HoldingsChannel.com
Wealthspire Advisors LLC Top Holdings
As of  06/30/2023, below is a summary of the Wealthspire Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Wealthspire Advisors LLC. In the Wealthspire Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealthspire Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Wealthspire Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 1,932,162 +97,835 $861,184
     IVV1,932,162+97,835$861,184
VANGUARD INDEX FDS (VOO) 1,086,171 -7,197 $442,405
     VOO1,086,171-7,197$442,405
SCHWAB STRATEGIC TR 5,654,139 -385,030 $410,604
     SCHD5,654,139-385,030$410,604
VANGUARD TAX MANAGED FDS (VEA) 7,981,888 +149,004 $368,604
     VEA7,981,888+149,004$368,604
ISHARES TR (IJH) 1,339,508 +22,682 $350,254
     IJH1,339,508+22,682$350,254
SPDR S&P 500 ETF TR (SPY) 575,375 +12,761 $255,062
     SPY575,375+12,761$255,062
VANGUARD STAR FDS (VXUS) 3,581,308 +258,989 $200,840
     VXUS3,581,308+258,989$200,840
SCHWAB STRATEGIC TR 5,020,895 -15,759 $178,995
     SCHF5,020,895-15,759$178,995
VANGUARD INDEX FDS (VTI) 777,783 +70,705 $171,330
     VTI777,783+70,705$171,330
ISHARES TR (IJR) 1,525,573 +44,155 $152,023
     IJR1,525,573+44,155$152,023
VANGUARD INDEX FDS (VO) 557,071 +128 $122,645
     VO557,071+128$122,645
VANGUARD INTL EQUITY INDEX F (VWO) 2,745,208 +67,477 $111,675
     VWO2,745,208+67,477$111,675
VANGUARD INDEX FDS (VV) 479,189 -5,303 $97,141
     VV479,189-5,303$97,141
VANGUARD INDEX FDS (VXF) 630,533 +20,378 $93,845
     VXF630,533+20,378$93,845
VANGUARD INDEX FDS (VUG) 284,264 +15,204 $80,435
     VUG284,264+15,204$80,435
ISHARES INC (IEMG) 1,577,150 +8,424 $77,738
     IEMG1,577,150+8,424$77,738
INVESCO EXCH TRADED FD TR II (BAB) 2,579,022 +236,042 $68,473
     BAB2,579,022+236,042$68,473
VANGUARD INDEX FDS (VB) 336,102 -2,430 $66,847
     VB336,102-2,430$66,847
SCHWAB STRATEGIC TR 1,246,884 +183,369 $65,299
     SCHX1,246,884+183,369$65,299
PROSHARES TR (NOBL) 685,260 -27,186 $64,606
     NOBL685,260-27,186$64,606
APPLE INC 304,652 +6,410 $59,093
     AAPL304,652+6,410$59,093
ISHARES TR (IEFA) 839,777 -15,759 $56,685
     IEFA839,777-15,759$56,685
ISHARES TR (IXUS) 884,117 +3,023 $55,363
     IXUS884,117+3,023$55,363
ISHARES TR (TFLO) 1,061,433 +28,635 $53,783
     TFLO1,061,433+28,635$53,783
FIRST TR EXCHANGE TRADED FD (EMLP) 1,885,914 -49,604 $50,920
     EMLP1,885,914-49,604$50,920
ISHARES TR (MUB) 472,043 -14,342 $50,381
     MUB472,043-14,342$50,381
SPDR SER TR (SPLG) 899,000 -11,834 $46,847
     SPLG899,000-11,834$46,847
VANGUARD INDEX FDS (VTV) 305,795 -8,251 $43,453
     VTV305,795-8,251$43,453
ISHARES INC (ACWV) 405,089 -452,808 $39,721
     ACWV405,089-452,808$39,721
MICROSOFT CORP 112,810 +5,402 $38,416
     MSFT112,810+5,402$38,416
ISHARES TR (EFA) 528,725 +1,128 $38,333
     EFA528,725+1,128$38,333
VANGUARD INTL EQUITY INDEX F (VEU) 650,227 +31,783 $35,379
     VEU650,227+31,783$35,379
ISHARES TR (IUSB) 770,119 +2,038 $35,017
     IUSB770,119+2,038$35,017
CME GROUP INC 188,414 -5,616 $34,911
     CME188,414-5,616$34,911
ISHARES TR (IWF) 121,277 +12,573 $33,373
     IWF121,277+12,573$33,373
WISDOMTREE TR 881,786 -42,167 $32,573
     DTH881,786-42,167$32,573
VANGUARD INTL EQUITY INDEX F (VT) 290,354 -23,165 $28,159
     VT290,354-23,165$28,159
VANGUARD MUN BD FDS (VTEB) 540,691 +7,083 $27,153
     VTEB540,691+7,083$27,153
FLEXSHARES TR (IQDF) 1,110,205 +53,413 $24,613
     IQDF1,110,205+53,413$24,613
ISHARES TR (IGF) 507,843 -32,676 $23,843
     IGF507,843-32,676$23,843
ACCENTURE PLC IRELAND 75,772 +1,316 $23,382
     ACN75,772+1,316$23,382
ISHARES TR (AGG) 233,595 +14,933 $22,881
     AGG233,595+14,933$22,881
ISHARES TR (IWM) 118,449 -1,698 $22,182
     IWM118,449-1,698$22,182
ISHARES TR (SMMD) 374,305 +11,452 $21,511
     SMMD374,305+11,452$21,511
ALPHABET INC 173,686 -39,633 $21,011
     GOOG173,686-39,633$21,011
SCHWAB STRATEGIC TR 792,666 -2,088 $19,523
     SCHE792,666-2,088$19,523
VANGUARD INDEX FDS (VNQ) 220,778 -5,110 $18,451
     VNQ220,778-5,110$18,451
VANGUARD BD INDEX FDS (BND) 235,066 -10,815 $17,087
     BND235,066-10,815$17,087
AMAZON COM INC 129,822 +2,884 $16,924
     AMZN129,822+2,884$16,924
SPDR SER TR (SDY) 131,590 -16,115 $16,130
     SDY131,590-16,115$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

Size ($ in 1000's)
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

Sontag Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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