13F filer

Wealthspire Advisors

As of Jun 30, 2026 Filed Aug 11, 2026 CIK 1646247 SEC filings ↗

13F Value

$18.16B

Positions

1,298

Top Position

IVV11.8%

Top 5

28.8%

Latest filing changes

vs Mar 31, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +671.7%+$443.6M

2 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +551.9%+$322.0M

3 SGOV iShares 0-3 Month Treasury Bond ETF >999%+$222.4M

4 IVV iShares Core S&P 500 ETF +7.4%+$148.5M

5 VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares +34.9%+$124.4M

Holdings1,298

#
1	IVV iShares Core S&P 500 ETF	11.8%	$2.15B	+7.4%	2.87M	13.7%	ETF
2	VEA Vanguard Developed Markets Index Fund — ETF Shares	6.1%	$1.12B	+7.5%	15.66M	7.3%	ETF
3	VOO Vanguard 500 Index Fund — ETF Shares	4.4%	$792.8M	+2.1%	1.15M	5.3%	ETF
4	IJH iShares Core S&P Mid-Cap ETF	3.4%	$613.9M	+3.3%	7.96M	4.1%	ETF
5	VXUS Vanguard Total International Stock Index Fund — ETF Shares	3.0%	$551.1M	+1.8%	6.45M	3.8%	ETF
6	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.8%	$509.6M	+671.7%	5.80M	0.5%	ETF
7	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.6%	$480.8M	+34.9%	1.30M	2.4%	ETF
8	SCHD Schwab U.S. Dividend Equity ETF	2.4%	$430.4M	+2.0%	13.57M	3.2%	ETF
9	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	2.1%	$380.3M	+551.9%	4.42M	2.3%	ETF
10	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.1%	$375.3M	+13.9%	502.6K	2.3%	ETF
11	DFAC Dimensional U.S. Core Equity 2 ETF	1.8%	$334.9M	+0.6%	7.55M	2.3%	ETF
12	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	1.7%	$310.3M	+6.1%	5.20M	2.1%	ETF
13	SCHF Schwab International Equity ETF	1.7%	$303.0M	-10.4%	10.94M	2.4%	ETF
14	IJR iShares Core S&P Small-Cap ETF	1.7%	$300.4M	+4.4%	2.03M	1.9%	ETF
15	VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	1.4%	$253.4M	+13.2%	5.05M	1.7%	ETF
16	IUSB iShares Core Universal USD Bond ETF	1.4%	$253.0M	+16.0%	5.48M	1.7%	ETF
17	AON Aon	1.3%	$240.9M	-26.2%	726.4K	2.5%	Common Stock
18	AAPL Apple	1.3%	$227.1M	+53.1%	785.0K	1.0%	Common Stock
19	SGOV iShares 0-3 Month Treasury Bond ETF	1.2%	$223.9M	>999%	2.22M	<0.1%	ETF
20	VXF Vanguard Extended Market Index Fund — ETF Shares	1.1%	$206.4M	+1.8%	838.2K	1.3%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing45

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.