Wealthspire Advisors, LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
3,185
- Value ($000)
$19,125,611
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001646247
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | ETF | 464287200 | $1.76 B | 9 % | 2,628,886 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $1.76 B | 9 % | 2,628,886 | ||
VEA Vanguard MSCI EAFE ETF | ETF | 921943858 | $751.24 M | 4 % | 12,537,411 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $751.24 M | 4 % | 12,537,411 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $707.21 M | 4 % | 1,154,810 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $707.21 M | 4 % | 1,154,810 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $486.78 M | 3 % | 7,459,035 | ||
IJH iShares Core S&P Mid-Cap ETF | ETF | 464287507 | $486.78 M | 3 % | 7,459,035 | ||
Vanguard Total Intl Stock Idx ETF | ETF | 921909768 | $405.21 M | 2 % | 5,516,078 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $405.21 M | 2 % | 5,516,078 |
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