Wealthspire Advisors, LLC

13F filer · CIK 0001646247

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$18.2BU.S. long equity reported on 13F

Positions704162 new · 30 closed

Net flow last quarter+$1.1BBuys minus sells

Top 10 positions weight8.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026704 positions
SPYSPDR S&P 500 ETF Trust	$375M	2.07%	Not reported	+13.9%	Q4 2018
AONAon plc	$241M	1.33%	0.34%	-26.2%	Q4 2018
AAPLApple Inc.	$227M	1.25%	0.01%	+53.1%	Q4 2018
NVDANvidia Corp	$128M	0.71%	0.00%	+102.0%	Q4 2018
MSFTMicrosoft Corp	$128M	0.70%	0.00%	+44.0%	Q4 2018
IAUIshares Gold Trust	$125M	0.69%	0.20%	+5283.6%	Q1 2020
GOOGAlphabet Inc.	$108M	0.59%	Not reported	+15.1%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$98.7M	0.54%	Not reported	+6.7%	Q4 2018
AMZNAmazon Com Inc	$91.2M	0.50%	0.00%	+74.5%	Q4 2018
SMHMarket Vectors ETF Trust	$78.4M	0.43%	Not reported	+1853.0%	Q1 2021
CMECme Group Inc.	$78.4M	0.43%	0.11%	+12.3%	Q4 2018
GOOGLAlphabet Inc.	$77.4M	0.43%	0.00%	+60.4%	Q4 2018
NOBLNoble International, Ltd.	$56.4M	0.31%	Not reported	+8.1%	Q4 2018
SPABASTROTECH Corp	$52.5M	0.29%	Not reported	New	Q2 2026
SPTSSports Media Inc	$48.6M	0.27%	Not reported	+17444.2%	Q3 2024
TSLATesla, Inc.	$43.9M	0.24%	0.00%	+12.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$41.8M	0.23%	Not reported	+25.2%	Q4 2018
CVXChevron Corp	$41.2M	0.23%	0.01%	+320.5%	Q4 2018
JPMJPMorgan Chase & Co	$37.5M	0.21%	0.00%	+80.4%	Q4 2018
AVGOBroadcom Inc.	$36.6M	0.20%	0.00%	+116.4%	Q4 2018
LLYELI LILLY & Co	$33.4M	0.18%	0.00%	+79.4%	Q4 2018
AXPAmerican Express Co	$32.4M	0.18%	0.01%	+564.0%	Q4 2018
BZHBeazer Homes USA Inc	$31.3M	0.17%	4.09%	0.0%	Q3 2021
CAVACava Group, Inc.	$30.1M	0.17%	0.33%	-5.0%	Q4 2023
IBTGInternational Building Technologies Group, Inc.	$29.2M	0.16%	Not reported	+24.4%	Q2 2023
ACNAccenture plc	$28.4M	0.16%	0.04%	+19.8%	Q4 2018
JNJJohnson & Johnson	$25.8M	0.14%	0.00%	+17.7%	Q4 2018
METAMeta Platforms, Inc.	$25.3M	0.14%	Not reported	+55.4%	Q4 2018
GLDSPDR Gold Trust	$23.5M	0.13%	0.02%	+48.0%	Q4 2018
MUMicron Technology Inc	$23.1M	0.13%	0.00%	+72.9%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$22.7M	0.12%	Not reported	+4.7%	Q1 2020
XOMExxonMobil Holdings Corp	$22.5M	0.12%	0.00%	+22.0%	Q4 2018
VVisa Inc.	$19.8M	0.11%	0.00%	+111.1%	Q4 2018
WMTWalmart Inc.	$18M	0.10%	0.00%	+70.2%	Q4 2018
VOTVan Kampen Municipal Opportunity Trust II	$17.8M	0.10%	Not reported	+3.8%	Q1 2020
COSTCostco Wholesale Corp	$17.4M	0.10%	0.00%	+31.2%	Q4 2018
ABBVAbbVie Inc.	$17M	0.09%	0.00%	+28.2%	Q4 2018
KOCoca Cola Co	$16M	0.09%	0.00%	+10.9%	Q4 2018
IBMInternational Business Machines Corp	$15.5M	0.09%	0.01%	+36.1%	Q4 2018
IBITiShares Bitcoin Trust ETF	$15M	0.08%	0.03%	+216.5%	Q2 2024
AMDAdvanced Micro Devices Inc	$14.7M	0.08%	0.00%	+65.4%	Q4 2018
HDHome Depot, Inc.	$13.7M	0.08%	0.00%	+43.0%	Q4 2018
MAMastercard Inc	$13.3M	0.07%	0.00%	+65.7%	Q4 2018
CSCOCisco Systems, Inc.	$13.2M	0.07%	0.00%	+29.1%	Q4 2018
BRK.ABerkshire Hathaway Inc	$13.1M	0.07%	Not reported	+28.6%	Q4 2018
PGPROCTER & GAMBLE Co	$12.6M	0.07%	0.00%	+21.7%	Q4 2018
GSGoldman Sachs Group Inc	$12.6M	0.07%	0.00%	+186.8%	Q4 2018
RKTRocket Companies, Inc.	$12.5M	0.07%	Not reported	+0.5%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.1M	0.07%	0.00%	+267.8%	Q4 2018
PMPhilip Morris International Inc.	$11.5M	0.06%	0.00%	+4.1%	Q4 2018

Q1 2026Reported May 1, 2026570 positions
AONAon plc	$318M	2.49%	0.46%	+259.7%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$287M	2.25%	Not reported	-1.3%	Q4 2018
AAPLApple Inc.	$130M	1.02%	0.00%	-13.2%	Q4 2018
CMECme Group Inc.	$93.4M	0.73%	0.09%	+39.4%	Q4 2018
MSFTMicrosoft Corp	$88M	0.69%	0.00%	-16.1%	Q4 2018
GOOGAlphabet Inc.	$76M	0.60%	Not reported	-24.8%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$72.5M	0.57%	Not reported	-6.0%	Q4 2018
NVDANvidia Corp	$55.3M	0.43%	0.00%	-19.7%	Q4 2018
NOBLNoble International, Ltd.	$49.3M	0.39%	Not reported	-2.3%	Q4 2018
AMZNAmazon Com Inc	$45.7M	0.36%	0.00%	-13.8%	Q4 2018
GOOGLAlphabet Inc.	$38.8M	0.30%	0.00%	-16.5%	Q4 2018
ACNAccenture plc	$37.8M	0.30%	0.03%	+110.9%	Q4 2018
TSLATesla, Inc.	$34.6M	0.27%	0.00%	+58.4%	Q4 2018
CAVACava Group, Inc.	$32.6M	0.26%	0.35%	+1268.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$32M	0.25%	Not reported	-5.0%	Q4 2018
IBTGInternational Building Technologies Group, Inc.	$23.5M	0.18%	Not reported	+556.4%	Q2 2023
XOMExxonMobil Holdings Corp	$22.8M	0.18%	0.00%	-14.8%	Q4 2018
BZHBeazer Homes USA Inc	$21.5M	0.17%	3.94%	Not reported	Q3 2021
JNJJohnson & Johnson	$21.1M	0.17%	0.00%	-8.6%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$20.3M	0.16%	Not reported	+3.7%	Q1 2020
JPMJPMorgan Chase & Co	$18.7M	0.15%	0.00%	-33.8%	Q4 2018
GLDSPDR Gold Trust	$18.6M	0.15%	0.01%	-20.4%	Q4 2018
METAMeta Platforms, Inc.	$16.6M	0.13%	Not reported	-40.0%	Q4 2018
VOTVan Kampen Municipal Opportunity Trust II	$14.4M	0.11%	Not reported	+6.3%	Q1 2020
LLYELI LILLY & Co	$14.3M	0.11%	0.00%	+21.1%	Q4 2018
COSTCostco Wholesale Corp	$14.1M	0.11%	0.00%	-30.7%	Q4 2018
AVGOBroadcom Inc.	$13.8M	0.11%	0.00%	-28.3%	Q4 2018
KOCoca Cola Co	$13.5M	0.11%	0.00%	-4.1%	Q4 2018
CVXChevron Corp	$12.2M	0.10%	0.00%	-9.9%	Q4 2018
WMTWalmart Inc.	$11.6M	0.09%	0.00%	-16.5%	Q4 2018
ABBVAbbVie Inc.	$11.4M	0.09%	0.00%	-10.1%	Q4 2018
RKTRocket Companies, Inc.	$11.3M	0.09%	Not reported	-0.4%	Q1 2022
PGPROCTER & GAMBLE Co	$10.2M	0.08%	0.00%	-10.0%	Q4 2018
PMPhilip Morris International Inc.	$10.1M	0.08%	0.00%	+2.6%	Q4 2018
IBMInternational Business Machines Corp	$9.8M	0.08%	0.00%	+2.6%	Q4 2018
BRK.ABerkshire Hathaway Inc	$9.69M	0.08%	Not reported	Not reported	Q4 2018
VZVerizon Communications Inc	$9.49M	0.07%	0.00%	+25.1%	Q4 2018
BSVNBank7 Corp.	$9.17M	0.07%	1.23%	-3.5%	Q1 2020
SPMDSupermedia Inc.	$8.95M	0.07%	Not reported	-3.0%	Q3 2021
HDHome Depot, Inc.	$8.94M	0.07%	0.00%	-22.5%	Q4 2018
CBNKCapital Bancorp Inc	$8.79M	0.07%	1.81%	+274.7%	Q2 2024
PGRProgressive Corp	$8.45M	0.07%	0.01%	-4.9%	Q4 2018
VVisa Inc.	$8.26M	0.06%	0.00%	-24.4%	Q4 2018
MAMastercard Inc	$7.8M	0.06%	0.00%	-19.5%	Q4 2018
HLTHilton Worldwide Holdings Inc.	$7.59M	0.06%	0.01%	+1719.2%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$7.31M	0.06%	Not reported	+0.3%	Q4 2018
BYRNByrna Technologies Inc.	$7.19M	0.06%	3.45%	+219.3%	Q2 2021
DFAXGulf Resources, Inc.	$7.06M	0.06%	Not reported	-0.3%	Q3 2024
MKC.VMccormick & Co Inc	$7.05M	0.06%	Not reported	+2128.9%	Q1 2020
LOWLowes Companies Inc	$6.94M	0.05%	0.01%	+163.2%	Q4 2018

Q4 2025Reported Feb 13, 2026675 positions
SPYSPDR S&P 500 ETF Trust	$305M	2.43%	Not reported	+1.2%	Q4 2018
AAPLApple Inc.	$161M	1.28%	0.00%	+33.4%	Q4 2018
MSFTMicrosoft Corp	$137M	1.09%	0.00%	+31.5%	Q4 2018
GOOGAlphabet Inc.	$111M	0.88%	Not reported	+93.2%	Q4 2018
AONAon plc	$96.5M	0.77%	0.13%	+18.5%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$82.1M	0.65%	Not reported	-5.2%	Q4 2018
NVDANvidia Corp	$73.7M	0.59%	0.00%	+70.8%	Q4 2018
CMECme Group Inc.	$61.9M	0.49%	0.07%	+0.6%	Q4 2018
AMZNAmazon Com Inc	$58.7M	0.47%	0.00%	+47.4%	Q4 2018
GOOGLAlphabet Inc.	$50.6M	0.40%	0.00%	+70.4%	Q4 2018
NOBLNoble International, Ltd.	$49.5M	0.39%	Not reported	-2.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$35.3M	0.28%	Not reported	+10.9%	Q4 2018
METAMeta Platforms, Inc.	$31.8M	0.25%	Not reported	+92.6%	Q4 2018
JPMJPMorgan Chase & Co	$30.9M	0.25%	0.00%	+29.1%	Q4 2018
TSLATesla, Inc.	$26.4M	0.21%	0.00%	+41.4%	Q4 2018
ACNAccenture plc	$24.3M	0.19%	0.01%	+30.0%	Q4 2018
AVGOBroadcom Inc.	$21.6M	0.17%	0.00%	+52.3%	Q4 2018
GLDSPDR Gold Trust	$21.5M	0.17%	0.01%	-3.6%	Q4 2018
JNJJohnson & Johnson	$19.5M	0.16%	0.00%	+12.9%	Q4 2018
XOMExxonMobil Holdings Corp	$19M	0.15%	0.00%	+17.5%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19M	0.15%	Not reported	-52.7%	Q1 2020
COSTCostco Wholesale Corp	$17.6M	0.14%	0.00%	+24.2%	Q4 2018
RKTRocket Companies, Inc.	$15.4M	0.12%	Not reported	-9.4%	Q1 2022
VOTVan Kampen Municipal Opportunity Trust II	$14.6M	0.12%	Not reported	-48.4%	Q1 2020
LLYELI LILLY & Co	$13.8M	0.11%	0.00%	+59.7%	Q4 2018
ABBVAbbVie Inc.	$13.4M	0.11%	0.00%	+16.0%	Q4 2018
KOCoca Cola Co	$12.9M	0.10%	0.00%	+30.0%	Q4 2018
VVisa Inc.	$12.7M	0.10%	0.00%	+54.7%	Q4 2018
WMTWalmart Inc.	$12.5M	0.10%	0.00%	-27.3%	Q4 2018
HDHome Depot, Inc.	$12.1M	0.10%	0.00%	+54.9%	Q4 2018
IBMInternational Business Machines Corp	$11.7M	0.09%	0.00%	-37.5%	Q4 2018
PGPROCTER & GAMBLE Co	$11.2M	0.09%	0.00%	-44.8%	Q4 2018
MAMastercard Inc	$11.1M	0.09%	0.00%	+37.0%	Q4 2018
CRMSalesforce, Inc.	$10.9M	0.09%	0.00%	+413.1%	Q4 2018
PGRProgressive Corp	$10.2M	0.08%	0.01%	+702.9%	Q4 2018
BRK.ABerkshire Hathaway Inc	$10.2M	0.08%	Not reported	+16.7%	Q4 2018
CVXChevron Corp	$9.99M	0.08%	0.00%	-43.0%	Q4 2018
BSVNBank7 Corp.	$9.55M	0.08%	1.28%	-49.5%	Q1 2020
PMPhilip Morris International Inc.	$9.52M	0.08%	0.00%	-0.9%	Q4 2018
PLTRPalantir Technologies Inc.	$9.34M	0.07%	0.00%	+20.1%	Q1 2021
SPMDSupermedia Inc.	$9.02M	0.07%	Not reported	-5.0%	Q3 2021
NFLXNetflix Inc	$8.86M	0.07%	0.00%	+36.2%	Q4 2018
GEGeneral Electric Co	$8.81M	0.07%	0.00%	-37.2%	Q3 2021
ORCLOracle Corp	$8.46M	0.07%	0.00%	+98.1%	Q4 2018
GSGoldman Sachs Group Inc	$7.81M	0.06%	0.00%	+42.4%	Q4 2018
BACBank of America Corp	$7.52M	0.06%	0.00%	+43.2%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$7.13M	0.06%	Not reported	-20.6%	Q4 2018
CSCOCisco Systems, Inc.	$6.96M	0.06%	0.00%	+61.8%	Q4 2018
DFAXGulf Resources, Inc.	$6.82M	0.05%	Not reported	+1.4%	Q3 2024
MCDMcdonalds Corp	$6.8M	0.05%	0.00%	+4.0%	Q4 2018

Q3 2025Reported Nov 14, 20252,348 positions
SPYSPDR S&P 500 ETF Trust	$294M	1.54%	Not reported	+1.8%	Q4 2018
AAPLApple Inc.	$113M	0.59%	0.00%	-1.3%	Q4 2018
MSFTMicrosoft Corp	$112M	0.58%	0.00%	-51.5%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$84.7M	0.44%	Not reported	+9.8%	Q4 2018
AONAon plc	$82.3M	0.43%	0.11%	-1.0%	Q4 2018
CMECme Group Inc.	$60.9M	0.32%	0.07%	-0.1%	Q4 2018
NOBLNoble International, Ltd.	$50.1M	0.26%	Not reported	-1.2%	Q4 2018
GOOGAlphabet Inc.	$44.4M	0.23%	Not reported	-0.4%	Q4 2018
NVDANvidia Corp	$43.2M	0.23%	0.00%	-2.2%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$39.4M	0.21%	Not reported	+3.1%	Q1 2020
AMZNAmazon Com Inc	$37.9M	0.20%	0.00%	-3.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$31.9M	0.17%	Not reported	-0.6%	Q4 2018
VOTVan Kampen Municipal Opportunity Trust II	$29.9M	0.16%	Not reported	-0.9%	Q1 2020
JPMJPMorgan Chase & Co	$23.4M	0.12%	0.00%	-6.4%	Q4 2018
GOOGLAlphabet Inc.	$23.1M	0.12%	0.00%	+1.5%	Q4 2018
PGPROCTER & GAMBLE Co	$21.8M	0.11%	0.01%	-0.6%	Q4 2018
GLDSPDR Gold Trust	$20M	0.10%	0.02%	+6.9%	Q4 2018
BSVNBank7 Corp.	$18.9M	0.10%	2.54%	+95.6%	Q1 2020
TSLATesla, Inc.	$18.5M	0.10%	0.00%	+3.2%	Q4 2018
METAMeta Platforms, Inc.	$18.4M	0.10%	Not reported	-6.7%	Q4 2018
CVXChevron Corp	$17.9M	0.09%	0.01%	-4.4%	Q4 2018
IBMInternational Business Machines Corp	$17.8M	0.09%	0.01%	-10.0%	Q4 2018
ACNAccenture plc	$17.2M	0.09%	0.01%	-30.8%	Q4 2018
RKTRocket Companies, Inc.	$17M	0.09%	Not reported	Not reported	Q1 2022
WMTWalmart Inc.	$15.9M	0.08%	0.00%	-17.7%	Q4 2018
JNJJohnson & Johnson	$15.5M	0.08%	0.00%	-50.8%	Q4 2018
COSTCostco Wholesale Corp	$15.2M	0.08%	0.00%	+4.2%	Q4 2018
XOMExxonMobil Holdings Corp	$15.2M	0.08%	0.00%	-3.4%	Q4 2018
GEGeneral Electric Co	$13.7M	0.07%	0.00%	+1.0%	Q3 2021
AVGOBroadcom Inc.	$13.5M	0.07%	0.00%	-10.6%	Q4 2018
ABBVAbbVie Inc.	$11.7M	0.06%	0.00%	-0.9%	Q4 2018
MTSRMetsera, Inc.	$11.2M	0.06%	0.20%	New	Q3 2025
PMPhilip Morris International Inc.	$9.72M	0.05%	0.00%	-38.4%	Q4 2018
KOCoca Cola Co	$9.42M	0.05%	0.00%	-51.6%	Q4 2018
SPMDSupermedia Inc.	$9.37M	0.05%	Not reported	-2.4%	Q3 2021
HDHome Depot, Inc.	$9.17M	0.05%	0.00%	-54.4%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$8.88M	0.05%	Not reported	-2.8%	Q4 2018
BRK.ABerkshire Hathaway Inc	$8.67M	0.05%	Not reported	Not reported	Q4 2018
NFLXNetflix Inc	$8.31M	0.04%	0.00%	+0.6%	Q4 2018
MAMastercard Inc	$8.06M	0.04%	0.00%	-6.0%	Q4 2018
PLTRPalantir Technologies Inc.	$7.98M	0.04%	0.00%	-43.8%	Q1 2021
VVisa Inc.	$7.98M	0.04%	0.00%	-11.0%	Q4 2018
IBITiShares Bitcoin Trust ETF	$7.89M	0.04%	0.01%	+14.8%	Q2 2024
TMOThermo Fisher Scientific Inc.	$7.61M	0.04%	0.00%	+95.0%	Q4 2018
SCHWSchwab Charles Corp	$7.54M	0.04%	0.00%	-10.1%	Q4 2018
SBUXStarbucks Corp	$7.35M	0.04%	0.01%	-9.0%	Q4 2018
MCDMcdonalds Corp	$6.5M	0.03%	0.00%	-36.5%	Q4 2018
PMBSPuramed Bioscience Inc.	$6.5M	0.03%	0.07%	-5.0%	Q4 2024
DFAXGulf Resources, Inc.	$6.45M	0.03%	Not reported	-2.6%	Q3 2024
ORCLOracle Corp	$6.17M	0.03%	0.00%	+5.9%	Q4 2018

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