Wealthspire Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Wealthspire Advisors, LLC held in its portfolio 500 assets valued at $12,565,710,901 (i.e. $12.57B).
The most valuable assets in the portfolio included: ISHARES TR ($1.83B), VANGUARD TAX-MANAGED FDS ($848.46M), and VANGUARD INDEX FDS ($725.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealthspire Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 2663792 | 1824537938 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 13581933 | 848463372 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1156962 | 725565800 | S&P 500 ETF SHS |
| ISHARES TR | 7642952 | 504434819 | CORE S&P MCP ETF |
| VANGUARD STAR FDS | 5883288 | 443835233 | VG TL INTL STK F |
| SCHWAB STRATEGIC TR | 13535721 | 371284824 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 987621 | 331119780 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 446916 | 304772623 | TR UNIT |
| DIMENSIONAL ETF TRUST | 7522835 | 297829037 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 599927 | 292680584 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 10898799 | 262007131 | INTL EQTY ETF |
| VANGUARD INTL EQUITY INDEX F | 4710913 | 253258673 | FTSE EMR MKT ETF |
| ISHARES TR | 1901977 | 228579626 | CORE S&P SCP ETF |
| ISHARES TR | 4617814 | 214913044 | CORE UNIVRSL USD |
| VANGUARD MALVERN FDS | 4191463 | 207309762 | STRM INFPROIDX |
| VANGUARD INDEX FDS | 602087 | 174737627 | MID CAP ETF |
| VANGUARD INDEX FDS | 835091 | 174634168 | EXTEND MKT ETF |
| VANGUARD INDEX FDS | 545331 | 171670310 | LARGE CAP ETF |
| APPLE INC | 590564 | 160550723 | COM |
| MICROSOFT CORP | 283281 | 137000456 | COM |
| SPDR SERIES TRUST | 1858411 | 123116506 | STATE STREET SPD |
| ISHARES INC | 1695058 | 113941832 | CORE MSCI EMKT |
| ALPHABET INC | 352299 | 110551270 | CAP STK CL C |
| VANGUARD INDEX FDS | 398598 | 102818390 | SMALL CP ETF |
| AON PLC | 273596 | 96546710 | SHS CL A |
| VANGUARD INTL EQUITY INDEX F | 1219478 | 89704786 | ALLWRLD EX US |
| ISHARES TR | 1724436 | 87015025 | TRS FLT RT BD |
| DIMENSIONAL ETF TRUST | 2554612 | 83203704 | EMGR CRE EQT MNG |
| INVESCO QQQ TR | 133657 | 82106940 | UNIT SER 1 |
| FIRST TR EXCHANGE-TRADED FD | 2165019 | 81989282 | NO AMER ENERGY |
| DIMENSIONAL ETF TRUST | 2047512 | 78030665 | INTL CORE EQT MK |
| SCHWAB STRATEGIC TR | 2816409 | 75789571 | US LRG CAP ETF |
| NVIDIA CORPORATION | 395415 | 73744840 | COM |
| ISHARES TR | 810622 | 72518212 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 2742694 | 72461965 | GLOBAL REAL EST |
| ISHARES TR | 1426989 | 67567941 | HIGH YLD SYSTM B |
| ISHARES TR | 795336 | 67317198 | CORE MSCI TOTAL |
| ISHARES TR | 609110 | 65241793 | NATIONAL MUN ETF |
| MORGAN STANLEY ETF TRUST | 759904 | 64014228 | CALVERT US LARCP |
| CME GROUP INC | 226681 | 61901939 | COM |
| VANGUARD INDEX FDS | 203486 | 61475247 | SML CP GRW ETF |
| WISDOMTREE TR | 1173736 | 59062416 | FLOATNG RAT TREA |
| AMAZON COM INC | 254380 | 58716078 | COM |
| VANGUARD INDEX FDS | 288995 | 55195103 | VALUE ETF |
| FUNDVANTAGE TR | 2200171 | 54452256 | POLEN FOCUS GROW |
| VANGUARD BD INDEX FDS | 727515 | 53887019 | TOTAL BND MRKT |
| ISHARES TR | 547576 | 52583705 | MSCI EAFE ETF |
| ALPHABET INC | 161575 | 50573079 | CAP STK CL A |
| PROSHARES TR | 475968 | 49533976 | S&P 500 DV ARIST |
| ISHARES TR | 103351 | 48916243 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 197999 | 41934230 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 825028 | 38611310 | US CORE EQT MKT |
| ISHARES TR | 507585 | 38038448 | RUSEL 2500 ETF |
| PUTNAM ETF TRUST | 830187 | 37831634 | FOCUSED LAR CAP |
| VANGUARD SCOTTSDALE FDS | 465783 | 37136863 | SHRT TRM CORP BD |
| BERKSHIRE HATHAWAY INC DEL | 70292 | 35332229 | CL B NEW |
| VANGUARD MUN BD FDS | 687459 | 34572290 | TAX EXEMPT BD |
| ISHARES TR | 90318 | 33728216 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 1008030 | 33012972 | EMRG MKTEQ ETF |
| ISHARES TR | 668702 | 31997370 | ESG AWR US AGRGT |
| META PLATFORMS INC | 48230 | 31836140 | CL A |
| MORGAN STANLEY ETF TRUST | 446141 | 31809818 | CALVERT INTERNAT |
| JPMORGAN CHASE & CO. | 95917 | 30906326 | COM |
| ISHARES TR | 1247409 | 28721590 | US TREAS BD ETF |
| ISHARES TR | 453248 | 27811303 | GLB INFRASTR ETF |
| TESLA INC | 58711 | 26403397 | COM |
| INVESCO EXCHANGE TRADED FD T | 134069 | 25682282 | S&P500 EQL WGT |
| ACCENTURE PLC IRELAND | 90396 | 24253267 | SHS CLASS A |
| ISHARES TR | 97401 | 23976275 | RUSSELL 2000 ETF |
| VANGUARD INTL EQUITY INDEX F | 158235 | 22320652 | TT WRLD ST ETF |
| BROADCOM INC | 62372 | 21586924 | COM |
| SPDR GOLD TR | 54146 | 21458602 | GOLD SHS |
| VANGUARD INDEX FDS | 238520 | 21106639 | REAL ESTATE ETF |
| ISHARES TR | 203089 | 19551387 | RUS MID CAP ETF |
| JOHNSON & JOHNSON | 94452 | 19546829 | COM |
| ISHARES TR | 141603 | 19391155 | RUS MD CP GR ETF |
| EXXON MOBIL CORP | 157874 | 18998577 | COM |
| VANGUARD WHITEHALL FDS | 132086 | 18956925 | HIGH DIV YLD |
| ISHARES TR | 48874 | 18906762 | RUSSELL 3000 ETF |
| ISHARES TR | 140040 | 18427850 | S&P MC 400VL ETF |
| COSTCO WHSL CORP NEW | 20435 | 17621552 | COM |
| ISHARES TR | 87164 | 17312534 | MSCI USA QLT FCT |
| ISHARES TR | 80943 | 17025630 | RUS 1000 VAL ETF |
| FIRST TR EXCHNG TRADED FD VI | 826246 | 16417504 | FT ENERGY INCOME |
| ISHARES TR | 164341 | 16414394 | CORE US AGGBD ET |
| ISHARES TR | 49395 | 15955099 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 87303 | 15484999 | MCAP VL IDXVIP |
| ROCKET COS INC | 795397 | 15398886 | COM CL A |
| VANGUARD INDEX FDS | 52480 | 14649183 | MCAP GR IDXVIP |
| ISHARES TR | 95313 | 14172160 | CORE S&P TTL STK |
| ISHARES TR | 77480 | 14040227 | RUS 2000 VAL ETF |
| ELI LILLY & CO | 12811 | 13767965 | COM |
| ABBVIE INC | 58434 | 13351656 | COM |
| ISHARES TR | 107166 | 13209261 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 500567 | 13129884 | US BRD MKT ETF |
| DIMENSIONAL ETF TRUST | 175149 | 12990802 | US EQUITY MARKET |
| COCA COLA CO | 184639 | 12908143 | COM |
| ISHARES TR | 506708 | 12789321 | ESG AWRE 1 5 YR |
| VANGUARD SPECIALIZED FUNDS | 57747 | 12691569 | DIV APP ETF |
| VISA INC | 36157 | 12680599 | COM CL A |
| WALMART INC | 111884 | 12464999 | COM |
| SCHWAB STRATEGIC TR | 466159 | 12348548 | US TIPS ETF |
| HOME DEPOT INC | 35061 | 12064387 | COM |
| ISHARES TR | 98412 | 11967928 | CORE HIGH DV ETF |
| FLEXSHARES TR | 147906 | 11952246 | QUALT DIVD IDX |
| INTERNATIONAL BUSINESS MACHS | 39384 | 11666020 | COM |
| ISHARES TR | 118638 | 11281308 | ESG AW MSCI EAFE |
| PROCTER AND GAMBLE CO | 78163 | 11201582 | COM |
| FLEXSHARES TR | 367110 | 11160154 | INTL QLTDV IDX |
| MASTERCARD INCORPORATED | 19404 | 11077235 | CL A |
| WISDOMTREE TR | 122241 | 10932013 | US QTLY DIV GRT |
| SALESFORCE INC | 40984 | 10857184 | COM |
| INVESCO EXCHANGE TRADED FD T | 221665 | 10400503 | RAFI US 1000 ETF |
| PROGRESSIVE CORP | 44787 | 10198984 | COM |
| BERKSHIRE HATHAWAY INC DEL | 14 | 10189800 | CL A |
| CHEVRON CORP NEW | 65567 | 9993071 | COM |
| ISHARES TR | 66254 | 9870529 | ESG AWR MSCI USA |
| SCHWAB STRATEGIC TR | 336115 | 9572549 | US SML CAP ETF |
| VANGUARD BD INDEX FDS | 121222 | 9553518 | SHORT TRM BOND |
| PHILIP MORRIS INTL INC | 59377 | 9524140 | COM |
| PALANTIR TECHNOLOGIES INC | 52520 | 9335478 | CL A |
| DIMENSIONAL ETF TRUST | 192653 | 8975700 | US MKTWIDE VALUE |
| NETFLIX INC | 94470 | 8857511 | COM |
| GE AEROSPACE | 28596 | 8808443 | COM NEW |
| ORACLE CORP | 43427 | 8464290 | COM |
| VANGUARD WORLD FD | 39633 | 8372120 | CONSUM STP ETF |
| VANGUARD INTL EQUITY INDEX F | 97411 | 8144518 | FTSE EUROPE ETF |
| GOLDMAN SACHS GROUP INC | 8883 | 7808012 | COM |
| BANK AMERICA CORP | 136730 | 7520175 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 11822 | 7132089 | UTSER1 S&PDCRP |
| CISCO SYS INC | 90316 | 6957051 | COM |
| DIMENSIONAL ETF TRUST | 208450 | 6822573 | WORLD EX US CORE |
| MCDONALDS CORP | 22251 | 6800613 | COM |
| PEPSICO INC | 46696 | 6701786 | COM |
| ISHARES TR | 31474 | 6674615 | S&P 500 VAL ETF |
| HUNTINGTON BANCSHARES INC | 374208 | 6492512 | COM |
| GOLDMAN SACHS ETF TR | 47918 | 6342867 | ACTIVEBETA US LG |
| MERCK & CO INC | 59303 | 6242192 | COM |
| ISHARES BITCOIN TRUST ETF | 125102 | 6211338 | SHS BEN INT |
| WISDOMTREE TR | 119842 | 6184410 | ITL HIGH DIV FD |
| VERIZON COMMUNICATIONS INC | 151095 | 6154106 | COM |
| CONSTELLATION ENERGY CORP | 16895 | 5968511 | COM |
| ABBOTT LABS | 47396 | 5938184 | COM |
| DIMENSIONAL ETF TRUST | 186130 | 5893806 | INTL HIGH PROFIT |
| NEUBERGER BERMAN ETF TRUST | 215237 | 5869515 | OPT STRATEGY ETF |
| UNITEDHEALTH GROUP INC | 17398 | 5743164 | COM |
| EATON VANCE MUN BD FD | 577267 | 5616809 | COM |
| MARRIOTT INTL INC NEW | 17222 | 5343028 | CL A |
| ISHARES TR | 212611 | 5304640 | GLOBAL REIT ETF |
| AMERICAN EXPRESS CO | 14285 | 5284651 | COM |
| REAVES UTIL INCOME FD | 144310 | 5278846 | COM SH BEN INT |
| SCHWAB CHARLES CORP | 52336 | 5228913 | COM |
| SCHWAB STRATEGIC TR | 171454 | 5155628 | US MID-CAP ETF |
| ISHARES TR | 48230 | 5146150 | SHRT NAT MUN ETF |
| INVESCO EXCH TRADED FD TR II | 187786 | 5107787 | TAXABLE MUN BD |
| ISHARES INC | 113661 | 5020413 | ESG AWR MSCI EM |
| VANGUARD WORLD FD | 35134 | 4959538 | MEGA CAP VAL ETF |
| SELECT SECTOR SPDR TR | 34392 | 4951425 | STATE STREET TEC |
| WELLS FARGO CO NEW | 52982 | 4937960 | COM |
| BOEING CO | 22717 | 4932400 | COM |
| DIMENSIONAL ETF TRUST | 66364 | 4886418 | US CORE EQUITY 1 |
| RTX CORPORATION | 25306 | 4641212 | COM |
| CATERPILLAR INC | 8057 | 4615426 | COM |
| MORGAN STANLEY | 25669 | 4556948 | COM NEW |
| AT&T INC | 182698 | 4538209 | COM |
| ADVANCED MICRO DEVICES INC | 21151 | 4529733 | COM |
| ALTRIA GROUP INC | 78076 | 4501878 | COM |
| GE VERNOVA INC | 6835 | 4467362 | COM |
| SCHWAB STRATEGIC TR | 136562 | 4454663 | US LCAP GR ETF |
| DIMENSIONAL ETF TRUST | 88960 | 4439103 | INTERNATNAL VAL |
| BLACKSTONE INC | 28742 | 4430322 | COM |
| MICRON TECHNOLOGY INC | 15493 | 4421742 | COM |
| STARBUCKS CORP | 52117 | 4388737 | COM |
| CAPITAL ONE FINL CORP | 18088 | 4383744 | COM |
| INVESCO EXCHANGE TRADED FD T | 95248 | 4370923 | RAFI US 1500 |
| VANGUARD WORLD FD | 5686 | 4286031 | INF TECH ETF |
| BYRNA TECHNOLOGIES INC | 245114 | 4115465 | COM NEW |
| ISHARES TR | 37277 | 4106112 | TRUST ISHARE 0-1 |
| TJX COS INC NEW | 25124 | 3859355 | COM |
| PROFESIONALLY MANAGED PORTFO | 58912 | 3859326 | AKRE FOCUS ETF |
| AMGEN INC | 11757 | 3848171 | COM |
| VANGUARD WORLD FD | 9076 | 3746125 | MEGA GRWTH IND |
| GALLAGHER ARTHUR J & CO | 14398 | 3726085 | COM |
| VANECK ETF TRUST | 72131 | 3687337 | HIGH YLD MUNIETF |
| CHESAPEAKE UTILS CORP | 29488 | 3678923 | COM |
| PALO ALTO NETWORKS INC | 19913 | 3667914 | COM |
| VANGUARD ADMIRAL FDS INC | 8226 | 3657343 | 500 GRTH IDX F |
| SPDR DOW JONES INDL AVERAGE | 7609 | 3656827 | UT SER 1 |
| ISHARES TR | 28309 | 3646990 | ESG MSCI KLD 400 |
| ALPS ETF TR | 77403 | 3639468 | ALERIAN MLP |
| WISDOMTREE TR | 41173 | 3626542 | US LARGECAP DIVD |
| DIMENSIONAL ETF TRUST | 94539 | 3595308 | US HIGH PROFITAB |
| ISHARES TR | 156047 | 3569566 | IBONDS 26 TRM TS |
| HONEYWELL INTL INC | 18292 | 3568601 | COM |
| UNION PAC CORP | 15385 | 3558781 | COM |
| THERMO FISHER SCIENTIFIC INC | 6119 | 3545649 | COM |
| HEALTHEQUITY INC | 38339 | 3512236 | COM |
| STRYKER CORPORATION | 9989 | 3510949 | COM |
| EATON CORP PLC | 10987 | 3499430 | SHS |
| APOLLO GLOBAL MGMT INC | 23887 | 3457939 | COM |
| PFIZER INC | 138314 | 3444010 | COM |
| DISNEY WALT CO | 30176 | 3433102 | COM |
| SELECT SECTOR SPDR TR | 62356 | 3415241 | STATE STREET FIN |
| FIRST TR EXCHANGE-TRADED FD | 75681 | 3374786 | NAS CLNEDG GREEN |
| VANECK ETF TRUST | 39197 | 3361927 | GOLD MINERS ETF |
| APPLIED MATLS INC | 13035 | 3349801 | COM |
| BLACKROCK INC | 3110 | 3329264 | COM |
| ISHARES TR | 47833 | 3321043 | U S EQUITY FACTR |
| IDEXX LABS INC | 4861 | 3288863 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 10799 | 3281572 | SPONSORED ADS |
| LAM RESEARCH CORP | 19151 | 3278294 | COM NEW |
| SHOPIFY INC | 20360 | 3277342 | CL A SUB VTG SHS |
| PIMCO ETF TR | 64993 | 3229848 | MTG BKD SECS ACT |
| MAPLEBEAR INC | 71426 | 3212742 | COM |
| ISHARES TR | 15788 | 3152569 | U.S. TECH ETF |
| SCHWAB STRATEGIC TR | 136252 | 3129709 | 5 10YR CORP BD |
| DUKE ENERGY CORP NEW | 26584 | 3115966 | COM NEW |
| NORTHROP GRUMMAN CORP | 5432 | 3097337 | COM |
| SHERWIN WILLIAMS CO | 9511 | 3081738 | COM |
| VANGUARD WORLD FD | 16650 | 3080916 | UTILITIES ETF |
| ISHARES TR | 26879 | 3062070 | EAFE GRWTH ETF |
| DIMENSIONAL ETF TRUST | 43813 | 3052419 | US SMALL CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 59181 | 2993945 | ULTRA SHRT ETF |
| INTUIT | 4519 | 2993793 | COM |
| NEXTERA ENERGY INC | 36599 | 2938187 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 42395 | 2898123 | SHS REP COM UT |
| ADOBE INC | 8255 | 2889269 | COM |
| ISHARES TR | 9579 | 2884582 | ISHARES SEMICDTR |
| LOCKHEED MARTIN CORP | 5958 | 2881825 | COM |
| ALPS ETF TR | 64638 | 2827251 | OSHARES US SMLCP |
| ISHARES TR | 51541 | 2819806 | MSCI EMG MKT ETF |
| FASTENAL CO | 70021 | 2809961 | COM |
| ISHARES TR | 124187 | 2790471 | IBONDS 27 TRM TS |
| ISHARES TR | 19706 | 2781243 | SELECT DIVID ETF |
| SELECT SECTOR SPDR TR | 17921 | 2774111 | STATE STREET HEA |
| DIMENSIONAL ETF TRUST | 64938 | 2763762 | CORE FIXED INCOM |
| AUTOMATIC DATA PROCESSING IN | 10717 | 2756808 | COM |
| INVESCO EXCH TRADED FD TR II | 43587 | 2739736 | RAFI DVLPD MRKTS |
| WORLD GOLD TR | 31829 | 2717242 | SPDR GLD MINIS |
| SCHWAB STRATEGIC TR | 99819 | 2716072 | FUNDAMENTAL US L |
| ISHARES TR | 19141 | 2699905 | RUS MDCP VAL ETF |
| ISHARES GOLD TR | 33167 | 2692170 | ISHARES NEW |
| LOWES COS INC | 11154 | 2690010 | COM |
| ARISTA NETWORKS INC | 20518 | 2688491 | COM SHS |
| SPDR INDEX SHS FDS | 35593 | 2685357 | S&P GLBDIV ETF |
| INTEL CORP | 72768 | 2685141 | COM |
| QUALCOMM INC | 15362 | 2627602 | COM |
| CITIGROUP INC | 22364 | 2609634 | COM NEW |
| PNC FINL SVCS GROUP INC | 12373 | 2582522 | COM |
| J P MORGAN EXCHANGE TRADED F | 54217 | 2578393 | SHORT DURA CORE |
| DIMENSIONAL ETF TRUST | 59374 | 2543872 | INTERNATIONAL |
| MAXIMUS INC | 29366 | 2534889 | COM |
| ISHARES TR | 36498 | 2533707 | CORE DIV GRWTH |
| J P MORGAN EXCHANGE TRADED F | 39809 | 2515133 | US QUALTY FCTR |
| GALECTIN THERAPEUTICS INC | 601973 | 2504208 | COM NEW |
| REGENERON PHARMACEUTICALS | 3243 | 2503482 | COM |
| SERVICENOW INC | 16229 | 2486067 | COM |
| ISHARES TR | 32526 | 2447257 | 3YRTB ETF |
| GOLDMAN SACHS ETF TR | 23968 | 2395362 | ACCES TREASURY |
| BANK NEW YORK MELLON CORP | 20276 | 2353891 | COM |
| HORMEL FOODS CORP | 99276 | 2352837 | COM |
| VANGUARD SCOTTSDALE FDS | 19135 | 2329655 | VNG RUS1000GRW |
| US BANCORP DEL | 42865 | 2287291 | COM NEW |
| 3M CO | 14015 | 2243816 | COM |
| ISHARES TR | 23131 | 2240885 | S&P MC 400GR ETF |
| CAPITAL BANCORP INC MD | 78841 | 2220964 | COM |
| METTLER TOLEDO INTERNATIONAL | 1589 | 2214671 | COM |
| ISHARES TR | 48437 | 2201444 | MSCI INTL QUALTY |
| COMCAST CORP NEW | 73556 | 2198599 | CL A |
| BRISTOL-MYERS SQUIBB CO | 40617 | 2190904 | COM |
| SOUTHERN CO | 24930 | 2173924 | COM |
| BOOKING HOLDINGS INC | 405 | 2167162 | COM |
| SELECT SECTOR SPDR TR | 47925 | 2142736 | STATE STREET ENE |
| DANAHER CORPORATION | 9349 | 2140148 | COM |
| ONEOK INC NEW | 29075 | 2137011 | COM |
| INVESCO ACTVELY MNGD ETC FD | 160985 | 2133047 | OPTIMUM YIELD |
| WISDOMTREE TR | 40975 | 2114292 | US MIDCAP DIVID |
| ISHARES TR | 29420 | 2100857 | EAFE VALUE ETF |
| LINDE PLC | 4925 | 2099819 | SHS |
| SCHWAB STRATEGIC TR | 78774 | 2093026 | FUNDAMENTAL US B |
| SNOWFLAKE INC | 9501 | 2084179 | COM SHS |
| EA SERIES TRUST | 18052 | 2077786 | ALPHA ARCH 1-3 |
| ISHARES TR | 17129 | 2077118 | ESG MSCI LEADR |
| CHUBB LIMITED | 6643 | 2073421 | COM |
| AMERICAN ELEC PWR CO INC | 17956 | 2070485 | COM |
| T-MOBILE US INC | 10160 | 2062817 | COM |
| DIMENSIONAL ETF TRUST | 63061 | 2033718 | EMERGING MKTS HI |
| INVESCO EXCH TRADED FD TR II | 38796 | 2018968 | S&P ULTRA DIVIDE |
| JANUS DETROIT STR TR | 24720 | 2016195 | HENDERSN SML ETF |
| VANECK ETF TRUST | 5547 | 1997807 | SEMICONDUCTR ETF |
| GLOBAL BUSINESS TRAVEL GROUP | 258732 | 1979300 | COM CL A |
| SELECT SECTOR SPDR TR | 19091 | 1925505 | STATE STREET CON |
| SCHWAB STRATEGIC TR | 81725 | 1909905 | US AGGREGATE B |
| ANALOG DEVICES INC | 6888 | 1868139 | COM |
| CVS HEALTH CORP | 23530 | 1867370 | COM |
| EMERSON ELEC CO | 14059 | 1865886 | COM |
| FOSTER L B CO | 68923 | 1857475 | COM |
| ISHARES TR | 16148 | 1836299 | SP SMCP600VL ETF |
| WASTE MGMT INC DEL | 8300 | 1823534 | COM |
| DOVER CORP | 9330 | 1821664 | COM |
| VANGUARD SCOTTSDALE FDS | 5807 | 1794681 | VNG RUS1000IDX |
| MAYVILLE ENGR CO INC | 95415 | 1786169 | COM |
| RALPH LAUREN CORP | 5038 | 1781488 | CL A |
| LISTED FDS TR | 39642 | 1762484 | HORIZON KINETICS |
| WARNER BROS DISCOVERY INC | 61111 | 1761220 | COM SER A |
| ATMOS ENERGY CORP | 10399 | 1743185 | COM |
| FEDEX CORP | 6029 | 1741407 | COM |
| EXELON CORP | 39803 | 1735032 | COM |
| CAVA GROUP INC | 29477 | 1730006 | COM |
| VANGUARD SCOTTSDALE FDS | 18712 | 1727116 | VNG RUS1000VAL |
| KLA CORP | 1412 | 1716131 | COM NEW |
| TEXAS INSTRS INC | 9804 | 1700962 | COM |
| CROWDSTRIKE HLDGS INC | 3593 | 1684460 | CL A |
| DIMENSIONAL ETF TRUST | 34879 | 1672449 | SHORT DURATION F |
| ECOLAB INC | 6370 | 1672231 | COM |
| INTUITIVE SURGICAL INC | 2946 | 1668316 | COM NEW |
| ILLINOIS TOOL WKS INC | 6754 | 1663472 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 202186 | 1639729 | COM |
| FLEXSHARES TR | 6592 | 1639425 | MORNSTAR USMKT |
| VANECK ETF TRUST | 70992 | 1626427 | SHRT HGH YLD MUN |
| SHELL PLC | 22067 | 1621486 | SPON ADS |
| NORFOLK SOUTHN CORP | 5615 | 1621227 | COM |
| AMPHENOL CORP NEW | 11964 | 1616772 | CL A |
| WILLIAMS COS INC | 26797 | 1610759 | COM |
| ISHARES INC | 51658 | 1609666 | EM MKTS DIV ETF |
| AFLAC INC | 14581 | 1607846 | COM |
| ASTRONICS CORP | 29434 | 1596501 | COM |
| TRUIST FINL CORP | 32337 | 1591322 | COM |
| TRANE TECHNOLOGIES PLC | 4084 | 1589310 | SHS |
| ISHARES TR | 11169 | 1576547 | S&P SML 600 GWT |
| PAYCHEX INC | 13768 | 1544469 | COM |
| VSE CORP | 8925 | 1541973 | COM |
| PARKER-HANNIFIN CORP | 1751 | 1539384 | COM |
| ISHARES TR | 7131 | 1531007 | US AER DEF ETF |
| ISHARES TR | 18392 | 1523198 | 1 3 YR TREAS BD |
| ISHARES TR | 4430 | 1519443 | S&P 100 ETF |
| MCKESSON CORP | 1849 | 1516587 | COM |
| J P MORGAN EXCHANGE TRADED F | 26483 | 1515890 | EQUITY PREMIUM |
| EVERGY INC | 20877 | 1513350 | COM |
| FAIR ISAAC CORP | 894 | 1512006 | COM |
| ALLSTATE CORP | 7206 | 1499929 | COM |
| NIKE INC | 23236 | 1480609 | CL B |
| TRAVELERS COMPANIES INC | 5104 | 1480394 | COM |
| DEERE & CO | 3151 | 1467196 | COM |
| ROCKWELL AUTOMATION INC | 3761 | 1463163 | COM |
| CHOICE HOTELS INTL INC | 15348 | 1462051 | COM |
| SCHWAB STRATEGIC TR | 59692 | 1454695 | SHT TM US TRES |
| CSX CORP | 40120 | 1454362 | COM |
| UBER TECHNOLOGIES INC | 17392 | 1421129 | COM |
| LAUDER ESTEE COS INC | 13544 | 1418311 | CL A |
| CONSOLIDATED EDISON INC | 14122 | 1402551 | COM |
| ASML HOLDING N V | 1310 | 1401215 | N Y REGISTRY SHS |
| ISHARES TR | 13203 | 1395432 | EXPANDED TECH |
| PHILLIPS 66 | 10607 | 1368787 | COM |
| MARATHON PETE CORP | 8386 | 1363857 | COM |
| UNITED RENTALS INC | 1671 | 1352085 | COM |
| SCHWAB STRATEGIC TR | 45347 | 1342713 | US LCAP VA ETF |
| QUANTA SVCS INC | 3170 | 1338133 | COM |
| ISHARES TR | 23271 | 1337179 | CALIF MUN BD ETF |
| VALERO ENERGY CORP | 8180 | 1331608 | COM |
| ISHARES TR | 27003 | 1316393 | CORE 1 5 YR USD |
| OREILLY AUTOMOTIVE INC | 14397 | 1313183 | COM |
| EDWARDS LIFESCIENCES CORP | 15338 | 1307535 | COM |
| BOSTON SCIENTIFIC CORP | 13659 | 1302393 | COM |
| AMERIPRISE FINL INC | 2656 | 1302311 | COM |
| COLGATE PALMOLIVE CO | 16431 | 1298378 | COM |
| DIMENSIONAL ETF TRUST | 37593 | 1295455 | INTL CORE EQUITY |
| SEAGATE TECHNOLOGY HLDNGS PL | 4698 | 1293913 | ORD SHS |
| GLOBAL X FDS | 35694 | 1293197 | RBTCS ARTFL INTE |
| GLOBAL X FDS | 26839 | 1282634 | US INFR DEV ETF |
| ISHARES TR | 18618 | 1277186 | EUROPE ETF |
| REALTY INCOME CORP | 22605 | 1274243 | COM |
| ISHARES TR | 11453 | 1258826 | TIPS BD ETF |
| ISHARES TR | 5027 | 1258356 | MSCI USA MMENTM |
| MARSH & MCLENNAN COS INC | 6739 | 1250144 | COM |
| BECTON DICKINSON & CO | 6350 | 1232345 | COM |
| VANGUARD WORLD FD | 4271 | 1229419 | HEALTH CAR ETF |
| ENTERPRISE PRODS PARTNERS L | 38340 | 1229192 | COM |
| WEC ENERGY GROUP INC | 11621 | 1225591 | COM |
| SL GREEN RLTY CORP | 26307 | 1206703 | COM |
| MONDELEZ INTL INC | 22296 | 1200197 | CL A |
| ANNALY CAPITAL MANAGEMENT IN | 53656 | 1199743 | COM NEW |
| HENRY SCHEIN INC | 15777 | 1192426 | COM |
| VANGUARD SCOTTSDALE FDS | 14149 | 1184970 | INT-TERM CORP |
| CORNING INC | 13514 | 1183289 | COM |
| RAYMOND JAMES FINL INC | 7233 | 1161611 | COM |
| VANGUARD CHARLOTTE FDS | 24012 | 1160238 | TOTAL INT BD ETF |
| SELECT SECTOR SPDR TR | 7406 | 1148790 | STATE STREET IND |
| GLOBAL X FDS | 22532 | 1145980 | ARTIFICIAL ETF |
| CINTAS CORP | 6082 | 1143842 | COM |
| THE CIGNA GROUP | 4100 | 1128418 | COM |
| BNY MELLON ETF TRUST | 8591 | 1123739 | US LRG CP CORE |
| AGNC INVT CORP | 104287 | 1117957 | COM |
| ALIBABA GROUP HLDG LTD | 7613 | 1115914 | SPONSORED ADS |
| MEDTRONIC PLC | 11534 | 1107993 | SHS |
| ISHARES TR | 10802 | 1107688 | CORE S&P US VLU |
| GENERAL DYNAMICS CORP | 3283 | 1105144 | COM |
| PROSHARES TR | 20803 | 1096711 | ULTRAPRO QQQ |
| GILEAD SCIENCES INC | 8929 | 1095919 | COM |
| VANGUARD WORLD FD | 8916 | 1078538 | ESG US STK ETF |
| FORTINET INC | 13475 | 1070055 | COM |
| PRICE T ROWE GROUP INC | 10329 | 1057529 | COM |
| ISHARES ETHEREUM TR | 47000 | 1054209 | SHS |
| FORD MTR CO | 79413 | 1041894 | COM |
| METLIFE INC | 13166 | 1039302 | COM |
| CEMEX SAB DE CV | 90091 | 1035146 | SPON ADR NEW |
| VANGUARD SCOTTSDALE FDS | 3440 | 1033277 | VNG RUS3000IDX |
| ISHARES TR | 6054 | 1021704 | ISHARES BIOTECH |
| ISHARES TR | 7877 | 1017405 | EXPND TEC SC ETF |
| ELEVANCE HEALTH INC FORMERLY | 2890 | 1013023 | COM |
| HERSHEY CO | 5564 | 1012478 | COM |
| WELLTOWER INC | 5420 | 1006007 | COM |
| PUBLIC STORAGE OPER CO | 3869 | 1003886 | COM |
| ISHARES TR | 7176 | 999940 | ESG OPTIMIZED |
| ASTRAZENECA PLC | 10859 | 998227 | SPONSORED ADR |
| CUMMINS INC | 1947 | 994090 | COM |
| CONOCOPHILLIPS | 10610 | 993195 | COM |
| S&P GLOBAL INC | 1891 | 988270 | COM |
| PIMCO CORPORATE & INCOME OPP | 76463 | 986369 | COM |
| ZIMMER BIOMET HOLDINGS INC | 10887 | 978978 | COM |
| KROGER CO | 15652 | 977966 | COM |
| J P MORGAN EXCHANGE TRADED F | 10523 | 976565 | ACTIVE GROWTH |
| NATIONAL FUEL GAS CO | 12113 | 969767 | COM |
| ROYAL CARIBBEAN GROUP | 3436 | 958417 | COM |
| ZOETIS INC | 7597 | 955882 | CL A |
| AUTODESK INC | 3219 | 952803 | COM |
| ISHARES SILVER TR | 14772 | 951613 | ISHARES |
| SELECT SECTOR SPDR TR | 22256 | 950122 | STATE STREET UTI |
| ISHARES TR | 10075 | 948669 | MSCI USA MIN VOL |
| VANGUARD ADMIRAL FDS INC | 4619 | 946115 | 500 VAL IDX FD |
| GENERAL MTRS CO | 11622 | 945118 | COM |
| APPLOVIN CORP | 1400 | 943348 | COM CL A |
| LAMAR ADVERTISING CO NEW | 7452 | 943275 | CL A |
| ARCH CAP GROUP LTD | 9828 | 942702 | ORD |
| DELL TECHNOLOGIES INC | 7453 | 938217 | CL C |
| KKR & CO INC | 7335 | 935063 | COM |
| ISHARES TR | 11234 | 926570 | CORE MSCI INTL |
| ISHARES TR | 9162 | 919678 | 0-3 MNTH TREASRY |
| DIGITAL RLTY TR INC | 5927 | 917019 | COM |
| DIMENSIONAL ETF TRUST | 39918 | 914167 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 27345 | 899371 | US SMALL CAP VAL |
| PAYPAL HLDGS INC | 15375 | 897617 | COM |
| BANK MONTREAL QUE | 6835 | 887115 | COM |
| CITIZENS FINL GROUP INC | 15063 | 879809 | COM |
| ENTERGY CORP NEW | 9500 | 878048 | COM |
| TARGET CORP | 8949 | 874793 | COM |
| DIMENSIONAL ETF TRUST | 26383 | 872750 | EMERGING MKTS CO |
| CATALYST PHARMACEUTICALS INC | 37160 | 867315 | COM |
| YUM BRANDS INC | 5731 | 867043 | COM |
| FREEPORT-MCMORAN INC | 17027 | 864801 | CL B |
| NOVARTIS AG | 6256 | 862495 | SPONSORED ADR |
| ISHARES TR | 12784 | 858208 | MSCI ACWI EX US |
| M & T BK CORP | 4254 | 857188 | COM |
| INVESCO EXCH TRADED FD TR II | 17550 | 855036 | S&P SMALLCAP 600 |
| KIMBERLY-CLARK CORP | 8413 | 848801 | COM |
| ISHARES TR | 9764 | 842139 | MSCI EAFE MIN VL |
| AUTOZONE INC | 247 | 838651 | COM |
| RPM INTL INC | 7964 | 828256 | COM |
| VERTEX PHARMACEUTICALS INC | 1825 | 827246 | COM |
| NEWMONT CORP | 8219 | 820657 | COM |
| ISHARES TR | 33745 | 819329 | IBONDS 27 ETF |
| LABCORP HOLDINGS INC | 3255 | 816615 | COM SHS |
| ISHARES TR | 9368 | 816489 | 20 YR TR BD ETF |
| DIMENSIONAL ETF TRUST | 21477 | 816135 | INTL SMALL CAP V |
| BROOKFIELD CORP | 17749 | 814506 | CL A LTD VT SH |
| L3HARRIS TECHNOLOGIES INC | 2759 | 810104 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 9851 | 808012 | COMMON STOCK |
| J P MORGAN EXCHANGE TRADED F | 17001 | 804993 | CORE PLUS BD ETF |
| SCHWAB STRATEGIC TR | 17696 | 800052 | FUNDAMENTAL INTL |
| NOVO-NORDISK A S | 15452 | 786195 | ADR |
| UNILEVER PLC | 12020 | 786108 | SPON ADR NEW |
| GENERAL MLS INC | 16736 | 778222 | COM |
| WP CAREY INC | 12058 | 776053 | COM |
| ISHARES TR | 14427 | 771989 | NEW YORK MUN ETF |
| VANGUARD ADMIRAL FDS INC | 6884 | 769645 | MIDCP 400 IDX |
| CELESTICA INC | 2602 | 769148 | COM |
| DIMENSIONAL ETF TRUST | 17636 | 765932 | US SUSTAINABILTY |
| VANGUARD ADMIRAL FDS INC | 6875 | 762859 | SMLLCP 600 IDX |
| AMERICAN TOWER CORP NEW | 4329 | 760053 | COM |
| CACI INTL INC | 1421 | 757124 | CL A |
| CARDINAL HEALTH INC | 3676 | 755509 | COM |
| BBH TR | 46816 | 754679 | SELECT LARGE CAP |
| DIAGEO PLC | 8736 | 753651 | SPON ADR NEW |
| KRATOS DEFENSE & SEC SOLUTIO | 9915 | 752648 | COM NEW |
| UGI CORP NEW | 20001 | 748634 | COM |
| UNITED PARCEL SERVICE INC | 7544 | 748293 | CL B |
| SAP SE | 3079 | 747851 | SPON ADR |
| JOHNSON CTLS INTL PLC | 6224 | 745326 | SHS |
| INVESCO EXCH TRADED FD TR II | 10423 | 744411 | S&P500 LOW VOL |
| ESSENTIAL UTILS INC | 19405 | 744357 | COM |
| FRANKLIN TEMPLETON DIGITAL H | 14688 | 743213 | BITCOIN ETF SHS |
| MERCADOLIBRE INC | 364 | 732506 | COM |
| VANECK ETF TRUST | 15457 | 728953 | INTRMDT MUNI ETF |
| ISHARES INC | 3918 | 727847 | MSCI WORLD ETF |
| ISHARES INC | 6102 | 724610 | MSCI GBL MIN VOL |
| HCA HEALTHCARE INC | 1551 | 723976 | COM |
| GLOBAL X FDS | 11165 | 723388 | DEFENSE TECH ETF |
| DILLARDS INC | 1193 | 723364 | CL A |
| CHURCH & DWIGHT CO INC | 8565 | 718153 | COM |
| UBS GROUP AG | 15481 | 716925 | SHS |
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