Wealthspire Advisors, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 12,565,711
- Description
- New York New York based relationship driven wealth allocation platform with a manager led operating structure and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for planning centered advisory portfolios. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through cross cycle capital preservation and portfolio discipline.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,032 | 12,565,711 | 13F-HR | Wealthspire Advisors, LLC |
| Q3 2025 | 11/14/2025 | 3,156 | 19,125,611 | 13F-HR | Wealthspire Advisors, LLC |
| Q2 2025 | 8/11/2025 | 904 | 17,795,410 | 13F-HR | Wealthspire Advisors, LLC |
| Q1 2025 | 5/9/2025 | 853 | 16,737,943 | 13F-HR | Wealthspire Advisors, LLC |
| Q4 2024 | 2/4/2025 | 792 | 10,061,821 | 13F-HR | Wealthspire Advisors, LLC |
| Q3 2024 | 11/13/2024 | 756 | 9,829,075 | 13F-HR | Wealthspire Advisors, LLC |
| Q2 2024 | 8/8/2024 | 663 | 7,808,867 | 13F-HR | Wealthspire Advisors, LLC |
| Q1 2024 | 5/6/2024 | 641 | 7,497,650 | 13F-HR | Wealthspire Advisors, LLC |
| Q4 2023 | 2/7/2024 | 644 | 7,039,581 | 13F-HR | Wealthspire Advisors, LLC |
| Q3 2023 | 11/6/2023 | 594 | 6,055,651 | 13F-HR | Wealthspire Advisors, LLC |
| Q2 2023 | 8/1/2023 | 559 | 6,118,556 | 13F-HR | Wealthspire Advisors, LLC |
| Q1 2023 | 5/9/2023 | 533 | 5,826,513 | 13F-HR | Wealthspire Advisors, LLC |
| Q4 2022 | 2/14/2023 | 581 | 5,495,364 | 13F-HR | Wealthspire Advisors, LLC |
| Q3 2022 | 11/14/2022 | 510 | 4,784,540 | 13F-HR | Wealthspire Advisors, LLC |
| Q2 2022 | 8/9/2022 | 497 | 4,783,363 | 13F-HR | Wealthspire Advisors, LLC |
| Q1 2022 | 5/9/2022 | 428 | 4,445,684 | 13F-HR | Wealthspire Advisors, LLC |
| Q4 2021 | 2/14/2022 | 534 | 4,519,885 | 13F-HR | Wealthspire Advisors, LLC |
| Q3 2021 | 11/15/2021 | 579 | 4,819,024 | 13F-HR | Wealthspire Advisors, LLC |
| Q2 2021 | 8/13/2021 | 366 | 3,803,982 | 13F-HR | Wealthspire Advisors, LLC |
| Q1 2021 | 5/17/2021 | 703 | 4,213,652 | 13F-HR | Wealthspire Advisors, LLC |
| Q4 2020 | 2/16/2021 | 580 | 3,360,017 | 13F-HR | Wealthspire Advisors, LLC |
| Q3 2020 | 11/16/2020 | 329 | 1,681,960 | 13F-HR | Sontag Advisory, LLC |
| Q2 2020 | 8/14/2020 | 282 | 1,435,810 | 13F-HR | Sontag Advisory, LLC |
| Q1 2020 | 5/12/2020 | 558 | 2,385,617 | 13F-HR | Sontag Advisory, LLC |
| Q4 2019 | 2/14/2020 | 215 | 1,373,241 | 13F-HR | Sontag Advisory, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
40
(0.0% of total reported value)
· QoQ Δ:
+40
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.539 M | 52.4% | 799.9 K | 0 | 799.9 K |
| ETFs | 5.705 M | 45.7% | 0 | 7.379 M | -7.379 M |
| Debt | 18.26 K | 0.1% | 0 | 4.175 K | -4.175 K |
| Other | 217.1 K | 1.7% | 9.737 K | 0 | 9.737 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
12,565,711
Holdings
1032
QoQ value change ($000)
-6,559,900
(-34.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.