Wealthspire Advisors, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$5.5B
Holdings
581
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (581 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 1,722,049 | $661.6B | 12039.75% | |
| 2 | SCHDSCHWAB STRATEGIC TR | 5,957,983 | $450.1B | 8189.92% | |
| 3 | VOOVANGUARD INDEX FDS | 1,069,545 | $375.8B | 6838.00% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 7,335,925 | $307.9B | 5602.69% | |
| 5 | IJHISHARES TR | 1,258,038 | $304.3B | 5537.50% | |
| 6 | SPYSPDR S&P 500 ETF TR | 561,409 | $214.7B | 3907.09% | |
| 7 | SCHFSCHWAB STRATEGIC TR | 5,040,710 | $162.4B | 2954.51% | |
| 8 | VXUSVANGUARD STAR FDS | 3,102,126 | $160.4B | 2919.57% | |
| 9 | VTIVANGUARD INDEX FDS | 727,736 | $139.1B | 2531.86% | |
| 10 | IJRISHARES TR | 1,405,252 | $133.0B | 2420.09% | |
| 11 | VOVANGUARD INDEX FDS | 552,957 | $112.7B | 2050.78% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 2,401,772 | $93.6B | 1703.64% | |
| 13 | ACWVISHARES INC | 889,560 | $84.5B | 1538.11% | |
| 14 | VUGVANGUARD INDEX FDS | 366,399 | $78.1B | 1420.89% | |
| 15 | VXFVANGUARD INDEX FDS | 583,639 | $77.5B | 1411.04% | |
| 16 | VVVANGUARD INDEX FDS | 436,288 | $76.0B | 1383.00% | |
| 17 | IEMGISHARES INC | 1,519,625 | $71.0B | 1291.38% | |
| 18 | NOBLPROSHARES TR | 702,085 | $63.2B | 1149.70% | |
| 19 | VBVANGUARD INDEX FDS | 333,191 | $61.2B | 1112.81% | |
| 20 | MUBISHARES TR | 524,606 | $55.4B | 1007.32% | |
| 21 | AQLTISHARES TR | 864,905 | $53.3B | 970.13% | |
| 22 | BABINVESCO EXCH TRADED FD TR II | 2,005,834 | $51.6B | 938.41% | |
| 23 | EMLPFIRST TR EXCHANGE-TRADED FD | 1,914,079 | $51.1B | 929.62% | |
| 24 | IXUSISHARES TR | 880,384 | $51.0B | 927.25% | |
| 25 | SCHXSCHWAB STRATEGIC TR | 1,081,044 | $48.8B | 888.19% | |
| 26 | VTVVANGUARD INDEX FDS | 337,103 | $47.3B | 861.07% | |
| 27 | AAPLAPPLE INC | 323,048 | $42.0B | 763.79% | |
| 28 | SPYMSPDR SER TR | 899,715 | $40.5B | 736.42% | |
| 29 | IUSBISHARES TR | 872,543 | $39.2B | 713.38% | |
| 30 | EFAISHARES TR | 531,285 | $34.9B | 634.59% | |
| 31 | DTHWISDOMTREE TR | 927,193 | $33.3B | 605.20% | |
| 32 | VEUVANGUARD INTL EQUITY INDEX F | 584,258 | $29.3B | 533.07% | |
| 33 | MSFTMICROSOFT CORP | 119,846 | $28.7B | 523.00% | |
| 34 | VTEBVANGUARD MUN BD FDS | 562,772 | $27.9B | 506.81% | |
| 35 | VTVANGUARD INTL EQUITY INDEX F | 322,147 | $27.8B | 505.24% | |
| 36 | IGFISHARES TR | 577,820 | $26.5B | 481.99% | |
| 37 | CMECME GROUP INC | 150,882 | $25.4B | 461.70% | |
| 38 | AGGISHARES TR | 257,071 | $24.9B | 453.71% | |
| 39 | TFLOISHARES TR | 462,494 | $23.3B | 424.25% | |
| 40 | IWFISHARES TR | 108,370 | $23.2B | 422.48% | |
| 41 | BNDVANGUARD BD INDEX FDS | 316,309 | $22.7B | 413.49% | |
| 42 | IQDFFLEXSHARES TR | 1,050,990 | $21.7B | 394.53% | |
| 43 | ACNACCENTURE PLC IRELAND | 76,194 | $20.3B | 369.97% | |
| 44 | GOOGALPHABET INC | 219,467 | $19.5B | 354.35% | |
| 45 | IWMISHARES TR | 108,361 | $18.9B | 343.80% | |
| 46 | SCHESCHWAB STRATEGIC TR | 777,489 | $18.4B | 334.88% | |
| 47 | VNQVANGUARD INDEX FDS | 219,999 | $18.1B | 330.19% | |
| 48 | SDYSPDR SER TR | 140,359 | $17.6B | 319.54% | |
| 49 | SMMDISHARES TR | 315,480 | $16.8B | 305.06% | |
| 50 | VTIPVANGUARD MALVERN FDS | 345,662 | $16.1B | 293.79% | |
| 51 | SCHPSCHWAB STRATEGIC TR | 304,510 | $15.8B | 286.97% | |
| 52 | AQLTISHARES TR | 670,522 | $15.2B | 277.22% | |
| 53 | JNJJOHNSON & JOHNSON | 84,514 | $14.9B | 271.67% | |
| 54 | IWDISHARES TR | 91,497 | $13.9B | 252.49% | |
| 55 | VOTVANGUARD INDEX FDS | 77,155 | $13.9B | 252.38% | |
| 56 | VOEVANGUARD INDEX FDS | 97,513 | $13.2B | 239.97% | |
| 57 | XFEBFIRST TR ENERGY INFRASTRCTR | 904,641 | $13.0B | 237.36% | |
| 58 | DGRWWISDOMTREE TR | 205,243 | $12.4B | 225.43% | |
| 59 | VDCVANGUARD WORLD FDS | 64,431 | $12.3B | 224.59% | |
| 60 | BRK/BBERKSHIRE HATHAWAY INC DEL | 38,699 | $12.0B | 217.51% | |
| 61 | AMZNAMAZON COM INC | 141,461 | $11.9B | 216.22% | |
| 62 | BSVVANGUARD BD INDEX FDS | 150,242 | $11.3B | 205.81% | |
| 63 | VBRVANGUARD INDEX FDS | 70,259 | $11.2B | 203.03% | |
| 64 | HDVISHARES TR | 105,573 | $11.0B | 200.24% | |
| 65 | IWVISHARES TR | 46,810 | $10.3B | 187.98% | |
| 66 | TFISPDR SER TR | 222,601 | $10.2B | 184.79% | |
| 67 | VBKVANGUARD INDEX FDS | 48,324 | $9.7B | 176.33% | |
| 68 | SPMDSPDR SER TR | 227,755 | $9.7B | 176.13% | |
| 69 | QCLNFIRST TR EXCHANGE-TRADED FD | 202,495 | $9.6B | 173.87% | |
| 70 | KOCOCA COLA CO | 149,631 | $9.5B | 173.20% | |
| 71 | IWBISHARES TR | 44,870 | $9.4B | 171.89% | |
| 72 | XOMEXXON MOBIL CORP | 84,911 | $9.4B | 170.42% | |
| 73 | QDFFLEXSHARES TR | 177,485 | $9.3B | 169.87% | |
| 74 | BILSPDR SER TR | 100,787 | $9.2B | 167.74% | |
| 75 | XLESELECT SECTOR SPDR TR | 100,498 | $8.8B | 159.95% | |
| 76 | CHHCHOICE HOTELS INTL INC | 77,361 | $8.7B | 158.55% | |
| 77 | AQLTISHARES TR | 70,237 | $8.5B | 154.13% | |
| 78 | GQ9SPDR GOLD TR | 49,278 | $8.4B | 152.11% | |
| 79 | ABBVABBVIE INC | 50,815 | $8.2B | 149.44% | |
| 80 | UNHUNITEDHEALTH GROUP INC | 15,240 | $8.1B | 147.01% | |
| 81 | VYMVANGUARD WHITEHALL FDS | 69,143 | $7.5B | 136.13% | |
| 82 | IVWISHARES TR | 121,040 | $7.1B | 128.84% | |
| 83 | SCHASCHWAB STRATEGIC TR | 161,317 | $6.5B | 118.90% | |
| 84 | CVXCHEVRON CORP NEW | 35,741 | $6.4B | 116.73% | |
| 85 | PGPROCTER AND GAMBLE CO | 41,908 | $6.4B | 115.57% | |
| 86 | ITOTISHARES TR | 74,315 | $6.3B | 114.66% | |
| 87 | BACVERIZON COMMUNICATIONS INC | 157,097 | $6.2B | 112.62% | |
| 88 | GOOGLALPHABET INC | 69,675 | $6.1B | 111.86% | |
| 89 | ACWIISHARES TR | 66,264 | $5.6B | 102.34% | |
| 90 | SHYISHARES TR | 68,198 | $5.5B | 100.72% | |
| 91 | PEPPEPSICO INC | 30,555 | $5.5B | 100.45% | |
| 92 | HDHOME DEPOT INC | 17,292 | $5.5B | 99.37% | |
| 93 | JPMJPMORGAN CHASE & CO | 40,651 | $5.5B | 99.19% | |
| 94 | PFEPFIZER INC | 105,568 | $5.4B | 98.43% | |
| 95 | VIGVANGUARD SPECIALIZED FUNDS | 35,556 | $5.4B | 98.25% | |
| 96 | NDQINVESCO QQQ TR | 19,607 | $5.2B | 95.01% | |
| 97 | RKTROCKET COS INC | 740,400 | $5.2B | 94.30% | |
| 98 | MRKMERCK & CO INC | 46,337 | $5.1B | 93.55% | |
| 99 | MDYSPDR S&P MIDCAP 400 ETF TR | 11,259 | $5.0B | 90.71% | |
| 100 | GSLCGOLDMAN SACHS ETF TR | 65,242 | $5.0B | 90.37% |
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