Wealthspire Advisors, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 4,617,814 | +4,617,814 | 0 | 214,913,044 | +214,913,044 |
| VANGUARD TAX-MANAGED FDS | 0 | 13,581,933 | +13,581,933 | 0 | 848,463,372 | +848,463,372 |
| VANGUARD INDEX FDS | 0 | 599,927 | +599,927 | 0 | 292,680,584 | +292,680,584 |
| ALPHABET INC | 0 | 352,299 | +352,299 | 0 | 110,551,270 | +110,551,270 |
| ISHARES TR | 0 | 2,663,792 | +2,663,792 | 0 | 1,824,537,938 | +1,824,537,938 |
| SPDR SERIES TRUST | 0 | 766,919 | +766,919 | 0 | 61,522,221 | +61,522,221 |
| FUNDVANTAGE TR | 0 | 2,200,171 | +2,200,171 | 0 | 54,452,256 | +54,452,256 |
| APPLE INC | 0 | 590,564 | +590,564 | 0 | 160,550,723 | +160,550,723 |
| VANGUARD STAR FDS | 0 | 5,883,288 | +5,883,288 | 0 | 443,835,233 | +443,835,233 |
| DIMENSIONAL ETF TRUST | 0 | 825,028 | +825,028 | 0 | 38,611,310 | +38,611,310 |
| ISHARES TR | 0 | 668,702 | +668,702 | 0 | 31,997,370 | +31,997,370 |
| NVIDIA CORPORATION | 0 | 395,415 | +395,415 | 0 | 73,744,840 | +73,744,840 |
| ALPHABET INC | 0 | 161,575 | +161,575 | 0 | 50,573,079 | +50,573,079 |
| WISDOMTREE TR | 0 | 1,173,736 | +1,173,736 | 0 | 59,062,416 | +59,062,416 |
| MICROSOFT CORP | 0 | 283,281 | +283,281 | 0 | 137,000,456 | +137,000,456 |
| PUTNAM ETF TRUST | 0 | 830,187 | +830,187 | 0 | 37,831,634 | +37,831,634 |
| ISHARES TR | 0 | 1,247,409 | +1,247,409 | 0 | 28,721,590 | +28,721,590 |
| AMAZON COM INC | 0 | 254,380 | +254,380 | 0 | 58,716,078 | +58,716,078 |
| VANGUARD INDEX FDS | 0 | 1,156,962 | +1,156,962 | 0 | 725,565,800 | +725,565,800 |
| ISHARES TR | 0 | 7,642,952 | +7,642,952 | 0 | 504,434,819 | +504,434,819 |
| VANGUARD MALVERN FDS | 0 | 4,191,463 | +4,191,463 | 0 | 207,309,762 | +207,309,762 |
| AON PLC | 0 | 273,596 | +273,596 | 0 | 96,546,710 | +96,546,710 |
| ISHARES TR | 0 | 609,110 | +609,110 | 0 | 65,241,793 | +65,241,793 |
| META PLATFORMS INC | 0 | 48,230 | +48,230 | 0 | 31,836,140 | +31,836,140 |
| ISHARES TR | 0 | 1,724,436 | +1,724,436 | 0 | 87,015,025 | +87,015,025 |
| ISHARES TR | 0 | 506,708 | +506,708 | 0 | 12,789,321 | +12,789,321 |
| VANGUARD INDEX FDS | 0 | 545,331 | +545,331 | 0 | 171,670,310 | +171,670,310 |
| VANGUARD INTL EQUITY INDEX F | 0 | 4,710,913 | +4,710,913 | 0 | 253,258,673 | +253,258,673 |
| VANGUARD INTL EQUITY INDEX F | 0 | 1,219,478 | +1,219,478 | 0 | 89,704,786 | +89,704,786 |
| SCHWAB STRATEGIC TR | 0 | 10,898,799 | +10,898,799 | 0 | 262,007,131 | +262,007,131 |
| SPDR S&P 500 ETF TR | 0 | 446,916 | +446,916 | 0 | 304,772,623 | +304,772,623 |
| SPDR SERIES TRUST | 0 | 95,758 | +95,758 | 0 | 10,217,327 | +10,217,327 |
| SPDR SERIES TRUST | 0 | 155,761 | +155,761 | 0 | 9,020,113 | +9,020,113 |
| SALESFORCE INC | 0 | 40,984 | +40,984 | 0 | 10,857,184 | +10,857,184 |
| PROGRESSIVE CORP | 0 | 44,787 | +44,787 | 0 | 10,198,984 | +10,198,984 |
| SPDR SERIES TRUST | 0 | 351,946 | +351,946 | 0 | 8,777,534 | +8,777,534 |
| VANGUARD INDEX FDS | 0 | 203,486 | +203,486 | 0 | 61,475,247 | +61,475,247 |
| BROADCOM INC | 0 | 62,372 | +62,372 | 0 | 21,586,924 | +21,586,924 |
| TESLA INC | 0 | 58,711 | +58,711 | 0 | 26,403,397 | +26,403,397 |
| ISHARES TR | 0 | 1,901,977 | +1,901,977 | 0 | 228,579,626 | +228,579,626 |
| ELI LILLY & CO | 0 | 12,811 | +12,811 | 0 | 13,767,965 | +13,767,965 |
| SPDR SERIES TRUST | 0 | 54,222 | +54,222 | 0 | 7,545,472 | +7,545,472 |
| JPMORGAN CHASE & CO. | 0 | 95,917 | +95,917 | 0 | 30,906,326 | +30,906,326 |
| ACCENTURE PLC IRELAND | 0 | 90,396 | +90,396 | 0 | 24,253,267 | +24,253,267 |
| HUNTINGTON BANCSHARES INC | 0 | 374,208 | +374,208 | 0 | 6,492,512 | +6,492,512 |
| SPDR SERIES TRUST | 0 | 119,857 | +119,857 | 0 | 5,478,678 | +5,478,678 |
| ISHARES TR | 0 | 1,426,989 | +1,426,989 | 0 | 67,567,941 | +67,567,941 |
| MORGAN STANLEY ETF TRUST | 0 | 759,904 | +759,904 | 0 | 64,014,228 | +64,014,228 |
| REAVES UTIL INCOME FD | 0 | 144,310 | +144,310 | 0 | 5,278,846 | +5,278,846 |
| VANGUARD INDEX FDS | 0 | 87,303 | +87,303 | 0 | 15,484,999 | +15,484,999 |
| SELECT SECTOR SPDR TR | 0 | 34,392 | +34,392 | 0 | 4,951,425 | +4,951,425 |
| DIMENSIONAL ETF TRUST | 0 | 66,364 | +66,364 | 0 | 4,886,418 | +4,886,418 |
| VISA INC | 0 | 36,157 | +36,157 | 0 | 12,680,599 | +12,680,599 |
| VANGUARD INDEX FDS | 0 | 197,999 | +197,999 | 0 | 41,934,230 | +41,934,230 |
| MORGAN STANLEY ETF TRUST | 0 | 446,141 | +446,141 | 0 | 31,809,818 | +31,809,818 |
| ISHARES TR | 0 | 37,277 | +37,277 | 0 | 4,106,112 | +4,106,112 |
| JOHNSON & JOHNSON | 0 | 94,452 | +94,452 | 0 | 19,546,829 | +19,546,829 |
| VANGUARD SPECIALIZED FUNDS | 0 | 57,747 | +57,747 | 0 | 12,691,569 | +12,691,569 |
| SPDR SERIES TRUST | 0 | 43,251 | +43,251 | 0 | 3,952,319 | +3,952,319 |
| PROFESIONALLY MANAGED PORTFO | 0 | 58,912 | +58,912 | 0 | 3,859,326 | +3,859,326 |
| EXXON MOBIL CORP | 0 | 157,874 | +157,874 | 0 | 18,998,577 | +18,998,577 |
| VANGUARD BD INDEX FDS | 0 | 727,515 | +727,515 | 0 | 53,887,019 | +53,887,019 |
| HEALTHEQUITY INC | 0 | 38,339 | +38,339 | 0 | 3,512,236 | +3,512,236 |
| COCA COLA CO | 0 | 184,639 | +184,639 | 0 | 12,908,143 | +12,908,143 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 70,292 | +70,292 | 0 | 35,332,229 | +35,332,229 |
| SELECT SECTOR SPDR TR | 0 | 62,356 | +62,356 | 0 | 3,415,241 | +3,415,241 |
| SPDR SERIES TRUST | 0 | 33,451 | +33,451 | 0 | 3,251,728 | +3,251,728 |
| CISCO SYS INC | 0 | 90,316 | +90,316 | 0 | 6,957,051 | +6,957,051 |
| DIMENSIONAL ETF TRUST | 0 | 2,742,694 | +2,742,694 | 0 | 72,461,965 | +72,461,965 |
| SCHWAB STRATEGIC TR | 0 | 136,252 | +136,252 | 0 | 3,129,709 | +3,129,709 |
| VANGUARD SCOTTSDALE FDS | 0 | 465,783 | +465,783 | 0 | 37,136,863 | +37,136,863 |
| MICRON TECHNOLOGY INC | 0 | 15,493 | +15,493 | 0 | 4,421,742 | +4,421,742 |
| MASTERCARD INCORPORATED | 0 | 19,404 | +19,404 | 0 | 11,077,235 | +11,077,235 |
| HOME DEPOT INC | 0 | 35,061 | +35,061 | 0 | 12,064,387 | +12,064,387 |
| GOLDMAN SACHS GROUP INC | 0 | 8,883 | +8,883 | 0 | 7,808,012 | +7,808,012 |
| SELECT SECTOR SPDR TR | 0 | 17,921 | +17,921 | 0 | 2,774,111 | +2,774,111 |
| BANK AMERICA CORP | 0 | 136,730 | +136,730 | 0 | 7,520,175 | +7,520,175 |
| DIMENSIONAL ETF TRUST | 0 | 59,374 | +59,374 | 0 | 2,543,872 | +2,543,872 |
| SPDR SERIES TRUST | 0 | 58,443 | +58,443 | 0 | 2,527,649 | +2,527,649 |
| SPDR SERIES TRUST | 0 | 43,727 | +43,727 | 0 | 2,484,123 | +2,484,123 |
| COSTCO WHSL CORP NEW | 0 | 20,435 | +20,435 | 0 | 17,621,552 | +17,621,552 |
| VANGUARD INDEX FDS | 0 | 835,091 | +835,091 | 0 | 174,634,168 | +174,634,168 |
| ORACLE CORP | 0 | 43,427 | +43,427 | 0 | 8,464,290 | +8,464,290 |
| ADVANCED MICRO DEVICES INC | 0 | 21,151 | +21,151 | 0 | 4,529,733 | +4,529,733 |
| MERCK & CO INC | 0 | 59,303 | +59,303 | 0 | 6,242,192 | +6,242,192 |
| SELECT SECTOR SPDR TR | 0 | 47,925 | +47,925 | 0 | 2,142,736 | +2,142,736 |
| HONEYWELL INTL INC | 0 | 18,292 | +18,292 | 0 | 3,568,601 | +3,568,601 |
| ISHARES TR | 0 | 17,129 | +17,129 | 0 | 2,077,118 | +2,077,118 |
| SPDR SERIES TRUST | 0 | 23,276 | +23,276 | 0 | 1,970,304 | +1,970,304 |
| GE AEROSPACE | 0 | 28,596 | +28,596 | 0 | 8,808,443 | +8,808,443 |
| WORLD GOLD TR | 0 | 31,829 | +31,829 | 0 | 2,717,242 | +2,717,242 |
| VANGUARD INDEX FDS | 0 | 398,598 | +398,598 | 0 | 102,818,390 | +102,818,390 |
| ISHARES TR | 0 | 90,318 | +90,318 | 0 | 33,728,216 | +33,728,216 |
| RTX CORPORATION | 0 | 25,306 | +25,306 | 0 | 4,641,212 | +4,641,212 |
| APPLIED MATLS INC | 0 | 13,035 | +13,035 | 0 | 3,349,801 | +3,349,801 |
| BOEING CO | 0 | 22,717 | +22,717 | 0 | 4,932,400 | +4,932,400 |
| CATERPILLAR INC | 0 | 8,057 | +8,057 | 0 | 4,615,426 | +4,615,426 |
| UNITEDHEALTH GROUP INC | 0 | 17,398 | +17,398 | 0 | 5,743,164 | +5,743,164 |
| AMGEN INC | 0 | 11,757 | +11,757 | 0 | 3,848,171 | +3,848,171 |
| ABBVIE INC | 0 | 58,434 | +58,434 | 0 | 13,351,656 | +13,351,656 |