Wealthspire Advisors, LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
-539,132
(-3.0%)
New positions
108
Sold out positions
250
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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)
| AAPL | 258,107 | NEW |
| IVV | 91,581 | 4.3% |
| MSFT | 40,670 | 31.9% |
| VUG | 34,225 | 9.0% |
| BKAG | 29,139 | NEW |
| XOM | 26,868 | NEW |
| VEA | 26,393 | 2.4% |
| IAU | 22,233 | 17.7% |
| NVDA | 20,535 | 16.0% |
| SPY | 20,160 | 5.4% |
Top Reduces (Value $000, Stocks/ETFs)
| VWIUX | -121,867 | -100.0% |
| AON | -95,427 | -39.6% |
| MONEY MARKET FUND 261941702 | -91,863 | -100.0% |
| VMFXX | -49,359 | -100.0% |
| FIDELITY HEREFORD STREET TRUST | -44,146 | -100.0% |
| VWLUX | -37,059 | -100.0% |
| IJH | -34,473 | -5.6% |
| FXAIX | -32,655 | -100.0% |
| VMLUX | -29,984 | -100.0% |
| SUTXX | -24,942 | -100.0% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|