Filer Name: WEALTHSPIRE ADVISORS, LLC
CIK: 1646247
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 792
Portfolio Value: $10.06B

Wealthspire Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 2,556,471 $1,505M 14.96% 5.1% -
VOO US VANGUARD S&P 500 ETF 1,171,516 $631M 6.27% 0.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 10,683,889 $511M 5.08% 8.4% -
IJH US ISHARES CORE S&P MIDCAP ETF 7,606,982 $474M 4.71% 5.7% -
SCHD US SCHWAB US DVD EQUITY ETF 15,144,112 $414M 4.11% 195.8% -
SPY US SPDR S&P 500 ETF TRUST 586,133 $344M 3.41% -2.5% -
VTI US VANGUARD TOTAL STOCK MKT ETF 1,146,397 $332M 3.30% 3.5% -
VXUS US VANGUARD TOTAL INTL STOCK 4,795,167 $283M 2.81% 4.2% -
DFAC US DIMENSIONAL US CORE EQUITY 2 7,976,206 $276M 2.74% 1.0% -
IJR US ISHARES CORE S&P SMALL-CAP E 1,891,540 $218M 2.17% 7.3% -
IUSB US ISHARES CORE TOTAL BOND ETF 4,510,774 $204M 2.03% 5.3% -
SCHF US SCHWAB INTL EQUITY ETF 10,198,152 $189M 1.88% 105.6% -
VUG US VANGUARD GROWTH ETF 456,531 $187M 1.86% 32.1% -
VWO US VANGUARD FTSE EMERGING MARKE 3,950,485 $174M 1.73% 9.3% -
VXF US VANGUARD EXTENDED MARKET ETF 779,659 $148M 1.47% 2.3% -
VO US VANGUARD MID-CAP ETF 557,214 $147M 1.46% 1.1% -
VTIP US VANGUARD SHORT-TERM TIPS 2,750,327 $133M 1.32% 36.7% -
VV US VANGUARD LARGE-CAP ETF 448,843 $121M 1.20% 1.9% -
AAPL US APPLE INC 462,148 $116M 1.15% 5.7% -
AON US AON PLC-CLASS A 296,862 $107M 1.06% 5.1% -
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