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Michael Del Priore

@Wealthspire Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$9.829BTotal holdings756
Assets growth rate25.88%Assets growth rate (2-Q avg)15.02%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthspire Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 756 positions.

Assets under management

The assets under management (AUM) of Wealthspire Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 9.829B in assets, with a quarterly growth rate of 25.88% and a 2-quarter average growth rate of 15.02%. The portfolio is managed by Michael Del Priore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFAEDimensional Etf Trust
Recent Activity
Increased 3676.34%
0.64%
$62.481M
2.28M shares@ $27.42 avg price
NOBLProshares Tr
Recent Activity
Decreased -18.14%
0.64%
$62.174M
582,367 shares@ $106.77 avg price
IXUSIshares Tr
Recent Activity
Increased 0.89%
0.63%
$61.671M
849,118 shares@ $72.64 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.05%
0.61%
$59.037M
338,188 shares@ $174.57 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 5.36%
0.6%
$58.705M
931,826 shares@ $63.0 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 1116.11%
0.59%
$57.732M
1.817M shares@ $31.78 avg price
EAGGIshares Esg U.s. Aggregate Bond Etf
Recent Activity
New Position
0.57%
$55.853M
1.149M shares@ $48.59 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.99%
0.54%
$53.062M
785,980 shares@ $67.52 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 124.73%
0.53%
$51.306M
683,074 shares@ $75.12 avg price
USFRWisdomtree Tr
Recent Activity
Increased 372.14%
0.53%
$51.277M
1.021M shares@ $50.22 avg price