | $1.8T | 9199.78% | |
| 3 | VEAVanguard MSCI EAFE ETF | 12,537,411 | $751.2B | 3927.94% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 12,537,411 | $751.2B | 3927.94% | |
| 5 | VOOVanguard S&P 500 ETF | 1,154,810 | $707.2B | 3697.72% | |
| 6 | VOOVANGUARD INDEX FDS | 1,154,810 | $707.2B | 3697.72% | |
| 7 | IJHiShares Core S&P Mid-Cap ETF | 7,459,035 | $486.8B | 2545.16% | |
| 8 | IJHISHARES TR | 7,459,035 | $486.8B | 2545.16% | |
| 9 | VXUSVanguard Total Intl Stock Idx ETF | 5,516,078 | $405.2B | 2118.68% | |
| 10 | VXUSVANGUARD STAR FDS | 5,516,078 | $405.2B | 2118.68% | |
| 11 | SCHDSchwab US Dividend Equity | 14,140,671 | $386.0B | 2018.45% | |
| 12 | SCHDSCHWAB STRATEGIC TR | 14,140,671 | $386.0B | 2018.45% | |
| 13 | VTIVanguard Total Stock Market ETF | 1,004,722 | $329.7B | 1723.97% | |
| 14 | VTIVANGUARD INDEX FDS | 1,004,722 | $329.7B | 1723.97% | |
| 15 | DFACDIMENSIONAL ETF TRUST | 7,678,851 | $296.2B | 1548.57% | |
| 16 | SPYSPDR S&P 500 ETF TR | 441,443 | $294.1B | 1537.68% | |
| 17 | SCHFSchwab International Equity ETF | 10,794,517 | $251.3B | 1313.93% | |
| 18 | SCHFSCHWAB STRATEGIC TR | 10,794,517 | $251.3B | 1313.93% | |
| 19 | VWOVanguard FTSE Emerging Markets ETF | 4,463,539 | $241.8B | 1264.45% | |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 4,463,539 | $241.8B | 1264.45% | |
| 21 | VUGVanguard Large Growth ETF | 461,442 | $221.3B | 1157.15% | |
| 22 | VUGVANGUARD INDEX FDS | 461,442 | $221.3B | 1157.15% | |
| 23 | IJRISHARES TR | 1,857,436 | $220.7B | 1154.05% | |
| 24 | IJRiShares Core S&P Small-Cap ETF | 1,857,436 | $220.7B | 1154.05% | |
| 25 | IUSBISHARES TR | 4,389,443 | $205.0B | 1072.02% | |
| 26 | VTIPVanguard Short-Term Infl-Prot Secs ETF | 3,793,742 | $192.1B | 1004.29% | |
| 27 | VTIPVANGUARD MALVERN FDS | 3,793,742 | $192.1B | 1004.29% | |
| 28 | VOVANGUARD INDEX FDS | 603,930 | $177.4B | 927.59% | |
| 29 | VOVanguard Midcap ETF | 603,930 | $177.4B | 927.59% | |
| 30 | VXFVANGUARD INDEX FDS | 823,166 | $172.3B | 901.00% | |
| 31 | VXFVanguard Extended Market ETF | 823,166 | $172.3B | 901.00% | |
| 32 | VVVANGUARD INDEX FDS | 520,486 | $160.2B | 837.81% | |
| 33 | VVVanguard Large Cap ETF | 520,486 | $160.2B | 837.81% | |
| 34 | AAPLAPPLE INC | 442,634 | $112.7B | 589.30% | |
| 35 | IEMGISHARES INC | 1,704,967 | $112.4B | 587.65% | |
| 36 | MSFTMICROSOFT CORP | 215,492 | $111.6B | 583.58% | |
| 37 | VBVANGUARD INDEX FDS | 396,864 | $100.9B | 527.65% | |
| 38 | VBVanguard Small Cap ETF | 396,864 | $100.9B | 527.65% | |
| 39 | NDQINVESCO QQQ TR | 141,025 | $84.7B | 442.69% | |
| 40 | DFAEDIMENSIONAL ETF TRUST | 2,627,858 | $82.9B | 433.22% | |
| 41 | AONAON PLC | 230,857 | $82.3B | 430.41% | |
| 42 | EMLPFIRST TR EXCHANGE-TRADED FD | 2,113,202 | $80.9B | 423.07% | |
| 43 | DFAIDIMENSIONAL ETF TRUST | 2,165,300 | $78.7B | 411.54% | |
| 44 | VEUVANGUARD INTL EQUITY INDEX F | 1,102,371 | $78.7B | 411.37% | |
| 45 | VEUVanguard FTSE All-Wld ex-US ETF | 1,102,371 | $78.7B | 411.37% | |
| 46 | SCHXSCHWAB STRATEGIC TR | 2,865,428 | $75.5B | 394.63% | |
| 47 | SCHXSchwab US Large-Cap ETF | 2,865,428 | $75.5B | 394.63% | |
| 48 | TFLOISHARES TR | 1,457,611 | $73.7B | 385.56% | |
| 49 | AQLTISHARES TR | 820,116 | $71.6B | 374.39% | |
| 50 | DFGRDIMENSIONAL ETF TRUST | 2,538,625 | $69.3B | 362.50% | |
| 51 | IXUSISHARES TR | 820,387 | $67.7B | 354.22% | |
| 52 | SPYMSPDR SERIES TRUST | 794,573 | $62.2B | 325.46% | |
| 53 | HYDBISHARES TR | 1,299,739 | $62.2B | 325.15% | |
| 54 | CMECME GROUP INC | 225,273 | $60.9B | 318.25% | |
| 55 | CVLCMORGAN STANLEY ETF TRUST | 716,309 | $58.6B | 306.63% | |
| 56 | VTVVanguard Value ETF | 290,255 | $54.1B | 283.03% | |
| 57 | VTVVANGUARD INDEX FDS | 290,255 | $54.1B | 283.03% | |
| 58 | VBKVanguard Small Cap Growth ETF | 178,601 | $53.2B | 277.93% | |
| 59 | VBKVANGUARD INDEX FDS | 178,601 | $53.2B | 277.93% | |
| 60 | EFAISHARES TR | 555,733 | $51.9B | 271.31% | |
| 61 | EFAiShares MSCI EAFE ETF | 555,733 | $51.9B | 271.31% | |
| 62 | MUBiShares S&P National AMT-Free Muni | 486,302 | $51.8B | 270.77% | |
| 63 | MUBISHARES TR | 486,302 | $51.8B | 270.77% | |
| 64 | BNDVANGUARD BD INDEX FDS | 675,838 | $50.3B | 262.80% | |
| 65 | BNDVanguard Bond Index ETF | 675,838 | $50.3B | 262.80% | |
| 66 | NOBLPROSHARES TR | 485,744 | $50.1B | 261.77% | |
| 67 | IWFiShares Russell 1000 Growth | 103,948 | $48.7B | 254.58% | |
| 68 | IWFISHARES TR | 103,948 | $48.7B | 254.58% | |
| 69 | GOOGALPHABET INC | 182,307 | $44.4B | 232.15% | |
| 70 | NVDANVIDIA CORPORATION | 231,518 | $43.2B | 225.86% | |
| 71 | DFAUDimensional U.S. Core Equity Market ETF | 829,947 | $38.0B | 198.57% | |
| 72 | AMZNAMAZON COM INC | 172,564 | $37.9B | 198.11% | |
| 73 | VBRVANGUARD INDEX FDS | 179,733 | $37.5B | 196.14% | |
| 74 | VBRVanguard Small Cap Value ETF | 179,733 | $37.5B | 196.14% | |
| 75 | SMMDISHARES TR | 499,962 | $36.9B | 192.74% | |
| 76 | VTEBVanguard Tax Exempt Bond ETF | 719,371 | $36.0B | 188.33% | |
| 77 | VTEBVANGUARD MUN BD FDS | 719,371 | $36.0B | 188.33% | |
| 78 | VCSHVANGUARD SCOTTSDALE FDS | 425,750 | $34.0B | 177.93% | |
| 79 | USFRWISDOMTREE TR | 660,003 | $33.2B | 173.48% | |
| 80 | IWBiShares Russell 1000 Index | 87,213 | $31.9B | 166.66% | |
| 81 | IWBISHARES TR | 87,213 | $31.9B | 166.66% | |
| 82 | BRK/BBERKSHIRE HATHAWAY INC DEL | 63,392 | $31.9B | 166.63% | |
| 83 | SCHESchwab Emerging Market Equities ETF | 947,618 | $31.6B | 165.34% | |
| 84 | SCHESCHWAB STRATEGIC TR | 947,618 | $31.6B | 165.34% | |
| 85 | EAGGiShares ESG U.S. Aggregate Bond ETF | 639,712 | $30.7B | 160.65% | |
| 86 | CVIEMORGAN STANLEY ETF TRUST | 405,854 | $27.7B | 144.79% | |
| 87 | IGFISHARES TR | 429,442 | $26.2B | 137.24% | |
| 88 | RSPINVESCO EXCHANGE TRADED FD T | 135,261 | $25.7B | 134.16% | |
| 89 | VTVanguard Total World Stock ETF | 183,780 | $25.3B | 132.41% | |
| 90 | VTVANGUARD INTL EQUITY INDEX F | 183,780 | $25.3B | 132.41% | |
| 91 | IWMISHARES TR | 98,965 | $23.9B | 125.20% | |
| 92 | IWMiShares Russell 2000 Index | 98,965 | $23.9B | 125.20% | |
| 93 | JPMJPMORGAN CHASE & CO. | 74,281 | $23.4B | 122.51% | |
| 94 | GOOGLALPHABET INC | 94,820 | $23.1B | 120.52% | |
| 95 | VNQVanguard REIT Index ETF | 239,070 | $21.9B | 114.28% | |
| 96 | VNQVANGUARD INDEX FDS | 239,070 | $21.9B | 114.28% | |
| 97 | GQ9SPDR GOLD TR | 56,150 | $20.0B | 104.36% | |
| 98 | VYMVanguard High Dividend | 139,711 | $19.7B | 102.96% | |
| 99 | VYMVANGUARD WHITEHALL FDS | 139,711 | $19.7B | 102.96% | |
| 100 | IWPISHARES TR | 136,513 | $19.4B | 101.65% |
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