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Michael Del Priore

Wealthspire Advisors, Llc

Assets Managed
$12.734B
Holdings
932
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
1.35%(2Q avg: -16.47%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthspire Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 932 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 12.734B in assets, with a quarterly growth rate of 1.35% and a 2-quarter average growth rate of -16.47%. The portfolio is managed by Michael Del Priore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.24%
13.7%
$1.744B
2.67M shares@ $653.21 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.23%
7.33%
$933.178M
14.563M shares@ $64.08 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.31%
5.31%
$675.307M
1.13M shares@ $597.56 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.87%
4.09%
$520.618M
7.709M shares@ $67.54 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 7.68%
3.84%
$488.489M
6.335M shares@ $77.12 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -1.65%
3.21%
$408.395M
13.311M shares@ $30.68 avg price
AON
Aon Plc-class A
Recent Activity
Increased 259.69%
2.5%
$317.64M
984,075 shares@ $322.78 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.49%
2.43%
$308.943M
963,010 shares@ $320.81 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 12.03%
2.38%
$302.175M
12.209M shares@ $24.75 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 12.91%
2.33%
$295.859M
677,349 shares@ $436.8 avg price

1-10 of 932