HoldingsChannel.com
Wealthspire Advisors LLC Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 1,474,005 +70,781 $558,869
     IVV1,474,005+70,781$558,869
SCHWAB STRATEGIC TR 5,736,415 +234,446 $410,899
     SCHD5,736,415+234,446$410,899
VANGUARD INDEX FDS (VOO) 1,048,751 +6,613 $363,817
     VOO1,048,751+6,613$363,817
ISHARES TR (IJH) 1,250,550 +491,552 $282,912
     IJH1,250,550+491,552$282,912
VANGUARD TAX MANAGED INTL FD (VEA) 6,438,818 +270,376 $262,704
     VEA6,438,818+270,376$262,704
SPDR S&P 500 ETF TR (SPY) 592,659 +206,284 $223,590
     SPY592,659+206,284$223,590
VANGUARD INDEX FDS (VTI) 756,488 -74,394 $142,689
     VTI756,488-74,394$142,689
SCHWAB STRATEGIC TR 4,400,138 +254,069 $138,384
     SCHF4,400,138+254,069$138,384
ISHARES TR (IJR) 1,342,659 +6,545 $124,075
     IJR1,342,659+6,545$124,075
VANGUARD STAR FDS (VXUS) 2,119,394 -18,660 $109,382
     VXUS2,119,394-18,660$109,382
VANGUARD INTL EQUITY INDEX F (VWO) 2,331,650 +366,454 $97,113
     VWO2,331,650+366,454$97,113
VANGUARD INDEX FDS (VO) 475,951 +21,428 $93,748
     VO475,951+21,428$93,748
ISHARES INC (ACWV) 976,010 +976,010 $92,233
     ACWV976,010+976,010$92,233
ISHARES TR (MUB) 723,790 +392,629 $76,982
     MUB723,790+392,629$76,982
VANGUARD INDEX FDS (VXF) 541,355 -7,105 $70,972
     VXF541,355-7,105$70,972
ISHARES TR (IEFA) 860,953 +826,416 $50,667
     IEFA860,953+826,416$50,667
FIRST TR EXCHANGE TRADED FD (EMLP) 1,937,894 +365,950 $49,881
     EMLP1,937,894+365,950$49,881
VANGUARD INDEX FDS (VB) 276,661 +9,165 $48,723
     VB276,661+9,165$48,723
VANGUARD INDEX FDS (VV) 254,550 +101,032 $43,872
     VV254,550+101,032$43,872
SCHWAB STRATEGIC TR 970,076 +298,296 $43,324
     SCHX970,076+298,296$43,324
APPLE INC 299,829 +89,865 $40,993
     AAPL299,829+89,865$40,993
ISHARES TR (IXUS) 707,152 +242,607 $40,329
     IXUS707,152+242,607$40,329
CME GROUP INC 195,980 +101,020 $40,117
     CME195,980+101,020$40,117
INVESCO EXCH TRADED FD TR II (BAB) 1,440,758 -36,201 $39,938
     BAB1,440,758-36,201$39,938
SPDR SER TR (SPLG) 893,556 +893,556 $39,620
     SPLG893,556+893,556$39,620
PROSHARES TR (NOBL) 441,920 +438,693 $37,722
     NOBL441,920+438,693$37,722
ISHARES TR (EFA) 600,494 +517,272 $37,525
     EFA600,494+517,272$37,525
WISDOMTREE TR 1,069,644 +1,069,644 $36,978
     DTH1,069,644+1,069,644$36,978
VANGUARD MUN BD FDS (VTEB) 621,656 +446,762 $31,033
     VTEB621,656+446,762$31,033
VANGUARD INTL EQUITY INDEX F (VEU) 605,891 +73,107 $30,270
     VEU605,891+73,107$30,270
ISHARES TR (IGF) 643,832 +96,813 $30,099
     IGF643,832+96,813$30,099
ISHARES TR (IUSB) 605,534 +102,589 $28,351
     IUSB605,534+102,589$28,351
J P MORGAN EXCHANGE TRADED F (JPIN) 566,435 +566,435 $27,648
     JPIN566,435+566,435$27,648
VANGUARD INTL EQUITY INDEX F (VT) 306,442 +306,442 $26,152
     VT306,442+306,442$26,152
ISHARES TR (IWF) 109,966 +3,374 $24,050
     IWF109,966+3,374$24,050
ISHARES INC (IEMG) 456,074 -5,951 $22,375
     IEMG456,074-5,951$22,375
ISHARES TR (GOVT) 935,456 -345,034 $22,357
     GOVT935,456-345,034$22,357
MICROSOFT CORP 86,001 +26,739 $22,088
     MSFT86,001+26,739$22,088
ACCENTURE PLC IRELAND 75,310 +1,385 $20,910
     ACN75,310+1,385$20,910
FLEXSHARES TR (IQDF) 1,019,733 +1,019,733 $20,833
     IQDF1,019,733+1,019,733$20,833
ISHARES TR (AGG) 191,854 -80,470 $19,508
     AGG191,854-80,470$19,508
ISHARES TR (IWM) 110,035 +11,926 $18,636
     IWM110,035+11,926$18,636
VANGUARD INDEX FDS (VUG) 83,215 +18,389 $18,548
     VUG83,215+18,389$18,548
VANGUARD INDEX FDS (VNQ) 195,247 +11,345 $17,789
     VNQ195,247+11,345$17,789
VANGUARD BD INDEX FDS (BND) 232,522 -69,425 $17,500
     BND232,522-69,425$17,500
VANGUARD INDEX FDS (VTV) 131,438 +51,865 $17,334
     VTV131,438+51,865$17,334
SPDR SER TR (SDY) 140,217 -7,155 $16,642
     SDY140,217-7,155$16,642
AMAZON COM INC 147,519 +142,474 $15,668
     AMZN147,519+142,474$15,668
SCHWAB STRATEGIC TR 613,260 +213,767 $15,565
     SCHE613,260+213,767$15,565
VANGUARD MALVERN FDS (VTIP) 291,588 +107,038 $14,614
     VTIP291,588+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

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

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