Wealthspire Advisors, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
3,156
Total value ($000)
$19,125,611
Net value change ($000)
+1,330,201 (7.5%)
New positions
2220
Sold out positions
16
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 50,736 7.7%
CVLC 43,549 288.5%
SPY 26,129 9.8%
CVIE 23,008 491.2%
AAPL 20,695 22.5%
RKT 17,016 NEW
VXF 15,373 9.8%
DFAC 14,266 5.1%
QQQ 13,783 19.4%
SCHWAB STRATEGIC TRUST 13,441 5.7%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,473,123 -45.6%
VEA -547,842 -42.2%
IJH -432,441 -47.0%
SCHD -382,004 -49.7%
VXUS -315,994 -43.8%
VTI -269,722 -45.0%
IJR -183,450 -45.4%
VUG -171,922 -43.7%
VWO -170,626 -41.4%
VO -163,422 -47.9%
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