WEALTHSPIRE ADVISORS, LLC

Filed: 8/11/2026ACC: 0001646247-26-000005

📋 What this filing means

WEALTHSPIRE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1298 equity positions with a total reported market value of $18.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1298

Positions

$18.16B

Total AUM (reported)

477.48M

Total Shares

Allocation by class

CORE S&P500 ETF$2.15B11.8%

COM$1.55B8.5%

VAN FTSE DEV MKT$1.12B6.1%

SHS$833.86M4.6%

S&P 500 ETF SHS$792.80M4.4%

CORE S&P MCP ETF$613.93M3.4%

VG TL INTL STK F$551.12M3.0%

Portfolio Concentration

Top 3$4.06B22.3%

4–10$3.34B18.4%

11–25$3.43B18.9%

Rest$7.33B40.4%

Top 3 weight

22.3%

Top 10 weight

40.7%

Voting Authority Distribution

Total shares with voting rights: 477.48M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

477.48M

% of voting shares100.0%

Investment Discretion (by position count)

Sole1298

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings1298

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares2.87M

TypeSH

Market value$2.15B

11.83%

Sole

0.00

Shared

0.00

None

2.87M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares15.66M

TypeSH

Market value$1.12B

6.14%

Sole

0.00

Shared

0.00

None

15.66M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares1.15M

TypeSH

Market value$792.80M

4.37%

Sole

0.00

Shared

0.00

None

1.15M

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares7.96M

TypeSH

Market value$613.93M

3.38%

Sole

0.00

Shared

0.00

None

7.96M

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares6.45M

TypeSH

Market value$551.12M

3.03%

Sole

0.00

Shared

0.00

None

6.45M

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares5.80M

TypeSH

Market value$509.64M

2.81%

Sole

0.00

Shared

0.00

None

5.80M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares1.30M

TypeSH

Market value$480.76M

2.65%

Sole

0.00

Shared

0.00

None

1.30M

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares13.57M

TypeSH

Market value$430.45M

2.37%

Sole

0.00

Shared

0.00

None

13.57M

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares4.42M

TypeSH

Market value$380.34M

2.09%

Sole

0.00

Shared

0.00

None

4.42M

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares502.63K

TypeSH

Market value$375.35M

2.07%

Sole

0.00

Shared

0.00

None

502.63K

DIMENSIONAL ETF TRUST

SOLE

US COR EQU 2 ETF

Shares7.55M

TypeSH

Market value$334.86M

1.84%

Sole

0.00

Shared

0.00

None

7.55M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares5.20M

TypeSH

Market value$310.28M

1.71%

Sole

0.00

Shared

0.00

None

5.20M

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares10.94M

TypeSH

Market value$303.03M

1.67%

Sole

0.00

Shared

0.00

None

10.94M

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares2.03M

TypeSH

Market value$300.41M

1.65%

Sole

0.00

Shared

0.00

None

2.03M

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares5.05M

TypeSH

Market value$253.44M

1.40%

Sole

0.00

Shared

0.00

None

5.05M

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares5.48M

TypeSH

Market value$253.04M

1.39%

Sole

0.00

Shared

0.00

None

5.48M

AON PLC

SOLE

SHS CL A

Shares726.42K

TypeSH

Market value$240.95M

1.33%

Sole

0.00

Shared

0.00

None

726.42K

APPLE INC

SOLE

CALL

Shares784.98K

TypeSH

Market value$227.14M

1.25%

Sole

0.00

Shared

0.00

None

784.98K

ISHARES TR

SOLE

0-3 MTH TREASURY

Shares2.22M

TypeSH

Market value$223.92M

1.23%

Sole

0.00

Shared

0.00

None

2.22M

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares838.19K

TypeSH

Market value$206.37M

1.14%

Sole

0.00

Shared

0.00

None

838.19K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares2.35M

TypeSH

Market value$188.94M

1.04%

Sole

0.00

Shared

0.00

None

2.35M

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares530.16K

TypeSH

Market value$182.33M

1.00%

Sole

0.00

Shared

0.00

None

530.16K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.79M

TypeSH

Market value$148.40M

0.82%

Sole

0.00

Shared

0.00

None

1.79M

NVIDIA CORPORATION

SOLE

COM

Shares641.01K

TypeSH

Market value$128.26M

0.71%

Sole

0.00

Shared

0.00

None

641.01K

MICROSOFT CORP

SOLE

COM

Shares342.19K

TypeSH

Market value$127.64M

0.70%

Sole

0.00

Shared

0.00

None

342.19K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	2.87M	SH	$2.15B 11.83%	2.87M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	15.66M	SH	$1.12B 6.14%	15.66M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	1.15M	SH	$792.80M 4.37%	1.15M
ISHARES TRSOLE	CORE S&P MCP ETF	7.96M	SH	$613.93M 3.38%	7.96M
VANGUARD STAR FDSSOLE	VG TL INTL STK F	6.45M	SH	$551.12M 3.03%	6.45M
SPDR SERIES TRUSTSOLE	ST STR P500ETF	5.80M	SH	$509.64M 2.81%	5.80M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	1.30M	SH	$480.76M 2.65%	1.30M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	13.57M	SH	$430.45M 2.37%	13.57M
VANGUARD INDEX FDSSOLE	GROWTH ETF	4.42M	SH	$380.34M 2.09%	4.42M
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	502.63K	SH	$375.35M 2.07%	502.63K
DIMENSIONAL ETF TRUSTSOLE	US COR EQU 2 ETF	7.55M	SH	$334.86M 1.84%	7.55M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	5.20M	SH	$310.28M 1.71%	5.20M
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	10.94M	SH	$303.03M 1.67%	10.94M
ISHARES TRSOLE	CORE S&P SCP ETF	2.03M	SH	$300.41M 1.65%	2.03M
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	5.05M	SH	$253.44M 1.40%	5.05M
ISHARES TRSOLE	CORE UNIVRSL USD	5.48M	SH	$253.04M 1.39%	5.48M
AON PLCSOLE	SHS CL A	726.42K	SH	$240.95M 1.33%	726.42K
APPLE INCSOLE	CALL	784.98K	SH	$227.14M 1.25%	784.98K
ISHARES TRSOLE	0-3 MTH TREASURY	2.22M	SH	$223.92M 1.23%	2.22M
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	838.19K	SH	$206.37M 1.14%	838.19K
VANGUARD INDEX FDSSOLE	MID CAP ETF	2.35M	SH	$188.94M 1.04%	2.35M
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	530.16K	SH	$182.33M 1.00%	530.16K
ISHARES INCSOLE	CORE MSCI EMKT	1.79M	SH	$148.40M 0.82%	1.79M
NVIDIA CORPORATIONSOLE	COM	641.01K	SH	$128.26M 0.71%	641.01K
MICROSOFT CORPSOLE	COM	342.19K	SH	$127.64M 0.70%	342.19K

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