Wealthspire Advisors, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$12.6B

Holdings

1,031

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,031 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	2,663,792	$1.8B	14.52%
2	VEAVANGUARD TAX-MANAGED FDS	13,581,933	$848.0M	6.75%
3	VOOVANGUARD INDEX FDS	1,156,962	$725.0M	5.77%
4	IJHISHARES TR	7,642,952	$504.0M	4.01%
5	VXUSVANGUARD STAR FDS	5,883,288	$443.0M	3.53%
6	SCHDSCHWAB STRATEGIC TR	13,535,721	$371.0M	2.95%
7	VTIVANGUARD INDEX FDS	987,621	$331.0M	2.63%
8	SPYSPDR S&P 500 ETF TR	446,916	$304.0M	2.42%
9	DFACDIMENSIONAL ETF TRUST	7,522,835	$297.0M	2.36%
10	VUGVANGUARD INDEX FDS	599,927	$292.0M	2.32%
11	SCHFSCHWAB STRATEGIC TR	10,898,799	$262.0M	2.09%
12	VWOVANGUARD INTL EQUITY INDEX F	4,710,913	$253.0M	2.01%
13	IJRISHARES TR	1,901,977	$228.0M	1.81%
14	IUSBISHARES TR	4,617,814	$214.0M	1.70%
15	VTIPVANGUARD MALVERN FDS	4,191,463	$207.0M	1.65%
16	VOVANGUARD INDEX FDS	602,087	$174.0M	1.38%
17	VXFVANGUARD INDEX FDS	835,091	$174.0M	1.38%
18	VVVANGUARD INDEX FDS	545,331	$171.0M	1.36%
19	AAPLAPPLE INC	590,564	$160.0M	1.27%
20	MSFTMICROSOFT CORP	283,281	$137.0M	1.09%
21	IEMGISHARES INC	1,695,058	$113.0M	0.90%
22	GOOGALPHABET INC	352,299	$110.0M	0.88%
23	VBVANGUARD INDEX FDS	398,598	$102.0M	0.81%
24	AONAON PLC	273,596	$96.0M	0.76%
25	VEUVANGUARD INTL EQUITY INDEX F	1,219,478	$89.0M	0.71%
26	TFLOISHARES TR	1,724,436	$87.0M	0.69%
27	DFAEDIMENSIONAL ETF TRUST	2,554,612	$83.0M	0.66%
28	NDQINVESCO QQQ TR	133,657	$82.0M	0.65%
29	EMLPFIRST TR EXCHANGE-TRADED FD	2,165,019	$81.0M	0.64%
30	DFAIDIMENSIONAL ETF TRUST	2,047,512	$78.0M	0.62%
31	SCHXSCHWAB STRATEGIC TR	2,816,409	$75.0M	0.60%
32	NVDANVIDIA CORPORATION	395,415	$73.0M	0.58%
33	DFGRDIMENSIONAL ETF TRUST	2,742,694	$72.0M	0.57%
34	AQLTISHARES TR	810,622	$72.0M	0.57%
35	IXUSISHARES TR	795,336	$67.0M	0.53%
36	HYDBISHARES TR	1,426,989	$67.0M	0.53%
37	MUBISHARES TR	609,110	$65.0M	0.52%
38	CVLCMORGAN STANLEY ETF TRUST	759,904	$64.0M	0.51%
39	VBKVANGUARD INDEX FDS	203,486	$61.0M	0.49%
40	SPYMSPDR SERIES TRUST	766,919	$61.0M	0.49%
41	CMECME GROUP INC	226,681	$61.0M	0.49%
42	USFRWISDOMTREE TR	1,173,736	$59.0M	0.47%
43	AMZNAMAZON COM INC	254,380	$58.0M	0.46%
44	VTVVANGUARD INDEX FDS	288,995	$55.0M	0.44%
45	PCLGFUNDVANTAGE TR	2,200,171	$54.0M	0.43%
46	BNDVANGUARD BD INDEX FDS	727,515	$53.0M	0.42%
47	EFAISHARES TR	547,576	$52.0M	0.41%
48	GOOGLALPHABET INC	161,575	$50.0M	0.40%
49	NOBLPROSHARES TR	475,968	$49.0M	0.39%
50	IWFISHARES TR	103,351	$48.0M	0.38%
51	VBRVANGUARD INDEX FDS	197,999	$41.0M	0.33%
52	DFAUDIMENSIONAL ETF TRUST	825,028	$38.0M	0.30%
53	SMMDISHARES TR	507,585	$38.0M	0.30%
54	PVALPUTNAM ETF TRUST	830,187	$37.0M	0.29%
55	VCSHVANGUARD SCOTTSDALE FDS	465,783	$37.0M	0.29%
56	BRK/BBERKSHIRE HATHAWAY INC DEL	70,292	$35.0M	0.28%
57	VTEBVANGUARD MUN BD FDS	687,459	$34.0M	0.27%
58	IWBISHARES TR	90,318	$33.0M	0.26%
59	SCHESCHWAB STRATEGIC TR	1,008,030	$33.0M	0.26%
60	METAMETA PLATFORMS INC	48,230	$31.0M	0.25%
61	EAGGISHARES TR	668,702	$31.0M	0.25%
62	CVIEMORGAN STANLEY ETF TRUST	446,141	$31.0M	0.25%
63	JPMJPMORGAN CHASE & CO.	95,917	$30.0M	0.24%
64	AQLTISHARES TR	1,247,409	$28.0M	0.22%
65	IGFISHARES TR	453,248	$27.0M	0.21%
66	TSLATESLA INC	58,711	$26.0M	0.21%
67	RSPINVESCO EXCHANGE TRADED FD T	134,069	$25.0M	0.20%
68	ACNACCENTURE PLC IRELAND	90,396	$24.0M	0.19%
69	IWMISHARES TR	97,401	$23.0M	0.18%
70	VTVANGUARD INTL EQUITY INDEX F	158,235	$22.0M	0.18%
71	VNQVANGUARD INDEX FDS	238,520	$21.0M	0.17%
72	GQ9SPDR GOLD TR	54,146	$21.0M	0.17%
73	AVGOBROADCOM INC	62,372	$21.0M	0.17%
74	JNJJOHNSON & JOHNSON	94,452	$19.0M	0.15%
75	IWRISHARES TR	203,089	$19.0M	0.15%
76	IWPISHARES TR	141,603	$19.0M	0.15%
77	IJJISHARES TR	140,040	$18.0M	0.14%
78	XOMEXXON MOBIL CORP	157,874	$18.0M	0.14%
79	VYMVANGUARD WHITEHALL FDS	132,086	$18.0M	0.14%
80	IWVISHARES TR	48,874	$18.0M	0.14%
81	COSTCOSTCO WHSL CORP NEW	20,435	$17.0M	0.14%
82	QUALISHARES TR	87,164	$17.0M	0.14%
83	IWDISHARES TR	80,943	$17.0M	0.14%
84	EIPIFIRST TR EXCHNG TRADED FD VI	826,246	$16.0M	0.13%
85	AGGISHARES TR	164,341	$16.0M	0.13%
86	RKTROCKET COS INC	795,397	$15.0M	0.12%
87	VOEVANGUARD INDEX FDS	87,303	$15.0M	0.12%
88	IWOISHARES TR	49,395	$15.0M	0.12%
89	VOTVANGUARD INDEX FDS	52,480	$14.0M	0.11%
90	ITOTISHARES TR	95,313	$14.0M	0.11%
91	IWNISHARES TR	77,480	$14.0M	0.11%
92	LLYELI LILLY & CO	12,811	$13.0M	0.10%
93	ABBVABBVIE INC	58,434	$13.0M	0.10%
94	IVWISHARES TR	107,166	$13.0M	0.10%
95	SCHBSCHWAB STRATEGIC TR	500,567	$13.0M	0.10%
96	SUSBISHARES TR	506,708	$12.0M	0.10%
97	VIGVANGUARD SPECIALIZED FUNDS	57,747	$12.0M	0.10%
98	VVISA INC	36,157	$12.0M	0.10%
99	DFUSDIMENSIONAL ETF TRUST	175,149	$12.0M	0.10%
100	HDHOME DEPOT INC	35,061	$12.0M	0.10%

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