Wealthspire Advisors, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Wealthspire Advisors, LLC opened 136 positions, added to 281, reduced 134, sold out of 30 and left 44 unchanged. The largest increase in value was AAPL (+$227,140,380); the largest decrease was AAPL (-$130,145,163).
- AAPL: Country of operation United States; Class CALL; Shares 2026-03-31 0; Shares 2026-06-30 784,975.
- WULF: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 319,922.
- IREN: Country of operation —; Class ORDINARY SHARES; Shares 2026-03-31 0; Shares 2026-06-30 166,475.
- MRVL: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 24,898.
Two Form 13F-HR filings compared (SEC CIK 1646247): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
AAPL
APPLE INC | United States | CALL | 0 | 784,975 | +784,975 | $0 | $227,140,380 | +$227,140,380 |
|---|
WULF
TERAWULF INC | United States | COM | 0 | 319,922 | +319,922 | $0 | $7,902,074 | +$7,902,074 |
|---|
IREN
IREN LIMITED | | ORDINARY SHARES | 0 | 166,475 | +166,475 | $0 | $7,612,902 | +$7,612,902 |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 0 | 24,898 | +24,898 | $0 | $7,416,833 | +$7,416,833 |
|---|
PURR
HYPERLIQUID STRATEGIES INC COM | United States | SHS | 0 | 826,644 | +826,644 | $0 | $6,505,688 | +$6,505,688 |
|---|
FOUR
SHIFT4 PMTS INC | United States | CL A | 0 | 116,825 | +116,825 | $0 | $5,682,390 | +$5,682,390 |
|---|
BWFG
BANKWELL FINL GROUP | United States | SHS | 0 | 87,538 | +87,538 | $0 | $5,142,834 | +$5,142,834 |
|---|
SOC
SABLE OFFSHORE CORP | United States | COM SHS | 0 | 1,317,715 | +1,317,715 | $0 | $4,058,563 | +$4,058,563 |
|---|
ULTA
ULTA BEAUTY INC | United States | COM | 0 | 8,992 | +8,992 | $0 | $4,055,042 | +$4,055,042 |
|---|
SOFI
SOFI TECHNOLOGIES INC | United States | COM | 0 | 218,172 | +218,172 | $0 | $3,911,824 | +$3,911,824 |
|---|
LULU
LULULEMON ATHLETICA INC | | COM | 0 | 32,616 | +32,616 | $0 | $3,724,053 | +$3,724,053 |
|---|
FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 0 | 62,642 | +62,642 | $0 | $3,197,891 | +$3,197,891 |
|---|
VST
VISTRA CORP | United States | COM | 0 | 17,470 | +17,470 | $0 | $2,771,227 | +$2,771,227 |
|---|
HON
HONEYWELL INTL INC | United States | COM | 0 | 10,614 | +10,614 | $0 | $2,376,433 | +$2,376,433 |
|---|
HONA
HONEYWELL AEROSPACE INC | United States | COM | 0 | 10,604 | +10,604 | $0 | $2,344,333 | +$2,344,333 |
|---|
CRCL
CIRCLE INTERNET GROUP INC | United States | SHS | 0 | 32,293 | +32,293 | $0 | $2,022,511 | +$2,022,511 |
|---|
MSTR
STRATEGY INC | United States | CL A NEW | 0 | 21,715 | +21,715 | $0 | $1,887,686 | +$1,887,686 |
|---|
GENI
GENIUS SPORTS LTD | | SHS | 0 | 300,600 | +300,600 | $0 | $1,821,636 | +$1,821,636 |
|---|
RH
RH COM NPV | United States | SHS | 0 | 10,085 | +10,085 | $0 | $1,661,302 | +$1,661,302 |
|---|
OCUL
OCULAR THERAPEUTIX INC COM | United States | SHS | 0 | 162,960 | +162,960 | $0 | $1,600,267 | +$1,600,267 |
|---|
NTRA
NATERA INC | United States | COM | 0 | 5,786 | +5,786 | $0 | $1,570,610 | +$1,570,610 |
|---|
BETA
BETA TECHNOLOGIES INC | United States | COM SHS CL A | 0 | 80,131 | +80,131 | $0 | $1,342,188 | +$1,342,188 |
|---|
BOBS
BOBS DISC FURNITURE INC COM | United States | SHS | 0 | 80,448 | +80,448 | $0 | $1,272,687 | +$1,272,687 |
|---|
LITE
LUMENTUM HLDGS INC | United States | COM | 0 | 1,288 | +1,288 | $0 | $1,105,182 | +$1,105,182 |
|---|
ALAB
ASTERA LABS INC | United States | COM | 0 | 2,174 | +2,174 | $0 | $1,050,086 | +$1,050,086 |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 0 | 2,238 | +2,238 | $0 | $1,027,708 | +$1,027,708 |
|---|
STUB
STUBHUB HLDGS INC | United States | CL A | 0 | 77,700 | +77,700 | $0 | $999,999 | +$999,999 |
|---|
TWLO
TWILIO INC | United States | CL A | 0 | 4,745 | +4,745 | $0 | $979,036 | +$979,036 |
|---|
EFOR
EVERFORTH INC | United States | COM | 0 | 50,000 | +50,000 | $0 | $893,500 | +$893,500 |
|---|
CP
CANADIAN PACIFIC KANSAS CITY | | COM | 0 | 10,212 | +10,212 | $0 | $885,111 | +$885,111 |
|---|
NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 0 | 3,082 | +3,082 | $0 | $851,089 | +$851,089 |
|---|
FXF
INVESCO CURRENCYSHARES SWISS | United States | SWISS FRANC | 0 | 6,942 | +6,942 | $0 | $757,044 | +$757,044 |
|---|
CG
CARLYLE GROUP INC | United States | COM | 0 | 17,843 | +17,843 | $0 | $751,377 | +$751,377 |
|---|
DDOG
DATADOG INC | United States | CL A COM | 0 | 2,777 | +2,777 | $0 | $723,020 | +$723,020 |
|---|
NUE
NUCOR CORP | United States | COM | 0 | 3,161 | +3,161 | $0 | $704,113 | +$704,113 |
|---|
CRWV
COREWEAVE INC | United States | COM CL A | 0 | 6,474 | +6,474 | $0 | $644,406 | +$644,406 |
|---|
SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 0 | 16,711 | +16,711 | $0 | $638,862 | +$638,862 |
|---|
MRP
MILLROSE PPTYS INC | United States | COM CL A | 0 | 20,481 | +20,481 | $0 | $615,440 | +$615,440 |
|---|
WSM
WILLIAMS SONOMA INC | United States | COM | 0 | 2,502 | +2,502 | $0 | $583,217 | +$583,217 |
|---|
ARW
ARROW ELECTRS INC | United States | COM | 0 | 2,656 | +2,656 | $0 | $566,817 | +$566,817 |
|---|
COLD
AMERICOLD REALTY TRUST INC | United States | COM | 0 | 35,071 | +35,071 | $0 | $551,317 | +$551,317 |
|---|
RMD
RESMED INC | United States | COM | 0 | 2,748 | +2,748 | $0 | $535,531 | +$535,531 |
|---|
PKG
PACKAGING CORP AMER | United States | COM | 0 | 2,133 | +2,133 | $0 | $508,337 | +$508,337 |
|---|
BR
BROADRIDGE FINL SOLUTIONS IN | United States | COM | 0 | 3,684 | +3,684 | $0 | $504,495 | +$504,495 |
|---|
AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 0 | 6,726 | +6,726 | $0 | $501,297 | +$501,297 |
|---|
LVMUY
LVMH MOET HENNESSY LOUIS VUITTON ADR | | SHS | 0 | 4,522 | +4,522 | $0 | $500,133 | +$500,133 |
|---|
DGXX
DIGI PWR X INC | | COM SUB VTG | 0 | 89,233 | +89,233 | $0 | $486,321 | +$486,321 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 0 | 1,752 | +1,752 | $0 | $476,456 | +$476,456 |
|---|
VLTO
VERALTO CORP | United States | COM SHS | 0 | 5,208 | +5,208 | $0 | $461,825 | +$461,825 |
|---|
FDXF
FEDEX FGHT HLDG CO INC | United States | COMMON STOCK | 0 | 3,035 | +3,035 | $0 | $458,285 | +$458,285 |
|---|
MLI
MUELLER INDUSTRIES INC | United States | SHS | 0 | 3,634 | +3,634 | $0 | $446,761 | +$446,761 |
|---|
HNVR
HANOVER BANCORP INC | United States | SHS | 0 | 18,791 | +18,791 | $0 | $438,217 | +$438,217 |
|---|
MPWR
MONOLITHIC PWR SYS INC | United States | COM | 0 | 304 | +304 | $0 | $420,416 | +$420,416 |
|---|
CNOB
CONNECTONE BANCORP INC | United States | SHS | 0 | 11,949 | +11,949 | $0 | $399,575 | +$399,575 |
|---|
POWL
POWELL INDS INC | United States | COM | 0 | 1,360 | +1,360 | $0 | $389,450 | +$389,450 |
|---|
CCI
CROWN CASTLE INC | United States | COM | 0 | 5,113 | +5,113 | $0 | $387,194 | +$387,194 |
|---|
XIFR
XPLR INFRASTRUCTURE LP | United States | COM UNIT PART IN | 0 | 31,279 | +31,279 | $0 | $369,405 | +$369,405 |
|---|
EQIX
EQUINIX INC | United States | COM | 0 | 346 | +346 | $0 | $360,333 | +$360,333 |
|---|
ZETA
ZETA GLOBAL HOLDINGS CORP | United States | CL A | 0 | 18,000 | +18,000 | $0 | $354,239 | +$354,239 |
|---|
RSG
REPUBLIC SVCS INC | United States | COM | 0 | 1,631 | +1,631 | $0 | $347,629 | +$347,629 |
|---|
SWK
STANLEY BLACK & DECKER INC | United States | COM | 0 | 3,669 | +3,669 | $0 | $345,327 | +$345,327 |
|---|
DVN
DEVON ENERGY CORP NEW | United States | COM | 0 | 8,317 | +8,317 | $0 | $343,649 | +$343,649 |
|---|
SGHC
SUPER GROUP (SGHC) LIMITED | Guernsey | SHS | 0 | 25,207 | +25,207 | $0 | $341,549 | +$341,549 |
|---|
NSRGY
NESTLE SA SPONSORED ADR REPSTG REG SHS | | SHS | 0 | 3,231 | +3,231 | $0 | $331,791 | +$331,791 |
|---|
SNPS
SYNOPSYS INC | United States | COM | 0 | 739 | +739 | $0 | $329,864 | +$329,864 |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 0 | 13,741 | +13,741 | $0 | $324,565 | +$324,565 |
|---|
EBAY
EBAY INC. | United States | COM | 0 | 2,891 | +2,891 | $0 | $323,104 | +$323,104 |
|---|
NDAQ
NASDAQ INC | United States | COM | 0 | 4,044 | +4,044 | $0 | $318,751 | +$318,751 |
|---|
CORT
CORCEPT THERAPEUTICS INC | United States | COM | 0 | 3,540 | +3,540 | $0 | $307,803 | +$307,803 |
|---|
FRMM
FORUM MARKETS INC | United States | COM SHS | 0 | 56,653 | +56,653 | $0 | $307,626 | +$307,626 |
|---|
SAFE
SAFEHOLD INC | United States | COM | 0 | 19,584 | +19,584 | $0 | $307,469 | +$307,469 |
|---|
SIRI
SIRIUSXM HOLDINGS INC | United States | COMMON STOCK | 0 | 10,102 | +10,102 | $0 | $298,406 | +$298,406 |
|---|
MGA
MAGNA INTL INC | | COM | 0 | 4,436 | +4,436 | $0 | $291,268 | +$291,268 |
|---|
OTIS
OTIS WORLDWIDE CORP | United States | COM | 0 | 4,065 | +4,065 | $0 | $291,037 | +$291,037 |
|---|
MRNA
MODERNA INC | United States | COM | 0 | 3,953 | +3,953 | $0 | $276,798 | +$276,798 |
|---|
ONTO
ONTO INNOVATION INC | United States | COM | 0 | 717 | +717 | $0 | $271,350 | +$271,350 |
|---|
BBY
BEST BUY INC | United States | COM | 0 | 3,525 | +3,525 | $0 | $267,454 | +$267,454 |
|---|
VEEV
VEEVA SYS INC | United States | CL A COM | 0 | 1,503 | +1,503 | $0 | $266,738 | +$266,738 |
|---|
NPO
ENPRO INDUSTRIES INC | United States | SHS | 0 | 700 | +700 | $0 | $263,851 | +$263,851 |
|---|
GEO
GEO GROUP INC | United States | COM | 0 | 8,664 | +8,664 | $0 | $256,022 | +$256,022 |
|---|
DY
DYCOM INDS INC | United States | COM | 0 | 484 | +484 | $0 | $244,706 | +$244,706 |
|---|
CIEN
CIENA CORP | United States | COM NEW | 0 | 494 | +494 | $0 | $242,337 | +$242,337 |
|---|
YUMC
YUM CHINA HLDGS INC | United States | COM | 0 | 5,865 | +5,865 | $0 | $239,683 | +$239,683 |
|---|
RKLB
ROCKET LAB CORP | United States | COM | 0 | 2,345 | +2,345 | $0 | $238,370 | +$238,370 |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 0 | 5,154 | +5,154 | $0 | $232,572 | +$232,572 |
|---|
CFR
CULLEN FROST BANKERS INC | United States | COM | 0 | 1,501 | +1,501 | $0 | $231,880 | +$231,880 |
|---|
SMCI
SUPER MICRO COMPUTER INC | United States | COM NEW | 0 | 7,818 | +7,818 | $0 | $229,302 | +$229,302 |
|---|
TRLVXXXX
TRULIEVE CANNABIS CORP | | SUB VTG SHS | 0 | 23,200 | +23,200 | $0 | $228,056 | +$228,056 |
|---|
GCTSWS
GCT SEMICONDUCTOR HLDG INC WT EXP | United States | SHS | 0 | 460,295 | +460,295 | $0 | $225,545 | +$225,545 |
|---|
BMO
BANK MONTREAL MEDIUM | | COM | 0 | 1,273 | +1,273 | $0 | $224,940 | +$224,940 |
|---|
TTD
THE TRADE DESK INC | United States | COM CL A | 0 | 12,375 | +12,375 | $0 | $223,740 | +$223,740 |
|---|
DASH
DOORDASH INC | United States | CL A | 0 | 1,212 | +1,212 | $0 | $223,720 | +$223,720 |
|---|
BATRK
ATLANTA BRAVES HLDGS INC | United States | COM SER C | 0 | 4,303 | +4,303 | $0 | $223,326 | +$223,326 |
|---|
RYCEY
ROLLS ROYCE HOLDINGS PLC SPON ADR | | SHS | 0 | 11,600 | +11,600 | $0 | $223,300 | +$223,300 |
|---|
FSLR
FIRST SOLAR INC | United States | COM | 0 | 945 | +945 | $0 | $223,096 | +$223,096 |
|---|
GGG
GRACO INC | United States | COM | 0 | 2,927 | +2,927 | $0 | $221,311 | +$221,311 |
|---|
BAM
BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 0 | 4,919 | +4,919 | $0 | $220,582 | +$220,582 |
|---|
FJET
STARFIGHTERS SPACE INC | United States | COMMON STOCK | 0 | 41,176 | +41,176 | $0 | $219,056 | +$219,056 |
|---|
CNI
CANADIAN NATL RY CO | | COM | 0 | 1,829 | +1,829 | $0 | $218,118 | +$218,118 |
|---|
SLF
SUN LIFE FINANCIAL INC. | | COM | 0 | 2,745 | +2,745 | $0 | $215,263 | +$215,263 |
|---|