WEALTHSPIRE ADVISORS, LLC

Filed: 8/11/2025ACC: 0001646247-25-000005

📋 What this filing means

WEALTHSPIRE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 904 equity positions with a total reported market value of $17.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

904

Positions

$17.80B

Total AUM (reported)

216.57M

Total Shares

Allocation by class

CORE S&P500 ETF$3.23B18.2%

ETF$2.80B15.7%

VAN FTSE DEV MKT$1.30B7.3%

COM$1.15B6.5%

CORE S&P MCP ETF$919.22M5.2%

US DIVIDEND EQ$768.04M4.3%

VG TL INTL STK F$721.21M4.1%

Portfolio Concentration

Top 3$5.45B30.6%

4–10$4.22B23.7%

11–25$3.36B18.9%

Rest$4.76B26.8%

Top 3 weight

30.6%

Top 10 weight

54.3%

Voting Authority Distribution

Total shares with voting rights: 216.57M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

216.57M

% of voting shares100.0%

Investment Discretion (by position count)

Sole904

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings904

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares5.21M

TypeSH

Market value$3.23B

18.17%

Sole

0.00

Shared

0.00

None

5.21M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares22.79M

TypeSH

Market value$1.30B

7.30%

Sole

0.00

Shared

0.00

None

22.79M

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares14.82M

TypeSH

Market value$919.22M

5.17%

Sole

0.00

Shared

0.00

None

14.82M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares28.98M

TypeSH

Market value$768.04M

4.32%

Sole

0.00

Shared

0.00

None

28.98M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares10.44M

TypeSH

Market value$721.21M

4.05%

Sole

0.00

Shared

0.00

None

10.44M

Vanguard S&P 500 ETF

SOLE

ETF

Shares1.16M

TypeSH

Market value$656.48M

3.69%

Sole

0.00

Shared

0.00

None

1.16M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares1.16M

TypeSH

Market value$656.48M

3.69%

Sole

0.00

Shared

0.00

None

1.16M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares1.97M

TypeSH

Market value$599.44M

3.37%

Sole

0.00

Shared

0.00

None

1.97M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares8.34M

TypeSH

Market value$412.46M

2.32%

Sole

0.00

Shared

0.00

None

8.34M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares3.70M

TypeSH

Market value$404.17M

2.27%

Sole

0.00

Shared

0.00

None

3.70M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares896.98K

TypeSH

Market value$393.23M

2.21%

Sole

0.00

Shared

0.00

None

896.98K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares6.94M

TypeSH

Market value$348.96M

1.96%

Sole

0.00

Shared

0.00

None

6.94M

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares1.22M

TypeSH

Market value$340.83M

1.92%

Sole

0.00

Shared

0.00

None

1.22M

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares7.87M

TypeSH

Market value$281.91M

1.58%

Sole

0.00

Shared

0.00

None

7.87M

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares433.68K

TypeSH

Market value$267.96M

1.51%

Sole

0.00

Shared

0.00

None

433.68K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares10.76M

TypeSH

Market value$237.86M

1.34%

Sole

0.00

Shared

0.00

None

10.76M

Schwab International Equity ETF

SOLE

ETF

Shares10.76M

TypeSH

Market value$237.86M

1.34%

Sole

0.00

Shared

0.00

None

10.76M

MICROSOFT CORP

SOLE

COM

Shares444.37K

TypeSH

Market value$221.04M

1.24%

Sole

0.00

Shared

0.00

None

444.37K

iShares Total US Bond ETF

SOLE

ETF

Shares4.34M

TypeSH

Market value$200.66M

1.13%

Sole

0.00

Shared

0.00

None

4.34M

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares814.43K

TypeSH

Market value$156.95M

0.88%

Sole

0.00

Shared

0.00

None

814.43K

Vanguard Extended Market ETF

SOLE

ETF

Shares814.43K

TypeSH

Market value$156.95M

0.88%

Sole

0.00

Shared

0.00

None

814.43K

Vanguard Large Cap ETF

SOLE

ETF

Shares548.44K

TypeSH

Market value$156.47M

0.88%

Sole

0.00

Shared

0.00

None

548.44K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares548.44K

TypeSH

Market value$156.47M

0.88%

Sole

0.00

Shared

0.00

None

548.44K

iShares Core MSCI Emerging Markets ETF

SOLE

ETF

Shares1.72M

TypeSH

Market value$103.18M

0.58%

Sole

0.00

Shared

0.00

None

1.72M

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares583.07K

TypeSH

Market value$103.05M

0.58%

Sole

0.00

Shared

0.00

None

583.07K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	5.21M	SH	$3.23B 18.17%	5.21M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	22.79M	SH	$1.30B 7.30%	22.79M
ISHARES TRSOLE	CORE S&P MCP ETF	14.82M	SH	$919.22M 5.17%	14.82M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	28.98M	SH	$768.04M 4.32%	28.98M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	10.44M	SH	$721.21M 4.05%	10.44M
Vanguard S&P 500 ETFSOLE	ETF	1.16M	SH	$656.48M 3.69%	1.16M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	1.16M	SH	$656.48M 3.69%	1.16M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	1.97M	SH	$599.44M 3.37%	1.97M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	8.34M	SH	$412.46M 2.32%	8.34M
ISHARES TRSOLE	CORE S&P SCP ETF	3.70M	SH	$404.17M 2.27%	3.70M
VANGUARD INDEX FDSSOLE	GROWTH ETF	896.98K	SH	$393.23M 2.21%	896.98K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	6.94M	SH	$348.96M 1.96%	6.94M
VANGUARD INDEX FDSSOLE	MID CAP ETF	1.22M	SH	$340.83M 1.92%	1.22M
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	7.87M	SH	$281.91M 1.58%	7.87M
SPDR S&P 500 ETF TRSOLE	TR UNIT	433.68K	SH	$267.96M 1.51%	433.68K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	10.76M	SH	$237.86M 1.34%	10.76M
Schwab International Equity ETFSOLE	ETF	10.76M	SH	$237.86M 1.34%	10.76M
MICROSOFT CORPSOLE	COM	444.37K	SH	$221.04M 1.24%	444.37K
iShares Total US Bond ETFSOLE	ETF	4.34M	SH	$200.66M 1.13%	4.34M
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	814.43K	SH	$156.95M 0.88%	814.43K
Vanguard Extended Market ETFSOLE	ETF	814.43K	SH	$156.95M 0.88%	814.43K
Vanguard Large Cap ETFSOLE	ETF	548.44K	SH	$156.47M 0.88%	548.44K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	548.44K	SH	$156.47M 0.88%	548.44K
iShares Core MSCI Emerging Markets ETFSOLE	ETF	1.72M	SH	$103.18M 0.58%	1.72M
VANGUARD INDEX FDSSOLE	VALUE ETF	583.07K	SH	$103.05M 0.58%	583.07K

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