Wealthspire Advisors, LLC
Follow13F filer, CIK 1646247, NEW YORK, NY
Wealthspire Advisors, LLC reported $12,565,710,901 across 1,032 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 47.31% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001646247-26-000001
- Period
- 2025-12-31
- Reported value
- $12.6B
- Holdings
- 1,032
- Top 10 weight
- 47.31%
- New
- 24
- Sold out
- 2,056
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PCLGadded | +2,179,093 | $53.9M |
| GOOGadded | +169,992 | $53.3M |
| AAPLadded | +147,930 | $40.2M |
| MSFTadded | +67,789 | $32.8M |
| NVDAadded | +163,897 | $30.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IVVreduced | -2,593,980 | -$1.78B |
| VOOreduced | -1,152,658 | -$723M |
| VEAreduced | -11,492,889 | -$718M |
| IJHreduced | -7,275,118 | -$480M |
| SCHDreduced | -14,745,621 | -$404M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,031 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| AKBAAKEBIA THREAPEUTICS INC COMMON STOCK | call | 25,100 | $40.4K | new |
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BARKBARK INC | 100 | $84 | shares |
| MBIMBIA INC | 11 | $82 | shares |
| MVISMICROVISION INC DEL | 65 | $81 | shares |
| HYLNHYLIION HOLDINGS CORP | 40 | $79 | shares |
| BBBLACKBERRY LTD | 16 | $79 | shares |
| SNWVSANUWAVE HEALTH INC | 2 | $75 | shares |
| YPFYPF SOCIEDAD ANONIMA | 3 | $73 | shares |
| AUANGLOGOLD ASHANTI PLC | 1 | $70 | shares |
| FDMOFIDELITY COVINGTON TRUST | 1 | $70 | shares |
| TBLATABOOLA.COM LTD | 20 | $69 | shares |
| MUXMCEWEN INC. | 4 | $69 | shares |
| RCKTROCKET PHARMACEUTICALS INC | 20 | $66 | shares |
| ACXPACURX PHARMACEUTICALS INC | 15 | $65 | shares |
| FIPFTAI INFRASTRUCTURE INC | 14 | $62 | shares |
| PAYPAYMENTUS HOLDINGS INC | 2 | $61 | shares |
| AOUTAMERICAN OUTDOOR BRANDS INC | 6 | $53 | shares |
| TITNTITAN MACHY INC | 3 | $51 | shares |
| VICRVICOR CORP | 1 | $50 | shares |
| SEGSEAPORT ENTMT GROUP INC | 2 | $46 | shares |
| SOBRSOBR SAFE INC | 13 | $46 | shares |
| HFROHIGHLAND OPPS & INCOME FD | 7 | $44 | shares |
| NNENANO NUCLEAR ENERGY INC | 1 | $39 | shares |
| INOINOVIO PHARMACEUTICALS INC | 15 | $36 | shares |
| RODMLATTICE STRATEGIES TR | 1 | $34 | shares |
| HTZWWHERTZ GLOBAL HLDGS INC | 8 | $30 | shares |
| GLMDGALMED PHARMACEUTICALS LTD | 21 | $29 | shares |
| CGCCANOPY GROWTH CORPORATION | 18 | $27 | shares |
| ACBAURORA CANNABIS INC | 4 | $24 | shares |
| 2X SOLANA ETF2X SOLANA ETF | 1 | $24 | shares |
| OTLYOATLY GROUP AB | 1 | $17 | shares |
| EPRFINNOVATOR ETFS TRUST | 1 | $17 | shares |
| CLEARBRIDGE ENERGY MIDSTRM OCLEARBRIDGE ENERGY MIDSTRM O | 891 | $17 | shares |
| INSGINSEEGO CORP | 1 | $15 | shares |
| SDSANDRIDGE ENERGY INC | 1 | $12 | shares |
| PWVINVESCO EXCHANGE TRADED FD T | 0 | $12 | shares |
| HGTYHAGERTY INC | 1 | $12 | shares |
| CHGGCHEGG INC | 7 | $11 | shares |
| UAVSAGEAGLE AERIAL SYS INC NEW | 5 | $11 | shares |
| MFINMEDALLION FINANCIAL CORP | 1 | $11 | shares |
| STLASTELLANTIS N.V | 1 | $10 | shares |
| AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC | 1 | $10 | shares |
| EQNREQUINOR ASA | 0 | $9 | shares |
| TENXTENAX THERAPEUTICS INC | 1 | $8 | shares |
| NNOXNANO X IMAGING LTD | 2 | $8 | shares |
| PHUNPHUNWARE INC | 2 | $6 | shares |
| TWAVTAOWEAVE INC | 2 | $6 | shares |
| GPROGOPRO INC | 2 | $5 | shares |
| BNGOBIONANO GENOMICS INC | 2 | $4 | shares |
| MBOTMICROBOT MED INC | 1 | $3 | shares |
| TCRTALAUNOS THERAPEUTICS INC | 1 | $3 | shares |
| TRUGTRUGOLF HLDGS INC CL A NEW (NV | 1 | $3 | shares |
| VISION MARINE TECHNOLOGIES IVISION MARINE TECHNOLOGIES I | 1 | $2 | shares |
| XHBSPDR SERIES TRUST | 0 | $1 | shares |
| KOSKOSMOS ENERGY LTD | 1 | $1 | shares |
| FXZFIRST TR EXCHANGE-TRADED FD | 0 | $1 | shares |
| TOVXTHERIVA BIOLOGICS INC | 2 | $1 | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001646247-26-000001 | base | 2026-02-13 | acceptance time not in the bulk data set |