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 |
|---|---|---|---|---|---|
| 301 | XLVSELECT SECTOR SPDR TR | 17,694 | $2.5B | 12.88% | |
| 302 | DFSIDimensional International Sstby Cr 1 ETF | 59,528 | $2.4B | 12.75% | |
| 303 | MGKVANGUARD WORLD FD | 6,032 | $2.4B | 12.69% | |
| 304 | MGKVanguard Mega Cap Growth ETF | 6,032 | $2.4B | 12.69% | |
| 305 | DGROISHARES TR | 35,144 | $2.4B | 12.51% | |
| 306 | HRLHORMEL FOODS CORP | 96,657 | $2.4B | 12.50% | |
| 307 | ISHGISHARES TR | 31,203 | $2.4B | 12.43% | |
| 308 | PXFINVESCO EXCH TRADED FD TR II | 38,674 | $2.4B | 12.37% | |
| 309 | SPYVSPDR SERIES TRUST | 42,576 | $2.4B | 12.32% | |
| 310 | JPSTJ P MORGAN EXCHANGE TRADED F | 45,531 | $2.3B | 12.08% | |
| 311 | DISWalt Disney | 20,009 | $2.3B | 11.98% | |
| 312 | DISDISNEY WALT CO | 20,009 | $2.3B | 11.98% | |
| 313 | AMDADVANCED MICRO DEVICES INC | 14,080 | $2.3B | 11.91% | |
| 314 | VONGVANGUARD SCOTTSDALE FDS | 18,538 | $2.2B | 11.68% | |
| 315 | TMUST-MOBILE US INC | 9,220 | $2.2B | 11.54% | |
| 316 | IJKiShares S&P 400 Growth | 22,822 | $2.2B | 11.44% | |
| 317 | IJKISHARES TR | 22,822 | $2.2B | 11.44% | |
| 318 | IQLTISHARES TR | 49,485 | $2.2B | 11.43% | |
| 319 | AMGNAMGEN INC | 7,599 | $2.1B | 11.21% | |
| 320 | DONWISDOMTREE TR | 40,962 | $2.1B | 11.20% | |
| 321 | XLESELECT SECTOR SPDR TR | 23,964 | $2.1B | 11.19% | |
| 322 | SCHZSCHWAB STRATEGIC TR | 90,753 | $2.1B | 11.14% | |
| 323 | SNOWSNOWFLAKE INC | 9,422 | $2.1B | 11.11% | |
| 324 | JSMDJANUS DETROIT STR TR | 25,342 | $2.1B | 11.08% | |
| 325 | SOSOUTHERN CO | 22,234 | $2.1B | 11.02% | |
| 326 | ANETARISTA NETWORKS INC | 14,455 | $2.1B | 11.01% | |
| 327 | SYKSTRYKER CORPORATION | 5,670 | $2.1B | 10.96% | |
| 328 | SYKStryker Corp | 5,670 | $2.1B | 10.96% | |
| 329 | MKC/VMCCORMICK & CO INC | 31,343 | $2.1B | 10.93% | |
| 330 | GBTGGLOBAL BUSINESS TRAVEL GROUP | 258,593 | $2.1B | 10.92% | |
| 331 | NEENEXTERA ENERGY INC | 27,389 | $2.1B | 10.81% | |
| 332 | LMTLOCKHEED MARTIN CORP | 4,105 | $2.0B | 10.71% | |
| 333 | PHPNGALECTIN THERAPEUTICS INC | 479,518 | $2.0B | 10.62% | |
| 334 | RDIVINVESCO EXCH TRADED FD TR II | 38,796 | $2.0B | 10.57% | |
| 335 | AZNASTRAZENECA PLC | 25,972 | $2.0B | 10.42% | |
| 336 | CAVACAVA GROUP INC | 32,566 | $2.0B | 10.29% | |
| 337 | TJXTJX COS INC NEW | 13,591 | $2.0B | 10.27% | |
| 338 | TJXTJX Companies Inc | 13,591 | $2.0B | 10.27% | |
| 339 | QCOMQUALCOMM INC | 11,786 | $2.0B | 10.25% | |
| 340 | EFViShares MSCI EAFE Value ETF | 28,878 | $2.0B | 10.24% | |
| 341 | EFVISHARES TR | 28,878 | $2.0B | 10.24% | |
| 342 | LOWLowes Companies Inc | 7,608 | $1.9B | 10.00% | |
| 343 | LOWLOWES COS INC | 7,608 | $1.9B | 10.00% | |
| 344 | CRMSALESFORCE INC | 7,987 | $1.9B | 9.90% | |
| 345 | JPCNUVEEN PFD & INCOME OPPORTUN | 226,486 | $1.9B | 9.71% | |
| 346 | MTDMETTLER TOLEDO INTERNATIONAL | 1,509 | $1.9B | 9.69% | |
| 347 | JEPIJ P MORGAN EXCHANGE TRADED F | 32,232 | $1.8B | 9.62% | |
| 348 | FNDBSCHWAB STRATEGIC TR | 70,740 | $1.8B | 9.52% | |
| 349 | EMREmerson Electric Co | 13,676 | $1.8B | 9.38% | |
| 350 | EMREMERSON ELEC CO | 13,676 | $1.8B | 9.38% | |
| 351 | USBUS Bancorp | 37,070 | $1.8B | 9.37% | |
| 352 | USBUS BANCORP DEL | 37,070 | $1.8B | 9.37% | |
| 353 | AEPAMERICAN ELEC PWR CO INC | 15,890 | $1.8B | 9.35% | |
| 354 | MMM3M CO | 11,435 | $1.8B | 9.28% | |
| 355 | ETHAISHARES ETHEREUM TR | 56,158 | $1.8B | 9.25% | |
| 356 | IJSISHARES TR | 15,860 | $1.8B | 9.17% | |
| 357 | IJSiShares S&P Smallcap 600/BARRA Value Index | 15,860 | $1.8B | 9.17% | |
| 358 | INFLLISTED FDS TR | 39,215 | $1.8B | 9.16% | |
| 359 | NOWSERVICENOW INC | 1,901 | $1.7B | 9.15% | |
| 360 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,256 | $1.7B | 9.13% | |
| 361 | LRCXLAM RESEARCH CORP | 13,026 | $1.7B | 9.12% | |
| 362 | AUIDAUTHID INC | 542,759 | $1.7B | 9.05% | |
| 363 | BKBANK NEW YORK MELLON CORP | 15,691 | $1.7B | 8.94% | |
| 364 | REGNREGENERON PHARMACEUTICALS | 2,984 | $1.7B | 8.77% | |
| 365 | VONVVANGUARD SCOTTSDALE FDS | 18,693 | $1.7B | 8.73% | |
| 366 | SHYDVANECK ETF TRUST | 72,727 | $1.7B | 8.71% | |
| 367 | DFSDDIMENSIONAL ETF TRUST | 34,558 | $1.7B | 8.71% | |
| 368 | SHWSHERWIN WILLIAMS CO | 4,795 | $1.7B | 8.68% | |
| 369 | MDYVSPDR SERIES TRUST | 19,815 | $1.7B | 8.64% | |
| 370 | VONEVANGUARD SCOTTSDALE FDS | 5,461 | $1.7B | 8.63% | |
| 371 | SMHVANECK ETF TRUST | 5,045 | $1.6B | 8.61% | |
| 372 | CHHCHOICE HOTELS INTL INC | 15,064 | $1.6B | 8.42% | |
| 373 | ISTBISHARES TR | 32,972 | $1.6B | 8.42% | |
| 374 | ATOATMOS ENERGY CORP | 9,388 | $1.6B | 8.38% | |
| 375 | TILTFlexShares Morningstar U.S. Market Factors Tilt ETF | 6,592 | $1.6B | 8.35% | |
| 376 | OKEONEOK INC NEW | 21,760 | $1.6B | 8.30% | |
| 377 | PAYXPAYCHEX INC | 12,456 | $1.6B | 8.26% | |
| 378 | LINLINDE PLC | 3,301 | $1.6B | 8.20% | |
| 379 | INTCINTEL CORP | 46,714 | $1.6B | 8.19% | |
| 380 | AMATAPPLIED MATLS INC | 7,639 | $1.6B | 8.18% | |
| 381 | PTYPIMCO CORPORATE & INCOME OPP | 108,200 | $1.6B | 8.17% | |
| 382 | IJTiShares S&P 600 Growth | 10,949 | $1.5B | 8.10% | |
| 383 | IJTISHARES TR | 10,949 | $1.5B | 8.10% | |
| 384 | SHYISHARES TR | 18,665 | $1.5B | 8.10% | |
| 385 | SHYiShares 1-3 Year Treasury Bond ETF | 18,665 | $1.5B | 8.10% | |
| 386 | DVYEISHARES INC | 51,658 | $1.5B | 8.02% | |
| 387 | WMWASTE MGMT INC DEL | 6,824 | $1.5B | 7.88% | |
| 388 | OEFISHARES TR | 4,467 | $1.5B | 7.77% | |
| 389 | OEFiShares S&P 100 Index | 4,467 | $1.5B | 7.77% | |
| 390 | VSECVSE CORP | 8,800 | $1.5B | 7.65% | |
| 391 | HONHONEYWELL INTL INC | 6,881 | $1.4B | 7.57% | |
| 392 | DOVDOVER CORP | 8,678 | $1.4B | 7.57% | |
| 393 | SCHOSCHWAB STRATEGIC TR | 59,085 | $1.4B | 7.54% | |
| 394 | NSCNORFOLK SOUTHN CORP | 4,798 | $1.4B | 7.54% | |
| 395 | NSCNorfolk Southern Corp | 4,798 | $1.4B | 7.54% | |
| 396 | PEOEXELON CORP | 31,938 | $1.4B | 7.52% | |
| 397 | EVRGEVERGY INC | 18,675 | $1.4B | 7.42% | |
| 398 | SUSLiShares ESG MSCI USA Leaders ETF | 12,035 | $1.4B | 7.37% | |
| 399 | WMBWILLIAMS COS INC | 21,959 | $1.4B | 7.27% | |
| 400 | ITA*ISHARES TR | 6,614 | $1.4B | 7.24% |