Wealthspire Advisors, LLC

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CIK 1646247

13F portfolio (2026-Q1)

$12.7B

Positions

932

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

932

Top 5

34.3%

Top 10

47.1%

Effective N

26.4

HHI

0.038

This quarter

93 new · 0 exit →

By sector

Unclassified86.1%

Financials4.6%

Information Technology3.1%

Consumer Discretionary1.6%

Communication Services1.3%

Industrials1.2%

Health Care0.8%

Energy0.4%

Other1.0%

By market cap

Unknown86.2%

Mega (>$200B)6.5%

Large ($10–200B)6.2%

Mid ($2–10B)0.6%

Small ($300M–2B)0.3%

Micro (<$300M)0.1%

By region

Other86.1%

North America13.8%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	86.35%	446
Insurance	2.69%	21
Technology Hardware & Equipment	1.33%	22
Software & IT Services	1.06%	9
Capital Markets	0.94%	20
Software	0.91%	23
Specialty Retail	0.78%	20
Semiconductors & Semiconductor Equipment	0.70%	16
Pharmaceuticals & Biotechnology	0.66%	34
Banks	0.60%	36
Commercial Services & Supplies	0.56%	22
Hotels, Restaurants & Leisure	0.51%	11
Oil, Gas & Consumable Fuels	0.35%	15
Utilities	0.29%	35
Automobiles & Components	0.28%	5
Aerospace & Defense	0.22%	14
Construction & Engineering	0.20%	7
Machinery	0.20%	21
Beverages	0.16%	5
Chemicals	0.16%	15
Diversified Telecommunication Services	0.13%	5
Tobacco	0.12%	3
Equity Real Estate Investment Trusts (REITs)	0.11%	24
Electrical Equipment & Components	0.10%	4
Health Care Equipment & Supplies	0.09%	17
Media & Entertainment	0.07%	6
Road & Rail	0.06%	4
Distributors	0.05%	10
Food Products	0.05%	7
Metals & Mining	0.04%	10
Communications Equipment	0.03%	5
Entertainment	0.03%	2
Professional Services	0.02%	2
Health Care Providers & Services	0.02%	6
Transportation Infrastructure	0.02%	3
Textiles, Apparel & Luxury Goods	0.02%	2
Airlines	0.02%	3
Paper & Forest Products	0.01%	4
Food & Staples Retailing	0.01%	2
Real Estate Management & Development	0.01%	5
Life Sciences Tools & Services	0.01%	2
Construction Materials	0.01%	3
Marine	0.01%	2
Agricultural Products	0.00%	2
Household Durables	0.00%	1
Media & Publishing	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	13.70%
2	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	7.33%
3	VOO	VANGUARD INDEX FDS	Unclassified	5.30%
4	IJH	ISHARES TR	Unclassified	4.09%
5	VXUS	VANGUARD STAR FDS	Unclassified	3.84%
6	SCHD	SCHWAB STRATEGIC TR	Unclassified	3.21%
7	AON	Aon plc	Financials	2.49%
8	VTI	VANGUARD INDEX FDS	Unclassified	2.43%
9	SCHF	SCHWAB STRATEGIC TR	Unclassified	2.37%
10	VUG	VANGUARD INDEX FDS	Unclassified	2.32%

488/932 names classified · sector 13.9% of weight · industry 13.6% · mkt cap 13.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 30 quarters

Information TechnologyAAPL, MSFT, NVDA, BYRN, ADBE · other

FinancialsCME, AON, BRK.B, V, DB · other

Consumer DiscretionaryAMZN, TSLA, CHH, PRPL, CAVA · other

IndustrialsACN, MMM, FISV, BABA, BZH · other

Health CareJNJ, ABBV, PFE, ABT, SYK · other

Communication ServicesGOOG, GOOGL, META, VZ, T · other

Consumer StaplesKO, PEP, PM, MO, ACI · other

UtilitiesNEE, CPK, OKE, ET, WEC · other

MaterialsPG, NKE, ECL, EL, KMB · other

EnergyXOM, CVX, PSX, PAA, VLO · other

Real EstateAMT, DLR, CCI, EQIX, RITM · other

UnclassifiedIVV, VOO, VEA, SCHD, GOVT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 13.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 13% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (388 classified)Wealthspire Advisors, LLC centroid (Large Core)

FinancialsInformation TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsHealth CareConsumer StaplesEnergyUtilitiesMaterialsReal Estate

Style box summary for Wealthspire Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 4.8%, Large Core 4.1%, Large Value 2.4%.

Classified: 13.2% of book weight (388/925 names) · unclassified 86.8%: IVV, VEA, VOO, IJH, VXUS, SCHD, VTI, SCHF, VUG, DFAC +527 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 932 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	2,669,963	$1.7B	13.7%	HOLD
2	VEAVANGUARD TAX-MANAGED FDS	14,562,701	$933M	7.3%	ADD 7%
3	VOOVANGUARD INDEX FDS	1,130,127	$675M	5.3%	TRIM −2%
4	IJHISHARES TR	7,709,430	$521M	4.1%	HOLD
5	VXUSVANGUARD STAR FDS	6,334,962	$488M	3.8%	ADD 8%
6	SCHDSCHWAB STRATEGIC TR	13,311,446	$408M	3.2%	HOLD
7	AONAON PLC	984,075	$318M	2.5%	ADD 260%
8	VTIVANGUARD INDEX FDS	963,010	$309M	2.4%	TRIM −2%
9	SCHFSCHWAB STRATEGIC TR	12,209,080	$302M	2.4%	ADD 12%
10	VUGVANGUARD INDEX FDS	677,349	$296M	2.3%	ADD 13%
11	DFACDIMENSIONAL ETF TRUST	7,504,975	$292M	2.3%	HOLD
12	SPYSTATE STR SPDR S&P 500 ETF T	441,132	$287M	2.3%	HOLD
13	VWOVANGUARD INTL EQUITY INDEX F	4,897,422	$265M	2.1%	ADD 4%
14	VVVANGUARD INDEX FDS	807,783	$241M	1.9%	ADD 48%
15	IJRISHARES TR	1,941,060	$241M	1.9%	ADD 2%
16	VTIPVANGUARD MALVERN FDS	4,455,868	$223M	1.7%	ADD 6%
17	IUSBISHARES TR	4,727,243	$218M	1.7%	ADD 2%
18	VOVANGUARD INDEX FDS	618,508	$178M	1.4%	ADD 3%
19	VXFVANGUARD INDEX FDS	823,550	$169M	1.3%	HOLD
20	AAPLAPPLE INC	512,807	$130M	1.0%	TRIM −13%
21	IEMGISHARES INC	1,687,480	$118M	0.9%	HOLD
22	VBVANGUARD INDEX FDS	401,536	$105M	0.8%	HOLD
23	VEUVANGUARD INTL EQUITY INDEX F	1,267,763	$95M	0.7%	ADD 4%
24	CMECME GROUP INC	316,090	$93M	0.7%	ADD 39%
25	TFLOISHARES TR	1,792,834	$91M	0.7%	ADD 4%
26	EMLPFirst TR. Ex. Tr. FD N. American Energy	2,048,764	$89M	0.7%	TRIM −5%
27	MSFTMICROSOFT CORP	237,664	$88M	0.7%	TRIM −16%
28	DFAEDIMENSIONAL ETF TRUST	2,436,299	$82M	0.6%	TRIM −5%
29	DFAIDIMENSIONAL ETF TRUST	1,991,210	$78M	0.6%	TRIM −3%
30	GOOGALPHABET INC	264,982	$76M	0.6%	TRIM −25%
31	DFGRDIMENSIONAL ETF TRUST	2,755,256	$73M	0.6%	HOLD
32	QQQINVESCO QQQ TR	125,640	$73M	0.6%	TRIM −6%
33	SCHXSCHWAB U.S. LARGE-CAP ETF	2,822,930	$72M	0.6%	HOLD
34	IXUSISHARES TR	835,385	$72M	0.6%	ADD 5%
35	IEFAISHARES TR	788,483	$71M	0.6%	TRIM −3%
36	HYDBISHARES TR	1,514,236	$70M	0.6%	ADD 6%
37	VBKVANGUARD INDEX FDS	204,118	$62M	0.5%	HOLD
38	CVLCMORGAN STANLEY ETF TRUST	769,423	$62M	0.5%	HOLD
39	SPYMSPDR SERIES TRUST	751,451	$58M	0.5%	TRIM −2%
40	VTVVANGUARD INDEX FDS	292,875	$57M	0.5%	HOLD
41	NVDANVIDIA CORPORATION	317,353	$55M	0.4%	TRIM −20%
42	BNDVANGUARD BD INDEX FDS	749,709	$55M	0.4%	ADD 3%
43	MUBISHARES TR	512,469	$54M	0.4%	TRIM −16%
44	EFAISHARES TR	555,277	$54M	0.4%	HOLD
45	NOBLPROSHARES TR	464,941	$49M	0.4%	TRIM −2%
46	AMZNAMAZON COM INC	219,404	$46M	0.4%	TRIM −14%
47	PVALPutnam Focased Large Cap Value ETF	975,073	$45M	0.4%	ADD 17%
48	VBRVANGUARD INDEX FDS	205,310	$45M	0.4%	ADD 4%
49	SCHESCHWAB STRATEGIC TR	1,256,495	$41M	0.3%	ADD 25%
50	SMMDISHARES TR	540,334	$41M	0.3%	ADD 6%
51	USFRWISDOMTREE TR	809,798	$41M	0.3%	TRIM −31%
52	IWFISHARES TR	94,256	$40M	0.3%	TRIM −9%
53	GOOGLALPHABET INC	134,944	$39M	0.3%	TRIM −16%
54	VCSHVANGUARD SCOTTSDALE FDS	477,022	$38M	0.3%	ADD 2%
55	ACNACCENTURE PLC IRELAND	190,669	$38M	0.3%	ADD 111%
56	DFAUDIMENSIONAL ETF TRUST	814,303	$37M	0.3%	HOLD
57	TSLATESLA INC	92,985	$35M	0.3%	ADD 58%
58	VTEBVANGUARD MUN BD FDS	675,736	$34M	0.3%	HOLD
59	CVIEMORGAN STANLEY ETF TRUST	451,150	$33M	0.3%	HOLD
60	CAVACAVA GROUP INC	403,477	$33M	0.3%	ADD 1269%
61	BRK.BBERKSHIRE HATHAWAY INC DEL	66,767	$32M	0.3%	TRIM −5%
62	PCLGFUNDVANTAGE TR	1,533,930	$31M	0.2%	TRIM −30%
63	EAGGISHARES TR	657,769	$31M	0.2%	HOLD
64	IGFISHARES TR	452,142	$30M	0.2%	HOLD
65	IWBISHARES TR	82,761	$30M	0.2%	TRIM −8%
66	GOVTISHARES TR	1,234,565	$28M	0.2%	HOLD
67	RSPINVESCO EXCHANGE TRADED FD T	142,778	$27M	0.2%	ADD 6%
68	IWMISHARES TR	96,353	$24M	0.2%	HOLD
69	IBTGISHARES TR	1,024,244	$23M	0.2%	ADD 556%
70	XOMEXXON MOBIL CORP	134,584	$23M	0.2%	TRIM −15%
71	VTVANGUARD INTL EQUITY INDEX F	160,105	$22M	0.2%	HOLD
72	BZHBEAZER HOMES USA INC	1,117,138	$21M	0.2%	NEW
73	JNJJOHNSON & JOHNSON	86,373	$21M	0.2%	TRIM −9%
74	VYMVANGUARD WHITEHALL FDS	136,948	$20M	0.2%	ADD 4%
75	VNQVANGUARD INDEX FDS	227,724	$20M	0.2%	TRIM −5%
76	IWRISHARES TR	200,994	$20M	0.2%	HOLD
77	VOEVANGUARD INDEX FDS	105,266	$19M	0.2%	ADD 21%
78	JPMJPMORGAN CHASE & CO	63,509	$19M	0.1%	TRIM −34%
79	GLDSPDR GOLD TR	43,115	$19M	0.1%	TRIM −20%
80	IJJISHARES TR	138,738	$18M	0.1%	HOLD
81	IWPISHARES TR	138,416	$18M	0.1%	TRIM −2%
82	EIPIFIRST TR EXCHNG TRADED FD VI	774,453	$17M	0.1%	TRIM −6%
83	IWDISHARES TR	78,004	$17M	0.1%	TRIM −4%
84	METAMETA PLATFORMS INC	28,928	$17M	0.1%	TRIM −40%
85	QUALISHARES TR	83,308	$16M	0.1%	TRIM −4%
86	IWVISHARES TR	41,387	$15M	0.1%	TRIM −15%
87	IWOISHARES TR	48,736	$15M	0.1%	HOLD
88	AGGISHARES TR	149,962	$15M	0.1%	TRIM −9%
89	IWNISHARES TR	75,947	$14M	0.1%	HOLD
90	VOTVANGUARD INDEX FDS	55,806	$14M	0.1%	ADD 6%
91	LLYELI LILLY & CO	15,510	$14M	0.1%	ADD 21%
92	COSTCOSTCO WHSL CORP NEW	14,161	$14M	0.1%	TRIM −31%
93	AVGOBROADCOM INC	44,747	$14M	0.1%	TRIM −28%
94	HDVISHARES TR	100,702	$14M	0.1%	ADD 2%
95	KOCOCA COLA CO	177,073	$13M	0.1%	TRIM −4%
96	ITOTISHARES TR	94,090	$13M	0.1%	HOLD
97	VIGVANGUARD SPECIALIZED FUNDS	60,209	$13M	0.1%	ADD 4%
98	SCHPSCHWAB STRATEGIC TR	479,071	$13M	0.1%	ADD 3%
99	DFUSDIMENSIONAL ETF TRUST	175,413	$12M	0.1%	HOLD
100	SUSBISHARES TR	492,464	$12M	0.1%	TRIM −3%
101	CVXCHEVRON CORP NEW	59,070	$12M	0.1%	TRIM −10%
102	IVWISHARES TR	107,309	$12M	0.1%	HOLD
103	SCHBSCHWAB STRATEGIC TR	480,277	$12M	0.1%	TRIM −4%
104	QDFFLEXSHARES TR	147,998	$12M	0.1%	HOLD
105	IQDFFLEXSHARES TR	367,079	$12M	0.1%	HOLD
106	WMTWALMART INC	93,465	$12M	0.1%	TRIM −16%
107	ABBVABBVIE INC	52,546	$11M	0.1%	TRIM −10%
108	RKTROCKET COS INC	792,321	$11M	0.1%	HOLD
109	DGRWWISDOMTREE TR	123,167	$11M	0.1%	HOLD
110	PRFINVESCO EXCHANGE TRADED FD T	220,720	$10M	0.1%	HOLD
111	HTABHARTFORD FDS EXCHANGE TRADED	540,656	$10M	0.1%	NEW
112	PGPROCTER AND GAMBLE CO	70,389	$10M	0.1%	TRIM −10%
113	PMPHILIP MORRIS INTL INC	60,938	$10M	0.1%	ADD 3%
114	SPYGSPDR SERIES TRUST STATE STREET SPD	102,633	$10M	0.1%	ADD 7%
115	IBMINTERNATIONAL BUSINESS MACHS	40,416	$10M	0.1%	ADD 3%
116	ESGDISHARES TR	101,463	$10M	0.1%	TRIM −14%
117	BRK.ABERKSHIRE HATHAWAY INC DEL	14	$10M	0.1%	HOLD
118	SCHASCHWAB STRATEGIC TR	331,037	$10M	0.1%	HOLD
119	VZVERIZON COMMUNICATIONS INC	189,070	$9M	0.1%	ADD 25%
120	BSVVANGUARD BD INDEX FDS	116,986	$9M	0.1%	TRIM −3%
121	SPMDSPDR SERIES TRUST	151,128	$9M	0.1%	TRIM −3%
122	HDHOME DEPOT INC	27,176	$9M	0.1%	TRIM −22%
123	VDCVANGUARD WORLD FD	39,211	$9M	0.1%	HOLD
124	CBNKCAPITAL BANCORP INC MD	295,417	$9M	0.1%	ADD 275%
125	ESGUISHARES TR	61,372	$9M	0.1%	TRIM −7%
126	DFUVDIMENSIONAL ETF TRUST	178,351	$9M	0.1%	TRIM −7%
127	HYMBSPDR SERIES TRUST	346,081	$9M	0.1%	HOLD
128	PGRPROGRESSIVE CORP	42,601	$8M	0.1%	TRIM −5%
129	VVISA INC	27,319	$8M	0.1%	TRIM −24%
130	VGKVANGUARD INTL EQUITY INDEX F	98,843	$8M	0.1%	HOLD
131	SDYSPDR SER TR	54,537	$8M	0.1%	HOLD
132	MAMASTERCARD INCORPORATED	15,617	$8M	0.1%	TRIM −20%
133	HLTHILTON WORLDWIDE HLDGS INC	24,959	$8M	0.1%	ADD 1719%
134	MDYSPDR S&P MIDCAP 400 ETF TR	11,853	$7M	0.1%	HOLD
135	BYRNBYRNA TECHNOLOGIES INC	782,749	$7M	0.1%	ADD 219%
136	DFAXDIMENSIONAL ETF TRUST	207,901	$7M	0.1%	HOLD
137	MKC.VMCCORMICK & CO INC	139,975	$7M	0.1%	ADD 2129%
138	LOWLOWES COS INC	29,354	$7M	0.1%	ADD 163%
139	PLTRPALANTIR TECHNOLOGIES INC	46,866	$7M	0.1%	TRIM −11%
140	CSCOCISCO SYS INC	86,730	$7M	0.1%	TRIM −4%
141	REGNREGENERON PHARMACEUTICALS	8,706	$7M	0.1%	ADD 168%
142	CRMSALESFORCE INC	35,801	$7M	0.1%	TRIM −13%
143	IVEISHARES TR	31,081	$7M	0.1%	HOLD
144	MRKMERCK & CO INC	53,484	$6M	0.1%	TRIM −10%
145	PEPPEPSICO INC	40,488	$6M	0.0%	TRIM −13%
146	MCDMCDONALDS CORP	20,084	$6M	0.0%	TRIM −10%
147	DTHWISDOMTREE TR	114,317	$6M	0.0%	TRIM −5%
148	REETISHARES TR	240,770	$6M	0.0%	ADD 13%
149	GSLCGOLDMAN SACHS ETF TR	48,119	$6M	0.0%	HOLD
150	ISTBISHARES TR	123,547	$6M	0.0%	ADD 358%
151	UTGREAVES UTIL INCOME FD	151,869	$6M	0.0%	ADD 5%
152	NFLXNETFLIX INC	61,468	$6M	0.0%	TRIM −35%
153	GEGE AEROSPACE	20,515	$6M	0.0%	TRIM −28%
154	SBUXSTARBUCKS CORP	64,171	$6M	0.0%	ADD 23%
155	GLDMWORLD GOLD TR	60,572	$6M	0.0%	ADD 90%
156	NBOSNEUBERGER BERMAN ETF TRUST	207,936	$6M	0.0%	TRIM −3%
157	EIMEATON VANCE MUN BD FD	568,062	$6M	0.0%	HOLD
158	DIHPDIMENSIONAL ETF TRUST	171,796	$6M	0.0%	TRIM −8%
159	TFISPDR SERIES TRUST	120,770	$5M	0.0%	HOLD
160	IBITISHARES BITCOIN TRUST ETF	142,193	$5M	0.0%	ADD 14%
161	SCHMSCHWAB STRATEGIC TR	172,576	$5M	0.0%	HOLD
162	AMLPALPS ETF TR	98,238	$5M	0.0%	ADD 27%
163	SUBISHARES TR	48,114	$5M	0.0%	HOLD
164	ESGEISHARES INC	111,059	$5M	0.0%	TRIM −2%
165	BABINVESCO EXCH TRADED FD TR II	180,498	$5M	0.0%	TRIM −4%
166	CMGCHIPOTLE MEXICAN GRILL INC	151,700	$5M	0.0%	ADD 1062%
167	MGVVANGUARD WORLD FD	33,493	$5M	0.0%	TRIM −5%
168	DCORDIMENSIONAL ETF TRUST	66,362	$5M	0.0%	HOLD
169	MOALTRIA GROUP INC	72,295	$5M	0.0%	TRIM −7%
170	MARMARRIOTT INTL INC NEW	14,556	$5M	0.0%	TRIM −15%
171	GBDCGOLUB CAP BDC INC	375,135	$5M	0.0%	ADD 1897%
172	CATCATERPILLAR INC	6,628	$5M	0.0%	TRIM −18%
173	RTXRTX CORPORATION	24,192	$5M	0.0%	TRIM −4%
174	LMTLOCKHEED MARTIN CORP	7,578	$5M	0.0%	ADD 27%
175	VGTVANGUARD WORLD FD	6,276	$4M	0.0%	ADD 10%
176	PRFZINVESCO EXCHANGE TRADED FD T	95,248	$4M	0.0%	HOLD
177	AXPAMERICAN EXPRESS CO	14,417	$4M	0.0%	HOLD
178	DFIVDIMENSIONAL ETF TRUST	82,386	$4M	0.0%	TRIM −7%
179	UBSIUNITED BANKSHARES INC WEST V	104,053	$4M	0.0%	ADD 1046%
180	BABOEING CO	21,518	$4M	0.0%	TRIM −5%
181	GEVGE VERNOVA INC	4,859	$4M	0.0%	TRIM −29%
182	SHVISHARES TR	37,398	$4M	0.0%	HOLD
183	TAT&T INC	140,595	$4M	0.0%	TRIM −23%
184	ABTABBOTT LABS	38,668	$4M	0.0%	TRIM −18%
185	SCHWSCHWAB CHARLES CORP	42,097	$4M	0.0%	TRIM −20%
186	XLKSELECT SECTOR SPDR TR	29,658	$4M	0.0%	TRIM −14%
187	MUMICRON TECHNOLOGY INC	11,574	$4M	0.0%	TRIM −25%
188	BACBANK AMERICA CORP	80,014	$4M	0.0%	TRIM −41%
189	JEPIJPMorgan Equity Premium Income ETF	67,631	$4M	0.0%	ADD 155%
190	EEMISHARES TR	65,944	$4M	0.0%	ADD 28%
191	DIASPDR DOW JONES INDL AVERAGE	8,077	$4M	0.0%	ADD 6%
192	MSMORGAN STANLEY	22,604	$4M	0.0%	TRIM −12%
193	CPKCHESAPEAKE UTILS CORP	29,375	$4M	0.0%	HOLD
194	HYDVANECK ETF TRUST	73,945	$4M	0.0%	ADD 3%
195	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	126,750	$4M	0.0%	TRIM −7%
196	DLNWISDOMTREE TR	41,159	$4M	0.0%	HOLD
197	ETNEATON CORP PLC	10,255	$4M	0.0%	TRIM −7%
198	GSGOLDMAN SACHS GROUP INC	4,328	$4M	0.0%	TRIM −51%
199	CEGCONSTELLATION ENERGY CORP	12,908	$4M	0.0%	TRIM −24%
200	AMATAPPLIED MATLS INC	10,545	$4M	0.0%	TRIM −19%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

2.6M

5.2M

5.3M

2.7M

$1.7B

VEAVANGUARD TAX-MANAGED FDS

10.7M

22.5M

22.8M

25.1M

13.6M

14.6M

$933M

VOOVANGUARD INDEX FDS

1.2M

2.4M

2.3M

1.2M

1.1M

$675M

IJHISHARES TR

7.6M

15.5M

14.8M

14.9M

7.6M

7.7M

$521M

VXUSVANGUARD STAR FDS

4.8M

10.3M

10.4M

11.0M

5.9M

6.3M

$488M

SCHDSCHWAB STRATEGIC TR

15.1M

29.6M

29.0M

28.3M

13.5M

13.3M

$408M

AONAON PLC

297K

288K

233K

231K

274K

984K

$318M

VTIVANGUARD INDEX FDS

1.1M

2.3M

2.0M

988K

963K

$309M

SCHFSCHWAB STRATEGIC TR

10.2M

20.5M

21.5M

21.6M

10.9M

12.2M

$302M

VUGVANGUARD INDEX FDS

457K

920K

897K

923K

600K

677K

$296M

DFACDIMENSIONAL ETF TRUST

8.0M

8.3M

7.9M

7.7M

7.5M

$292M

SPYSTATE STR SPDR S&P 500 ETF T

586K

569K

434K

441K

447K

441K

$287M

VWOVANGUARD INTL EQUITY INDEX F

4.0M

8.3M

8.9M

4.7M

4.9M

$265M

VVVANGUARD INDEX FDS

449K

869K

1.1M

1.0M

545K

808K

$241M

IJRISHARES TR

1.9M

3.9M

3.7M

1.9M

$241M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Wealthspire Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 932 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Wealthspire Advisors, LLC