Wealthspire Advisors, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$12.6T
Holdings
1,031
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,031 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,663,792 | $1.8T | 14.52% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 13,581,933 | $848.0B | 6.75% | |
| 3 | VOOVANGUARD INDEX FDS | 1,156,962 | $725.0B | 5.77% | |
| 4 | IJHISHARES TR | 7,642,952 | $504.0B | 4.01% | |
| 5 | VXUSVANGUARD STAR FDS | 5,883,288 | $443.0B | 3.53% | |
| 6 | SCHDSCHWAB STRATEGIC TR | 13,535,721 | $371.0B | 2.95% | |
| 7 | VTIVANGUARD INDEX FDS | 987,621 | $331.0B | 2.63% | |
| 8 | SPYSPDR S&P 500 ETF TR | 446,916 | $304.0B | 2.42% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 7,522,835 | $297.0B | 2.36% | |
| 10 | VUGVANGUARD INDEX FDS | 599,927 | $292.0B | 2.32% | |
| 11 | SCHFSCHWAB STRATEGIC TR | 10,898,799 | $262.0B | 2.09% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 4,710,913 | $253.0B | 2.01% | |
| 13 | IJRISHARES TR | 1,901,977 | $228.0B | 1.81% | |
| 14 | IUSBISHARES TR | 4,617,814 | $214.0B | 1.70% | |
| 15 | VTIPVANGUARD MALVERN FDS | 4,191,463 | $207.0B | 1.65% | |
| 16 | VOVANGUARD INDEX FDS | 602,087 | $174.0B | 1.38% | |
| 17 | VXFVANGUARD INDEX FDS | 835,091 | $174.0B | 1.38% | |
| 18 | VVVANGUARD INDEX FDS | 545,331 | $171.0B | 1.36% | |
| 19 | AAPLAPPLE INC | 590,564 | $160.0B | 1.27% | |
| 20 | MSFTMICROSOFT CORP | 283,281 | $137.0B | 1.09% | |
| 21 | IEMGISHARES INC | 1,695,058 | $113.0B | 0.90% | |
| 22 | GOOGALPHABET INC | 352,299 | $110.0B | 0.88% | |
| 23 | VBVANGUARD INDEX FDS | 398,598 | $102.0B | 0.81% | |
| 24 | AONAON PLC | 273,596 | $96.0B | 0.76% | |
| 25 | VEUVANGUARD INTL EQUITY INDEX F | 1,219,478 | $89.0B | 0.71% | |
| 26 | TFLOISHARES TR | 1,724,436 | $87.0B | 0.69% | |
| 27 | DFAEDIMENSIONAL ETF TRUST | 2,554,612 | $83.0B | 0.66% | |
| 28 | NDQINVESCO QQQ TR | 133,657 | $82.0B | 0.65% | |
| 29 | EMLPFIRST TR EXCHANGE-TRADED FD | 2,165,019 | $81.0B | 0.64% | |
| 30 | DFAIDIMENSIONAL ETF TRUST | 2,047,512 | $78.0B | 0.62% | |
| 31 | SCHXSCHWAB STRATEGIC TR | 2,816,409 | $75.0B | 0.60% | |
| 32 | NVDANVIDIA CORPORATION | 395,415 | $73.0B | 0.58% | |
| 33 | DFGRDIMENSIONAL ETF TRUST | 2,742,694 | $72.0B | 0.57% | |
| 34 | AQLTISHARES TR | 810,622 | $72.0B | 0.57% | |
| 35 | IXUSISHARES TR | 795,336 | $67.0B | 0.53% | |
| 36 | HYDBISHARES TR | 1,426,989 | $67.0B | 0.53% | |
| 37 | MUBISHARES TR | 609,110 | $65.0B | 0.52% | |
| 38 | CVLCMORGAN STANLEY ETF TRUST | 759,904 | $64.0B | 0.51% | |
| 39 | SPYMSPDR SERIES TRUST | 766,919 | $61.0B | 0.49% | |
| 40 | VBKVANGUARD INDEX FDS | 203,486 | $61.0B | 0.49% | |
| 41 | CMECME GROUP INC | 226,681 | $61.0B | 0.49% | |
| 42 | USFRWISDOMTREE TR | 1,173,736 | $59.0B | 0.47% | |
| 43 | AMZNAMAZON COM INC | 254,380 | $58.0B | 0.46% | |
| 44 | VTVVANGUARD INDEX FDS | 288,995 | $55.0B | 0.44% | |
| 45 | PCLGFUNDVANTAGE TR | 2,200,171 | $54.0B | 0.43% | |
| 46 | BNDVANGUARD BD INDEX FDS | 727,515 | $53.0B | 0.42% | |
| 47 | EFAISHARES TR | 547,576 | $52.0B | 0.41% | |
| 48 | GOOGLALPHABET INC | 161,575 | $50.0B | 0.40% | |
| 49 | NOBLPROSHARES TR | 475,968 | $49.0B | 0.39% | |
| 50 | IWFISHARES TR | 103,351 | $48.0B | 0.38% | |
| 51 | VBRVANGUARD INDEX FDS | 197,999 | $41.0B | 0.33% | |
| 52 | DFAUDIMENSIONAL ETF TRUST | 825,028 | $38.0B | 0.30% | |
| 53 | SMMDISHARES TR | 507,585 | $38.0B | 0.30% | |
| 54 | VCSHVANGUARD SCOTTSDALE FDS | 465,783 | $37.0B | 0.29% | |
| 55 | PVALPUTNAM ETF TRUST | 830,187 | $37.0B | 0.29% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 70,292 | $35.0B | 0.28% | |
| 57 | VTEBVANGUARD MUN BD FDS | 687,459 | $34.0B | 0.27% | |
| 58 | IWBISHARES TR | 90,318 | $33.0B | 0.26% | |
| 59 | SCHESCHWAB STRATEGIC TR | 1,008,030 | $33.0B | 0.26% | |
| 60 | METAMETA PLATFORMS INC | 48,230 | $31.0B | 0.25% | |
| 61 | EAGGISHARES TR | 668,702 | $31.0B | 0.25% | |
| 62 | CVIEMORGAN STANLEY ETF TRUST | 446,141 | $31.0B | 0.25% | |
| 63 | JPMJPMORGAN CHASE & CO. | 95,917 | $30.0B | 0.24% | |
| 64 | AQLTISHARES TR | 1,247,409 | $28.0B | 0.22% | |
| 65 | IGFISHARES TR | 453,248 | $27.0B | 0.21% | |
| 66 | TSLATESLA INC | 58,711 | $26.0B | 0.21% | |
| 67 | RSPINVESCO EXCHANGE TRADED FD T | 134,069 | $25.0B | 0.20% | |
| 68 | ACNACCENTURE PLC IRELAND | 90,396 | $24.0B | 0.19% | |
| 69 | IWMISHARES TR | 97,401 | $23.0B | 0.18% | |
| 70 | VTVANGUARD INTL EQUITY INDEX F | 158,235 | $22.0B | 0.18% | |
| 71 | GQ9SPDR GOLD TR | 54,146 | $21.0B | 0.17% | |
| 72 | AVGOBROADCOM INC | 62,372 | $21.0B | 0.17% | |
| 73 | VNQVANGUARD INDEX FDS | 238,520 | $21.0B | 0.17% | |
| 74 | IWRISHARES TR | 203,089 | $19.0B | 0.15% | |
| 75 | JNJJOHNSON & JOHNSON | 94,452 | $19.0B | 0.15% | |
| 76 | IWPISHARES TR | 141,603 | $19.0B | 0.15% | |
| 77 | IJJISHARES TR | 140,040 | $18.0B | 0.14% | |
| 78 | VYMVANGUARD WHITEHALL FDS | 132,086 | $18.0B | 0.14% | |
| 79 | XOMEXXON MOBIL CORP | 157,874 | $18.0B | 0.14% | |
| 80 | IWVISHARES TR | 48,874 | $18.0B | 0.14% | |
| 81 | IWDISHARES TR | 80,943 | $17.0B | 0.14% | |
| 82 | QUALISHARES TR | 87,164 | $17.0B | 0.14% | |
| 83 | COSTCOSTCO WHSL CORP NEW | 20,435 | $17.0B | 0.14% | |
| 84 | EIPIFIRST TR EXCHNG TRADED FD VI | 826,246 | $16.0B | 0.13% | |
| 85 | AGGISHARES TR | 164,341 | $16.0B | 0.13% | |
| 86 | IWOISHARES TR | 49,395 | $15.0B | 0.12% | |
| 87 | RKTROCKET COS INC | 795,397 | $15.0B | 0.12% | |
| 88 | VOEVANGUARD INDEX FDS | 87,303 | $15.0B | 0.12% | |
| 89 | IWNISHARES TR | 77,480 | $14.0B | 0.11% | |
| 90 | VOTVANGUARD INDEX FDS | 52,480 | $14.0B | 0.11% | |
| 91 | ITOTISHARES TR | 95,313 | $14.0B | 0.11% | |
| 92 | IVWISHARES TR | 107,166 | $13.0B | 0.10% | |
| 93 | SCHBSCHWAB STRATEGIC TR | 500,567 | $13.0B | 0.10% | |
| 94 | ABBVABBVIE INC | 58,434 | $13.0B | 0.10% | |
| 95 | LLYELI LILLY & CO | 12,811 | $13.0B | 0.10% | |
| 96 | DFUSDIMENSIONAL ETF TRUST | 175,149 | $12.0B | 0.10% | |
| 97 | VVISA INC | 36,157 | $12.0B | 0.10% | |
| 98 | VIGVANGUARD SPECIALIZED FUNDS | 57,747 | $12.0B | 0.10% | |
| 99 | WMTWALMART INC | 111,884 | $12.0B | 0.10% | |
| 100 | KOCOCA COLA CO | 184,639 | $12.0B | 0.10% |
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