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 | Value |
|---|---|
IVVISHARES TR | $661.6B |
SCHDSCHWAB STRATEGIC TR | $450.1B |
VOOVANGUARD INDEX FDS | $375.8B |
VEAVANGUARD TAX-MANAGED FDS | $307.9B |
IJHISHARES TR | $304.3B |
SPYSPDR S&P 500 ETF TR | $214.7B |
SCHFSCHWAB STRATEGIC TR | $162.4B |
VXUSVANGUARD STAR FDS | $160.4B |
VTIVANGUARD INDEX FDS | $139.1B |
IJRISHARES TR | $133.0B |
VOVANGUARD INDEX FDS | $112.7B |
VWOVANGUARD INTL EQUITY INDEX F | $93.6B |
ACWVISHARES INC | $84.5B |
VUGVANGUARD INDEX FDS | $78.1B |
VXFVANGUARD INDEX FDS | $77.5B |
VVVANGUARD INDEX FDS | $76.0B |
IEMGISHARES INC | $71.0B |
NOBLPROSHARES TR | $63.2B |
VBVANGUARD INDEX FDS | $61.2B |
MUBISHARES TR | $55.4B |
AQLTISHARES TR | $53.3B |
BABINVESCO EXCH TRADED FD TR II | $51.6B |
EMLPFIRST TR EXCHANGE-TRADED FD | $51.1B |
IXUSISHARES TR | $51.0B |
SCHXSCHWAB STRATEGIC TR | $48.8B |
VTVVANGUARD INDEX FDS | $47.3B |
AAPLAPPLE INC | $42.0B |
SPYMSPDR SER TR | $40.5B |
IUSBISHARES TR | $39.2B |
EFAISHARES TR | $34.9B |
DTHWISDOMTREE TR | $33.3B |
VEUVANGUARD INTL EQUITY INDEX F | $29.3B |
MSFTMICROSOFT CORP | $28.7B |
VTEBVANGUARD MUN BD FDS | $27.9B |
VTVANGUARD INTL EQUITY INDEX F | $27.8B |
IGFISHARES TR | $26.5B |
CMECME GROUP INC | $25.4B |
AGGISHARES TR | $24.9B |
TFLOISHARES TR | $23.3B |
IWFISHARES TR | $23.2B |
BNDVANGUARD BD INDEX FDS | $22.7B |
IQDFFLEXSHARES TR | $21.7B |
ACNACCENTURE PLC IRELAND | $20.3B |
GOOGALPHABET INC | $19.5B |
IWMISHARES TR | $18.9B |
SCHESCHWAB STRATEGIC TR | $18.4B |
VNQVANGUARD INDEX FDS | $18.1B |
SDYSPDR SER TR | $17.6B |
SMMDISHARES TR | $16.8B |
VTIPVANGUARD MALVERN FDS | $16.1B |
SCHPSCHWAB STRATEGIC TR | $15.8B |
AQLTISHARES TR | $15.2B |
JNJJOHNSON & JOHNSON | $14.9B |
IWDISHARES TR | $13.9B |
VOTVANGUARD INDEX FDS | $13.9B |
VOEVANGUARD INDEX FDS | $13.2B |
XFEBFIRST TR ENERGY INFRASTRCTR | $13.0B |
DGRWWISDOMTREE TR | $12.4B |
VDCVANGUARD WORLD FDS | $12.3B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.0B |
AMZNAMAZON COM INC | $11.9B |
BSVVANGUARD BD INDEX FDS | $11.3B |
VBRVANGUARD INDEX FDS | $11.2B |
HDVISHARES TR | $11.0B |
IWVISHARES TR | $10.3B |
TFISPDR SER TR | $10.2B |
VBKVANGUARD INDEX FDS | $9.7B |
SPMDSPDR SER TR | $9.7B |
QCLNFIRST TR EXCHANGE-TRADED FD | $9.6B |
KOCOCA COLA CO | $9.5B |
IWBISHARES TR | $9.4B |
XOMEXXON MOBIL CORP | $9.4B |
QDFFLEXSHARES TR | $9.3B |
BILSPDR SER TR | $9.2B |
XLESELECT SECTOR SPDR TR | $8.8B |
CHHCHOICE HOTELS INTL INC | $8.7B |
AQLTISHARES TR | $8.5B |
GQ9SPDR GOLD TR | $8.4B |
ABBVABBVIE INC | $8.2B |
UNHUNITEDHEALTH GROUP INC | $8.1B |
VYMVANGUARD WHITEHALL FDS | $7.5B |
IVWISHARES TR | $7.1B |
SCHASCHWAB STRATEGIC TR | $6.5B |
CVXCHEVRON CORP NEW | $6.4B |
PGPROCTER AND GAMBLE CO | $6.4B |
ITOTISHARES TR | $6.3B |
BACVERIZON COMMUNICATIONS INC | $6.2B |
GOOGLALPHABET INC | $6.1B |
ACWIISHARES TR | $5.6B |
SHYISHARES TR | $5.5B |
PEPPEPSICO INC | $5.5B |
HDHOME DEPOT INC | $5.5B |
JPMJPMORGAN CHASE & CO | $5.5B |
PFEPFIZER INC | $5.4B |
VIGVANGUARD SPECIALIZED FUNDS | $5.4B |
NDQINVESCO QQQ TR | $5.2B |
RKTROCKET COS INC | $5.2B |
MRKMERCK & CO INC | $5.1B |
MDYSPDR S&P MIDCAP 400 ETF TR | $5.0B |
GSLCGOLDMAN SACHS ETF TR | $5.0B |
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