WEALTHSPIRE ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BZH | 1.12M | $21.49M |
 | AON | 984K | $317.64M |
 | MREO | 796K | $262.69K |
 | RKT | 792K | $11.29M |
 | BYRN | 783K | $7.19M |
 | GALT | 722K | $2.01M |
 | AUID | 554K | $719.69K |
 | AAPL | 513K | $130.15M |
 | CAVA | 403K | $32.64M |
 | GBDC | 375K | $4.75M |
 | NVDA | 317K | $55.35M |
 | CME | 316K | $93.36M |
 | CBNK | 295K | $8.79M |
 | GOOG | 265K | $76.01M |
 | GBTG | 259K | $1.44M |
 | RNXT | 253K | $255.05K |
 | EXFY | 239K | $207.50K |
 | MSFT | 238K | $87.98M |
 | AMZN | 219K | $45.70M |
 | ACN | 191K | $37.81M |
Beazer Homes USA, Inc.
BZH
Shares Held
1.12M
Value
$21.49M
Aon plc
AON
Shares Held
984K
Value
$317.64M
Mereo BioPharma Group plc
MREO
Shares Held
796K
Value
$262.69K
Rocket Companies, Inc.
RKT
Shares Held
792K
Value
$11.29M
Byrna Technologies Inc.
BYRN
Shares Held
783K
Value
$7.19M
Galectin Therapeutics Inc.
GALT
Shares Held
722K
Value
$2.01M
authID Inc.
AUID
Shares Held
554K
Value
$719.69K
Apple Inc.
AAPL
Shares Held
513K
Value
$130.15M
CAVA Group, Inc.
CAVA
Shares Held
403K
Value
$32.64M
Golub Capital BDC, Inc.
GBDC
Shares Held
375K
Value
$4.75M
NVIDIA Corporation
NVDA
Shares Held
317K
Value
$55.35M
CME Group Inc.
CME
Shares Held
316K
Value
$93.36M
Capital Bancorp, Inc.
CBNK
Shares Held
295K
Value
$8.79M
Alphabet Inc.
GOOG
Shares Held
265K
Value
$76.01M
Global Business Travel Group, Inc.
GBTG
Shares Held
259K
Value
$1.44M
RenovoRx, Inc.
RNXT
Shares Held
253K
Value
$255.05K
Expensify, Inc.
EXFY
Shares Held
239K
Value
$207.50K
Microsoft Corporation
MSFT
Shares Held
238K
Value
$87.98M
Amazon.com, Inc.
AMZN
Shares Held
219K
Value
$45.70M
Accenture plc
ACN
Shares Held
191K
Value
$37.81M