StockDriftsStockDriftsTop 50 Wealthspire Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.7% | 2.67M | $1.74B | +0.23%(+6.17K) | $487.21(+53.06%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.33% | 14.56M | $933.2M | +7.22%(+980.77K) | $49.34(+43.15%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.3% | 1.13M | $675.3M | -2.32%(-26.84K) | $416.74(+63.75%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.09% | 7.71M | $520.6M | +0.87%(+66.48K) | $55.46(+31.85%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 3.84% | 6.33M | $488.5M | +7.68%(+451.67K) | $60.09(+41.58%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.21% | 13.31M | $408.4M | -1.66%(-224.28K) | $24.85(+27.75%) | 2026-03-31 | |
| AON | AON PLC | 2.49% | 984.1K | $317.6M | +259.68%(+710.48K) | $333.31(-6.72%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.43% | 963.0K | $308.9M | -2.49%(-24.61K) | $234.85(+55.30%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.37% | 12.21M | $302.2M | +12.02%(+1.31M) | $18.57(+47.07%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.32% | 677.3K | $295.9M | +12.91%(+77.42K) | $59.16(+47.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.39% |
| Top 20 Holdings Unweighted | +12.57% | +42.63% |
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