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 | Type |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 184,639 | $12.0B | 95.50% | |
| 102 | SCHPSCHWAB STRATEGIC TR | 466,159 | $12.0B | 95.50% | |
| 103 | HDHOME DEPOT INC | 35,061 | $12.0B | 95.50% | |
| 104 | HDVISHARES TR | 98,412 | $11.0B | 87.54% | |
| 105 | IBMINTERNATIONAL BUSINESS MACHS | 39,384 | $11.0B | 87.54% | |
| 106 | PGPROCTER AND GAMBLE CO | 78,163 | $11.0B | 87.54% | |
| 107 | IQDFFLEXSHARES TR | 367,110 | $11.0B | 87.54% | |
| 108 | ESGDISHARES TR | 118,638 | $11.0B | 87.54% | |
| 109 | QDFFLEXSHARES TR | 147,906 | $11.0B | 87.54% | |
| 110 | MAMASTERCARD INCORPORATED | 19,404 | $11.0B | 87.54% | |
| 111 | PRFINVESCO EXCHANGE TRADED FD T | 221,665 | $10.0B | 79.59% | |
| 112 | DGRWWISDOMTREE TR | 122,241 | $10.0B | 79.59% | |
| 113 | BRK-BBERKSHIRE HATHAWAY INC DEL | 14 | $10.0B | 79.59% | |
| 114 | SPYGSPDR SERIES TRUST | 95,758 | $10.0B | 79.59% | |
| 115 | PGRPROGRESSIVE CORP | 44,787 | $10.0B | 79.59% | |
| 116 | CRMSALESFORCE INC | 40,984 | $10.0B | 79.59% | |
| 117 | PLTRPALANTIR TECHNOLOGIES INC | 52,520 | $9.0B | 71.63% | |
| 118 | ESGUISHARES TR | 66,254 | $9.0B | 71.63% | |
| 119 | BSVVANGUARD BD INDEX FDS | 121,222 | $9.0B | 71.63% | |
| 120 | SPMDSPDR SERIES TRUST | 155,761 | $9.0B | 71.63% | |
| 121 | 4I1PHILIP MORRIS INTL INC | 59,377 | $9.0B | 71.63% | |
| 122 | SCHASCHWAB STRATEGIC TR | 336,115 | $9.0B | 71.63% | |
| 123 | CVXCHEVRON CORP NEW | 65,567 | $9.0B | 71.63% | |
| 124 | ORCLORACLE CORP | 43,427 | $8.0B | 63.67% | |
| 125 | VDCVANGUARD WORLD FD | 39,633 | $8.0B | 63.67% | |
| 126 | GEGE AEROSPACE | 28,596 | $8.0B | 63.67% | |
| 127 | DFUVDIMENSIONAL ETF TRUST | 192,653 | $8.0B | 63.67% | |
| 128 | VGKVANGUARD INTL EQUITY INDEX F | 97,411 | $8.0B | 63.67% | |
| 129 | NFLXNETFLIX INC | 94,470 | $8.0B | 63.67% | |
| 130 | HYMBSPDR SERIES TRUST | 351,946 | $8.0B | 63.67% | |
| 131 | BACBANK AMERICA CORP | 136,730 | $7.0B | 55.71% | |
| 132 | GSGOLDMAN SACHS GROUP INC | 8,883 | $7.0B | 55.71% | |
| 133 | MDYSPDR S&P MIDCAP 400 ETF TR | 11,822 | $7.0B | 55.71% | |
| 134 | SDYSPDR SERIES TRUST | 54,222 | $7.0B | 55.71% | |
| 135 | DFAXDIMENSIONAL ETF TRUST | 208,450 | $6.0B | 47.75% | |
| 136 | MRKMERCK & CO INC | 59,303 | $6.0B | 47.75% | |
| 137 | DTHWISDOMTREE TR | 119,842 | $6.0B | 47.75% | |
| 138 | GSLCGOLDMAN SACHS ETF TR | 47,918 | $6.0B | 47.75% | |
| 139 | IBITISHARES BITCOIN TRUST ETF | 125,102 | $6.0B | 47.75% | |
| 140 | CSCOCISCO SYS INC | 90,316 | $6.0B | 47.75% | |
| 141 | HBANHUNTINGTON BANCSHARES INC | 374,208 | $6.0B | 47.75% | |
| 142 | PEPPEPSICO INC | 46,696 | $6.0B | 47.75% | |
| 143 | IVEISHARES TR | 31,474 | $6.0B | 47.75% | |
| 144 | MCDMCDONALDS CORP | 22,251 | $6.0B | 47.75% | |
| 145 | BACVERIZON COMMUNICATIONS INC | 151,095 | $6.0B | 47.75% | |
| 146 | AXPAMERICAN EXPRESS CO | 14,285 | $5.0B | 39.79% | |
| 147 | TFISPDR SERIES TRUST | 119,857 | $5.0B | 39.79% | |
| 148 | SCHMSCHWAB STRATEGIC TR | 171,454 | $5.0B | 39.79% | |
| 149 | UNHUNITEDHEALTH GROUP INC | 17,398 | $5.0B | 39.79% | |
| 150 | EIMEATON VANCE MUN BD FD | 577,267 | $5.0B | 39.79% | |
| 151 | UTGREAVES UTIL INCOME FD | 144,310 | $5.0B | 39.79% | |
| 152 | SUBISHARES TR | 48,230 | $5.0B | 39.79% | |
| 153 | DIHPDIMENSIONAL ETF TRUST | 186,130 | $5.0B | 39.79% | |
| 154 | ESGEISHARES INC | 113,661 | $5.0B | 39.79% | |
| 155 | MARMARRIOTT INTL INC NEW | 17,222 | $5.0B | 39.79% | |
| 156 | CEGCONSTELLATION ENERGY CORP | 16,895 | $5.0B | 39.79% | |
| 157 | REETISHARES TR | 212,611 | $5.0B | 39.79% | |
| 158 | SCHWSCHWAB CHARLES CORP | 52,336 | $5.0B | 39.79% | |
| 159 | ABTABBOTT LABS | 47,396 | $5.0B | 39.79% | |
| 160 | BABINVESCO EXCH TRADED FD TR II | 187,786 | $5.0B | 39.79% | |
| 161 | NBOSNEUBERGER BERMAN ETF TRUST | 215,237 | $5.0B | 39.79% | |
| 162 | XLKSELECT SECTOR SPDR TR | 34,392 | $4.0B | 31.83% | |
| 163 | RTXRTX CORPORATION | 25,306 | $4.0B | 31.83% | |
| 164 | DWDMORGAN STANLEY | 25,669 | $4.0B | 31.83% | |
| 165 | GEVGE VERNOVA INC | 6,835 | $4.0B | 31.83% | |
| 166 | WFCWELLS FARGO CO NEW | 52,982 | $4.0B | 31.83% | |
| 167 | DCORDIMENSIONAL ETF TRUST | 66,364 | $4.0B | 31.83% | |
| 168 | BABOEING CO | 22,717 | $4.0B | 31.83% | |
| 169 | PRFZINVESCO EXCHANGE TRADED FD T | 95,248 | $4.0B | 31.83% | |
| 170 | TAT&T INC | 182,698 | $4.0B | 31.83% | |
| 171 | SBUXSTARBUCKS CORP | 52,117 | $4.0B | 31.83% | |
| 172 | VGTVANGUARD WORLD FD | 5,686 | $4.0B | 31.83% | |
| 173 | AMDADVANCED MICRO DEVICES INC | 21,151 | $4.0B | 31.83% | |
| 174 | BXBLACKSTONE INC | 28,742 | $4.0B | 31.83% | |
| 175 | DFIVDIMENSIONAL ETF TRUST | 88,960 | $4.0B | 31.83% | |
| 176 | SHVISHARES TR | 37,277 | $4.0B | 31.83% | |
| 177 | COFCAPITAL ONE FINL CORP | 18,088 | $4.0B | 31.83% | |
| 178 | CATCATERPILLAR INC | 8,057 | $4.0B | 31.83% | |
| 179 | MGVVANGUARD WORLD FD | 35,134 | $4.0B | 31.83% | |
| 180 | MOALTRIA GROUP INC | 78,076 | $4.0B | 31.83% | |
| 181 | SCHGSCHWAB STRATEGIC TR | 136,562 | $4.0B | 31.83% | |
| 182 | MUMICRON TECHNOLOGY INC | 15,493 | $4.0B | 31.83% | |
| 183 | BYRNBYRNA TECHNOLOGIES INC | 245,114 | $4.0B | 31.83% | |
| 184 | PANWPALO ALTO NETWORKS INC | 19,913 | $3.0B | 23.88% | |
| 185 | DLNWISDOMTREE TR | 41,173 | $3.0B | 23.88% | |
| 186 | XLFSELECT SECTOR SPDR TR | 62,356 | $3.0B | 23.88% | |
| 187 | DISDISNEY WALT CO | 30,176 | $3.0B | 23.88% | |
| 188 | PFEPFIZER INC | 138,314 | $3.0B | 23.88% | |
| 189 | LRGFISHARES TR | 47,833 | $3.0B | 23.88% | |
| 190 | IBTGISHARES TR | 156,047 | $3.0B | 23.88% | |
| 191 | TMOTHERMO FISHER SCIENTIFIC INC | 6,119 | $3.0B | 23.88% | |
| 192 | AJGGALLAGHER ARTHUR J & CO | 14,398 | $3.0B | 23.88% | |
| 193 | AKREPROFESIONALLY MANAGED PORTFO | 58,912 | $3.0B | 23.88% | |
| 194 | MGKVANGUARD WORLD FD | 9,076 | $3.0B | 23.88% | |
| 195 | SCHISCHWAB STRATEGIC TR | 136,252 | $3.0B | 23.88% | |
| 196 | DFASDIMENSIONAL ETF TRUST | 43,813 | $3.0B | 23.88% | |
| 197 | BLKBLACKROCK INC | 3,110 | $3.0B | 23.88% | |
| 198 | IDXXIDEXX LABS INC | 4,861 | $3.0B | 23.88% | |
| 199 | TJXTJX COS INC NEW | 25,124 | $3.0B | 23.88% | |
| 200 | QCLNFIRST TR EXCHANGE-TRADED FD | 75,681 | $3.0B | 23.88% |