WEALTHSPIRE ADVISORS, LLC

Filed: 2/4/2025ACC: 0001646247-25-000001

📋 What this filing means

WEALTHSPIRE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 792 equity positions with a total reported market value of $10.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

792

Positions

$10.06B

Total AUM (reported)

134.01M

Total Shares

Allocation by class

ETF$4.40B43.7%

COM$1.01B10.1%

S&P 500 ETF SHS$631.22M6.3%

US DIVIDEND EQ$413.74M4.1%

TR UNIT$343.53M3.4%

TOTAL STK MKT$332.24M3.3%

VG TL INTL STK F$282.58M2.8%

Portfolio Concentration

Top 3$2.65B26.3%

4–10$2.34B23.3%

11–25$1.94B19.3%

Rest$3.13B31.1%

Top 3 weight

26.3%

Top 10 weight

49.6%

Voting Authority Distribution

Total shares with voting rights: 134.01M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

134.01M

% of voting shares100.0%

Investment Discretion (by position count)

Sole792

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings792

Rows:

iShares Core S&P 500 ETF

SOLE

ETF

Shares2.56M

TypeSH

Market value$1.50B

14.96%

Sole

0.00

Shared

0.00

None

2.56M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares1.17M

TypeSH

Market value$631.22M

6.27%

Sole

0.00

Shared

0.00

None

1.17M

Vanguard MSCI EAFE ETF

SOLE

ETF

Shares10.68M

TypeSH

Market value$510.90M

5.08%

Sole

0.00

Shared

0.00

None

10.68M

iShares S&P Midcap 400 Index

SOLE

ETF

Shares7.61M

TypeSH

Market value$473.99M

4.71%

Sole

0.00

Shared

0.00

None

7.61M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares15.14M

TypeSH

Market value$413.74M

4.11%

Sole

0.00

Shared

0.00

None

15.14M

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares586.13K

TypeSH

Market value$343.53M

3.41%

Sole

0.00

Shared

0.00

None

586.13K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares1.15M

TypeSH

Market value$332.24M

3.30%

Sole

0.00

Shared

0.00

None

1.15M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares4.80M

TypeSH

Market value$282.58M

2.81%

Sole

0.00

Shared

0.00

None

4.80M

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares7.98M

TypeSH

Market value$275.90M

2.74%

Sole

0.00

Shared

0.00

None

7.98M

iShares Core S&P Small-Cap ETF

SOLE

ETF

Shares1.89M

TypeSH

Market value$217.94M

2.17%

Sole

0.00

Shared

0.00

None

1.89M

iShares Total US Bond ETF

SOLE

ETF

Shares4.51M

TypeSH

Market value$203.89M

2.03%

Sole

0.00

Shared

0.00

None

4.51M

Schwab International Equity ETF

SOLE

ETF

Shares10.20M

TypeSH

Market value$188.67M

1.88%

Sole

0.00

Shared

0.00

None

10.20M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares456.53K

TypeSH

Market value$187.38M

1.86%

Sole

0.00

Shared

0.00

None

456.53K

Vanguard FTSE Emerging Markets ETF

SOLE

ETF

Shares3.95M

TypeSH

Market value$173.98M

1.73%

Sole

0.00

Shared

0.00

None

3.95M

Vanguard Extended Market ETF

SOLE

ETF

Shares779.66K

TypeSH

Market value$148.12M

1.47%

Sole

0.00

Shared

0.00

None

779.66K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares557.21K

TypeSH

Market value$147.18M

1.46%

Sole

0.00

Shared

0.00

None

557.21K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares2.75M

TypeSH

Market value$133.17M

1.32%

Sole

0.00

Shared

0.00

None

2.75M

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares448.84K

TypeSH

Market value$121.05M

1.20%

Sole

0.00

Shared

0.00

None

448.84K

APPLE INC

SOLE

COM

Shares462.15K

TypeSH

Market value$115.73M

1.15%

Sole

0.00

Shared

0.00

None

462.15K

AON Corp

SOLE

COM

Shares296.86K

TypeSH

Market value$106.62M

1.06%

Sole

0.00

Shared

0.00

None

296.86K

MICROSOFT CORP

SOLE

COM

Shares231.86K

TypeSH

Market value$97.73M

0.97%

Sole

0.00

Shared

0.00

None

231.86K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares375.46K

TypeSH

Market value$90.21M

0.90%

Sole

0.00

Shared

0.00

None

375.46K

iShares Core MSCI Emerging Markets ETF

SOLE

ETF

Shares1.64M

TypeSH

Market value$85.40M

0.85%

Sole

0.00

Shared

0.00

None

1.64M

FIRST TR EXCHANGE-TRADED FD

SOLE

NO AMER ENERGY

Shares2.03M

TypeSH

Market value$72.28M

0.72%

Sole

0.00

Shared

0.00

None

2.03M

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares3.11M

TypeSH

Market value$72.07M

0.72%

Sole

0.00

Shared

0.00

None

3.11M

Issuer	Class	Shares	Type	Value / Portfolio %	None
iShares Core S&P 500 ETFSOLE	ETF	2.56M	SH	$1.50B 14.96%	2.56M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	1.17M	SH	$631.22M 6.27%	1.17M
Vanguard MSCI EAFE ETFSOLE	ETF	10.68M	SH	$510.90M 5.08%	10.68M
iShares S&P Midcap 400 IndexSOLE	ETF	7.61M	SH	$473.99M 4.71%	7.61M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	15.14M	SH	$413.74M 4.11%	15.14M
SPDR S&P 500 ETF TRSOLE	TR UNIT	586.13K	SH	$343.53M 3.41%	586.13K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	1.15M	SH	$332.24M 3.30%	1.15M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	4.80M	SH	$282.58M 2.81%	4.80M
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	7.98M	SH	$275.90M 2.74%	7.98M
iShares Core S&P Small-Cap ETFSOLE	ETF	1.89M	SH	$217.94M 2.17%	1.89M
iShares Total US Bond ETFSOLE	ETF	4.51M	SH	$203.89M 2.03%	4.51M
Schwab International Equity ETFSOLE	ETF	10.20M	SH	$188.67M 1.88%	10.20M
VANGUARD INDEX FDSSOLE	GROWTH ETF	456.53K	SH	$187.38M 1.86%	456.53K
Vanguard FTSE Emerging Markets ETFSOLE	ETF	3.95M	SH	$173.98M 1.73%	3.95M
Vanguard Extended Market ETFSOLE	ETF	779.66K	SH	$148.12M 1.47%	779.66K
VANGUARD INDEX FDSSOLE	MID CAP ETF	557.21K	SH	$147.18M 1.46%	557.21K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	2.75M	SH	$133.17M 1.32%	2.75M
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	448.84K	SH	$121.05M 1.20%	448.84K
APPLE INCSOLE	COM	462.15K	SH	$115.73M 1.15%	462.15K
AON CorpSOLE	COM	296.86K	SH	$106.62M 1.06%	296.86K
MICROSOFT CORPSOLE	COM	231.86K	SH	$97.73M 0.97%	231.86K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	375.46K	SH	$90.21M 0.90%	375.46K
iShares Core MSCI Emerging Markets ETFSOLE	ETF	1.64M	SH	$85.40M 0.85%	1.64M
FIRST TR EXCHANGE-TRADED FDSOLE	NO AMER ENERGY	2.03M	SH	$72.28M 0.72%	2.03M
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	3.11M	SH	$72.07M 0.72%	3.11M

Page 1 of 32

…