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CIK: 0002040084
Total reported value
$1.8B
$1.8B
279 檔
25.6%
According to the latest 13F quarterly dataset, Wealthspire Retirement, LLC managed an equity portfolio of $1.8B at the end of Q1 2024, spanning 279 distinct U.S. exchange-listed positions.
During Q1 2024, Wealthspire Retirement, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.43% | -1.96% | +6575.99% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 9.91% | +2.08% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.29% | -0.17% | +171.68% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.48% | — | +117.93% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.26% | +3.12% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 2.63% | +0.02% | — | |
| 7 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.54% | +0.19% | — | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.48% | -0.20% | -9.11% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.33% | +0.24% | -8.34% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | +0.31% | -4.07% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.67% | -0.10% | +15.31% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.50% | +0.02% | +7.80% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.49% | -0.18% | +10411.52% | |
| 14 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.28% | +0.06% | +3.50% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.24% | +0.74% | -11.00% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.24% | +0.06% | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | -0.08% | +650.59% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.06% | -0.11% | +0.03% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.06% | -0.04% | -3.34% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | +0.01% | +2929.99% | |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.02% | +0.07% | -9.08% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.97% | — | +9.60% | |
| 23 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.90% | +0.62% | NEW | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.90% | -0.04% | -2.18% | |
| 25 | VRSN | Verisign Inc | Stock-Tech | 0.83% | -0.04% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.06% | -0.99% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | -0.04% | -27.29% | |
| 28 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.70% | — | -0.93% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | +0.05% | -1.74% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.65% | -0.16% | +0.49% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | +0.01% | +9.64% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.04% | +12.32% | |
| 33 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.60% | +0.03% | -19.36% | |
| 34 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.53% | -0.10% | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | -0.04% | +19.75% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.51% | -0.01% | -11.97% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.50% | +0.03% | -4.22% | |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.50% | +0.04% | +0.88% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.49% | -0.03% | -2.55% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | — | +2.45% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | +0.15% | +6.42% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.08% | -3.08% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.38% | -0.01% | — | |
| 44 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.36% | — | — | |
| 45 | PFM | Invesco Dividend Achievers E | ETF-Other | 0.35% | — | +8.79% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | — | +6.09% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.35% | -0.01% | -29.21% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | +0.04% | -12.66% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.33% | — | -7.16% | |
| 50 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.33% | -0.03% | +6.05% |
According to official SEC Form 13F filings, Wealthspire Retirement, LLC reported a total U.S. public equity portfolio value of $1.8B across 279 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SHV, AGG) accounted for 25.6% of total reported equity market value during Q1 2024.
During Q1 2024, Wealthspire Retirement, LLC's top holdings by market value included IVV (17.4%)、SHV (9.9%)、AGG (5.3%). The largest single position, IVV, represented 17.4% of total portfolio value.
In Q1 2024, Wealthspire Retirement, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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