Stock Taper

WEALTHSPIRE ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Accenture plcACN228.4K$28.42M
SoFi Technologies, Inc.SOFI218.17K$3.91M
Alphabet Inc.GOOGL216.45K$77.35M
The Coca-Cola CompanyKO196.37K$15.96M
AT&T Inc.T171.32K$3.55M
IREN LimitedIREN166.47K$7.61M
Exxon Mobil CorporationXOM164.23K$22.45M
Ocular Therapeutix, Inc.OCUL162.96K$1.6M
Walmart Inc.WMT159.11K$18.02M
Chipotle Mexican Grill, Inc.CMG156.58K$5.32M
Bank of America CorporationBAC144.36K$8.23M
Pfizer Inc.PFE141.77K$3.41M
Altria Group, Inc.MO118.73K$8.54M
Shift4 Payments, Inc.FOUR116.83K$5.68M
JPMorgan Chase & Co.JPM114.56K$37.5M
HealthEquity, Inc.HQY111.99K$10.11M
Cisco Systems, Inc.CSCO111.97K$13.15M
AGNC Investment Corp.AGNC110.85K$1.21M
Tesla, Inc.TSLA104.46K$43.94M
United Bankshares, Inc.UBSI102.94K$4.72M