Wealthspire Advisors, LLC - Portfolio Stock Holdings
Wealthspire Advisors, LLC disclosed 1108 stock positions in a recent SEC 13F filing. $12,190,376,839 of stock holdings were filed, with the largest holdings including IVV, VEA, and VOO. This filing represented positions held on March 31, 2026, and was filed on May 1, 2026.We estimate the fund has a total AUM of $34,322,977,688 and has 397 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
1108Est. Stock Holding Value:
$12,190,376,839Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Wealthspire Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...