Wealthspire Advisors, LLC
Long book
$12.73B
Q1 2026
Positions
932
Top-10 weight
47%
concentration
Last quarter
+11.7%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsWealthspire Advisors, LLC is a wealth-management firm allocating client money, running a $12.73B US long book across 932 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD FTSE DEVELOPED ETF, VANGUARD S&P 500 ETF, ISHARES CORE S&P MIDCAP ETF, VANGUARD TOTAL INTL STOCK.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.4%
Q2 2024
+7.0%
Q3 2024
-0.2%
Q4 2024
-1.6%
Q1 2025
+8.6%
Q2 2025
+6.8%
Q3 2025
+2.6%
Q4 2025
-1.2%
Q1 2026
+11.7%
Sector allocation
Financials 33%
Technology 29%
Consumer discretionary 9%
Industrials 8%
Healthcare 5%
Services media 5%
Consumer staples 3%
Energy 2%
Long book by quarter
What does Wealthspire Advisors, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AON AON PLC-CLASS A | Financials | 984.1K | $317.6M | 2.5% | +259.7% |
| AAPL APPLE INC | Technology | 512.8K | $130.1M | 1.0% | -13.2% |
| CME CME GROUP INC | Financials | 316.1K | $93.4M | 0.7% | +39.4% |
| MSFT MICROSOFT CORP | Technology | 237.7K | $88.0M | 0.7% | -16.1% |
| GOOG ALPHABET INC-CL C | Technology | 265.0K | $76.0M | 0.6% | -24.8% |
| NVDA NVIDIA CORP | Technology | 317.4K | $55.3M | 0.4% | -19.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 219.4K | $45.7M | 0.4% | -13.7% |
| GOOGL ALPHABET INC-CL A | Technology | 134.9K | $38.8M | 0.3% | -16.5% |
| ACN ACCENTURE PLC-CL A | Services media | 190.7K | $37.8M | 0.3% | +110.9% |
| TSLA TESLA INC | Industrials | 93.0K | $34.6M | 0.3% | +58.4% |
| CAVA CAVA GROUP INC | Consumer discretionary | 403.5K | $32.6M | 0.3% | +1268.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 66.8K | $32.0M | 0.3% | -5.0% |
| XOM EXXON MOBIL CORP | Energy | 134.6K | $22.8M | 0.2% | -14.8% |
| BZH BEAZER HOMES USA INC | Industrials | 1.1M | $21.5M | 0.2% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 86.4K | $21.1M | 0.2% | -8.6% |
| JPM JPMORGAN CHASE & CO | Financials | 63.5K | $18.7M | 0.1% | -33.8% |
| META META PLATFORMS INC-CLASS A | Technology | 28.9K | $16.6M | 0.1% | -40.0% |
| LLY ELI LILLY & CO | Healthcare | 15.5K | $14.3M | 0.1% | +21.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 14.2K | $14.1M | 0.1% | -30.7% |
| AVGO BROADCOM INC | Technology | 44.7K | $13.8M | 0.1% | -28.3% |
| KO COCA-COLA CO/THE | Consumer staples | 177.1K | $13.5M | 0.1% | -4.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 932 | $12.73B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 1032 | $12.57B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 3187 | $19.13B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 971 | $17.80B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 921 | $16.74B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 792 | $10.06B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 756 | $9.83B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 663 | $7.81B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 641 | $7.50B | canonical | SEC ↗ |