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 201–250 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| OCTH | INNOVATOR ETFS TRUST | 20K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| USB | US BANCORP DEL | 9K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| BOND | PIMCO ETF TR | 5K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 9K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| IWR | ISHARES TR | 4K | $100K–$500K | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 20K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| IMCB | ISHARES TR | 5K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| FNOV | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| KAPR | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A | 7K | $100K–$500K | SH |
| T | AT&T INC | 15K | $100K–$500K | SH |
| TBIL | RBB FD INC | 8K | $100K–$500K | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 19K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 184 | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 16K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| IOCT | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| ACM | AECOM | 4K | $100K–$500K | SH |
| V | VISA INC | 985 | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| PTNQ | PACER FDS TR | 4K | $100K–$500K | SH |
| PAAS | PAN AMERN SILVER CORP | 6K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 6K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 725 | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 7K | $100K–$500K | SH |
| SUB | ISHARES TR | 3K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 32K | $100K–$500K | SH |