Wealthspire Advisors, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
1,298
Total value ($000)
$18,162,014
Net value change ($000)
+5,427,912 (42.6%)
New positions
413
Sold out positions
41
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 452,123 786.1%
IVV 403,975 23.2%
SGOV 222,409 14719.3%
VEA 182,753 19.6%
VTI 171,812 55.6%
IAU 122,576 4511.4%
VWIUX 121,867 NEW
VOO 117,496 17.4%
SOXX 100,072 2857.6%
BKLC 97,533 9072.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -130,145 -100.0%
AON -76,692 -24.1%
VV -59,078 -24.5%
CME -14,960 -16.0%
USFR -11,521 -28.3%
TFLO -9,769 -10.8%
ACN -9,386 -24.8%
MKC -6,451 -91.5%
SCHE -4,931 -11.9%
PCLG -4,842 -15.4%
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