Wealthspire Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New York, NY
CIK
0001646247
Alternate names
Sontag Advisory, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 644 7,039,581 IVV, VOO, VEA, SCHD 13F-HR 2/6/2024 000164624724000001
Q3 2023 594 6,055,651 IVV, VOO, SCHD, VEA 13F-HR 11/6/2023 000164624723000004
Q2 2023 559 6,118,555 IVV, VOO, SCHD, VEA 13F-HR 7/31/2023 000164624723000003
Q1 2023 533 5,826,512 IVV, SCHD, VOO, VEA 13F-HR 5/9/2023 000164624723000002
Q4 2022 581 5,495,363 IVV, SCHD, VOO, VEA 13F-HR 2/13/2023 000164624723000001
Q3 2022 510 4,784,540 IVV, SCHD, VOO, IJH 13F-HR 11/14/2022 000164624722000004
Q2 2022 497 4,783,363 IVV, SCHD, VOO, IJH 13F-HR 8/8/2022 000164624722000003
Q1 2022 428 4,445,684 IVV, SCHD, VOO, VEA 13F-HR 5/9/2022 000164624722000002
Q4 2021 534 4,519,885 IVV, VOO, SCHD, VEA 13F-HR 2/14/2022 000164624722000001
Q3 2021 579 4,819,024 IVV, VOO, SCHD, IJH 13F-HR 11/15/2021 000164624721000006
Q2 2021 366 3,803,982 IVV, VOO, SCHD, VEA 13F-HR 8/13/2021 000164624721000005
Q1 2021 703 4,213,652 IVV, VOO, SCHD, VEA 13F-HR 5/17/2021 000164624721000003
Q4 2020 580 3,360,017 VOO, IVV, VEA, SCHD 13F-HR 2/16/2021 000164624721000002
Q3 2020 329 1,681,960 VOO, IVV, GOVT, VEA 13F-HR 11/16/2020 000164624720000007
Q2 2020 282 1,435,810 VOO, GOVT, IVV, VEA 13F-HR 8/14/2020 000164624720000006
Q1 2020 558 2,385,617 VOO, IVV, VEA, GOVT 13F-HR 5/12/2020 000164624720000005
Q4 2019 215 1,373,241 VEA, VOO, GOVT, IVV 13F-HR 2/14/2020 000164624720000002
Q3 2019 167 1,221,162 VEA, GOVT, VOO, IVV 13F-HR 11/12/2019 000164624719000006
Q2 2019 96 1,148,326 VEA, VOO, GOVT, IVV 13F-HR 8/13/2019 000164624719000005
Q1 2019 44 1,078,390 VEA, VOO, GOVT, IVV 13F-HR 5/8/2019 000164624719000003
Q4 2018 948 1,037,671 VEA, VOO, GOVT, IVV 13F-HR 2/14/2019 000164624719000002