WEALTHSPIRE ADVISORS, LLC

Filed: 5/9/2025ACC: 0001646247-25-000004

📋 What this filing means

WEALTHSPIRE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 853 equity positions with a total reported market value of $16.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

853

Positions

$16.74B

Total AUM (reported)

218.17M

Total Shares

Allocation by class

CORE S&P500 ETF$2.91B17.4%

ETF$2.82B16.9%

COM$1.07B6.4%

CORE S&P MCP ETF$903.26M5.4%

US DIVIDEND EQ$826.35M4.9%

VG TL INTL STK F$636.88M3.8%

TOTAL STK MKT$623.04M3.7%

Portfolio Concentration

Top 3$4.64B27.7%

4–10$4.02B24.0%

11–25$3.09B18.5%

Rest$4.98B29.8%

Top 3 weight

27.7%

Top 10 weight

51.7%

Voting Authority Distribution

Total shares with voting rights: 218.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

218.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole853

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings853

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares5.18M

TypeSH

Market value$2.91B

17.40%

Sole

0.00

Shared

0.00

None

5.18M

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares15.48M

TypeSH

Market value$903.26M

5.40%

Sole

0.00

Shared

0.00

None

15.48M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares29.55M

TypeSH

Market value$826.35M

4.94%

Sole

0.00

Shared

0.00

None

29.55M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares10.26M

TypeSH

Market value$636.88M

3.81%

Sole

0.00

Shared

0.00

None

10.26M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares2.27M

TypeSH

Market value$623.04M

3.72%

Sole

0.00

Shared

0.00

None

2.27M

Vanguard S&P 500 ETF

SOLE

ETF

Shares1.18M

TypeSH

Market value$604.24M

3.61%

Sole

0.00

Shared

0.00

None

1.18M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares1.18M

TypeSH

Market value$604.24M

3.61%

Sole

0.00

Shared

0.00

None

1.18M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares11.26M

TypeSH

Market value$572.21M

3.42%

Sole

0.00

Shared

0.00

None

11.26M

Vanguard MSCI EAFE ETF

SOLE

ETF

Shares11.26M

TypeSH

Market value$572.21M

3.42%

Sole

0.00

Shared

0.00

None

11.26M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares3.88M

TypeSH

Market value$406.08M

2.43%

Sole

0.00

Shared

0.00

None

3.88M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares919.56K

TypeSH

Market value$340.99M

2.04%

Sole

0.00

Shared

0.00

None

919.56K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares568.88K

TypeSH

Market value$318.24M

1.90%

Sole

0.00

Shared

0.00

None

568.88K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares1.12M

TypeSH

Market value$289.42M

1.73%

Sole

0.00

Shared

0.00

None

1.12M

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares8.32M

TypeSH

Market value$274.44M

1.64%

Sole

0.00

Shared

0.00

None

8.32M

ISHARES TR

SOLE

CORE TOTAL USD

Shares4.49M

TypeSH

Market value$206.85M

1.24%

Sole

0.00

Shared

0.00

None

4.49M

Schwab International Equity ETF

SOLE

ETF

Shares10.23M

TypeSH

Market value$202.35M

1.21%

Sole

0.00

Shared

0.00

None

10.23M

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares10.23M

TypeSH

Market value$202.35M

1.21%

Sole

0.00

Shared

0.00

None

10.23M

Vanguard FTSE Emerging Markets ETF

SOLE

ETF

Shares4.17M

TypeSH

Market value$188.65M

1.13%

Sole

0.00

Shared

0.00

None

4.17M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares4.17M

TypeSH

Market value$188.65M

1.13%

Sole

0.00

Shared

0.00

None

4.17M

MICROSOFT CORP

SOLE

COM

Shares447.89K

TypeSH

Market value$168.13M

1.00%

Sole

0.00

Shared

0.00

None

447.89K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares3.06M

TypeSH

Market value$152.80M

0.91%

Sole

0.00

Shared

0.00

None

3.06M

Vanguard Short-Term Infl-Prot Secs ETF

SOLE

ETF

Shares3.06M

TypeSH

Market value$152.80M

0.91%

Sole

0.00

Shared

0.00

None

3.06M

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares791.52K

TypeSH

Market value$136.35M

0.81%

Sole

0.00

Shared

0.00

None

791.52K

Vanguard Extended Market ETF

SOLE

ETF

Shares791.52K

TypeSH

Market value$136.35M

0.81%

Sole

0.00

Shared

0.00

None

791.52K

APPLE INC

SOLE

COM

Shares601.51K

TypeSH

Market value$133.61M

0.80%

Sole

0.00

Shared

0.00

None

601.51K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	5.18M	SH	$2.91B 17.40%	5.18M
ISHARES TRSOLE	CORE S&P MCP ETF	15.48M	SH	$903.26M 5.40%	15.48M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	29.55M	SH	$826.35M 4.94%	29.55M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	10.26M	SH	$636.88M 3.81%	10.26M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	2.27M	SH	$623.04M 3.72%	2.27M
Vanguard S&P 500 ETFSOLE	ETF	1.18M	SH	$604.24M 3.61%	1.18M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	1.18M	SH	$604.24M 3.61%	1.18M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	11.26M	SH	$572.21M 3.42%	11.26M
Vanguard MSCI EAFE ETFSOLE	ETF	11.26M	SH	$572.21M 3.42%	11.26M
ISHARES TRSOLE	CORE S&P SCP ETF	3.88M	SH	$406.08M 2.43%	3.88M
VANGUARD INDEX FDSSOLE	GROWTH ETF	919.56K	SH	$340.99M 2.04%	919.56K
SPDR S&P 500 ETF TRSOLE	TR UNIT	568.88K	SH	$318.24M 1.90%	568.88K
VANGUARD INDEX FDSSOLE	MID CAP ETF	1.12M	SH	$289.42M 1.73%	1.12M
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	8.32M	SH	$274.44M 1.64%	8.32M
ISHARES TRSOLE	CORE TOTAL USD	4.49M	SH	$206.85M 1.24%	4.49M
Schwab International Equity ETFSOLE	ETF	10.23M	SH	$202.35M 1.21%	10.23M
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	10.23M	SH	$202.35M 1.21%	10.23M
Vanguard FTSE Emerging Markets ETFSOLE	ETF	4.17M	SH	$188.65M 1.13%	4.17M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	4.17M	SH	$188.65M 1.13%	4.17M
MICROSOFT CORPSOLE	COM	447.89K	SH	$168.13M 1.00%	447.89K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	3.06M	SH	$152.80M 0.91%	3.06M
Vanguard Short-Term Infl-Prot Secs ETFSOLE	ETF	3.06M	SH	$152.80M 0.91%	3.06M
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	791.52K	SH	$136.35M 0.81%	791.52K
Vanguard Extended Market ETFSOLE	ETF	791.52K	SH	$136.35M 0.81%	791.52K
APPLE INCSOLE	COM	601.51K	SH	$133.61M 0.80%	601.51K

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