Wealthspire Advisors, LLC
Wealthspire Advisors, LLC reported 1,298 holdings worth US$18.2B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Wealthspire Advisors, LLC reported 1,298 holdings worth US$18.2B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 1,298
- Value as reported
- US$18.2B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 785K | US$227M | 1.3% |
| Alphabet Inc (google) Class C | 518K | US$185M | 1.0% |
| Nvidia Corporation | 641K | US$128M | 0.71% |
| Microsoft Corp. | 342K | US$128M | 0.70% |
| Amazon.com, Inc. | 383K | US$91.2M | 0.50% |
| Cme Group Inc. | 355K | US$78.4M | 0.43% |
| Berkshire Hathaway Inc. | 111K | US$54.9M | 0.30% |
| Tesla, Inc. | 104K | US$43.9M | 0.24% |
| Chevron Corporation | 248K | US$41.2M | 0.23% |
| Jp Morgan Chase & Co. | 115K | US$37.5M | 0.21% |
| Broadcom Inc. | 96,827 | US$36.6M | 0.20% |
| Eli Lilly And Company | 27,830 | US$33.4M | 0.18% |
| American Express Company | 95,731 | US$32.4M | 0.18% |
| Beazer Homes Usa, Inc. | 1.12M | US$31.3M | 0.17% |
| Cava Group, Inc. | 384K | US$30.1M | 0.17% |
| Johnson & Johnson | 102K | US$25.8M | 0.14% |
| Meta Platforms, Inc. | 44,939 | US$25.3M | 0.14% |
| Micron Technology, Inc. | 20,015 | US$23.1M | 0.13% |
| Exxon Mobil Corporation | 164K | US$22.5M | 0.12% |
| Visa Inc. | 57,671 | US$19.8M | 0.11% |
| Walmart Inc. | 159K | US$18M | 0.10% |
| Costco Wholesale Corporation | 18,580 | US$17.4M | 0.10% |
| Abbvie Inc. | 67,367 | US$17M | 0.09% |
| Coca-cola Company (the) | 196K | US$16M | 0.09% |
| International Business Machines Corporation | 55,000 | US$15.5M | 0.09% |
| Advanced Micro Devices Inc | 25,311 | US$14.7M | 0.08% |
| Home Depot, Inc. (the) | 38,855 | US$13.7M | 0.08% |
| Mastercard Incorporated | 25,876 | US$13.3M | 0.07% |
| Cisco Systems, Inc. | 112K | US$13.2M | 0.07% |
| Procter & Gamble Company (the) | 85,654 | US$12.6M | 0.07% |
| Goldman Sachs Group, Inc. (the) | 12,413 | US$12.6M | 0.07% |
| Rocket Companies, Inc. | 796K | US$12.5M | 0.07% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 25,390 | US$12.1M | 0.07% |
| Philip Morris International Inc | 63,422 | US$11.5M | 0.06% |
| Capital Bancorp, Inc. | 292K | US$10.2M | 0.06% |
| Healthequity, Inc. | 112K | US$10.1M | 0.06% |
| Kla Corporation | 33,303 | US$10M | 0.06% |
| Verizon Communications Inc. | 236K | US$10M | 0.06% |
| Progressive Corporation (the) | 45,054 | US$9.84M | 0.05% |
| Merck & Company, Inc. | 75,165 | US$9.66M | 0.05% |
| Morgan Stanley | 45,471 | US$9.51M | 0.05% |
| Caterpillar, Inc. | 8,342 | US$8.88M | 0.05% |
| Intel Corporation | 63,471 | US$8.86M | 0.05% |
| Palo Alto Networks, Inc. | 25,801 | US$8.8M | 0.05% |
| Palantir Technologies Inc. | 74,010 | US$8.63M | 0.05% |
| Altria Group, Inc. | 119K | US$8.54M | 0.05% |
| Bank Of America Corporation | 144K | US$8.23M | 0.05% |
| Hilton Worldwide Holdings Inc. | 24,857 | US$8.21M | 0.05% |
| Ge Aerospace | 21,893 | US$8.18M | 0.05% |
| Oracle Corporation | 54,935 | US$8.05M | 0.04% |
| Terawulf Inc. | 320K | US$7.9M | 0.04% |
| Marvell Technology, Inc. | 24,898 | US$7.42M | 0.04% |
| Charles Schwab Corporation (the) | 80,222 | US$7.4M | 0.04% |
| Ge Vernova Inc. | 6,292 | US$7.39M | 0.04% |
| Applied Materials, Inc. | 9,974 | US$7.21M | 0.04% |
| Crowdstrike Holdings, Inc. | 9,372 | US$7.15M | 0.04% |
| Starbucks Corporation | 69,864 | US$7.14M | 0.04% |
| Mcdonald's Corporation | 25,099 | US$6.78M | 0.04% |
| Union Pacific Corporation | 24,850 | US$6.76M | 0.04% |
| Lowe's Companies, Inc. | 30,608 | US$6.75M | 0.04% |
| Netflix, Inc. | 92,136 | US$6.58M | 0.04% |
| Rtx Corporation | 34,636 | US$6.57M | 0.04% |
| Hyperliquid Strategies Inc | 827K | US$6.51M | 0.04% |
| Unitedhealth Group Incorporated | 15,639 | US$6.5M | 0.04% |
| Asml Holding Nv | 3,172 | US$6.31M | 0.03% |
| Blackstone Inc. | 52,520 | US$6.18M | 0.03% |
| Pepsico, Inc. | 44,980 | US$6.09M | 0.03% |
| Salesforce, Inc. | 38,180 | US$5.98M | 0.03% |
| Constellation Energy Corporation | 23,734 | US$5.89M | 0.03% |
| Mercadolibre, Inc. | 3,424 | US$5.81M | 0.03% |
| Shift4 Payments, Inc. | 117K | US$5.68M | 0.03% |
| Lam Research Corporation | 13,108 | US$5.68M | 0.03% |
| Marriott International | 15,137 | US$5.61M | 0.03% |
| Williams Companies, Inc. (the) | 75,033 | US$5.58M | 0.03% |
| Nextera Energy, Inc. | 63,421 | US$5.57M | 0.03% |
| Uber Technologies, Inc. | 75,428 | US$5.44M | 0.03% |
| Wells Fargo & Company | 65,241 | US$5.39M | 0.03% |
| Chipotle Mexican Grill, Inc. | 157K | US$5.32M | 0.03% |
| Mayville Engineering Company, Inc. | 142K | US$5.3M | 0.03% |
| Servicenow, Inc. | 52,188 | US$5.18M | 0.03% |
| Bankwell Financial Group, Inc. | 87,538 | US$5.14M | 0.03% |
| Shopify Inc. | 44,716 | US$5.11M | 0.03% |
| Boeing Company (the) | 22,904 | US$4.96M | 0.03% |
| Walt Disney Company (the) | 51,421 | US$4.95M | 0.03% |
| The Aes Corporation | 335K | US$4.92M | 0.03% |
| Amgen Inc. | 13,416 | US$4.86M | 0.03% |
| Golub Capital Bdc, Inc. | 374K | US$4.82M | 0.03% |
| United Bankshares, Inc. | 103K | US$4.72M | 0.03% |
| Abbott Laboratories | 49,002 | US$4.45M | 0.02% |
| Regeneron Pharmaceuticals, Inc. | 7,042 | US$4.39M | 0.02% |
| Lockheed Martin Corporation | 8,209 | US$4.18M | 0.02% |
| Qualcomm Incorporated | 22,193 | US$4.1M | 0.02% |
| Sable Offshore Corp. | 1.32M | US$4.06M | 0.02% |
| Byrna Technologies, Inc. | 605K | US$4.06M | 0.02% |
| Ulta Beauty, Inc. | 8,992 | US$4.06M | 0.02% |
| Corning Incorporated | 15,857 | US$4.05M | 0.02% |
| Csx Corporation | 83,588 | US$3.97M | 0.02% |
| Citigroup, Inc. | 28,039 | US$3.92M | 0.02% |
| Sofi Technologies, Inc. | 218K | US$3.91M | 0.02% |
| Quanta Services, Inc. | 5,328 | US$3.84M | 0.02% |
Every holding of Wealthspire Advisors, LLC
Source
View original at SEC
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