Wealthspire Retirement, LLC
CIK: 0002040084SEC EDGAR →
Portfolio Value
$1.6B
Holdings
305
As of
Q4 2025
New Positions
7
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 403,209 | $276.2M | 16.79% |
| 2 | ISHARES TR | 1,416,321 | $156.0M | 9.48% |
| 3 | ISHARES TR | 701,443 | $70.1M | 4.26% |
| 4 | ISHARES TR | 741,702 | $61.2M | 3.72% |
| 5 | VANGUARD SCOTTSDALE FDS | 329,560 | $40.1M | 2.44% |
| 6 | FIDELITY COMWLTH TR | 438,514 | $40.1M | 2.44% |
| 7 | ISHARES TR | 736,401 | $39.7M | 2.41% |
| 8 | SPDR SERIES TRUST | 413,637 | $33.2M | 2.02% |
| 9 | VANGUARD INDEX FDS | 108,537 | $31.5M | 1.92% |
| 10 | INVESCO QQQ TR | 50,819 | $31.2M | 1.90% |
Quarterly Changes
Top Buys
New Positions (42)
$12.0M · 656K shares
$4.2M · 6K shares
$1.7M · 20K shares
$1.4M · 7K shares
$1.3M · 21K shares
$868K · 3K shares
$665K · 15K shares
$566K · 29K shares
$560K · 18K shares
$493K · 10K shares
$375K · 8K shares
$341K · 8K shares
$326K · 4K shares
$323K · 6K shares
$323K · 2K shares
$322K · 6K shares
$312K · 10K shares
$299K · 8K shares
$277K · 13K shares
$261K · 4K shares
$235K · 268 shares
$231K · 2K shares
$226K · 5K shares
$226K · 1K shares
$222K · 1K shares
$220K · 354 shares
$219K · 5K shares
$217K · 2K shares
$216K · 7K shares
$213K · 996 shares
$212K · 2K shares
$210K · 4K shares
$209K · 4K shares
$209K · 2K shares
$207K · 6K shares
$206K · 2K shares
$203K · 9K shares
$200K · 6K shares
$200K · 3K shares
$200K · 2K shares
$187K · 11K shares
$142K · 16K shares
Closed Positions (36)
$14.0M · 787K shares
$10.4M · 572K shares
$5.3M · 9K shares
$2.3M · 7K shares
$1.4M · 22K shares
$1.1M · 7K shares
$1.1M · 47K shares
$1.0M · 2K shares
$944K · 46K shares
$905K · 11K shares
$611K · 1K shares
$574K · 3K shares
$428K · 5K shares
$285K · 6K shares
$282K · 6K shares
$282K · 3K shares
$275K · 485 shares
$267K · 690 shares
$266K · 1K shares
$262K · 2K shares
$231K · 585 shares
$229K · 2K shares
$228K · 690 shares
$224K · 11K shares
$224K · 2K shares
$224K · 21K shares
$215K · 5K shares
$210K · 736 shares
$207K · 910 shares
$206K · 439 shares
$140K · 10K shares
$107K · 60K shares
$98K · 10K shares
$58K · 18K shares
$32K · 13K shares
$23K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 205 | $1.5B | 89.8% |
| Unknown | 19 | $58.2M | 3.5% |
| Technology | 23 | $50.8M | 3.1% |
| Healthcare | 13 | $18.4M | 1.1% |
| Consumer Cyclical | 5 | $11.5M | 0.7% |
| Communication Services | 5 | $7.1M | 0.4% |
| Consumer Defensive | 5 | $5.1M | 0.3% |
| Basic Materials | 8 | $5.1M | 0.3% |
| Real Estate | 5 | $4.7M | 0.3% |
| Industrials | 10 | $3.8M | 0.2% |
| Energy | 5 | $2.7M | 0.2% |
| Utilities | 2 | $910K | 0.1% |