Wealthspire Advisors (New York) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PCLG
Polen Focus Growth ETF
PCLG
|
+$54.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$48.7M |
| 3 |
Apple
AAPL
|
+$39.7M |
| 4 |
Microsoft
MSFT
|
+$34M |
| 5 |
NVIDIA
NVDA
|
+$30.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.76B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$716M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$704M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$477M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$401M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.4% |
| 2 | Financials | 3.21% |
| 3 | Communication Services | 1.81% |
| 4 | Consumer Discretionary | 1.24% |
| 5 | Healthcare | 1.04% |
Similar funds
Wealthspire Advisors (New York)'s Q4 2025 Portfolio in Review
As of Q4 2025, Wealthspire Advisors (New York) held 3,079 positions worth $12.6B, down 34% from $19.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Wealthspire Advisors (New York) withdrew a net $6.86B in Q4 2025, closing 2,043 positions and reducing 242 holdings. Its most notable exit was Metsera Inc, an estimated $11.2M position sold in full.
By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 2.1% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Wealthspire Advisors (New York) opened a new position in Reaves Utility Income Fund worth $5.28M.
- Wealthspire Advisors (New York)'s largest Q4 2025 buy was Reaves Utility Income Fund: 144,310 shares worth $5.28M.
- Wealthspire Advisors (New York) added most to Polen Focus Growth ETF in Q4 2025, an estimated $54.4M increase.
- Wealthspire Advisors (New York)'s biggest Q4 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.76B.
- Wealthspire Advisors (New York) fully exited Metsera Inc in Q4 2025, selling an estimated $11.2M.
- Wealthspire Advisors (New York)'s ten largest holdings make up 47% of its $12.6B portfolio in Q4 2025.
- Wealthspire Advisors (New York) opened 21 new positions and closed 2,043 in Q4 2025.
- Wealthspire Advisors (New York)'s portfolio value fell 34% quarter-over-quarter to $12.6B.
Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.