Wealthspire Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    new york, NY
  • CIK
    0001646247
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

792

$10.06B
IVV, VOO, VEA, IJH
13F-HR
Feb 3, 2025
000164624725000001

756

$9.83B
IVV, VOO, VEA, IJH
13F-HR
Nov 13, 2024
000164624724000004

663

$7.81B
IVV, VOO, VEA, IJH
13F-HR
Aug 8, 2024
000164624724000003

641

$7.50B
IVV, VOO, VEA, IJH
13F-HR
May 6, 2024
000164624724000002

644

$7.04B
IVV, VOO, VEA, SCHD
13F-HR
Feb 7, 2024
000164624724000001

594

$6.06B
IVV, VOO, SCHD, VEA
13F-HR
Nov 6, 2023
000164624723000004

559

$6.12B
IVV, VOO, SCHD, VEA
13F-HR
Aug 1, 2023
000164624723000003

533

$5.83B
IVV, SCHD, VOO, VEA
13F-HR
May 9, 2023
000164624723000002

581

$5.50B
IVV, SCHD, VOO, VEA
13F-HR
Feb 14, 2023
000164624723000001

510

$4.78B
IVV, SCHD, VOO, IJH
13F-HR
Nov 14, 2022
000164624722000004

497

$4.78B
IVV, SCHD, VOO, IJH
13F-HR
Aug 9, 2022
000164624722000003

428

$4.45B
IVV, SCHD, VOO, VEA
13F-HR
May 9, 2022
000164624722000002

534

$4.52B
IVV, VOO, SCHD, VEA
13F-HR
Feb 14, 2022
000164624722000001

579

$4.82B
IVV, VOO, SCHD, IJH
13F-HR
Nov 15, 2021
000164624721000006

366

$3.80B
IVV, VOO, SCHD, VEA
13F-HR
Aug 13, 2021
000164624721000005

703

$4.21B
IVV, VOO, SCHD, VEA
13F-HR
May 17, 2021
000164624721000003

580

$3.36B
VOO, IVV, VEA, SCHD
13F-HR
Feb 16, 2021
000164624721000002

329

$1.68B
VOO, IVV, GOVT, VEA
13F-HR
Nov 16, 2020
000164624720000007

282

$1.44B
VOO, GOVT, IVV, VEA
13F-HR
Aug 14, 2020
000164624720000006

558

$2.39B
VOO, IVV, VEA, GOVT
13F-HR
May 12, 2020
000164624720000005

215

$1.37B
VEA, VOO, GOVT, IVV
13F-HR
Feb 14, 2020
000164624720000002

167

$1.22B
VEA, GOVT, VOO, IVV
13F-HR
Nov 12, 2019
000164624719000006

96

$1.15B
VEA, VOO, GOVT, IVV
13F-HR
Aug 13, 2019
000164624719000005

44

$1.08B
VEA, VOO, GOVT, IVV
13F-HR
May 8, 2019
000164624719000003

948

$1.04B
VEA, VOO, GOVT, IVV
13F-HR
Feb 14, 2019
000164624719000002