HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,932,162 | +97,835 | $861,184 |
| IVV | 1,932,162 | +97,835 | $861,184 |
| VANGUARD INDEX FDS (VOO) |
1,086,171 | -7,197 | $442,405 |
| VOO | 1,086,171 | -7,197 | $442,405 |
| SCHWAB STRATEGIC TR |
5,654,139 | -385,030 | $410,604 |
| SCHD | 5,654,139 | -385,030 | $410,604 |
| VANGUARD TAX MANAGED FDS (VEA) |
7,981,888 | +149,004 | $368,604 |
| VEA | 7,981,888 | +149,004 | $368,604 |
| ISHARES TR (IJH) |
1,339,508 | +22,682 | $350,254 |
| IJH | 1,339,508 | +22,682 | $350,254 |
| SPDR S&P 500 ETF TR (SPY) |
575,375 | +12,761 | $255,062 |
| SPY | 575,375 | +12,761 | $255,062 |
| VANGUARD STAR FDS (VXUS) |
3,581,308 | +258,989 | $200,840 |
| VXUS | 3,581,308 | +258,989 | $200,840 |
| SCHWAB STRATEGIC TR |
5,020,895 | -15,759 | $178,995 |
| SCHF | 5,020,895 | -15,759 | $178,995 |
| VANGUARD INDEX FDS (VTI) |
777,783 | +70,705 | $171,330 |
| VTI | 777,783 | +70,705 | $171,330 |
| ISHARES TR (IJR) |
1,525,573 | +44,155 | $152,023 |
| IJR | 1,525,573 | +44,155 | $152,023 |
| VANGUARD INDEX FDS (VO) |
557,071 | +128 | $122,645 |
| VO | 557,071 | +128 | $122,645 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
2,745,208 | +67,477 | $111,675 |
| VWO | 2,745,208 | +67,477 | $111,675 |
| VANGUARD INDEX FDS (VV) |
479,189 | -5,303 | $97,141 |
| VV | 479,189 | -5,303 | $97,141 |
| VANGUARD INDEX FDS (VXF) |
630,533 | +20,378 | $93,845 |
| VXF | 630,533 | +20,378 | $93,845 |
| VANGUARD INDEX FDS (VUG) |
284,264 | +15,204 | $80,435 |
| VUG | 284,264 | +15,204 | $80,435 |
| ISHARES INC (IEMG) |
1,577,150 | +8,424 | $77,738 |
| IEMG | 1,577,150 | +8,424 | $77,738 |
| INVESCO EXCH TRADED FD TR II (BAB) |
2,579,022 | +236,042 | $68,473 |
| BAB | 2,579,022 | +236,042 | $68,473 |
| VANGUARD INDEX FDS (VB) |
336,102 | -2,430 | $66,847 |
| VB | 336,102 | -2,430 | $66,847 |
| SCHWAB STRATEGIC TR |
1,246,884 | +183,369 | $65,299 |
| SCHX | 1,246,884 | +183,369 | $65,299 |
| PROSHARES TR (NOBL) |
685,260 | -27,186 | $64,606 |
| NOBL | 685,260 | -27,186 | $64,606 |
| APPLE INC |
304,652 | +6,410 | $59,093 |
| AAPL | 304,652 | +6,410 | $59,093 |
| ISHARES TR (IEFA) |
839,777 | -15,759 | $56,685 |
| IEFA | 839,777 | -15,759 | $56,685 |
| ISHARES TR (IXUS) |
884,117 | +3,023 | $55,363 |
| IXUS | 884,117 | +3,023 | $55,363 |
| ISHARES TR (TFLO) |
1,061,433 | +28,635 | $53,783 |
| TFLO | 1,061,433 | +28,635 | $53,783 |
| FIRST TR EXCHANGE TRADED FD (EMLP) |
1,885,914 | -49,604 | $50,920 |
| EMLP | 1,885,914 | -49,604 | $50,920 |
| ISHARES TR (MUB) |
472,043 | -14,342 | $50,381 |
| MUB | 472,043 | -14,342 | $50,381 |
| SPDR SER TR (SPLG) |
899,000 | -11,834 | $46,847 |
| SPLG | 899,000 | -11,834 | $46,847 |
| VANGUARD INDEX FDS (VTV) |
305,795 | -8,251 | $43,453 |
| VTV | 305,795 | -8,251 | $43,453 |
| ISHARES INC (ACWV) |
405,089 | -452,808 | $39,721 |
| ACWV | 405,089 | -452,808 | $39,721 |
| MICROSOFT CORP |
112,810 | +5,402 | $38,416 |
| MSFT | 112,810 | +5,402 | $38,416 |
| ISHARES TR (EFA) |
528,725 | +1,128 | $38,333 |
| EFA | 528,725 | +1,128 | $38,333 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
650,227 | +31,783 | $35,379 |
| VEU | 650,227 | +31,783 | $35,379 |
| ISHARES TR (IUSB) |
770,119 | +2,038 | $35,017 |
| IUSB | 770,119 | +2,038 | $35,017 |
| CME GROUP INC |
188,414 | -5,616 | $34,911 |
| CME | 188,414 | -5,616 | $34,911 |
| ISHARES TR (IWF) |
121,277 | +12,573 | $33,373 |
| IWF | 121,277 | +12,573 | $33,373 |
| WISDOMTREE TR |
881,786 | -42,167 | $32,573 |
| DTH | 881,786 | -42,167 | $32,573 |
| VANGUARD INTL EQUITY INDEX F (VT) |
290,354 | -23,165 | $28,159 |
| VT | 290,354 | -23,165 | $28,159 |
| VANGUARD MUN BD FDS (VTEB) |
540,691 | +7,083 | $27,153 |
| VTEB | 540,691 | +7,083 | $27,153 |
| FLEXSHARES TR (IQDF) |
1,110,205 | +53,413 | $24,613 |
| IQDF | 1,110,205 | +53,413 | $24,613 |
| ISHARES TR (IGF) |
507,843 | -32,676 | $23,843 |
| IGF | 507,843 | -32,676 | $23,843 |
| ACCENTURE PLC IRELAND |
75,772 | +1,316 | $23,382 |
| ACN | 75,772 | +1,316 | $23,382 |
| ISHARES TR (AGG) |
233,595 | +14,933 | $22,881 |
| AGG | 233,595 | +14,933 | $22,881 |
| ISHARES TR (IWM) |
118,449 | -1,698 | $22,182 |
| IWM | 118,449 | -1,698 | $22,182 |
| ISHARES TR (SMMD) |
374,305 | +11,452 | $21,511 |
| SMMD | 374,305 | +11,452 | $21,511 |
| ALPHABET INC |
173,686 | -39,633 | $21,011 |
| GOOG | 173,686 | -39,633 | $21,011 |
| SCHWAB STRATEGIC TR |
792,666 | -2,088 | $19,523 |
| SCHE | 792,666 | -2,088 | $19,523 |
| VANGUARD INDEX FDS (VNQ) |
220,778 | -5,110 | $18,451 |
| VNQ | 220,778 | -5,110 | $18,451 |
| VANGUARD BD INDEX FDS (BND) |
235,066 | -10,815 | $17,087 |
| BND | 235,066 | -10,815 | $17,087 |
| AMAZON COM INC |
129,822 | +2,884 | $16,924 |
| AMZN | 129,822 | +2,884 | $16,924 |
| SPDR SER TR (SDY) |
131,590 | -16,115 | $16,130 |
| SDY | 131,590 | -16,115 | $16,130 |
See Full List: All Stocks Held By Wealthspire Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthspire Advisors LLC
|
Size ($ 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 |
