Wealthspire Advisors, LLC

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/9/2025
Form type
13F-HR
Num holdings
853
Total value ($000)
$16,737,943
Net value change ($000)
+6,676,122 (66.4%)
New positions
44
Sold out positions
45
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2025 Next filing: 8/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 1,407,907 93.6%
IJH 429,269 90.6%
SCHD 412,616 99.7%
VXUS 354,305 125.4%
VTI 290,804 87.5%
IJR 188,132 86.3%
VUG 153,611 82.0%
VO 142,241 96.6%
MSFT 70,405 72.0%
VEA 61,309 12.0%
Top Reduces (Value $000, Stocks/ETFs)
VOO -26,980 -4.3%
SPY -25,294 -7.4%
VXF -11,773 -7.9%
VV -9,320 -7.7%
IWF -8,295 -17.3%
MUB -7,776 -12.5%
AMZN -7,298 -17.8%
VB -7,208 -8.0%
VBK -6,274 -11.8%
BYRN -5,936 -43.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type