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 151–200 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOX | VANGUARD WORLD FD | 4K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 9K | $500K+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 34K | $500K+ | SH |
| AMLP | ALPS ETF TR | 17K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| MUB | ISHARES TR | 7K | $500K+ | SH |
| FELV | FIDELITY COVINGTON TRUST | 23K | $500K+ | SH |
| IDV | ISHARES TR | 20K | $500K+ | SH |
| INCE | FRANKLIN TEMPLETON ETF TR | 13K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 847 | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |
| IUSG | ISHARES TR | 4K | $500K+ | SH |
| FNDC | SCHWAB STRATEGIC TR | 15K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| PVAL | PUTNAM ETF TRUST | 15K | $500K+ | SH |
| IYH | ISHARES TR | 10K | $500K+ | SH |
| XYLD | GLOBAL X FDS | 16K | $500K+ | SH |
| USMV | ISHARES TR | 7K | $500K+ | SH |
| CVE | CENOVUS ENERGY INC | 37K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| IAPR | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| USRT | ISHARES TR | 10K | $500K+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 5K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 6K | $500K+ | SH |
| PTBD | PACER FDS TR | 29K | $500K+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 11K | $500K+ | SH |
| PTIN | PACER FDS TR | 18K | $500K+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 25K | $500K+ | SH |
| O | REALTY INCOME CORP | 10K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| CAT | CATERPILLAR INC | 952 | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| AG | FIRST MAJESTIC SILVER CORP | 32K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| BRO | BROWN & BROWN INC | 7K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 5K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 6K | $500K+ | SH |
| JAAA | JANUS DETROIT STR TR | 10K | $500K+ | SH |
| TFLR | T ROWE PRICE ETF INC | 10K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 6K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $100K–$500K | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 25K | $100K–$500K | SH |