Wealthspire Advisors, LLC - Portfolio Stock Holdings
Wealthspire Advisors, LLC disclosed 1144 stock positions in a recent SEC 13F filing. $17,418,476,671 of stock holdings were filed, with the largest holdings including IVV, VEA, and VOO. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 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:
June 30, 2026No. of Stocks:
1144Est. Stock Holding Value:
$17,418,476,671Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wealthspire Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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