Wealthspire Advisors
Wealthspire Advisors reported 1,298 stocks worth $18.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (11.8%), VEA (6.1%) and VOO (4.4%). Compared with Q1 2026, the fund opened new positions in VWIUX, DTHXX and SPAB, added to IVV, VEA and VOO, trimmed SCHF, AON and VV and sold out of AGX, KTOS and VPLS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $2.1B | 11.8% | 2.9M | +198K (+7%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $1.1B | 6.1% | 15.7M | +1.1M (+8%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $793M | 4.4% | 1.2M | +24K (+2%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $614M | 3.4% | 8M | +252K (+3%) | 8 of 8 | |
| 5 |  VXUS Vanguard Star Fds | $551M | 3.0% | 6.4M | +112K (+2%) | 8 of 8 | |
| 6 |  SPYM Spdr Series Trust | $510M | 2.8% | 5.8M | +5M (+672%) | 8 of 8 | |
| 7 |  VTI Vanguard Total Stock Market ETF | $481M | 2.6% | 1.3M | +336K (+35%) | 8 of 8 | |
| 8 |  SCHD Schwab US Dividend Equity ETF | $430M | 2.4% | 13.6M | +263K (+2%) | 8 of 8 | |
| 9 |  VUG Vanguard Index Fds | $380M | 2.1% | 4.4M | +3.7M (+552%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $375M | 2.1% | 503K | +61K (+14%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $3.4M | 15K |
GLOBAL BUSINESS TRAVEL GROUP | $1.4M | 259K |
 AGX Argan Inc | $860K | 1,579 |
 KTOS KRATOS DEFENSE & SEC SOLUTIO | $778K | 11K |
 VPLS Vanguard Malvern Fds | $768K | 9,898 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealthspire Advisors 13F FAQ
What does Wealthspire Advisors own?
Wealthspire Advisors reported 1,298 stocks worth $18.2B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are IVV (11.8%), VEA (6.1%) and VOO (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Wealthspire Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 414 new positions, 547 added to, 232 trimmed and 48 sold out. New positions include VWIUX, DTHXX and SPAB. It sold all of AGX, KTOS and VPLS.
When will Wealthspire Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wealthspire Advisors's portfolio worth?
The Q2 2026 filing reports $18.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.