WEALTHSPIRE ADVISORS LLC
Q1 2026 Form 13-F
NEW YORK, NEW YORK
CIK 0001646247
· CRD 106181
· SEC-registered investment adviser
$12.7B Reported Value Total
WEALTHSPIRE ADVISORS reports 8,807 total accounts under management (AUM). There are 8,243 discretionary accounts valued at $28,801,840,774, and 564 non-discretionary accounts valued at $554,374,409.
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
$12.7B
Quarter over quarter
-1.5%
Holdings
932
Top-10 concentration
47.1%
Key People
Form ADV owners & control persons
Michael J Del Priore
CHIEF COMPLIANCE OFFICER
Michael Edmond Goss
DIRECTOR
Robert Jay Hilzenrath
DIRECTOR
Filing Navigation
13F Metrics
Loading 13F Metrics
Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 01, 2026 |
| Form | 13F-HR |
| Reported value | $12.7B |
| Positions | 932 |
| Change in reported value | +1.3% |
| New positions | 93 |
| Exited positions | 192 |
| Position turnover | 25.4% |
| Top-10 concentration | 47.1% |
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 · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV ISHARES TR | $1.7B | 13.7% |
| 2 | VEA VANGUARD TAX-MANAGED FDS | $933.2M | 7.33% |
| 3 | VOO VANGUARD INDEX FDS | $675.3M | 5.3% |
| 4 | IJH ISHARES TR | $520.6M | 4.09% |
| 5 | VXUS VANGUARD STAR FDS | $488.5M | 3.84% |
| 6 | SCHD SCHWAB STRATEGIC TR | $408.4M | 3.21% |
| 7 | AON AON PLC | $317.6M | 2.49% |
| 8 | VTI VANGUARD INDEX FDS | $308.9M | 2.43% |
| 9 | SCHF SCHWAB STRATEGIC TR | $302.2M | 2.37% |
| 10 | VUG VANGUARD INDEX FDS | $295.9M | 2.32% |
| 11 | DFAC DIMENSIONAL ETF TRUST | $291.6M | 2.29% |
| 12 | SPY STATE STR SPDR S&P 500 ETF T | $286.9M | 2.25% |
| 13 | VWO VANGUARD INTL EQUITY INDEX F | $264.7M | 2.08% |
| 14 | VV VANGUARD INDEX FDS | $241.4M | 1.9% |
| 15 | IJR ISHARES TR | $241.3M | 1.89% |
| 16 | VTIP VANGUARD MALVERN FDS | $222.6M | 1.75% |
| 17 | IUSB ISHARES TR | $218.4M | 1.71% |
| 18 | VO VANGUARD INDEX FDS | $177.6M | 1.39% |
| 19 | VXF VANGUARD INDEX FDS | $169.5M | 1.33% |
| 20 | AAPL APPLE INC | $130.1M | 1.02% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.