Filed: 5/1/2026ACC: 0001646247-26-000003
📋 What this filing means
WEALTHSPIRE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 932 equity positions with a total reported market value of $12.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
932
Positions
$12.73B
Total AUM (reported)
157.79M
Total Shares
Allocation by class
CORE S&P500 ETF$1.74B13.7%
COM$1.11B8.7%
VAN FTSE DEV MKT$933.18M7.3%
S&P 500 ETF SHS$675.31M5.3%
CORE S&P MCP ETF$520.62M4.1%
VG TL INTL STK F$488.49M3.8%
US DIVIDEND EQ$408.40M3.2%
Portfolio Concentration
Top 3$3.35B26.3%
4–10$2.64B20.7%
11–25$2.75B21.6%
Rest$3.99B31.4%
Top 3 weight
26.3%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 157.79M
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
157.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole932
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings932
Rows:
ISHARES TR
SOLEShares2.67M
TypeSH
Market value$1.74B
13.70%
Sole
0.00
Shared
0.00
None
2.67M
VANGUARD TAX-MANAGED FDS
SOLEShares14.56M
TypeSH
Market value$933.18M
7.33%
Sole
0.00
Shared
0.00
None
14.56M
VANGUARD INDEX FDS
SOLEShares1.13M
TypeSH
Market value$675.31M
5.30%
Sole
0.00
Shared
0.00
None
1.13M
ISHARES TR
SOLEShares7.71M
TypeSH
Market value$520.62M
4.09%
Sole
0.00
Shared
0.00
None
7.71M
VANGUARD STAR FDS
SOLEShares6.33M
TypeSH
Market value$488.49M
3.84%
Sole
0.00
Shared
0.00
None
6.33M
SCHWAB STRATEGIC TR
SOLEShares13.31M
TypeSH
Market value$408.40M
3.21%
Sole
0.00
Shared
0.00
None
13.31M
AON PLC
SOLEShares984.08K
TypeSH
Market value$317.64M
2.49%
Sole
0.00
Shared
0.00
None
984.08K
VANGUARD INDEX FDS
SOLEShares963.01K
TypeSH
Market value$308.94M
2.43%
Sole
0.00
Shared
0.00
None
963.01K
SCHWAB STRATEGIC TR
SOLEShares12.21M
TypeSH
Market value$302.17M
2.37%
Sole
0.00
Shared
0.00
None
12.21M
VANGUARD INDEX FDS
SOLEShares677.35K
TypeSH
Market value$295.86M
2.32%
Sole
0.00
Shared
0.00
None
677.35K
DIMENSIONAL ETF TRUST
SOLEShares7.50M
TypeSH
Market value$291.64M
2.29%
Sole
0.00
Shared
0.00
None
7.50M
STATE STR SPDR S&P 500 ETF T
SOLEShares441.13K
TypeSH
Market value$286.89M
2.25%
Sole
0.00
Shared
0.00
None
441.13K
VANGUARD INTL EQUITY INDEX F
SOLEShares4.90M
TypeSH
Market value$264.71M
2.08%
Sole
0.00
Shared
0.00
None
4.90M
VANGUARD INDEX FDS
SOLEShares807.78K
TypeSH
Market value$241.41M
1.90%
Sole
0.00
Shared
0.00
None
807.78K
ISHARES TR
SOLEShares1.94M
TypeSH
Market value$241.29M
1.89%
Sole
0.00
Shared
0.00
None
1.94M
VANGUARD MALVERN FDS
SOLEShares4.46M
TypeSH
Market value$222.57M
1.75%
Sole
0.00
Shared
0.00
None
4.46M
ISHARES TR
SOLEShares4.73M
TypeSH
Market value$218.35M
1.71%
Sole
0.00
Shared
0.00
None
4.73M
VANGUARD INDEX FDS
SOLEShares618.51K
TypeSH
Market value$177.62M
1.39%
Sole
0.00
Shared
0.00
None
618.51K
VANGUARD INDEX FDS
SOLEShares823.55K
TypeSH
Market value$169.49M
1.33%
Sole
0.00
Shared
0.00
None
823.55K
APPLE INC
SOLEShares512.81K
TypeSH
Market value$130.15M
1.02%
Sole
0.00
Shared
0.00
None
512.81K
ISHARES INC
SOLEShares1.69M
TypeSH
Market value$117.70M
0.92%
Sole
0.00
Shared
0.00
None
1.69M
VANGUARD INDEX FDS
SOLEShares401.54K
TypeSH
Market value$105.17M
0.83%
Sole
0.00
Shared
0.00
None
401.54K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.27M
TypeSH
Market value$95.21M
0.75%
Sole
0.00
Shared
0.00
None
1.27M
CME GROUP INC
SOLEShares316.09K
TypeSH
Market value$93.36M
0.73%
Sole
0.00
Shared
0.00
None
316.09K
ISHARES TR
SOLEShares1.79M
TypeSH
Market value$90.77M
0.71%
Sole
0.00
Shared
0.00
None
1.79M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.67M | SH | $1.74B 13.70% | 0.00 | 0.00 | 2.67M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 14.56M | SH | $933.18M 7.33% | 0.00 | 0.00 | 14.56M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.13M | SH | $675.31M 5.30% | 0.00 | 0.00 | 1.13M |
ISHARES TRSOLE | CORE S&P MCP ETF | 7.71M | SH | $520.62M 4.09% | 0.00 | 0.00 | 7.71M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 6.33M | SH | $488.49M 3.84% | 0.00 | 0.00 | 6.33M |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 13.31M | SH | $408.40M 3.21% | 0.00 | 0.00 | 13.31M |
AON PLCSOLE | SHS CL A | 984.08K | SH | $317.64M 2.49% | 0.00 | 0.00 | 984.08K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 963.01K | SH | $308.94M 2.43% | 0.00 | 0.00 | 963.01K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 12.21M | SH | $302.17M 2.37% | 0.00 | 0.00 | 12.21M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 677.35K | SH | $295.86M 2.32% | 0.00 | 0.00 | 677.35K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 7.50M | SH | $291.64M 2.29% | 0.00 | 0.00 | 7.50M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 441.13K | SH | $286.89M 2.25% | 0.00 | 0.00 | 441.13K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 4.90M | SH | $264.71M 2.08% | 0.00 | 0.00 | 4.90M |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 807.78K | SH | $241.41M 1.90% | 0.00 | 0.00 | 807.78K |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.94M | SH | $241.29M 1.89% | 0.00 | 0.00 | 1.94M |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 4.46M | SH | $222.57M 1.75% | 0.00 | 0.00 | 4.46M |
ISHARES TRSOLE | CORE UNIVRSL USD | 4.73M | SH | $218.35M 1.71% | 0.00 | 0.00 | 4.73M |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 618.51K | SH | $177.62M 1.39% | 0.00 | 0.00 | 618.51K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 823.55K | SH | $169.49M 1.33% | 0.00 | 0.00 | 823.55K |
APPLE INCSOLE | COM | 512.81K | SH | $130.15M 1.02% | 0.00 | 0.00 | 512.81K |
ISHARES INCSOLE | CORE MSCI EMKT | 1.69M | SH | $117.70M 0.92% | 0.00 | 0.00 | 1.69M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 401.54K | SH | $105.17M 0.83% | 0.00 | 0.00 | 401.54K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.27M | SH | $95.21M 0.75% | 0.00 | 0.00 | 1.27M |
CME GROUP INCSOLE | COM | 316.09K | SH | $93.36M 0.73% | 0.00 | 0.00 | 316.09K |
ISHARES TRSOLE | TRS FLT RT BD | 1.79M | SH | $90.77M 0.71% | 0.00 | 0.00 | 1.79M |
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