Wealthspire Advisors, LLC

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$18.2B

Reported value of US stock holdings on Jun 30, the filing's own figure

1,298 positions · filed Aug 11, 42 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 11 · against the report before it

New positions

414, biggest 4

VWIUX VANGUARD INTERMEDIATE-TERM TAX-EXEMPT ADMIRAL CLASS 8.8M shares0.7% of this fund's holdings

DTHXX MONEY MARKET FUND 261941702 91.9M shares0.5% of this fund's holdings

SPAB SPDR SER TR BARCLAYS AGGREGATE BD ETF 2.1M shares0.3% of this fund's holdings

VMFXX VANGUARD FEDERAL MMKT-INV 49.4M shares0.3% of this fund's holdings

Sold out

48, biggest 4

HONGBP HONEYWELL INTL INC All 14,946 shares

GBTG GLOBAL BUSINESS TRAVEL GROUP All 259K shares

AGX ARGAN INC All 1,579 shares

KTOS KRATOS DEFENSE & SEC SOLUTIO All 11,030 shares

Added to

486, biggest 4

IVV ISHARES TR +198K shares+7%

VEA VANGUARD TAX-MANAGED FDS +1.1M shares+8%

VOO VANGUARD INDEX FDS +24,199 shares+2%

IJH ISHARES TR +252K shares+3%

Trimmed

167, biggest 4

SCHF SCHWAB STRATEGIC TR −1.3M shares−10%

no ticker AON PLC −258K shares−26%

VV VANGUARD INDEX FDS −278K shares−34%

VB VANGUARD INDEX FDS −11,581 shares−3%

Top holdings

Reference, not news

Top holdings · 1,298 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 IVV ISHARES TR 2.9M 11.8% +7%

2 VEA VANGUARD TAX-MANAGED FDS 15.7M 6.1% +8%

3 VOO VANGUARD INDEX FDS 1.2M 4.4% +2%

4 IJH ISHARES TR 8.0M 3.4% +3%

5 VXUS VANGUARD STAR FDS 6.4M 3.0% +2%

6 SPYM SPDR SERIES TRUST 5.8M 2.8% +672%

7 VTI VANGUARD INDEX FDS 1.3M 2.6% +35%

8 SCHD SCHWAB STRATEGIC TR 13.6M 2.4% +2%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.