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 251–300 of 305
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 50K | $100K–$500K | SH |
| PTEU | PACER FDS TR | 10K | $100K–$500K | SH |
| HL | HECLA MNG CO | 16K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| PTMC | PACER FDS TR | 8K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| ITM | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 13K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| CMF | ISHARES TR | 5K | $100K–$500K | SH |
| EFV | ISHARES TR | 4K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 311 | $100K–$500K | SH |
| DNN | DENISON MINES CORP | 91K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 268 | $100K–$500K | SH |
| SBSW | SIBANYE STILLWATER LTD | 17K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| EOCT | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 1K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 354 | $100K–$500K | SH |
| SPYD | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 4K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 953 | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |
| AEG | AEGON LTD | 28K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 996 | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ISOU | ISOENERGY LTD | 23K | $100K–$500K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| DCI | DONALDSON INC | 2K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| POWA | INVESCO EXCH TRD SLF IDX FD | 2K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 4K | $100K–$500K | SH |
| CBXY | CALAMOS ETF TR | 9K | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 6K | $100K–$500K | SH |
| MPT | MEDICAL PPTYS TRUST INC | 39K | $100K–$500K | SH |
| UUUU | ENERGY FUELS INC | 14K | $100K–$500K | SH |