2026 Q2 Portfolio Activity
In 2026 Q2, Wealthspire Advisors, LLC maintained a portfolio of 1340 distinct positions. The most significant new addition was VANGUARD INTERMEDIATE-TERM TAX, now representing 0.67% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 671.7%. The fund also reduced its exposure to AON PLC by 26.2%.
Position History
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Total Positions
1340
Quarter
2026 Q2
Top Holding
IVV (11.8%)
Top 10 Concentration
40.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1340
Wealthspire Advisors, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 11.83% | 13.70% |
#1
Prev: #1
|
8.0 |
—
|
198,310 | 7.4% |
P
S
|
2,868,273 | $2,148,020,959 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.14% | 7.33% |
#2
Prev: #2
|
6.0 |
—
|
1,099,481 | 7.5% |
P
S
|
15,662,182 | $1,115,930,508 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 4.37% | 5.30% |
#3
Prev: #3
|
3.2 |
—
|
24,199 | 2.1% |
P
S
|
1,154,326 | $792,802,706 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IJH
ISHARES TR
|
ETF | 3.38% | 4.09% |
#4
Prev: #4
|
2.4 |
—
|
252,348 | 3.3% |
P
S
|
7,961,778 | $613,932,757 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 3.03% | 3.84% |
#5
Prev: #5
|
2.2 |
—
|
111,689 | 1.8% |
P
S
|
6,446,651 | $551,124,136 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 2.81% | 0.45% |
#6
33
Prev: #39
|
4.1 |
—
|
5,047,815 | 671.7% |
P
S
|
5,799,266 | $509,639,495 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.65% | 2.43% |
#7
1
Prev: #8
|
3.6 |
—
|
336,188 | 34.9% |
P
S
|
1,299,198 | $480,755,158 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.37% | 3.21% |
#8
2
Prev: #6
|
1.4 |
—
|
263,057 | 2.0% |
P
S
|
13,574,503 | $430,447,471 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.09% | 2.32% |
#9
1
Prev: #10
|
3.8 |
—
|
3,737,983 | 551.9% |
P
S
|
4,415,332 | $380,336,689 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.07% | 2.25% |
#10
2
Prev: #12
|
2.8 |
—
|
61,495 | 13.9% |
P
S
|
502,627 | $375,346,878 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 1.84% | 2.29% |
#11
Prev: #11
|
1.2 |
—
|
43,777 | 0.6% |
P
S
|
7,548,752 | $334,862,652 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.71% | 2.08% |
#12
1
Prev: #13
|
2.7 |
—
|
300,752 | 6.1% |
P
S
|
5,198,174 | $310,278,967 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.67% | 2.37% |
#13
4
Prev: #9
|
1.2 |
—
|
-1,269,463 | -10.4% |
P
S
|
10,939,617 | $303,027,391 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IJR
ISHARES TR
|
ETF | 1.65% | 1.89% |
#14
1
Prev: #15
|
1.2 |
—
|
84,483 | 4.4% |
P
S
|
2,025,543 | $300,408,305 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 1.40% | 1.75% |
#15
1
Prev: #16
|
2.6 |
—
|
589,734 | 13.2% |
P
S
|
5,045,602 | $253,440,585 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IUSB
ISHARES TR
|
ETF | 1.39% | 1.71% |
#16
1
Prev: #17
|
2.6 |
—
|
755,807 | 16.0% |
P
S
|
5,483,050 | $253,042,761 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AON
AON PLC
|
Financial Services | 1.33% | 2.49% |
#17
10
Prev: #7
|
0.5 |
—
|
-257,651 | -26.2% |
P
S
|
726,424 | $240,947,580 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AAPL
APPLE INC
|
Technology | 1.25% | 1.02% |
#18
2
Prev: #20
|
3.5 |
—
|
272,168 | 53.1% |
P
S
|
784,975 | $227,140,380 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SGOV
ISHARES TR
|
ETF | 1.23% | 0.01% |
#19
312
Prev: #331
|
3.5 |
—
|
2,209,289 | 14716.8% |
P
S
|
2,224,301 | $223,920,348 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.14% | 1.33% |
#20
1
Prev: #19
|
1.0 |
—
|
14,641 | 1.8% |
P
S
|
838,191 | $206,370,853 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.04% | 1.39% |
#21
3
Prev: #18
|
3.4 |
—
|
1,726,532 | 279.1% |
P
S
|
2,345,040 | $188,939,861 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.00% | 1.90% |
#22
8
Prev: #14
|
0.4 |
—
|
-277,621 | -34.4% |
P
S
|
530,162 | $182,328,182 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IEMG
ISHARES INC
|
ETF | 0.82% | 0.92% |
#23
2
Prev: #21
|
2.3 |
—
|
103,953 | 6.2% |
P
S
|
1,791,433 | $148,402,363 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.71% | 0.43% |
#24
17
Prev: #41
|
3.3 |
—
|
323,653 | 102.0% |
P
S
|
641,006 | $128,258,916 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.70% | 0.69% |
#25
2
Prev: #27
|
2.8 |
—
|
104,523 | 44.0% |
P
S
|
342,187 | $127,642,884 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.69% | 0.02% |
#26
215
Prev: #241
|
3.3 |
—
|
1,628,465 | 5283.6% |
P
S
|
1,659,286 | $125,292,726 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VWIUX
VANGUARD INTERM...
|
ETF | 0.67% | — |
#27
Prev: #—
|
3.8 |
—
|
8,824,534 | — |
NEW
|
8,824,534 | $121,866,821 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.65% | 0.83% |
#28
6
Prev: #22
|
0.8 |
—
|
-11,581 | -2.9% |
P
S
|
389,955 | $118,203,233 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.63% | 0.75% |
#29
6
Prev: #23
|
2.3 |
—
|
87,627 | 6.9% |
P
S
|
1,355,390 | $113,513,937 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.59% | 0.60% |
#30
Prev: #30
|
2.2 |
—
|
39,898 | 15.1% |
P
S
|
304,880 | $107,723,089 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SOXX
ISHARES TR
|
ETF | 0.57% | 0.03% |
#31
173
Prev: #204
|
3.2 |
—
|
150,986 | 1416.9% |
P
S
|
161,642 | $103,574,091 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.54% | 0.57% |
#32
Prev: #32
|
2.2 |
—
|
8,442 | 6.7% |
P
S
|
134,082 | $98,738,033 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BKLC
BNY MELLON ETF ...
|
ETF | 0.54% | 0.01% |
#33
364
Prev: #397
|
3.2 |
—
|
679,072 | 7880.6% |
P
S
|
687,689 | $98,607,724 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.53% | 0.65% |
#34
6
Prev: #28
|
0.7 |
—
|
-62,380 | -2.6% |
P
S
|
2,373,919 | $95,455,294 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DTHXX
MONEY MARKET FU...
|
Unknown | 0.51% | — |
#35
Prev: #—
|
3.7 |
—
|
91,862,768 | — |
NEW
|
91,862,768 | $91,862,768 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.50% | 0.36% |
#36
10
Prev: #46
|
3.2 |
—
|
163,420 | 74.5% |
P
S
|
382,824 | $91,242,276 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IWV
ISHARES TR
|
ETF | 0.50% | 0.12% |
#37
49
Prev: #86
|
3.2 |
—
|
171,412 | 414.2% |
P
S
|
212,799 | $90,737,326 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
EMLP
FIRST TR EXCHAN...
|
ETF | 0.50% | 0.70% |
#38
12
Prev: #26
|
0.7 |
—
|
29,827 | 1.5% |
P
S
|
2,078,591 | $90,418,724 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ACWX
ISHARES TR
|
ETF | 0.49% | 0.01% |
#39
393
Prev: #432
|
3.2 |
—
|
1,167,371 | 9131.5% |
P
S
|
1,180,155 | $89,821,622 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ITOT
ISHARES TR
|
ETF | 0.47% | 0.11% |
#40
56
Prev: #96
|
3.2 |
—
|
421,238 | 447.7% |
P
S
|
515,328 | $84,653,050 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.46% | 0.57% |
#41
8
Prev: #33
|
0.7 |
—
|
17,856 | 0.6% |
P
S
|
2,840,786 | $83,604,311 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.45% | 0.61% |
#42
13
Prev: #29
|
0.7 |
—
|
10,916 | 0.5% |
P
S
|
2,002,126 | $82,587,702 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TFLO
ISHARES TR
|
ETF | 0.45% | 0.71% |
#43
18
Prev: #25
|
0.7 |
—
|
-192,956 | -10.8% |
P
S
|
1,599,878 | $81,001,802 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.44% | 0.58% |
#44
13
Prev: #31
|
0.7 |
—
|
21,785 | 0.8% |
P
S
|
2,777,041 | $80,450,870 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IXUS
ISHARES TR
|
ETF | 0.44% | 0.57% |
#45
11
Prev: #34
|
0.7 |
—
|
7,237 | 0.9% |
P
S
|
842,622 | $80,419,931 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IEFA
ISHARES TR
|
ETF | 0.44% | 0.56% |
#46
11
Prev: #35
|
2.2 |
—
|
42,531 | 5.4% |
P
S
|
831,014 | $80,259,354 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.43% | 0.02% |
#47
218
Prev: #265
|
3.2 |
—
|
113,440 | 1853.0% |
P
S
|
119,562 | $78,419,595 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.43% | 0.73% |
#48
24
Prev: #24
|
2.2 |
—
|
38,920 | 12.3% |
P
S
|
355,010 | $78,396,872 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.43% | 0.30% |
#49
4
Prev: #53
|
3.2 |
—
|
81,504 | 60.4% |
P
S
|
216,448 | $77,352,076 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.41% | 0.48% |
#50
13
Prev: #37
|
0.7 |
—
|
886 | 0.4% |
P
S
|
205,004 | $74,969,941 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-50 of 1340 holdings