
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
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1,474,005 | +70,781 | $558,869 |
IVV | 1,474,005 | +70,781 | $558,869 |
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5,736,415 | +234,446 | $410,899 |
SCHD | 5,736,415 | +234,446 | $410,899 |
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1,048,751 | +6,613 | $363,817 |
VOO | 1,048,751 | +6,613 | $363,817 |
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1,250,550 | +491,552 | $282,912 |
IJH | 1,250,550 | +491,552 | $282,912 |
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6,438,818 | +270,376 | $262,704 |
VEA | 6,438,818 | +270,376 | $262,704 |
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592,659 | +206,284 | $223,590 |
SPY | 592,659 | +206,284 | $223,590 |
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756,488 | -74,394 | $142,689 |
VTI | 756,488 | -74,394 | $142,689 |
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4,400,138 | +254,069 | $138,384 |
SCHF | 4,400,138 | +254,069 | $138,384 |
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1,342,659 | +6,545 | $124,075 |
IJR | 1,342,659 | +6,545 | $124,075 |
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2,119,394 | -18,660 | $109,382 |
VXUS | 2,119,394 | -18,660 | $109,382 |
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2,331,650 | +366,454 | $97,113 |
VWO | 2,331,650 | +366,454 | $97,113 |
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475,951 | +21,428 | $93,748 |
VO | 475,951 | +21,428 | $93,748 |
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976,010 | +976,010 | $92,233 |
ACWV | 976,010 | +976,010 | $92,233 |
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723,790 | +392,629 | $76,982 |
MUB | 723,790 | +392,629 | $76,982 |
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541,355 | -7,105 | $70,972 |
VXF | 541,355 | -7,105 | $70,972 |
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860,953 | +826,416 | $50,667 |
IEFA | 860,953 | +826,416 | $50,667 |
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1,937,894 | +365,950 | $49,881 |
EMLP | 1,937,894 | +365,950 | $49,881 |
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276,661 | +9,165 | $48,723 |
VB | 276,661 | +9,165 | $48,723 |
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254,550 | +101,032 | $43,872 |
VV | 254,550 | +101,032 | $43,872 |
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970,076 | +298,296 | $43,324 |
SCHX | 970,076 | +298,296 | $43,324 |
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299,829 | +89,865 | $40,993 |
AAPL | 299,829 | +89,865 | $40,993 |
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707,152 | +242,607 | $40,329 |
IXUS | 707,152 | +242,607 | $40,329 |
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195,980 | +101,020 | $40,117 |
CME | 195,980 | +101,020 | $40,117 |
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1,440,758 | -36,201 | $39,938 |
BAB | 1,440,758 | -36,201 | $39,938 |
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893,556 | +893,556 | $39,620 |
SPLG | 893,556 | +893,556 | $39,620 |
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441,920 | +438,693 | $37,722 |
NOBL | 441,920 | +438,693 | $37,722 |
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600,494 | +517,272 | $37,525 |
EFA | 600,494 | +517,272 | $37,525 |
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1,069,644 | +1,069,644 | $36,978 |
DTH | 1,069,644 | +1,069,644 | $36,978 |
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621,656 | +446,762 | $31,033 |
VTEB | 621,656 | +446,762 | $31,033 |
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605,891 | +73,107 | $30,270 |
VEU | 605,891 | +73,107 | $30,270 |
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643,832 | +96,813 | $30,099 |
IGF | 643,832 | +96,813 | $30,099 |
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605,534 | +102,589 | $28,351 |
IUSB | 605,534 | +102,589 | $28,351 |
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566,435 | +566,435 | $27,648 |
JPIN | 566,435 | +566,435 | $27,648 |
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306,442 | +306,442 | $26,152 |
VT | 306,442 | +306,442 | $26,152 |
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109,966 | +3,374 | $24,050 |
IWF | 109,966 | +3,374 | $24,050 |
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456,074 | -5,951 | $22,375 |
IEMG | 456,074 | -5,951 | $22,375 |
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935,456 | -345,034 | $22,357 |
GOVT | 935,456 | -345,034 | $22,357 |
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86,001 | +26,739 | $22,088 |
MSFT | 86,001 | +26,739 | $22,088 |
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75,310 | +1,385 | $20,910 |
ACN | 75,310 | +1,385 | $20,910 |
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1,019,733 | +1,019,733 | $20,833 |
IQDF | 1,019,733 | +1,019,733 | $20,833 |
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191,854 | -80,470 | $19,508 |
AGG | 191,854 | -80,470 | $19,508 |
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110,035 | +11,926 | $18,636 |
IWM | 110,035 | +11,926 | $18,636 |
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83,215 | +18,389 | $18,548 |
VUG | 83,215 | +18,389 | $18,548 |
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195,247 | +11,345 | $17,789 |
VNQ | 195,247 | +11,345 | $17,789 |
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232,522 | -69,425 | $17,500 |
BND | 232,522 | -69,425 | $17,500 |
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131,438 | +51,865 | $17,334 |
VTV | 131,438 | +51,865 | $17,334 |
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140,217 | -7,155 | $16,642 |
SDY | 140,217 | -7,155 | $16,642 |
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147,519 | +142,474 | $15,668 |
AMZN | 147,519 | +142,474 | $15,668 |
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613,260 | +213,767 | $15,565 |
SCHE | 613,260 | +213,767 | $15,565 |
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291,588 | +107,038 | $14,614 |
VTIP | 291,588 | +107,038 | $14,614 |
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 06/30/2022: $4,783,363 At 03/31/2022: $4,445,684 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 |