Wealthspire Advisors, LLC holds a focused book of 932 stocks worth $12.7B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Beazer Homes USA Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 14% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1646247/holdings"
Use Arkolith to show Wealthspire Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $1.7B | 2.67M | 13.7% | ▲+0.2% Added · +6K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $933.2M | 14.56M | 7.3% | ▲+7.2% Added · +981K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $675.3M | 1.13M | 5.3% | ▼−2.3% Reduced · −27K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $520.6M | 7.71M | 4.1% | ▲+0.9% Added · +66K sh | |
| 5 | Vanguard Star FDS VG TL INTL STK F | $488.5M | 6.33M | 3.8% | ▲+7.7% Added · +452K sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $408.4M | 13.31M | 3.2% | ▼−1.6% Reduced · −224K sh | |
| 7 | Aon PLC SHS CL A | $317.6M | 984.1K | 2.5% | ▲+260% Added · +710K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $308.9M | 963.0K | 2.4% | ▼−2.5% Reduced · −25K sh | |
| 9 | Schwab Strategic TR INTL EQTY ETF | $302.2M | 12.21M | 2.4% | ▲+12% Added · +1.3M sh | |
| 10 | Vanguard Index FDS GROWTH ETF | $295.9M | 677.3K | 2.3% | ▲+13% Added · +77K sh | |
| 11 | Dimensional ETF Trust US CORE EQUITY 2 | $291.6M | 7.50M | 2.3% | ▼−0.2% Reduced · −18K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $286.9M | 441.1K | 2.3% | ▼−1.3% Reduced · −6K sh | |
| 13 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $264.7M | 4.90M | 2.1% | ▲+4.0% Added · +187K sh | |
| 14 | Vanguard Index FDS LARGE CAP ETF | $241.4M | 807.8K | 1.9% | ▲+48% Added · +262K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $241.3M | 1.94M | 1.9% | ▲+2.0% Added · +39K sh | |
| 16 | Vanguard Malvern FDS STRM INFPROIDX | $222.6M | 4.46M | 1.7% | ▲+6.3% Added · +264K sh | |
| 17 | Ishares TR CORE UNIVRSL USD | $218.4M | 4.73M | 1.7% | ▲+2.4% Added · +109K sh | |
| 18 | Vanguard Index FDS MID CAP ETF | $177.6M | 618.5K | 1.4% | ▲+2.7% Added · +16K sh | |
| 19 | Vanguard Index FDS EXTEND MKT ETF | $169.5M | 823.5K | 1.3% | ▼−1.4% Reduced · −12K sh | |
| 20 | Apple Inc COM | $130.1M | 512.8K | 1.0% | ▼−13% Reduced · −78K sh | |
| 21 | Ishares Inc CORE MSCI EMKT | $117.7M | 1.69M | 0.9% | ▼−0.4% Reduced · −8K sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $105.2M | 401.5K | 0.8% | ▲+0.7% Added · +3K sh | |
| 23 | Vanguard Intl Equity Index F ALLWRLD EX US | $95.2M | 1.27M | 0.7% | ▲+4.0% Added · +48K sh | |
| 24 | Cme Group Inc COM | $93.4M | 316.1K | 0.7% | ▲+39% Added · +89K sh | |
| 25 | Ishares TR TRS FLT RT BD | $90.8M | 1.79M | 0.7% | ▲+4.0% Added · +68K sh | |
| 26 | First TR Exchange-Traded FD NO AMER ENERGY | $89.4M | 2.05M | 0.7% | ▼−5.4% Reduced · −116K sh | |
| 27 | Microsoft Corp COM | $88.0M | 237.7K | 0.7% | ▼−16% Reduced · −46K sh | |
| 28 | Dimensional ETF Trust EMGR CRE EQT MNG | $82.5M | 2.44M | 0.6% | ▼−4.6% Reduced · −118K sh | |
| 29 | Dimensional ETF Trust INTL CORE EQT MK | $77.6M | 1.99M | 0.6% | ▼−2.7% Reduced · −56K sh | |
| 30 | Alphabet Inc CAP STK CL C | $76.0M | 265.0K | 0.6% | ▼−25% Reduced · −87K sh | |
| 31 | Dimensional ETF Trust GLOBAL REAL EST | $73.2M | 2.76M | 0.6% | ▲+0.5% Added · +13K sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $72.5M | 125.6K | 0.6% | ▼−6.0% Reduced · −8K sh | |
| 33 | Schwab Strategic TR US LRG CAP ETF | $72.4M | 2.82M | 0.6% | ▲+0.2% Added · +7K sh | |
| 34 | Ishares TR CORE MSCI TOTAL | $72.4M | 835.4K | 0.6% | ▲+5.0% Added · +40K sh | |
| 35 | Ishares TR CORE MSCI EAFE | $71.4M | 788.5K | 0.6% | ▼−2.7% Reduced · −22K sh | |
| 36 | Ishares TR HIGH YLD SYSTM B | $70.4M | 1.51M | 0.6% | ▲+6.1% Added · +87K sh | |
| 37 | Vanguard Index FDS SML CP GRW ETF | $61.7M | 204.1K | 0.5% | ▲+0.3% Added · +632 sh | |
| 38 | Morgan Stanley ETF Trust CALVERT US LARCP | $61.6M | 769.4K | 0.5% | ▲+1.3% Added · +10K sh | |
| 39 | SPDR Series Trust STATE STREET SPD | $57.5M | 751.5K | 0.5% | ▼−2.0% Reduced · −15K sh | |
| 40 | Vanguard Index FDS VALUE ETF | $57.5M | 292.9K | 0.5% | ▲+1.3% Added · +4K sh | |
| 41 | Nvidia Corporation COM | $55.3M | 317.4K | 0.4% | ▼−20% Reduced · −78K sh | |
| 42 | Vanguard BD Index FDS TOTAL BND MRKT | $55.2M | 749.7K | 0.4% | ▲+3.0% Added · +22K sh | |
| 43 | Ishares TR NATIONAL MUN ETF | $54.4M | 512.5K | 0.4% | ▼−16% Reduced · −97K sh | |
| 44 | Ishares TR MSCI EAFE ETF | $53.9M | 555.3K | 0.4% | ▲+1.4% Added · +8K sh | |
| 45 | Proshares TR S&P 500 DV ARIST | $49.3M | 464.9K | 0.4% | ▼−2.3% Reduced · −11K sh | |
| 46 | Amazon Com Inc COM | $45.7M | 219.4K | 0.4% | ▼−14% Reduced · −35K sh | |
| 47 | Putnam ETF Trust FOCUSED LAR CAP | $45.2M | 975.1K | 0.4% | ▲+17% Added · +145K sh | |
| 48 | Vanguard Index FDS SM CP VAL ETF | $44.6M | 205.3K | 0.4% | ▲+3.7% Added · +7K sh | |
| 49 | Schwab Strategic TR EMRG MKTEQ ETF | $41.4M | 1.26M | 0.3% | ▲+25% Added · +248K sh | |
| 50 | Ishares TR RUSEL 2500 ETF | $41.3M | 540.3K | 0.3% | ▲+6.5% Added · +33K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 932 | $12.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 1,032 | $12.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 3,187 | $19.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 971 | $17.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 921 | $16.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 792 | $10.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 756 | $9.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 663 | $7.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 641 | $7.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 7, 2024 | 644 | $7.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 594 | $6.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 1, 2023 | 559 | $6.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 534 | $5.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 582 | $5.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 512 | $4.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 9, 2022 | 497 | $4.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 9, 2022 | 428 | $4.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 534 | $4.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 579 | $4.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 366 | $3.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 703 | $4.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 580 | $3.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 329 | $1.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 282 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.