HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
1,474,005 | +70,781 | $558,869 |
| IVV | 1,474,005 | +70,781 | $558,869 |
| SCHWAB STRATEGIC TR |
5,736,415 | +234,446 | $410,899 |
| SCHD | 5,736,415 | +234,446 | $410,899 |
| VANGUARD INDEX FDS (VOO) |
1,048,751 | +6,613 | $363,817 |
| VOO | 1,048,751 | +6,613 | $363,817 |
| ISHARES TR (IJH) |
1,250,550 | +491,552 | $282,912 |
| IJH | 1,250,550 | +491,552 | $282,912 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
6,438,818 | +270,376 | $262,704 |
| VEA | 6,438,818 | +270,376 | $262,704 |
| SPDR S&P 500 ETF TR (SPY) |
592,659 | +206,284 | $223,590 |
| SPY | 592,659 | +206,284 | $223,590 |
| VANGUARD INDEX FDS (VTI) |
756,488 | -74,394 | $142,689 |
| VTI | 756,488 | -74,394 | $142,689 |
| SCHWAB STRATEGIC TR |
4,400,138 | +254,069 | $138,384 |
| SCHF | 4,400,138 | +254,069 | $138,384 |
| ISHARES TR (IJR) |
1,342,659 | +6,545 | $124,075 |
| IJR | 1,342,659 | +6,545 | $124,075 |
| VANGUARD STAR FDS (VXUS) |
2,119,394 | -18,660 | $109,382 |
| VXUS | 2,119,394 | -18,660 | $109,382 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
2,331,650 | +366,454 | $97,113 |
| VWO | 2,331,650 | +366,454 | $97,113 |
| VANGUARD INDEX FDS (VO) |
475,951 | +21,428 | $93,748 |
| VO | 475,951 | +21,428 | $93,748 |
| ISHARES INC (ACWV) |
976,010 | +976,010 | $92,233 |
| ACWV | 976,010 | +976,010 | $92,233 |
| ISHARES TR (MUB) |
723,790 | +392,629 | $76,982 |
| MUB | 723,790 | +392,629 | $76,982 |
| VANGUARD INDEX FDS (VXF) |
541,355 | -7,105 | $70,972 |
| VXF | 541,355 | -7,105 | $70,972 |
| ISHARES TR (IEFA) |
860,953 | +826,416 | $50,667 |
| IEFA | 860,953 | +826,416 | $50,667 |
| FIRST TR EXCHANGE TRADED FD (EMLP) |
1,937,894 | +365,950 | $49,881 |
| EMLP | 1,937,894 | +365,950 | $49,881 |
| VANGUARD INDEX FDS (VB) |
276,661 | +9,165 | $48,723 |
| VB | 276,661 | +9,165 | $48,723 |
| VANGUARD INDEX FDS (VV) |
254,550 | +101,032 | $43,872 |
| VV | 254,550 | +101,032 | $43,872 |
| SCHWAB STRATEGIC TR |
970,076 | +298,296 | $43,324 |
| SCHX | 970,076 | +298,296 | $43,324 |
| APPLE INC |
299,829 | +89,865 | $40,993 |
| AAPL | 299,829 | +89,865 | $40,993 |
| ISHARES TR (IXUS) |
707,152 | +242,607 | $40,329 |
| IXUS | 707,152 | +242,607 | $40,329 |
| CME GROUP INC |
195,980 | +101,020 | $40,117 |
| CME | 195,980 | +101,020 | $40,117 |
| INVESCO EXCH TRADED FD TR II (BAB) |
1,440,758 | -36,201 | $39,938 |
| BAB | 1,440,758 | -36,201 | $39,938 |
| SPDR SER TR (SPLG) |
893,556 | +893,556 | $39,620 |
| SPLG | 893,556 | +893,556 | $39,620 |
| PROSHARES TR (NOBL) |
441,920 | +438,693 | $37,722 |
| NOBL | 441,920 | +438,693 | $37,722 |
| ISHARES TR (EFA) |
600,494 | +517,272 | $37,525 |
| EFA | 600,494 | +517,272 | $37,525 |
| WISDOMTREE TR |
1,069,644 | +1,069,644 | $36,978 |
| DTH | 1,069,644 | +1,069,644 | $36,978 |
| VANGUARD MUN BD FDS (VTEB) |
621,656 | +446,762 | $31,033 |
| VTEB | 621,656 | +446,762 | $31,033 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
605,891 | +73,107 | $30,270 |
| VEU | 605,891 | +73,107 | $30,270 |
| ISHARES TR (IGF) |
643,832 | +96,813 | $30,099 |
| IGF | 643,832 | +96,813 | $30,099 |
| ISHARES TR (IUSB) |
605,534 | +102,589 | $28,351 |
| IUSB | 605,534 | +102,589 | $28,351 |
| J P MORGAN EXCHANGE TRADED F (JPIN) |
566,435 | +566,435 | $27,648 |
| JPIN | 566,435 | +566,435 | $27,648 |
| VANGUARD INTL EQUITY INDEX F (VT) |
306,442 | +306,442 | $26,152 |
| VT | 306,442 | +306,442 | $26,152 |
| ISHARES TR (IWF) |
109,966 | +3,374 | $24,050 |
| IWF | 109,966 | +3,374 | $24,050 |
| ISHARES INC (IEMG) |
456,074 | -5,951 | $22,375 |
| IEMG | 456,074 | -5,951 | $22,375 |
| ISHARES TR (GOVT) |
935,456 | -345,034 | $22,357 |
| GOVT | 935,456 | -345,034 | $22,357 |
| MICROSOFT CORP |
86,001 | +26,739 | $22,088 |
| MSFT | 86,001 | +26,739 | $22,088 |
| ACCENTURE PLC IRELAND |
75,310 | +1,385 | $20,910 |
| ACN | 75,310 | +1,385 | $20,910 |
| FLEXSHARES TR (IQDF) |
1,019,733 | +1,019,733 | $20,833 |
| IQDF | 1,019,733 | +1,019,733 | $20,833 |
| ISHARES TR (AGG) |
191,854 | -80,470 | $19,508 |
| AGG | 191,854 | -80,470 | $19,508 |
| ISHARES TR (IWM) |
110,035 | +11,926 | $18,636 |
| IWM | 110,035 | +11,926 | $18,636 |
| VANGUARD INDEX FDS (VUG) |
83,215 | +18,389 | $18,548 |
| VUG | 83,215 | +18,389 | $18,548 |
| VANGUARD INDEX FDS (VNQ) |
195,247 | +11,345 | $17,789 |
| VNQ | 195,247 | +11,345 | $17,789 |
| VANGUARD BD INDEX FDS (BND) |
232,522 | -69,425 | $17,500 |
| BND | 232,522 | -69,425 | $17,500 |
| VANGUARD INDEX FDS (VTV) |
131,438 | +51,865 | $17,334 |
| VTV | 131,438 | +51,865 | $17,334 |
| SPDR SER TR (SDY) |
140,217 | -7,155 | $16,642 |
| SDY | 140,217 | -7,155 | $16,642 |
| AMAZON COM INC |
147,519 | +142,474 | $15,668 |
| AMZN | 147,519 | +142,474 | $15,668 |
| SCHWAB STRATEGIC TR |
613,260 | +213,767 | $15,565 |
| SCHE | 613,260 | +213,767 | $15,565 |
| VANGUARD MALVERN FDS (VTIP) |
291,588 | +107,038 | $14,614 |
| VTIP | 291,588 | +107,038 | $14,614 |
See Full List: All Stocks Held By Wealthspire Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Wealthspire Advisors LLC
|
Size ($ in 1000's)
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 |
