Funds · 13F filer · New York, NY

Wealthspire Advisors, LLC

$18.2B in 1,298 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+18.5%S&P 500 +20.9%
3y return+51.3%S&P 500 +68.5%
5y return+44.5%S&P 500 +74.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2018: $224 against $299 in the S&P 500.2

Wealthspire Advisors, LLCS&P 500 (SPY)
$99$100$29920182026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
IVVIshares Tr$2.1B11.8%+7.4%
VEAVanguard Tax-managed Fds$1.1B6.1%+7.5%
VOOVanguard Index Fds$792.8M4.4%+2.1%
IJHIshares Tr$613.9M3.4%+3.3%
VXUSVanguard Star Fds$551.1M3.0%+1.8%
SPYMSpdr Series Trust$509.6M2.8%+671.7%
VTIVanguard Index Fds$480.8M2.6%+34.9%
SCHDSchwab Strategic Tr$430.4M2.4%+2.0%
VUGVanguard Index Fds$380.3M2.1%+8.6%
SPYState Str Spdr S&p 500 Etf T$375.3M2.1%+13.9%
Dimensional Etf TrustCUSIP 25434V708$334.9M1.8%
VWOVanguard Intl Equity Index F$310.3M1.7%+6.1%
SCHFSchwab Strategic Tr$303.0M1.7%−10.4%
IJRIshares Tr$300.4M1.7%+4.4%
VTIPVanguard Malvern Fds$253.4M1.4%+13.2%
IUSBIshares Tr$253.0M1.4%+16.0%
Aon PLCCUSIP G0403H108$240.9M1.3%−26.2%
AAPLApple Inc$227.1M1.3%+53.1%
SGOVIshares Tr$223.9M1.2%+14716.8%
VXFVanguard Index Fds$206.4M1.1%+1.8%
VOVanguard Index Fds$188.9M1.0%−5.2%
VVVanguard Index Fds$182.3M1.0%−34.4%
IEMGIshares Inc$148.4M0.8%+6.2%
NVDANvidia Corporation$128.3M0.7%+102.0%
MSFTMicrosoft Corp$127.6M0.7%+44.0%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorporationJune 30, 2020+2006.7%$128.3M
GOOGAlphabet IncJune 30, 2020+399.9%$107.7M
SOXXIshares TrDecember 31, 2023+233.7%$103.6M
AAPLApple IncJune 30, 2020+217.3%$227.1M
QQQInvesco Qqq TrJune 30, 2020+197.4%$98.7M
VUGVanguard Index FdsJune 30, 2020+155.7%$380.3M
VOOVanguard Index FdsJune 30, 2020+142.3%$792.8M
SPYState Str Spdr S&p 500 Etf TJune 30, 2020+142.2%$375.3M
IVVIshares TrJune 30, 2020+141.8%$2.1B
VVVanguard Index FdsJune 30, 2020+140.5%$182.3M

Sold off last quarter

  • Honeywell Intl IncCUSIP 438516106 was $3.4M
  • Global Business Travel GroupCUSIP 37890B100 was $1.4M
  • AGXArgan Inc was $860K
  • KTOSKratos Defense & Sec Solutio was $778K
  • VPLSVanguard Malvern Fds was $768K
  • FLOTIshares Tr was $651K
  • LNKBLinkbancorp Inc was $576K
  • IYMIshares Tr was $444K
  • FNVFranco Nev Corp was $419K
  • BWXTBwx Technologies Inc was $408K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+11.1%+14.8%
March 31, 2026−1.5%−4.6%
December 31, 2025+1.8%+2.4%
September 30, 2025+6.4%+7.8%
June 30, 2025+8.1%+10.5%
March 31, 2025−1.9%−4.6%
December 31, 2024−0.9%+2.1%
September 30, 2024+6.6%+5.4%
June 30, 2024+0.9%+4.0%
March 31, 2024+7.1%+10.0%
December 31, 2023+9.9%+11.2%
September 30, 2023−3.9%−3.6%
June 30, 2023+4.3%+8.3%
March 31, 2023+4.9%+7.0%
December 31, 2022+8.6%+7.1%
September 30, 2022−6.5%−5.3%
June 30, 2022−14.3%−16.5%
March 31, 2022−4.9%−4.9%
December 31, 2021+6.9%+10.7%
September 30, 2021−1.4%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1646247
  2. 2
    Filed August 11, 2026 · accession 0001646247-26-000005