
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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1,932,162 | +97,835 | $861,184 |
IVV | 1,932,162 | +97,835 | $861,184 |
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1,086,171 | -7,197 | $442,405 |
VOO | 1,086,171 | -7,197 | $442,405 |
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5,654,139 | -385,030 | $410,604 |
SCHD | 5,654,139 | -385,030 | $410,604 |
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7,981,888 | +149,004 | $368,604 |
VEA | 7,981,888 | +149,004 | $368,604 |
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1,339,508 | +22,682 | $350,254 |
IJH | 1,339,508 | +22,682 | $350,254 |
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575,375 | +12,761 | $255,062 |
SPY | 575,375 | +12,761 | $255,062 |
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3,581,308 | +258,989 | $200,840 |
VXUS | 3,581,308 | +258,989 | $200,840 |
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5,020,895 | -15,759 | $178,995 |
SCHF | 5,020,895 | -15,759 | $178,995 |
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777,783 | +70,705 | $171,330 |
VTI | 777,783 | +70,705 | $171,330 |
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1,525,573 | +44,155 | $152,023 |
IJR | 1,525,573 | +44,155 | $152,023 |
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557,071 | +128 | $122,645 |
VO | 557,071 | +128 | $122,645 |
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2,745,208 | +67,477 | $111,675 |
VWO | 2,745,208 | +67,477 | $111,675 |
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479,189 | -5,303 | $97,141 |
VV | 479,189 | -5,303 | $97,141 |
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630,533 | +20,378 | $93,845 |
VXF | 630,533 | +20,378 | $93,845 |
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284,264 | +15,204 | $80,435 |
VUG | 284,264 | +15,204 | $80,435 |
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1,577,150 | +8,424 | $77,738 |
IEMG | 1,577,150 | +8,424 | $77,738 |
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2,579,022 | +236,042 | $68,473 |
BAB | 2,579,022 | +236,042 | $68,473 |
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336,102 | -2,430 | $66,847 |
VB | 336,102 | -2,430 | $66,847 |
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1,246,884 | +183,369 | $65,299 |
SCHX | 1,246,884 | +183,369 | $65,299 |
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685,260 | -27,186 | $64,606 |
NOBL | 685,260 | -27,186 | $64,606 |
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304,652 | +6,410 | $59,093 |
AAPL | 304,652 | +6,410 | $59,093 |
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839,777 | -15,759 | $56,685 |
IEFA | 839,777 | -15,759 | $56,685 |
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884,117 | +3,023 | $55,363 |
IXUS | 884,117 | +3,023 | $55,363 |
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1,061,433 | +28,635 | $53,783 |
TFLO | 1,061,433 | +28,635 | $53,783 |
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1,885,914 | -49,604 | $50,920 |
EMLP | 1,885,914 | -49,604 | $50,920 |
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472,043 | -14,342 | $50,381 |
MUB | 472,043 | -14,342 | $50,381 |
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899,000 | -11,834 | $46,847 |
SPLG | 899,000 | -11,834 | $46,847 |
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305,795 | -8,251 | $43,453 |
VTV | 305,795 | -8,251 | $43,453 |
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405,089 | -452,808 | $39,721 |
ACWV | 405,089 | -452,808 | $39,721 |
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112,810 | +5,402 | $38,416 |
MSFT | 112,810 | +5,402 | $38,416 |
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528,725 | +1,128 | $38,333 |
EFA | 528,725 | +1,128 | $38,333 |
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650,227 | +31,783 | $35,379 |
VEU | 650,227 | +31,783 | $35,379 |
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770,119 | +2,038 | $35,017 |
IUSB | 770,119 | +2,038 | $35,017 |
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188,414 | -5,616 | $34,911 |
CME | 188,414 | -5,616 | $34,911 |
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121,277 | +12,573 | $33,373 |
IWF | 121,277 | +12,573 | $33,373 |
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881,786 | -42,167 | $32,573 |
DTH | 881,786 | -42,167 | $32,573 |
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290,354 | -23,165 | $28,159 |
VT | 290,354 | -23,165 | $28,159 |
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540,691 | +7,083 | $27,153 |
VTEB | 540,691 | +7,083 | $27,153 |
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1,110,205 | +53,413 | $24,613 |
IQDF | 1,110,205 | +53,413 | $24,613 |
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507,843 | -32,676 | $23,843 |
IGF | 507,843 | -32,676 | $23,843 |
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75,772 | +1,316 | $23,382 |
ACN | 75,772 | +1,316 | $23,382 |
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233,595 | +14,933 | $22,881 |
AGG | 233,595 | +14,933 | $22,881 |
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118,449 | -1,698 | $22,182 |
IWM | 118,449 | -1,698 | $22,182 |
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374,305 | +11,452 | $21,511 |
SMMD | 374,305 | +11,452 | $21,511 |
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173,686 | -39,633 | $21,011 |
GOOG | 173,686 | -39,633 | $21,011 |
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792,666 | -2,088 | $19,523 |
SCHE | 792,666 | -2,088 | $19,523 |
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220,778 | -5,110 | $18,451 |
VNQ | 220,778 | -5,110 | $18,451 |
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235,066 | -10,815 | $17,087 |
BND | 235,066 | -10,815 | $17,087 |
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129,822 | +2,884 | $16,924 |
AMZN | 129,822 | +2,884 | $16,924 |
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131,590 | -16,115 | $16,130 |
SDY | 131,590 | -16,115 | $16,130 |
See Full List: All Stocks Held By Wealthspire Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthspire Advisors LLC
![]() At 06/30/2023: $6,118,564 At 03/31/2023: $5,826,526 Wealthspire Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealthspire Advisors LLC 13F filings. Link to 13F filings: SEC filings |