CIK 2040084
Wealthspire Retirement, LLC
Institutional 13F holdings & portfolio
Holdings
305
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 403K | $1M+ | SH |
| SHV | ISHARES TR | 1.4M | $1M+ | SH |
| AGG | ISHARES TR | 701K | $1M+ | SH |
| IDEV | ISHARES TR | 742K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 330K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 439K | $1M+ | SH |
| IGIB | ISHARES TR | 736K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 414K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 109K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 51K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 157K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 644K | $1M+ | SH |
| TFLO | ISHARES TR | 584K | $1M+ | SH |
| IJH | ISHARES TR | 360K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 758K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 354K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 780K | $1M+ | SH |
| ITOT | ISHARES TR | 123K | $1M+ | SH |
| IEMG | ISHARES INC | 272K | $1M+ | SH |
| IJR | ISHARES TR | 152K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 654K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 69K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 380K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 216K | $1M+ | SH |
| SHY | ISHARES TR | 189K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 38K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 317K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 142K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 276K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 243K | $1M+ | SH |
| IQLT | ISHARES TR | 272K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 656K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 188K | $1M+ | SH |
| FEZ | SPDR INDEX SHS FDS | 165K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 456K | $1M+ | SH |
| AAPL | APPLE INC | 33K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 63K | $1M+ | SH |
| VRSN | VERISIGN INC | 35K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 175K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 42K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 101K | $1M+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 231K | $1M+ | SH |
| SCZ | ISHARES TR | 87K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 194K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 65K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 224K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 82K | $1M+ | SH |