Filed: 11/14/2025ACC: 0001646247-25-000006
📋 What this filing means
WEALTHSPIRE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 3156 equity positions with a total reported market value of $19.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3156
Positions
$19.13B
Total AUM (reported)
221.15M
Total Shares
Allocation by class
ETF$7.64B40.0%
CORE S&P500 ETF$1.76B9.2%
COM$1.02B5.4%
VAN FTSE DEV MKT$751.24M3.9%
S&P 500 ETF SHS$707.21M3.7%
CORE S&P MCP ETF$486.78M2.5%
VG TL INTL STK F$405.21M2.1%
Portfolio Concentration
Top 3$4.27B22.3%
4–10$3.95B20.7%
11–25$4.10B21.4%
Rest$6.81B35.6%
Top 3 weight
22.3%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 221.15M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
221.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole3156
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings3156
Rows:
iShares Core S&P 500 ETF
SOLEShares2.63M
TypeSH
Market value$1.76B
9.20%
Sole
0.00
Shared
0.00
None
2.63M
ISHARES TR
SOLEShares2.63M
TypeSH
Market value$1.76B
9.20%
Sole
0.00
Shared
0.00
None
2.63M
Vanguard MSCI EAFE ETF
SOLEShares12.54M
TypeSH
Market value$751.24M
3.93%
Sole
0.00
Shared
0.00
None
12.54M
VANGUARD TAX-MANAGED FDS
SOLEShares12.54M
TypeSH
Market value$751.24M
3.93%
Sole
0.00
Shared
0.00
None
12.54M
VANGUARD INDEX FDS
SOLEShares1.15M
TypeSH
Market value$707.21M
3.70%
Sole
0.00
Shared
0.00
None
1.15M
Vanguard S&P 500 ETF
SOLEShares1.15M
TypeSH
Market value$707.21M
3.70%
Sole
0.00
Shared
0.00
None
1.15M
iShares Core S&P Mid-Cap ETF
SOLEShares7.46M
TypeSH
Market value$486.78M
2.55%
Sole
0.00
Shared
0.00
None
7.46M
ISHARES TR
SOLEShares7.46M
TypeSH
Market value$486.78M
2.55%
Sole
0.00
Shared
0.00
None
7.46M
VANGUARD STAR FDS
SOLEShares5.52M
TypeSH
Market value$405.21M
2.12%
Sole
0.00
Shared
0.00
None
5.52M
Vanguard Total Intl Stock Idx ETF
SOLEShares5.52M
TypeSH
Market value$405.21M
2.12%
Sole
0.00
Shared
0.00
None
5.52M
Schwab US Dividend Equity
SOLEShares14.14M
TypeSH
Market value$386.04M
2.02%
Sole
0.00
Shared
0.00
None
14.14M
SCHWAB STRATEGIC TR
SOLEShares14.14M
TypeSH
Market value$386.04M
2.02%
Sole
0.00
Shared
0.00
None
14.14M
VANGUARD INDEX FDS
SOLEShares1M
TypeSH
Market value$329.72M
1.72%
Sole
0.00
Shared
0.00
None
1M
Vanguard Total Stock Market ETF
SOLEShares1M
TypeSH
Market value$329.72M
1.72%
Sole
0.00
Shared
0.00
None
1M
DIMENSIONAL ETF TRUST
SOLEShares7.68M
TypeSH
Market value$296.17M
1.55%
Sole
0.00
Shared
0.00
None
7.68M
SPDR S&P 500 ETF TR
SOLEShares441.44K
TypeSH
Market value$294.09M
1.54%
Sole
0.00
Shared
0.00
None
441.44K
SCHWAB STRATEGIC TR
SOLEShares10.79M
TypeSH
Market value$251.30M
1.31%
Sole
0.00
Shared
0.00
None
10.79M
Schwab International Equity ETF
SOLEShares10.79M
TypeSH
Market value$251.30M
1.31%
Sole
0.00
Shared
0.00
None
10.79M
VANGUARD INTL EQUITY INDEX F
SOLEShares4.46M
TypeSH
Market value$241.83M
1.26%
Sole
0.00
Shared
0.00
None
4.46M
Vanguard FTSE Emerging Markets ETF
SOLEShares4.46M
TypeSH
Market value$241.83M
1.26%
Sole
0.00
Shared
0.00
None
4.46M
Vanguard Large Growth ETF
SOLEShares461.44K
TypeSH
Market value$221.31M
1.16%
Sole
0.00
Shared
0.00
None
461.44K
VANGUARD INDEX FDS
SOLEShares461.44K
TypeSH
Market value$221.31M
1.16%
Sole
0.00
Shared
0.00
None
461.44K
iShares Core S&P Small-Cap ETF
SOLEShares1.86M
TypeSH
Market value$220.72M
1.15%
Sole
0.00
Shared
0.00
None
1.86M
ISHARES TR
SOLEShares1.86M
TypeSH
Market value$220.72M
1.15%
Sole
0.00
Shared
0.00
None
1.86M
ISHARES TR
SOLEShares4.39M
TypeSH
Market value$205.03M
1.07%
Sole
0.00
Shared
0.00
None
4.39M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | ETF | 2.63M | SH | $1.76B 9.20% | 0.00 | 0.00 | 2.63M |
ISHARES TRSOLE | CORE S&P500 ETF | 2.63M | SH | $1.76B 9.20% | 0.00 | 0.00 | 2.63M |
Vanguard MSCI EAFE ETFSOLE | ETF | 12.54M | SH | $751.24M 3.93% | 0.00 | 0.00 | 12.54M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 12.54M | SH | $751.24M 3.93% | 0.00 | 0.00 | 12.54M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.15M | SH | $707.21M 3.70% | 0.00 | 0.00 | 1.15M |
Vanguard S&P 500 ETFSOLE | ETF | 1.15M | SH | $707.21M 3.70% | 0.00 | 0.00 | 1.15M |
iShares Core S&P Mid-Cap ETFSOLE | ETF | 7.46M | SH | $486.78M 2.55% | 0.00 | 0.00 | 7.46M |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.46M | SH | $486.78M 2.55% | 0.00 | 0.00 | 7.46M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 5.52M | SH | $405.21M 2.12% | 0.00 | 0.00 | 5.52M |
Vanguard Total Intl Stock Idx ETFSOLE | ETF | 5.52M | SH | $405.21M 2.12% | 0.00 | 0.00 | 5.52M |
Schwab US Dividend EquitySOLE | ETF | 14.14M | SH | $386.04M 2.02% | 0.00 | 0.00 | 14.14M |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 14.14M | SH | $386.04M 2.02% | 0.00 | 0.00 | 14.14M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1M | SH | $329.72M 1.72% | 0.00 | 0.00 | 1M |
Vanguard Total Stock Market ETFSOLE | ETF | 1M | SH | $329.72M 1.72% | 0.00 | 0.00 | 1M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 7.68M | SH | $296.17M 1.55% | 0.00 | 0.00 | 7.68M |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 441.44K | SH | $294.09M 1.54% | 0.00 | 0.00 | 441.44K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 10.79M | SH | $251.30M 1.31% | 0.00 | 0.00 | 10.79M |
Schwab International Equity ETFSOLE | ETF | 10.79M | SH | $251.30M 1.31% | 0.00 | 0.00 | 10.79M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 4.46M | SH | $241.83M 1.26% | 0.00 | 0.00 | 4.46M |
Vanguard FTSE Emerging Markets ETFSOLE | ETF | 4.46M | SH | $241.83M 1.26% | 0.00 | 0.00 | 4.46M |
Vanguard Large Growth ETFSOLE | ETF | 461.44K | SH | $221.31M 1.16% | 0.00 | 0.00 | 461.44K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 461.44K | SH | $221.31M 1.16% | 0.00 | 0.00 | 461.44K |
iShares Core S&P Small-Cap ETFSOLE | ETF | 1.86M | SH | $220.72M 1.15% | 0.00 | 0.00 | 1.86M |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.86M | SH | $220.72M 1.15% | 0.00 | 0.00 | 1.86M |
ISHARES TRSOLE | CORE TOTAL USD | 4.39M | SH | $205.03M 1.07% | 0.00 | 0.00 | 4.39M |
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