Wealthspire Advisors, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$12.6B

Total Positions

1,031

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV14.52%

VEA6.75%

VOO5.77%

IJH4.01%

VXUS3.53%

SCHD2.95%

VTI2.64%

SPY2.43%

DFAC2.37%

VUG2.33%

Other19.88%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CPRX24Q held

Catalyst Pharmaceuticals Inc

Avg $6.80 · $612,755 est. P&L

Est. P&L

+242.48%

DDS17Q held

Dillard's Inc

Avg $207.80 · $482,553 est. P&L

Est. P&L

+194.65%

CX13Q held

CEMEX SAB DE CV S

Avg $4.42 · $647,968 est. P&L

Est. P&L

+162.81%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1031 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	2.7M	$1.8B	14.5%	—	$476.42	+44.81%	28 qtrs	Decreased 0
VEA VANGUARD TAX-MANAGED FDS	13.6M	$848.5M	6.8%	—	$46.50	+35.05%	28 qtrs	Decreased 0
VOO VANGUARD INDEX FDS	1.2M	$725.6M	5.8%	—	$398.30	+58.60%	28 qtrs	Decreased 0
IJH ISHARES TR	7.6M	$504.4M	4.0%	—	$57.26	+16.49%	26 qtrs	Decreased 0
VXUS VANGUARD STAR FDS	5.9M	$443.8M	3.5%	—	$56.77	+33.45%	28 qtrs	Decreased 0
SCHD SCHWAB STRATEGIC TR	13.5M	$371.3M	3.0%	—	$25.33	+9.08%	26 qtrs	Decreased 0
VTI VANGUARD INDEX FDS	987,621	$331.1M	2.6%	—	$229.35	+47.31%	28 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	446,916	$304.8M	2.4%	—	$367.00	+87.20%	28 qtrs	Increased 54
DFAC DIMENSIONAL ETF TRUST	7.5M	$297.8M	2.4%	—	$33.56	+18.92%	9 qtrs	Decreased 0
VUG VANGUARD INDEX FDS	599,927	$292.7M	2.3%	—	$329.67	+49.15%	24 qtrs	Decreased 0
SCHF SCHWAB STRATEGIC TR	10.9M	$262M	2.1%	—	$17.67	+36.93%	24 qtrs	Decreased 0
VWO VANGUARD INTL EQUITY INDEX F	4.7M	$253.3M	2.0%	—	$42.69	+26.04%	28 qtrs	Decreased 0
IJR ISHARES TR	1.9M	$228.6M	1.8%	—	$96.06	+26.67%	28 qtrs	Decreased 0
IUSB ISHARES TR	4.6M	$214.9M	1.7%	—	$44.12	+5.38%	21 qtrs	Increased 51
VTIP VANGUARD MALVERN FDS	4.2M	$207.3M	1.6%	—	$47.02	+5.22%	28 qtrs	Decreased 0
VO VANGUARD INDEX FDS	602,087	$174.7M	1.4%	—	$228.53	+28.17%	24 qtrs	Decreased 0
VXF VANGUARD INDEX FDS	835,091	$174.6M	1.4%	—	$161.77	+30.53%	27 qtrs	Decreased 0
VV VANGUARD INDEX FDS	545,331	$171.7M	1.4%	—	$221.18	+43.41%	27 qtrs	Decreased 0
AAPL Apple Inc	590,564	$160.6M	1.3%	—	$196.56	+38.80%	27 qtrs	Increased 61
MSFT Microsoft Corp	283,281	$137M	1.1%	—	$381.36	+27.83%	27 qtrs	Increased 61
IEMG ISHARES INC	1.7M	$113.9M	0.9%	—	$43.75	+54.04%	24 qtrs	Decreased 0
GOOG Alphabet Inc	352,299	$110.6M	0.9%	—	$214.27	+46.80%	27 qtrs	Increased 67
VB VANGUARD INDEX FDS	398,598	$102.8M	0.8%	—	$197.21	+32.08%	24 qtrs	Decreased 0
AON Aon PLC	273,596	$96.5M	0.8%	—	$303.73	+17.37%	18 qtrs	Increased 50
VEU VANGUARD INTL EQUITY INDEX F	1.2M	$89.7M	0.7%	—	$56.41	+30.98%	21 qtrs	Decreased 0
Showing 25 of 1,031 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CRWDCrowdstrike Holdings Inc

Q1 2024 → Q4 2025+2,597 shares+$1.4M

HYDBISHARES TR

Q2 2024 → Q4 2025+1.4M shares+$65.6M

EMLPFIRST TR EXCHANGE-TRADED FD

Q2 2024 → Q4 2025+307,208 shares+$27.1M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer