Notify me when Wealthspire Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,031 | $12,565,670,490 | +$735,132,685 | -$7,625,927,414 | -$6,890,794,729 | IVV, VEA, VOO, IJH, VXUS | 13F-HR | 12 Feb 2026, 18:48 |
| Q3 2025 | 3,060 | $19,125,610,205 | +$657,009,511 | -$457,837,986 | +$199,171,525 | IVV, VEA, VOO, IJH, VXUS | 13F-HR | 13 Nov 2025, 17:48 |
| Q2 2025 | 846 | $17,795,409,588 | +$471,756,720 | -$765,868,798 | -$294,112,078 | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 11 Aug 2025, 16:35 |
| Q1 2025 | 789 | $16,737,942,720 | +$6,969,916,956 | -$99,518,429 | +$6,870,398,527 | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 09 May 2025, 14:58 |
| Q4 2024 | 792 | $10,061,820,586 | +$974,606,826 | -$202,398,760 | +$772,208,066 | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 03 Feb 2025, 21:40 |
| Q3 2024 | 754 | $9,829,074,535 | +$1,590,334,428 | -$77,338,059 | +$1,512,996,369 | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 13 Nov 2024, 13:11 |
| Q2 2024 | 663 | $7,808,867,463 | +$452,788,597 | -$196,631,983 | +$256,156,614 | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 08 Aug 2024, 16:43 |
| Q1 2024 | 641 | $7,497,650,190 | +$465,007,177 | -$170,248,444 | +$294,758,733 | IVV, VOO, VEA, IJH, SCHD | 13F-HR | 06 May 2024, 13:31 |
| Q4 2023 | 644 | $7,039,581,038 | +$500,786,292 | -$114,995,376 | +$385,790,916 | IVV, VOO, VEA, SCHD, IJH | 13F-HR | 06 Feb 2024, 21:52 |
| Q3 2023 | 594 | $6,055,651,298 | +$341,387,345 | -$165,635,392 | +$175,751,953 | IVV, VOO, SCHD, VEA, IJH | 13F-HR | 06 Nov 2023, 17:24 |
| Q2 2023 | 559 | $6,118,555,520 | +$176,454,110 | -$137,021,256 | +$39,432,854 | IVV, VOO, SCHD, VEA, IJH | 13F-HR | 31 Jul 2023, 17:37 |
| Q1 2023 | 533 | $5,826,512,611 | +$235,324,024 | -$172,010,228 | +$63,313,796 | IVV, SCHD, VOO, VEA, IJH | 13F-HR | 09 May 2023, 14:14 |
| Q4 2022 | 581 | $5,495,363,988 | +$428,573,263 | -$126,810,493 | +$301,762,770 | IVV, SCHD, VOO, VEA, IJH | 13F-HR | 13 Feb 2023, 17:48 |
| Q3 2022 | 510 | $4,784,540,000 | +$426,787,318 | -$102,682,368 | +$324,104,950 | IVV, SCHD, VOO, IJH, VEA | 13F-HR | 14 Nov 2022, 16:56 |
| Q2 2022 | 497 | $4,783,363,000 | +$1,055,973,983 | -$75,040,715 | +$980,933,268 | IVV, SCHD, VOO, IJH, VEA | 13F-HR | 08 Aug 2022, 20:05 |
| Q1 2022 | 428 | $4,445,684,000 | +$423,639,979 | -$256,950,930 | +$166,689,049 | IVV, SCHD, VOO, VEA, IJH | 13F-HR | 09 May 2022, 12:18 |
| Q4 2021 | 534 | $4,519,885,000 | +$286,072,222 | -$897,705,113 | -$611,632,891 | IVV, VOO, SCHD, VEA, IJH | 13F-HR | 14 Feb 2022, 13:19 |
| Q3 2021 | 577 | $4,819,024,000 | +$1,200,011,397 | -$134,171,822 | +$1,065,839,575 | IVV, VOO, SCHD, IJH, VEA | 13F-HR | 12 Nov 2021, 21:11 |
| Q2 2021 | 366 | $3,803,982,000 | +$168,985,653 | -$820,275,773 | -$651,290,120 | IVV, VOO, SCHD, VEA, VTI | 13F-HR | 13 Aug 2021, 14:10 |
| Q1 2021 | 703 | $4,213,652,000 | +$713,378,717 | -$57,000,209 | +$656,378,508 | IVV, VOO, SCHD, VEA, VTI | 13F-HR | 17 May 2021, 12:58 |
| Q4 2020 | 580 | $3,360,017,000 | +$1,550,468,239 | -$53,628,085 | +$1,496,840,154 | VOO, IVV, VEA, SCHD, VTI | 13F-HR | 16 Feb 2021, 16:38 |
| Q3 2020 | 327 | $1,679,817,000 | +$207,344,795 | -$33,383,345 | +$173,961,450 | VOO, IVV, GOVT, VEA, SPY | 13F-HR | 13 Nov 2020, 19:08 |
| Q2 2020 | 280 | $1,428,354,000 | +$22,638,376 | -$1,341,283,356 | -$1,318,644,980 | VOO, GOVT, IVV, VEA, VTI | 13F-HR | 14 Aug 2020, 15:18 |
| Q1 2020 | 557 | $2,383,118,000 | +$1,295,839,650 | -$58,422,627 | +$1,237,417,023 | VOO, IVV, VEA, GOVT, VTI | 13F-HR | 12 May 2020, 15:53 |
| Q4 2019 | 214 | $1,369,572,000 | +$97,103,250 | -$16,664,395 | +$80,438,855 | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 14 Feb 2020, 10:34 |
| Q3 2019 | 167 | $1,221,162,000 | +$87,576,236 | -$16,755,311 | +$70,820,925 | VEA, GOVT, VOO, IVV, VTI | 13F-HR | 12 Nov 2019, 17:11 |
| Q2 2019 | 95 | $1,146,128,000 | +$60,862,098 | -$21,038,324 | +$39,823,774 | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 13 Aug 2019, 16:00 |
| Q1 2019 | 44 | $1,078,390,000 | +$30,839,310 | -$81,934,967 | -$51,095,657 | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 07 May 2019, 18:21 |
| Q4 2018 | 875 | $1,037,530,000 | $0 | $0 | $0 | VEA, VOO, GOVT, IVV, VTI | 13F-HR | 14 Feb 2019, 16:55 |