Wealthspire Advisors, LLC reported 611 positions worth $2.80B for the quarter ended Jun 30, 2026, up 53.0% on the prior quarter. It opened 129 new positions, added to 301, trimmed 139 and exited 26. Its largest holding is Aon plc at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +1.63M | +5,283.6% | $122.97M | 4.47% |
| AAPL Apple Inc. | +272.2K | +53.1% | $78.75M | 8.11% |
| NVDA Nvidia Corp | +323.7K | +102.0% | $64.76M | 4.58% |
| MSFT Microsoft Corp | +104.5K | +44.0% | $38.99M | 4.56% |
| AMZN Amazon Com Inc | +163.4K | +74.5% | $38.95M | 3.26% |
| CVX Chevron Corp | +189.3K | +320.5% | $31.38M | 1.47% |
| GOOGL Alphabet Inc. | +81.5K | +60.4% | $29.13M | 2.76% |
| AXP American Express Co | +81.3K | +564.0% | $27.50M | 1.16% |
| AVGO Broadcom Inc. | +52.1K | +116.4% | $19.67M | 1.31% |
| JPM Jpmorgan Chase & Co | +51.1K | +80.4% | $16.71M | 1.34% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AON Aon plc | -257.7K | -26.2% | $85.46M | 8.6% |
| MKC-V Mccormick & Co Inc | -128.1K | -91.5% | $6.47M | 0.021% |
| CAVA Cava Group, Inc. | -20.0K | -4.9% | $1.57M | 1.07% |
| SNOW Snowflake Inc. | -6,107 | -72.6% | $1.55M | 0.021% |
| BYRN Byrna Technologies Inc. | -178.0K | -22.7% | $1.19M | 0.145% |
| REGN Regeneron Pharmaceuticals, Inc. | -1,664 | -19.1% | $1.04M | 0.157% |
| AGX Argan Inc | -1,579 | -100.0% | $860.00K | Exited |
| KTOS Kratos Defense & Security Solutions, Inc. | -11.0K | -100.0% | $777.73K | Exited |
| PNC Pnc Financial Services Group, Inc. | -2,543 | -27.7% | $626.16K | 0.058% |
| FNV FRANCO NEVADA Corp | -1,696 | -100.0% | $419.00K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| WULF Terawulf Inc. | +319.9K | $7.90M | 0.282% |
| IREN IREN Ltd | +166.5K | $7.61M | 0.272% |
| MRVL Marvell Technology, Inc. | +24.9K | $7.42M | 0.265% |
| PURR Hyperliquid Strategies Inc | +826.6K | $6.51M | 0.232% |
| FOUR Shift4 Payments, Inc. | +116.8K | $5.68M | 0.203% |
| BWFG Bankwell Financial Group, Inc. | +87.5K | $5.14M | 0.184% |
| SOC Sable Offshore Corp. | +1.32M | $4.06M | 0.145% |
| ULTA Ulta Beauty, Inc. | +8,992 | $4.06M | 0.145% |
| SOFI SoFi Technologies, Inc. | +218.2K | $3.91M | 0.14% |
| LULU lululemon athletica inc. | +32.6K | $3.72M | 0.133% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AGX Argan Inc | -1,579 | $860.00K | 0.047% |
| KTOS Kratos Defense & Security Solutions, Inc. | -11.0K | $777.73K | 0.043% |
| FNV FRANCO NEVADA Corp | -1,696 | $419.00K | 0.023% |
| BWXT BWX Technologies, Inc. | -1,994 | $407.75K | 0.022% |
| MSCI MSCI Inc. | -714 | $385.11K | 0.021% |
| RIO Rio Tinto Plc | -4,035 | $376.41K | 0.021% |
| MWA Mueller Water Products, Inc. | -13.3K | $365.81K | 0.02% |
| LYB LyondellBasell Industries N.V. | -4,360 | $351.24K | 0.019% |
| WDC Western Digital Corp | -1,145 | $309.67K | 0.017% |
| ADSK Autodesk, Inc. | -1,244 | $297.81K | 0.016% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AON Aon plc | Financial Services | 726.4K | $240.95M | 8.6% | -257.7K | -26.2% | Reduced | 0.34% |
| 2 | AAPL Apple Inc. | Technology | 785.0K | $227.14M | 8.11% | +272.2K | +53.1% | Added | 0.01% |
| 3 | NVDA Nvidia Corp | Technology | 641.0K | $128.26M | 4.58% | +323.7K | +102.0% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 342.2K | $127.64M | 4.56% | +104.5K | +44.0% | Added | 0% |
| 5 | IAU Ishares Gold Trust | Others | 1.66M | $125.29M | 4.47% | +1.63M | +5,283.6% | Added | 0.21% |
| 6 | GOOG Alphabet Inc. | Technology | 304.9K | $107.72M | 3.85% | +39.9K | +15.1% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 382.8K | $91.24M | 3.26% | +163.4K | +74.5% | Added | 0% |
| 8 | CME Cme Group Inc. | Financial Services | 355.0K | $78.40M | 2.8% | +38.9K | +12.3% | Added | 0.1% |
| 9 | GOOGL Alphabet Inc. | Technology | 216.4K | $77.35M | 2.76% | +81.5K | +60.4% | Added | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 104.5K | $43.94M | 1.57% | +11.5K | +12.3% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 83.6K | $41.83M | 1.49% | +16.8K | +25.2% | Added | 0.01% |
| 12 | CVX Chevron Corp | Energy | 248.4K | $41.17M | 1.47% | +189.3K | +320.5% | Added | 0.01% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 114.6K | $37.50M | 1.34% | +51.1K | +80.4% | Added | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 96.8K | $36.58M | 1.31% | +52.1K | +116.4% | Added | 0% |
| 15 | LLY ELI LILLY & Co | Healthcare | 27.8K | $33.38M | 1.19% | +12.3K | +79.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Wealthspire Advisors.
As of its Q2 2026 13F filing, Wealthspire Advisors, LLC’s five largest positions were Aon plc (AON) at 8.6%, Apple Inc. (AAPL) at 8.1%, Nvidia Corp (NVDA) at 4.6%, Microsoft Corp (MSFT) at 4.6%, Ishares Gold Trust (IAU) at 4.5% of the reported portfolio.
Wealthspire Advisors, LLC reported a 13F portfolio worth $2.80B across 611 positions for Q2 2026. That is up 53.0% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($122.97M), Apple Inc. ($78.75M), Nvidia Corp ($64.76M). It opened 129 new positions.
Its largest sales by value were Aon plc ($85.46M), Mccormick & Co Inc ($6.47M), Cava Group, Inc. ($1.57M). It exited 26 positions entirely.
From the Form 13F-HR reports Wealthspire Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.