Wealthspire Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnew york, NY
- CIK0001646247
- Alternate namesSontag Advisory, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
884 | $16.74 B | IVV, IJH, SCHD, VANGUARD STAR FDS | 13F-HR | May 9, 2025 | 000164624725000004 | ||
792 | $10.06 B | IVV, VOO, VEA, IJH | 13F-HR | Feb 3, 2025 | 000164624725000001 | ||
756 | $9.83 B | IVV, VOO, VEA, IJH | 13F-HR | Nov 13, 2024 | 000164624724000004 | ||
663 | $7.81 B | IVV, VOO, VEA, IJH | 13F-HR | Aug 8, 2024 | 000164624724000003 | ||
641 | $7.50 B | IVV, VOO, VEA, IJH | 13F-HR | May 6, 2024 | 000164624724000002 | ||
644 | $7.04 B | IVV, VOO, VEA, SCHD | 13F-HR | Feb 7, 2024 | 000164624724000001 | ||
594 | $6.06 B | IVV, VOO, SCHD, VEA | 13F-HR | Nov 6, 2023 | 000164624723000004 | ||
559 | $6.12 B | IVV, VOO, SCHD, VEA | 13F-HR | Aug 1, 2023 | 000164624723000003 | ||
533 | $5.83 B | IVV, SCHD, VOO, VEA | 13F-HR | May 9, 2023 | 000164624723000002 | ||
581 | $5.50 B | IVV, SCHD, VOO, VEA | 13F-HR | Feb 14, 2023 | 000164624723000001 | ||
510 | $4.78 B | IVV, SCHD, VOO, IJH | 13F-HR | Nov 14, 2022 | 000164624722000004 | ||
497 | $4.78 B | IVV, SCHD, VOO, IJH | 13F-HR | Aug 9, 2022 | 000164624722000003 | ||
428 | $4.45 B | IVV, SCHD, VOO, VEA | 13F-HR | May 9, 2022 | 000164624722000002 | ||
534 | $4.52 B | IVV, VOO, SCHD, VEA | 13F-HR | Feb 14, 2022 | 000164624722000001 | ||
579 | $4.82 B | IVV, VOO, SCHD, IJH | 13F-HR | Nov 15, 2021 | 000164624721000006 | ||
366 | $3.80 B | IVV, VOO, SCHD, VEA | 13F-HR | Aug 13, 2021 | 000164624721000005 | ||
703 | $4.21 B | IVV, VOO, SCHD, VEA | 13F-HR | May 17, 2021 | 000164624721000003 | ||
580 | $3.36 B | VOO, IVV, VEA, SCHD | 13F-HR | Feb 16, 2021 | 000164624721000002 | ||
329 | $1.68 B | VOO, IVV, GOVT, VEA | 13F-HR | Nov 16, 2020 | 000164624720000007 | ||
282 | $1.44 B | VOO, GOVT, IVV, VEA | 13F-HR | Aug 14, 2020 | 000164624720000006 | ||
558 | $2.39 B | VOO, IVV, VEA, GOVT | 13F-HR | May 12, 2020 | 000164624720000005 | ||
215 | $1.37 B | VEA, VOO, GOVT, IVV | 13F-HR | Feb 14, 2020 | 000164624720000002 | ||
167 | $1.22 B | VEA, GOVT, VOO, IVV | 13F-HR | Nov 12, 2019 | 000164624719000006 | ||
96 | $1.15 B | VEA, VOO, GOVT, IVV | 13F-HR | Aug 13, 2019 | 000164624719000005 | ||
44 | $1.08 B | VEA, VOO, GOVT, IVV | 13F-HR | May 8, 2019 | 000164624719000003 | ||
948 | $1.04 B | VEA, VOO, GOVT, IVV | 13F-HR | Feb 14, 2019 | 000164624719000002 |