Long-term investor
Wealthspire Advisors, LLC @wealthspireadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001646247).
Record
- Tracked since 2025-06-30 (434 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months +10.7% · 1 year +17.7% · all +17.7%
- Max drawdown -1.5% · Sharpe 1.11 · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 11.8% · long · since 2025-06-30
- VEA · 6.1% · long · since 2025-06-30
- VOO · 4.4% · long · since 2025-06-30
- IJH · 3.4% · long · since 2025-06-30
- VXUS · 3.0% · long · since 2025-06-30
- SPYM · 2.8% · long · since 2025-06-30
- VTI · 2.6% · long · since 2025-06-30
- SCHD · 2.4% · long · since 2025-06-30
- VUG · 2.1% · long · since 2025-06-30
- SPY · 2.1% · long · since 2025-06-30
- DFAC · 1.8% · long · since 2025-06-30
- VWO · 1.7% · long · since 2025-06-30