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Wealthspire Retirement, LLC 13F holdings

Filed 2026-08-12 · Wealthspire Retirement, LLC · 321 positions · $1.8B

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TickerCompanySharesValue% of portfolio
IVVISHARES TR389.3K$295.2M16.2%
SHVISHARES TR1.5M$162.9M8.9%
IDEVISHARES TR777.3K$69.7M3.8%
ONEQFIDELITY COMWLTH TR452.3K$46.8M2.6%
IGIBISHARES TR846.6K$45.0M2.5%
VONGVANGUARD SCOTTSDALE FDS352.1K$45.0M2.5%
AGGISHARES TR435.4K$42.9M2.4%
SPYMSPDR SERIES TRUST485.2K$42.6M2.3%
VEAVANGUARD TAX-MANAGED FDS551.3K$39.3M2.2%
QQQINVESCO QQQ TR52.2K$38.4M2.1%
VOVANGUARD INDEX FDS458.2K$36.9M2.0%
FNDXSCHWAB STRATEGIC TR1.1M$34.5M1.9%
VTVVANGUARD INDEX FDS155.2K$33.8M1.9%
FBNDFIDELITY MERRIMACK STR TR702.5K$32.0M1.8%
IJHISHARES TR363.6K$27.5M1.5%
SPSBSPDR SERIES TRUST867.4K$26.0M1.4%
IJRISHARES TR153.3K$22.4M1.2%
FLXRTCW ETF TRUST553.7K$21.6M1.2%
VBVANGUARD INDEX FDS70.6K$21.4M1.2%
HFSIHARTFORD FDS EXCHANGE TRADED600.9K$21.1M1.2%
ACWIISHARES INC259.3K$20.7M1.1%
ITOTISHARES TR124.2K$20.6M1.1%
PRFZINVESCO EXCHANGE TRADED FD T356.0K$19.9M1.1%
VCSHVANGUARD SCOTTSDALE FDS249.5K$19.7M1.1%
SHYISHARES TR225.1K$18.5M1.0%
XMHQINVESCO EXCHANGE TRADED FD T161.9K$18.3M1.0%
MGKVANGUARD WORLD FD197.0K$17.3M0.9%
BNDXVANGUARD CHARLOTTE FDS350.8K$17.0M0.9%
PRFINVESCO EXCHANGE TRADED FD T307.7K$16.6M0.9%
VWOVANGUARD INTL EQUITY INDEX F266.1K$15.9M0.9%
VOOVANGUARD INDEX FDS21.7K$14.9M0.8%
SCHDSCHWAB STRATEGIC TR399.7K$12.7M0.7%
JEPIJ P MORGAN EXCHANGE TRADED F211.6K$11.9M0.7%
FPEFIRST TR EXCH TRADED FD III634.5K$11.3M0.6%
VUGVANGUARD INDEX FDS123.6K$10.7M0.6%
IQLTISHARES TR211.2K$10.5M0.6%
VEUVANGUARD INTL EQUITY INDEX F120.5K$10.1M0.6%
BKLNINVESCO EXCH TRADED FD TR II486.6K$9.9M0.5%
AAPLAPPLE INC33.6K$9.9M0.5%
SDYSPDR SERIES TRUST63.5K$9.7M0.5%
IHDGWISDOMTREE TR184.3K$9.7M0.5%
SPHQINVESCO EXCHANGE TRADED FD T100.9K$9.1M0.5%
VBKVANGUARD INDEX FDS24.4K$8.9M0.5%
VRSNVERISIGN INC35.1K$8.8M0.5%
NVDANVIDIA CORPORATION42.8K$8.6M0.5%
FNDASCHWAB STRATEGIC TR220.1K$8.4M0.5%
VGTVANGUARD WORLD FD64.5K$7.7M0.4%
TBILRBB FD INC150.8K$7.5M0.4%
VYMVANGUARD WHITEHALL FDS46.0K$7.3M0.4%
SCZISHARES TR86.6K$7.1M0.4%
DHSWISDOMTREE TR56.0K$6.4M0.3%
TIPISHARES TR58.3K$6.4M0.3%
PFMINVESCO EXCHANGE TRADED FD T113.8K$6.3M0.3%
SCHGSCHWAB STRATEGIC TR176.8K$6.0M0.3%
VDCVANGUARD WORLD FD25.7K$5.8M0.3%
STIPISHARES TR56.4K$5.7M0.3%
USIGISHARES TR108.2K$5.5M0.3%
AMZNAMAZON COM INC22.4K$5.4M0.3%
CIIBLACKROCK ENHANCED LARGE CAP204.9K$5.4M0.3%
SCHASCHWAB STRATEGIC TR147.7K$5.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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