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 101–150 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | 16K | $1M+ | SH |
| NHI | NATIONAL HEALTH INVS INC | 25K | $1M+ | SH |
| BME | BLACKROCK HEALTH SCIENCES TR | 46K | $1M+ | SH |
| WELL | WELLTOWER INC | 10K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 46K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 40K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 60K | $1M+ | SH |
| IWF | ISHARES TR | 4K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 6K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 20K | $1M+ | SH |
| REET | ISHARES TR | 64K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 21K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 55K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 7K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 21K | $1M+ | SH |
| PSK | SPDR SERIES TRUST | 40K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 26K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 24K | $1M+ | SH |
| MINT | PIMCO ETF TR | 12K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 39K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 47K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| EFA | ISHARES TR | 11K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 12K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 43K | $1M+ | SH |
| XT | ISHARES TR | 15K | $1M+ | SH |
| KO | COCA COLA CO | 15K | $1M+ | SH |
| EAGG | ISHARES TR | 21K | $500K+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 40K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 3K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| VCR | VANGUARD WORLD FD | 2K | $500K+ | SH |
| EEM | ISHARES TR | 17K | $500K+ | SH |
| PAVE | GLOBAL X FDS | 19K | $500K+ | SH |
| VPU | VANGUARD WORLD FD | 5K | $500K+ | SH |
| VFH | VANGUARD WORLD FD | 7K | $500K+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 30K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| IWN | ISHARES TR | 5K | $500K+ | SH |