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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.40% | +7.23% | +41.75% |
| Top 20 Holdings Unweighted | +12.57% | +42.63% | +6.37% | +36.17% |
Wealthspire Advisors, LLC reports $12.73B in US-listed equity holdings across 932 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.7%), VEA (7.3%) and VOO (5.3%). The top 20 holdings account for 64.69% of reported assets. Its disclosed equity book has returned +45.40% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wealthspire Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wealthspire Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1646247). View Wealthspire Advisors, LLC’s 13F filings on SEC