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Wealthspire Advisors, LLC

13F for the quarter to June 30, 2026, filed August 11, 2026 · SEC CIK 1646247

Reported value
$18.2bn
13% in companies we cover
Positions we cover
578
Largest AON 1.3%
Copy, a year
+14.6%
S&P 500 +15.6%
Copy Sharpe ratio
0.72
S&P 500 0.73

How copying its 13F would have done

$10.0k$20.0k 20192020202120222023202420252026 $30.6k$28.6k
CopyS&P 500 $10,000 copying Wealthspire Advisors, LLC's filed holdings in companies we cover from February 15, 2019, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −28.6% (S&P 500 −31.8%); beta 0.91; alpha +0.2% a year (t = 0.11); last 12 months +11.2% against +12.1%.

Reported value by quarter

Wealthspire Advisors, LLC: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2T $4T $6T Reported value, 2018-12-31: $1B Reported value, 2019-03-31: $1.1B Reported value, 2019-06-30: $1.1B Reported value, 2019-09-30: $1.2B Reported value, 2019-12-31: $1.4B Reported value, 2020-03-31: $2.4B Reported value, 2020-06-30: $1.4B Reported value, 2020-09-30: $1.7B Reported value, 2020-12-31: $3.4B Reported value, 2021-03-31: $4.2B Reported value, 2021-06-30: $3.8B Reported value, 2021-09-30: $4.8B Reported value, 2021-12-31: $4.5B Reported value, 2022-03-31: $4.4B Reported value, 2022-06-30: $4.8B Reported value, 2022-09-30: $4.8B Reported value, 2022-12-31: $5.5T Reported value, 2023-03-31: $5.8B Reported value, 2023-06-30: $6.1B Reported value, 2023-09-30: $6.1B Reported value, 2023-12-31: $7B Reported value, 2024-03-31: $7.5B Reported value, 2024-06-30: $7.8B Reported value, 2024-09-30: $9.8B Reported value, 2024-12-31: $10.1B Reported value, 2025-03-31: $16.7B Reported value, 2025-06-30: $17.8B Reported value, 2025-09-30: $19.1B Reported value, 2025-12-31: $12.6B Reported value, 2026-03-31: $12.7B Reported value, 2026-06-30: $18.2B 2018-12-31 2020-06-30 2021-12-31 2023-06-30 2024-12-31 2026-06-30 $18.2B
View chart data
Period Reported value
2018-12-31 $1B
2019-03-31 $1.1B
2019-06-30 $1.1B
2019-09-30 $1.2B
2019-12-31 $1.4B
2020-03-31 $2.4B
2020-06-30 $1.4B
2020-09-30 $1.7B
2020-12-31 $3.4B
2021-03-31 $4.2B
2021-06-30 $3.8B
2021-09-30 $4.8B
2021-12-31 $4.5B
2022-03-31 $4.4B
2022-06-30 $4.8B
2022-09-30 $4.8B
2022-12-31 $5.5T
2023-03-31 $5.8B
2023-06-30 $6.1B
2023-09-30 $6.1B
2023-12-31 $7B
2024-03-31 $7.5B
2024-06-30 $7.8B
2024-09-30 $9.8B
2024-12-31 $10.1B
2025-03-31 $16.7B
2025-06-30 $17.8B
2025-09-30 $19.1B
2025-12-31 $12.6B
2026-03-31 $12.7B
2026-06-30 $18.2B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
AONAon plc1.33%$240.9m726.4K−26.2% Reduced
AAPLApple Inc.1.25%$227.1m785.0K+53.1% Added
NVDANVIDIA Corporation0.71%$128.3m641.0K+102.0% Added
MSFTMicrosoft Corporation0.70%$127.6m342.2K+44.0% Added
AMZNAmazon0.50%$91.2m382.8K+74.5% Added
CMECME Group0.43%$78.4m355.0K+12.3% Added
GOOGLAlphabet Inc. (Class A)0.43%$77.4m216.4K+60.4% Added
TSLATesla, Inc.0.24%$43.9m104.5K+12.3% Added
CVXChevron Corporation0.23%$41.2m248.4K+320.5% Added
JPMJPMorgan Chase0.21%$37.5m114.6K+80.4% Added
AVGOBroadcom0.20%$36.6m96.8K+116.4% Added
LLYLilly (Eli)0.18%$33.4m27.8K+79.4% Added
AXPAmerican Express0.18%$32.4m95.7K+564.0% Added
BZHBeazer Homes USA Inc0.17%$31.3m1.12M0.0%
CAVACAVA Group, Inc.0.17%$30.1m383.5K−4.9% Reduced
ACNAccenture0.16%$28.4m228.4K+19.8% Added
JNJJohnson & Johnson0.14%$25.8m101.7K+17.7% Added
METAMeta Platforms0.14%$25.3m44.9K+55.3% Added
MUMicron Technology0.13%$23.1m20.0K+72.9% Added
VVisa Inc.0.11%$19.8m57.7K+111.1% Added
WMTWalmart0.10%$18.0m159.1K+70.2% Added
COSTCostco0.10%$17.4m18.6K+31.2% Added
ABBVAbbVie0.09%$17.0m67.4K+28.2% Added
KOThe Coca-Cola Company0.09%$16.0m196.4K+10.9% Added
IBMIBM0.09%$15.5m55.0K+36.1% Added
AMDAdvanced Micro Devices0.08%$14.7m25.3K+65.4% Added
HDThe Home Depot0.07%$13.7m38.9K+43.0% Added
MAMastercard0.07%$13.3m25.9K+65.7% Added
CSCOCisco0.07%$13.2m112.0K+29.1% Added
PGProcter & Gamble0.07%$12.6m85.7K+21.7% Added
GSGoldman Sachs0.07%$12.6m12.4K+186.8% Added
RKTRocket Companies, Inc.0.07%$12.5m796.0K+0.5%
TSMTaiwan Semiconductor Manufacturing Co LTD0.07%$12.1m25.4K+267.8% Added
PMPhilip Morris International0.06%$11.5m63.4K+4.1% Added
CBNKCapital Bancorp Inc0.06%$10.2m291.6K−1.3% Reduced
HQYHealthequity, Inc.0.06%$10.1m112.0K+194.9% Added
KLACKLA Corporation0.06%$10.0m33.3K+8925.2% Added
VZVerizon0.06%$10.0m236.4K+25.0% Added
PGRProgressive Corporation0.05%$9.8m45.1K+5.8% Added
MRKMerck & Co.0.05%$9.7m75.2K+40.5% Added
MSMorgan Stanley0.05%$9.5m45.5K+101.2% Added
CATCaterpillar Inc.0.05%$8.9m8.3K+25.9% Added
INTCIntel0.05%$8.9m63.5K+16.7% Added
PANWPalo Alto Networks0.05%$8.8m25.8K+51.0% Added
PLTRPalantir Technologies Inc.0.05%$8.6m74.0K+57.9% Added
MOAltria0.05%$8.5m118.7K+64.2% Added
BACBank of America0.04%$8.2m144.4K+80.4% Added
HLTHilton Worldwide0.04%$8.2m24.9K−0.4%
GEGE Aerospace0.04%$8.2m21.9K+6.7% Added
ORCLOracle Corporation0.04%$8.1m54.9K+132.8% Added
WULFTerawulf Inc.0.04%$7.9m319.9KNew
IRENIREN Ltd0.04%$7.6m166.5KNew
MRVLMarvell Technology0.04%$7.4m24.9KNew
SCHWCharles Schwab Corporation0.04%$7.4m80.2K+90.6% Added
GEVGE Vernova0.04%$7.4m6.3K+29.5% Added
AMATApplied Materials0.04%$7.2m10.0K−5.4% Reduced
CRWDCrowdStrike0.04%$7.2m9.4K+188.6% Added
SBUXStarbucks0.04%$7.1m69.9K+8.9% Added
MCDMcDonald's0.04%$6.8m25.1K+25.0% Added
UNPUnion Pacific Corporation0.04%$6.8m24.9K+97.1% Added
LOWLowe's0.04%$6.7m30.6K+4.3% Added
NFLXNetflix0.04%$6.6m92.1K+49.9% Added
RTXRTX Corporation0.04%$6.6m34.6K+43.2% Added
PURRHyperliquid Strategies Inc0.04%$6.5m826.6KNew
UNHUnitedHealth Group0.04%$6.5m15.6K+25.0% Added
ASMLAsml Holding NV0.04%$6.3m3.2K+271.9% Added
BXBlackstone Inc.0.03%$6.2m52.5K+88.7% Added
PEPPepsiCo0.03%$6.1m45.0K+11.1% Added
CRMSalesforce0.03%$6.0m38.2K+6.6% Added
CEGConstellation Energy0.03%$5.9m23.7K+83.9% Added
MELIMercadolibre Inc0.03%$5.8m3.4K+843.3% Added
FOURShift4 Payments, Inc.0.03%$5.7m116.8KNew
LRCXLam Research0.03%$5.7m13.1K−6.6% Reduced
MARMarriott International0.03%$5.6m15.1K+4.0% Added
WMBWilliams Companies0.03%$5.6m75.0K+249.3% Added
NEENextEra Energy0.03%$5.6m63.4K+141.2% Added
ETNEaton Corporation0.03%$5.5m13.0K+26.5% Added
UBERUber0.03%$5.4m75.4K+385.8% Added
WFCWells Fargo0.03%$5.4m65.2K+65.6% Added
CMGChipotle Mexican Grill0.03%$5.3m156.6K+3.2% Added
MECMayville Engineering Company, Inc.0.03%$5.3m141.6K0.0%
NOWServiceNow0.03%$5.2m52.2K+616.4% Added
BWFGBankwell Financial Group, Inc.0.03%$5.1m87.5KNew
SHOPShopify Inc.0.03%$5.1m44.7K+153.7% Added
STXSeagate Technology0.03%$5.1m5.3K+36.5% Added
BABoeing0.03%$5.0m22.9K+6.4% Added
DISThe Walt Disney Company0.03%$4.9m51.4K+40.0% Added
AESAES Corporation0.03%$4.9m335.4K+728.8% Added
AMGNAmgen0.03%$4.9m13.4K+45.3% Added
GBDCGolub Capital BDC, Inc.0.03%$4.8m374.1K−0.3%
UBSIUnited Bankshares Inc0.03%$4.7m102.9K−1.1% Reduced
ABTAbbott Laboratories0.02%$4.4m49.0K+26.7% Added
REGNRegeneron Pharmaceuticals0.02%$4.4m7.0K−19.1% Reduced
LMTLockheed Martin0.02%$4.2m8.2K+8.3% Added
QCOMQualcomm0.02%$4.1m22.2K+36.1% Added
SOCSable Offshore Corp.0.02%$4.1m1.32MNew
BYRNByrna Technologies Inc.0.02%$4.1m604.7K−22.7% Reduced
ULTAUlta Beauty0.02%$4.1m9.0KNew
GLWCorning Inc.0.02%$4.1m15.9K+42.9% Added
CSXCSX Corporation0.02%$4.0m83.6K+24.4% Added
CCitigroup0.02%$3.9m28.0K+115.1% Added
SOFISoFi Technologies, Inc.0.02%$3.9m218.2KNew
PWRQuanta Services0.02%$3.8m5.3K+102.1% Added
COFCapital One0.02%$3.8m18.9K+46.1% Added
AXONAxon Enterprise0.02%$3.7m6.6K+650.6% Added
LULULululemon Athletica0.02%$3.7m32.6KNew
APOApollo Global Management0.02%$3.7m31.4K+46.4% Added
FSTRFoster L B Co0.02%$3.7m80.9K0.0%
CPKChesapeake Utilities Corp0.02%$3.6m29.3K−0.3%
TAT&T0.02%$3.5m171.3K+21.9% Added
APHAmphenol0.02%$3.4m19.5K+276.8% Added
CARTMaplebear Inc.0.02%$3.4m72.2K−0.3%
PFEPfizer0.02%$3.4m141.8K+12.2% Added
BEBloom Energy0.02%$3.4m11.2K+40.5% Added
TMOThermo Fisher Scientific0.02%$3.4m6.7K+70.9% Added
CBChubb Limited0.02%$3.4m9.9K+127.5% Added
GALTGalectin Therapeutics Inc0.02%$3.3m721.8K0.0%
BLKBlackRock0.02%$3.2m3.3K+38.6% Added
SYKStryker Corporation0.02%$3.2m10.1K+19.4% Added
AJGArthur J. Gallagher & Co.0.02%$3.2m13.8K−0.4%
ROKRockwell Automation0.02%$3.0m6.2K+0.3%
EPDEnterprise Products Partners L.p.0.02%$3.0m80.8K+77.5% Added
ADPAutomatic Data Processing0.02%$2.9m12.9K+70.0% Added
BNYBNY Mellon0.02%$2.9m19.9K+22.9% Added
DEDeere & Company0.02%$2.9m4.5K+137.2% Added
VSTVistra Corp.0.01%$2.8m17.5KNew
DELLDell Technologies0.01%$2.8m6.4K+10.8% Added
VRTVertiv0.01%$2.7m8.2K+817.7% Added
TJXTJX Companies0.01%$2.7m18.0K+44.2% Added
DLRDigital Realty0.01%$2.7m15.0K+206.4% Added
FASTFastenal0.01%$2.7m56.0K+6.4% Added
WMWaste Management0.01%$2.6m11.7K+60.6% Added
IDXXIdexx Laboratories0.01%$2.6m4.9K+45.5% Added
AUBAtlantic Union Bankshares Corp0.01%$2.5m60.0K−1.0% Reduced
HRLHormel Foods0.01%$2.5m100.2K+1.9% Added
DUKDuke Energy0.01%$2.5m19.5K+2.9% Added
NSCNorfolk Southern0.01%$2.4m7.7K+36.7% Added
ATROAstronics Corp0.01%$2.4m29.4K0.0%
DHRDanaher Corporation0.01%$2.4m12.5K+107.6% Added
HONHoneywell Technologies0.01%$2.4m10.6KNew
NOCNorthrop Grumman0.01%$2.4m4.7K+6.6% Added
OKEOneok0.01%$2.3m27.0K+2.4% Added
HONAHoneywell Aerospace0.01%$2.3m10.6KNew
BMYBristol Myers Squibb0.01%$2.3m40.7K+9.4% Added
SIFSifco Industries Inc0.01%$2.3m98.0K0.0%
MMM3M0.01%$2.3m13.9K+9.1% Added
ANETArista Networks0.01%$2.2m12.9K+13.1% Added
LINLinde plc0.01%$2.1m4.1K−1.2% Reduced
ISRGIntuitive Surgical0.01%$2.1m5.3K+319.0% Added
ADIAnalog Devices0.01%$2.1m5.2K+22.4% Added
CompanyBought (value)Shares
AAPLApple Inc.$78.8m272.2K
NVDANVIDIA Corporation$64.8m323.7K
MSFTMicrosoft Corporation$39.0m104.5K
AMZNAmazon$38.9m163.4K
CVXChevron Corporation$31.4m189.3K
GOOGLAlphabet Inc. (Class A)$29.1m81.5K
AXPAmerican Express$27.5m81.3K
AVGOBroadcom$19.7m52.1K
JPMJPMorgan Chase$16.7m51.1K
LLYLilly (Eli)$14.8m12.3K
VVisa Inc.$10.4m30.4K
KLACKLA Corporation$9.9m32.9K
MUMicron Technology$9.7m8.4K
METAMeta Platforms$9.0m16.0K
TSMTaiwan Semiconductor Manufacturing Co LTD$8.8m18.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
AONAon plc−$85.5m−257.7K
CAVACAVA Group, Inc.−$1.6m−20.0K
SNOWSnowflake Inc.−$1.6m−6.1K
BYRNByrna Technologies Inc.−$1.2m−178.0K
REGNRegeneron Pharmaceuticals−$1.0m−1.7K
AGXArgan Inc−$860,003−1.6K
KTOSKratos Defense & Security Solutions, Inc.−$777,726−11.0K
PNCPNC Financial Services−$626,165−2.5K
FNVFranco Nevada Corp−$419,001−1.7K
AMATApplied Materials−$412,856−571
BWXTBWX Technologies, Inc.−$407,754−2.0K
LRCXLam Research−$402,121−928
MSCIMSCI−$385,114−714
MWAMueller Water Products, Inc.−$365,810−13.3K
LYBLyondellBasell−$351,242−4.4K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
AGXArgan Inc$860,0031.6K
KTOSKratos Defense & Security Solutions, Inc.$777,72611.0K
FNVFranco Nevada Corp$419,0011.7K
BWXTBWX Technologies, Inc.$407,7542.0K
MSCIMSCI$385,114714
MWAMueller Water Products, Inc.$365,81013.3K
LYBLyondellBasell$351,2424.4K
WDCWestern Digital$309,6651.1K
ADSKAutodesk, Inc.$297,8141.2K
HRIHerc Holdings Inc$263,2622.6K
HUBSHubspot Inc$261,9201.1K
SUSuncor Energy Inc$252,2763.8K
AEMAgnico Eagle Mines LTD$223,6841.1K
NYTNEW York Times Co$215,3902.6K
FISFidelity National Information Services$211,4364.5K
CPRTCopart$207,8326.3K
FROGJfrog Ltd$206,7274.4K
RGLDRoyal Gold Inc$202,574796
BBarrick Mining Corp$201,7894.9K
PATHUipath, Inc.$113,70910.2K
SSPE.w. Scripps Co$41,14411.1K
  • Technology32.7%
  • Financials25.3%
  • Consumer Discretionary10.7%
  • Industrials8.2%
  • Health Care7.0%
  • Communication Services5.7%
  • Consumer Staples4.5%
  • Energy2.9%
  • Utilities1.8%
  • Real Estate0.7%
  • Materials0.6%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestFebruary 15, 2019 to November 2, 2026+14.6%+15.6%0.720.73−28.6%0.91
Last three yearsNovember 3, 2023 to November 2, 2026+18.2%+21.8%1.071.16−15.3%0.81
Last yearNovember 7, 2025 to November 2, 2026+12.5%+14.2%0.750.84−8.7%0.77

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.