WEALTHSPIRE ADVISORS LLC
Q4 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0001646247
· CRD 106181
· SEC-registered investment adviser
$12.6B Reported Value Total
WEALTHSPIRE ADVISORS reports 8,760 total accounts under management (AUM). There are 8,243 discretionary accounts valued at $25,200,334,983, and 517 non-discretionary accounts valued at $586,538,303.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $3.0K gross asset value
Hedge Fund: $3.0K
Source: Form ADV filed 2026-04-30
Reported value
$12.6B
Quarter over quarter
+1.8%
Holdings
1,031
Top-10 concentration
47.3%
Key People
Form ADV owners & control persons
Michael J Del Priore
CHIEF COMPLIANCE OFFICER
Michael Edmond Goss
DIRECTOR
Robert Jay Hilzenrath
DIRECTOR
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13F Metrics
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 13, 2026 |
| Form | 13F-HR |
| Reported value | $12.6B |
| Positions | 1,031 |
| Change in reported value | -34.3% |
| New positions | 23 |
| Exited positions | 2,052 |
| Position turnover | 67.3% |
| Top-10 concentration | 47.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 11, 2026
|
1,292 | $18.2B |
|
Q1 2026 13F
Filed May 1, 2026
|
932 | $12.7B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
1,031 | $12.6B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
3,060 | $19.1B |
|
Q2 2025 13F
Filed Aug 11, 2025
|
839 | $17.8B |
|
Q1 2025 13F
Filed May 9, 2025
|
789 | $16.7B |
|
Q4 2024 13F
Filed Feb 4, 2025
|
785 | $10.1B |
|
Q3 2024 13F
Filed Nov 13, 2024
|
754 | $9.8B |
|
Q2 2024 13F
Filed Aug 8, 2024
|
663 | $7.8B |
|
Q1 2024 13F
Filed May 6, 2024
|
641 | $7.5B |
|
Q4 2023 13F
Filed Feb 7, 2024
|
644 | $7.0B |
|
Q3 2023 13F
Filed Nov 6, 2023
|
594 | $6.1B |
|
Q2 2023 13F
Filed Aug 1, 2023
|
559 | $6.1B |
|
Q1 2023 13F
Filed May 9, 2023
|
533 | $5.8B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
581 | $5.5B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
510 | $4.8B |
|
Q2 2022 13F
Filed Aug 9, 2022
|
497 | $4.8B |
|
Q1 2022 13F
Filed May 9, 2022
|
428 | $4.4B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
534 | $4.5B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
577 | $4.8B |
11 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $1.8B | 14.52% |
| 2 | VEA VANGUARD TAX-MANAGED FDS | $848.5M | 6.75% |
| 3 | VOO VANGUARD INDEX FDS | $725.6M | 5.77% |
| 4 | IJH ISHARES TR | $504.4M | 4.01% |
| 5 | VXUS VANGUARD STAR FDS | $443.8M | 3.53% |
| 6 | SCHD SCHWAB STRATEGIC TR | $371.3M | 2.95% |
| 7 | VTI VANGUARD INDEX FDS | $331.1M | 2.64% |
| 8 | SPY SPDR S&P 500 ETF TR | $304.8M | 2.43% |
| 9 | DFAC DIMENSIONAL ETF TRUST | $297.8M | 2.37% |
| 10 | VUG VANGUARD INDEX FDS | $292.7M | 2.33% |
| 11 | SCHF SCHWAB STRATEGIC TR | $262.0M | 2.09% |
| 12 | VWO VANGUARD INTL EQUITY INDEX F | $253.3M | 2.02% |
| 13 | IJR ISHARES TR | $228.6M | 1.82% |
| 14 | IUSB ISHARES TR | $214.9M | 1.71% |
| 15 | VTIP VANGUARD MALVERN FDS | $207.3M | 1.65% |
| 16 | VO VANGUARD INDEX FDS | $174.7M | 1.39% |
| 17 | VXF VANGUARD INDEX FDS | $174.6M | 1.39% |
| 18 | VV VANGUARD INDEX FDS | $171.7M | 1.37% |
| 19 | AAPL APPLE INC | $160.6M | 1.28% |
| 20 | MSFT MICROSOFT CORP | $137.0M | 1.09% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.