Wealthspire Advisors, LLC
CIK 1646247 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- IVV14.13%
- VOO7.23%
- SCHD6.34%
- VEA5.90%
- IJH5.49%
- SPY4.15%
- VXUS3.35%
- VTI2.91%
- SCHF2.82%
- IJR2.40%
Share classes counted separately54.72%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $855.83M | 14.13% | 1.99M shares | — | ↗▾ | |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $437.77M | 7.23% | 1.11M shares | — | ↗▾ | |
| 03 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $383.65M | 6.34% | 5.42M shares | — | ↗▾ | |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $357.17M | 5.90% | 8.17M shares | — | ↗▾ | |
| 05 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $332.40M | 5.49% | 1.33M shares | — | ↗▾ | |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $251.01M | 4.15% | 587.16K shares | — | ↗▾ | |
| 07 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $203.17M | 3.35% | 3.80M shares | — | ↗▾ | |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $176.28M | 2.91% | 829.89K shares | — | ↗▾ | |
| 09 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $170.75M | 2.82% | 5.03M shares | — | ↗▾ | |
| 10 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $145.34M | 2.40% | 1.54M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 33
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WEP MAGELLAN MIDSTREAM PARTNERS | Non-derivative | — | — | SEC filing ↗ | |
| JPST JPMORGAN ULTRA-SHORT INCOME | Non-derivative | — | — | SEC filing ↗ | |
| TEVAN TEVA PHARMACEUTICAL-SP ADR | Non-derivative | — | — | SEC filing ↗ |
3 / 33 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1646247 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6055651298
}Research all 594 reported holdings.
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