Wealthspire Advisors, LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +3.6% per quarter — versus +3.3% per quarter from simply owning every 13F stock. It beat that baseline in only 59.3% of quarters (excess t = -0.06, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)
Top 20 holdings of 932 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| IVV | $1.7B | | HOLD |
| VEA | $933M | | ADD |
| VOO | $675M | | TRIM |
| IJH | $521M | | HOLD |
| VXUS | $488M | | ADD |
| SCHD | $408M | | HOLD |
| AON | $318M | | ADD |
| VTI | $309M | | TRIM |
| SCHF | $302M | | ADD |
| VUG | $296M | | ADD |
| DFAC | $292M | | HOLD |
| SPY | $287M | | HOLD |
| VWO | $265M | | ADD |
| VV | $241M | | ADD |
| IJR | $241M | | ADD |
| VTIP | $223M | | ADD |
| IUSB | $218M | | ADD |
| VO | $178M | | ADD |
| VXF | $169M | | HOLD |
| AAPL | $130M | | TRIM |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.