Wealthspire Advisors, LLC

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/11/2025
Form type
13F-HR
Num holdings
904
Total value ($000)
$17,795,410
Net value change ($000)
+1,057,467 (6.3%)
New positions
95
Sold out positions
38
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/9/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
VEA 726,871 127.0%
IVV 319,786 11.0%
VWO 223,815 118.6%
VTIP 196,161 128.4%
VXUS 84,321 13.2%
MSFT 52,904 31.5%
VUG 52,244 15.3%
VOO 52,231 8.6%
VO 51,412 17.8%
VV 44,737 40.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -58,309 -7.1%
SPY -50,276 -15.8%
AAPL -41,602 -31.1%
USFR -40,251 -52.7%
AON -31,808 -27.7%
VCSH -24,961 -43.2%
VTI -23,599 -3.8%
HYD -20,121 -84.0%
IVW -16,196 -34.0%
ESGE -11,555 -70.7%
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