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)

StockValue
PGRPROGRESSIVE CORP
$1.4B
MUMICRON TECHNOLOGY INC
$1.4B
MDLZMONDELEZ INTL INC
$1.4B
INTUINTUIT
$1.4B
CRWDCROWDSTRIKE HLDGS INC
$1.4B
ECLECOLAB INC
$1.3B
CMFiShares Calif Amt Free
$1.3B
CMFISHARES TR
$1.3B
CBCHUBB LIMITED
$1.3B
SCHVSCHWAB STRATEGIC TR
$1.3B
MECMAYVILLE ENGR CO INC
$1.3B
ADIANALOG DEVICES INC
$1.3B
JSCPJ P MORGAN EXCHANGE TRADED F
$1.3B
BCCCGLOBAL X FDS
$1.3B
XLYSELECT SECTOR SPDR TR
$1.3B
ADBEADOBE INC
$1.2B
EPDEnterprise Products Partners
$1.2B
EPDENTERPRISE PRODS PARTNERS L
$1.2B
IEVISHARES TR
$1.2B
NKENIKE INC
$1.2B
CMCSACOMCAST CORP NEW
$1.2B
TIPISHARES TR
$1.2B
AFLAFLAC INC
$1.2B
FICOFAIR ISAAC CORP
$1.2B
SHELSHELL PLC
$1.2B
XLISELECT SECTOR SPDR TR
$1.2B
IGVISHARES TR
$1.2B
URIUNITED RENTALS INC
$1.2B
VLOVALERO ENERGY CORP
$1.2B
SPSBSPDR SERIES TRUST
$1.2B
FISVFranks International
$1.2B
FISVFISERV INC
$1.2B
PNCPNC FINL SVCS GROUP INC
$1.2B
TFCTRUIST FINL CORP
$1.2B
BMYBRISTOL-MYERS SQUIBB CO
$1.2B
CVSCVS HEALTH CORP
$1.2B
OREALTY INCOME CORP
$1.1B
DFICDIMENSIONAL ETF TRUST
$1.1B
AJGArthur J Gallagher & Co
$1.1B
AJGGALLAGHER ARTHUR J & CO
$1.1B
ESGVVanguard ESG US Stock ETF
$1.1B
ESGVVANGUARD WORLD FD
$1.1B
EFAVISHARES TR
$1.1B
MDYGSPDR SERIES TRUST
$1.1B
EDCONSOLIDATED EDISON INC
$1.1B
BKLCBNY MELLON ETF TRUST
$1.1B
TRVCCITIGROUP INC
$1.1B
NFGNATIONAL FUEL GAS CO
$1.1B
VHTVANGUARD WORLD FD
$1.1B
RJFRAYMOND JAMES FINL INC
$1.1B
WECWEC ENERGY GROUP INC
$1.1B
FDXFEDEX CORP
$1.1B
IUSVISHARES TR
$1.1B
IUSViShares Trust - iShares Core U.S. Value ETF
$1.1B
BOTZGLOBAL X FDS
$1.1B
TXNTEXAS INSTRS INC
$1.1B
AIQGLOBAL X FDS
$1.1B
IGMISHARES TR
$1.1B
IGMIshares North American
$1.1B
ATROASTRONICS CORP
$1.1B
ELLAUDER ESTEE COS INC
$1.1B
PHPARKER-HANNIFIN CORP
$1.0B
PSXPHILLIPS 66
$1.0B
NLYANNALY CAPITAL MANAGEMENT IN
$1.0B
DBEFDBX ETF TR
$1.0B
HSICHENRY SCHEIN INC
$1.0B
PDBCINVESCO ACTVELY MNGD ETC FD
$1.0B
A4SAMERIPRISE FINL INC
$1.0B
AGNCAGNC INVT CORP
$1.0B
UBERUBER TECHNOLOGIES INC
$1.0B
VTHRVANGUARD SCOTTSDALE FDS
$1.0B
ZBHZIMMER BIOMET HOLDINGS INC
$997.8M
BNDXVANGUARD CHARLOTTE FDS
$989.5M
RLRALPH LAUREN CORP
$984.9M
IDEVISHARES TR
$975.6M
SUSAISHARES TR
$973.4M
ROKROCKWELL AUTOMATION INC
$966.5M
CLCOLGATE PALMOLIVE CO
$963.9M
CLColgate-Palmolive Co
$963.9M
DFARDIMENSIONAL ETF TRUST
$951.8M
TTTRANE TECHNOLOGIES PLC
$946.9M
CSXCSX CORP
$943.8M
BDXBECTON DICKINSON & CO
$937.3M
VOOVVanguard S&P 500 Value ETF
$934.9M
VOOVVANGUARD ADMIRAL FDS INC
$934.9M
ORLYOREILLY AUTOMOTIVE INC
$933.3M
SGOVISHARES TR
$926.8M
IBBISHARES TR
$918.4M
TROWPRICE T ROWE GROUP INC
$913.1M
EZBCFRANKLIN TEMPLETON DIGITAL H
$911.6M
MPCMARATHON PETE CORP
$909.6M
STXSEAGATE TECHNOLOGY HLDNGS PL
$904.2M
MLB1MERCADOLIBRE INC
$902.1M
ACWVISHARES INC
$896.3M
EWEDWARDS LIFESCIENCES CORP
$894.0M
LQDISHARES TR
$880.4M
DFSVDIMENSIONAL ETF TRUST
$870.6M
JCPBJ P MORGAN EXCHANGE TRADED F
$868.8M
LAMRLAMAR ADVERTISING CO NEW
$855.2M
PSAPUBLIC STORAGE OPER CO
$853.6M
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