WEALTHSPIRE ADVISORS, LLC

Filed: 2/13/2026ACC: 0001646247-26-000001

📋 What this filing means

WEALTHSPIRE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1032 equity positions with a total reported market value of $12.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1032

Positions

$12.57B

Total AUM (reported)

150.01M

Total Shares

Allocation by class

CORE S&P500 ETF$1.82B14.5%

COM$1.26B10.0%

VAN FTSE DEV MKT$848.46M6.8%

S&P 500 ETF SHS$725.57M5.8%

CORE S&P MCP ETF$504.43M4.0%

VG TL INTL STK F$443.84M3.5%

US DIVIDEND EQ$371.28M3.0%

Portfolio Concentration

Top 3$3.40B27.0%

4–10$2.55B20.3%

11–25$2.50B19.9%

Rest$4.12B32.8%

Top 3 weight

27.0%

Top 10 weight

47.3%

Voting Authority Distribution

Total shares with voting rights: 150.01M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

150.01M

% of voting shares100.0%

Investment Discretion (by position count)

Sole1032

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings1032

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares2.66M

TypeSH

Market value$1.82B

14.52%

Sole

0.00

Shared

0.00

None

2.66M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares13.58M

TypeSH

Market value$848.46M

6.75%

Sole

0.00

Shared

0.00

None

13.58M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares1.16M

TypeSH

Market value$725.57M

5.77%

Sole

0.00

Shared

0.00

None

1.16M

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares7.64M

TypeSH

Market value$504.43M

4.01%

Sole

0.00

Shared

0.00

None

7.64M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares5.88M

TypeSH

Market value$443.84M

3.53%

Sole

0.00

Shared

0.00

None

5.88M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares13.54M

TypeSH

Market value$371.28M

2.95%

Sole

0.00

Shared

0.00

None

13.54M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares987.62K

TypeSH

Market value$331.12M

2.64%

Sole

0.00

Shared

0.00

None

987.62K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares446.92K

TypeSH

Market value$304.77M

2.43%

Sole

0.00

Shared

0.00

None

446.92K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares7.52M

TypeSH

Market value$297.83M

2.37%

Sole

0.00

Shared

0.00

None

7.52M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares599.93K

TypeSH

Market value$292.68M

2.33%

Sole

0.00

Shared

0.00

None

599.93K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares10.90M

TypeSH

Market value$262.01M

2.09%

Sole

0.00

Shared

0.00

None

10.90M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares4.71M

TypeSH

Market value$253.26M

2.02%

Sole

0.00

Shared

0.00

None

4.71M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares1.90M

TypeSH

Market value$228.58M

1.82%

Sole

0.00

Shared

0.00

None

1.90M

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares4.62M

TypeSH

Market value$214.91M

1.71%

Sole

0.00

Shared

0.00

None

4.62M

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares4.19M

TypeSH

Market value$207.31M

1.65%

Sole

0.00

Shared

0.00

None

4.19M

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares602.09K

TypeSH

Market value$174.74M

1.39%

Sole

0.00

Shared

0.00

None

602.09K

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares835.09K

TypeSH

Market value$174.63M

1.39%

Sole

0.00

Shared

0.00

None

835.09K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares545.33K

TypeSH

Market value$171.67M

1.37%

Sole

0.00

Shared

0.00

None

545.33K

APPLE INC

SOLE

COM

Shares590.56K

TypeSH

Market value$160.55M

1.28%

Sole

0.00

Shared

0.00

None

590.56K

MICROSOFT CORP

SOLE

COM

Shares283.28K

TypeSH

Market value$137.00M

1.09%

Sole

0.00

Shared

0.00

None

283.28K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.70M

TypeSH

Market value$113.94M

0.91%

Sole

0.00

Shared

0.00

None

1.70M

ALPHABET INC

SOLE

CAP STK CL C

Shares352.30K

TypeSH

Market value$110.55M

0.88%

Sole

0.00

Shared

0.00

None

352.30K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares398.60K

TypeSH

Market value$102.82M

0.82%

Sole

0.00

Shared

0.00

None

398.60K

AON PLC

SOLE

SHS CL A

Shares273.60K

TypeSH

Market value$96.55M

0.77%

Sole

0.00

Shared

0.00

None

273.60K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares1.22M

TypeSH

Market value$89.70M

0.71%

Sole

0.00

Shared

0.00

None

1.22M

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	2.66M	SH	$1.82B 14.52%	2.66M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	13.58M	SH	$848.46M 6.75%	13.58M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	1.16M	SH	$725.57M 5.77%	1.16M
ISHARES TRSOLE	CORE S&P MCP ETF	7.64M	SH	$504.43M 4.01%	7.64M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	5.88M	SH	$443.84M 3.53%	5.88M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	13.54M	SH	$371.28M 2.95%	13.54M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	987.62K	SH	$331.12M 2.64%	987.62K
SPDR S&P 500 ETF TRSOLE	TR UNIT	446.92K	SH	$304.77M 2.43%	446.92K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	7.52M	SH	$297.83M 2.37%	7.52M
VANGUARD INDEX FDSSOLE	GROWTH ETF	599.93K	SH	$292.68M 2.33%	599.93K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	10.90M	SH	$262.01M 2.09%	10.90M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	4.71M	SH	$253.26M 2.02%	4.71M
ISHARES TRSOLE	CORE S&P SCP ETF	1.90M	SH	$228.58M 1.82%	1.90M
ISHARES TRSOLE	CORE UNIVRSL USD	4.62M	SH	$214.91M 1.71%	4.62M
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	4.19M	SH	$207.31M 1.65%	4.19M
VANGUARD INDEX FDSSOLE	MID CAP ETF	602.09K	SH	$174.74M 1.39%	602.09K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	835.09K	SH	$174.63M 1.39%	835.09K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	545.33K	SH	$171.67M 1.37%	545.33K
APPLE INCSOLE	COM	590.56K	SH	$160.55M 1.28%	590.56K
MICROSOFT CORPSOLE	COM	283.28K	SH	$137.00M 1.09%	283.28K
ISHARES INCSOLE	CORE MSCI EMKT	1.70M	SH	$113.94M 0.91%	1.70M
ALPHABET INCSOLE	CAP STK CL C	352.30K	SH	$110.55M 0.88%	352.30K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	398.60K	SH	$102.82M 0.82%	398.60K
AON PLCSOLE	SHS CL A	273.60K	SH	$96.55M 0.77%	273.60K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	1.22M	SH	$89.70M 0.71%	1.22M

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