Wealthspire Advisors, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
-6,559,900
(-34.3%)
New positions
23
Sold out positions
2047
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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 | 97,221 | 12.9% |
| VUG | 71,369 | 32.2% |
| GOOGL | 66,150 | 149.0% |
| IVV | 65,024 | 3.7% |
| PCLG | 53,924 | 10212.9% |
| AAPL | 47,843 | 42.4% |
| VXUS | 38,624 | 9.5% |
| NVDA | 30,549 | 70.7% |
| GOOGL | 27,522 | 119.4% |
| USFR | 25,884 | 78.0% |
Top Reduces (Value $000, Stocks/ETFs)
| SCHD | -14,755 | -3.8% |
| Metsera, Inc. | -11,151 | -100.0% |
| PG | -10,568 | -48.5% |
| BSV | -9,463 | -100.0% |
| CVX | -7,876 | -44.1% |
| MGV | -7,440 | -60.0% |
| IBM | -6,125 | -34.4% |
| VGK | -4,257 | -34.3% |
| TMO | -4,060 | -53.4% |
| iSHARES TRUST | -3,936 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
40
(0.0% of total reported value)
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|