Wealthspire Advisors, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
932
Total value ($000)
$12,734,102
Net value change ($000)
+168,391 (1.3%)
New positions
91
Sold out positions
188
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AON 221,093 229.0%
VEA 84,715 10.0%
VV 69,736 40.6%
VXUS 44,654 10.1%
SCHWAB STRATEGIC TRUST 40,168 15.3%
SCHD 37,110 10.0%
CME 31,455 50.8%
CAVA 30,911 1786.8%
BZH 21,494 NEW
IBTG 19,901 557.5%
Top Reduces (Value $000, Stocks/ETFs)
IVV -80,492 -4.4%
VOO -50,259 -6.9%
MSFT -49,024 -35.8%
GOOGL -34,538 -31.2%
AAPL -30,406 -18.9%
PCLG -23,069 -42.4%
VTI -22,177 -6.7%
NVDA -18,399 -24.9%
USFR -18,297 -31.0%
SPY -17,887 -5.9%
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