Wealthspire Advisors, LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
792
- Value ($000)
$10,061,821
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | ETF | 464287200 | $1.50B | 15 % | 2,556,471 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $631.22M | 6 % | 1,171,516 | ||
VEA Vanguard MSCI EAFE ETF | ETF | 921943858 | $510.90M | 5 % | 10,683,889 | ||
IJH iShares S&P Midcap 400 Index | ETF | 464287507 | $473.99M | 5 % | 7,606,982 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $413.74M | 4 % | 15,144,112 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $343.53M | 3 % | 586,133 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $332.24M | 3 % | 1,146,397 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $282.58M | 3 % | 4,795,167 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $275.90M | 3 % | 7,976,206 | ||
IJR iShares Core S&P Small-Cap ETF | ETF | 464287804 | $217.94M | 2 % | 1,891,540 |
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