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 51–100 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFM | INVESCO EXCHANGE TRADED FD T | 115K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| USIG | ISHARES TR | 106K | $1M+ | SH |
| VDC | VANGUARD WORLD FD | 26K | $1M+ | SH |
| DHS | WISDOMTREE TR | 53K | $1M+ | SH |
| TIP | ISHARES TR | 49K | $1M+ | SH |
| STIP | ISHARES TR | 51K | $1M+ | SH |
| AMZN | AMAZON COM INC | 22K | $1M+ | SH |
| IXUS | ISHARES TR | 59K | $1M+ | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 207K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 32K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 146K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| ICF | ISHARES TR | 68K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| AON | AON PLC | 11K | $1M+ | SH |
| RWR | SPDR SERIES TRUST | 38K | $1M+ | SH |
| EFG | ISHARES TR | 31K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 42K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 45K | $1M+ | SH |
| BUI | BLACKROCK UTILS INFRASTRUCTU | 122K | $1M+ | SH |
| TSLA | TESLA INC | 7K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 14K | $1M+ | SH |
| HYS | PIMCO ETF TR | 32K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 40K | $1M+ | SH |
| FLOT | ISHARES TR | 57K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 107K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| BUFB | INNOVATOR ETFS TRUST | 76K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 99K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 108K | $1M+ | SH |
| GQRE | FLEXSHARES TR | 44K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 18K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 61K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 38K | $1M+ | SH |
| TLT | ISHARES TR | 27K | $1M+ | SH |
| NEM | NEWMONT CORP | 24K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 133K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 15K | $1M+ | SH |
| IEF | ISHARES TR | 24K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 85K | $1M+ | SH |
| WMT | WALMART INC | 19K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 36K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 42K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| IYW | ISHARES TR | 10K | $1M+ | SH |