Holdings
Wealthspire Advisors, LLC
As of Jun 30, 2026, Wealthspire Advisors, LLC reported 589 positions worth US$2.31B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 785K | US$227M | +272K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 518K | US$185M | +119K | Jun 30, 2026 |
| Nvidia Corporation | 641K | US$128M | +324K | Jun 30, 2026 |
| Microsoft Corp. | 342K | US$128M | +105K | Jun 30, 2026 |
| Amazon.com, Inc. | 383K | US$91.2M | +163K | Jun 30, 2026 |
| Cme Group Inc. | 355K | US$78.4M | +38,920 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 111K | US$54.9M | +22,786 | Jun 30, 2026 |
| Tesla, Inc. | 104K | US$43.9M | +11,476 | Jun 30, 2026 |
| Chevron Corporation | 248K | US$41.2M | +189K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 115K | US$37.5M | +51,054 | Jun 30, 2026 |