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CIK: 0002040084
Total reported value
$1.8B
$1.8B
310 檔
31.2%
At the close of Q1 2026, Wealthspire Retirement, LLC disclosed equity holdings valued at approximately $1.8B, spread across 310 reported holdings.
In Q1 2026, Wealthspire Retirement, LLC displayed an active expansion posture, initiating 18 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 310 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.15% | -1.96% | +14.87% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 6.85% | +2.08% | -26.94% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.82% | — | +2.83% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.76% | -0.29% | +17.24% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.52% | -0.17% | -39.60% | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.38% | +0.19% | +6.77% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.23% | +0.24% | +2.98% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +0.26% | +9.72% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.00% | +0.02% | +7.16% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.96% | -0.11% | +6.38% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.85% | -0.10% | +5.26% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | +0.31% | +2.31% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.69% | -0.18% | +16.14% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.61% | -0.18% | +17.72% | |
| 15 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.60% | +0.29% | +22.47% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.41% | +0.74% | +4.02% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | -0.08% | +15.28% | |
| 18 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.26% | -0.07% | — | |
| 19 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 1.25% | -0.09% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | +0.01% | +7.10% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | +0.01% | -1.57% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.12% | -0.04% | +9.07% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.07% | +0.06% | +1.24% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.04% | +12.22% | |
| 25 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.03% | +0.06% | -1.58% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.93% | — | +17.06% | |
| 27 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.93% | +0.07% | +5.34% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.92% | +0.03% | +11.08% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.91% | — | +0.26% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.90% | -0.20% | -25.49% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | +0.01% | +9.20% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.06% | -0.73% | |
| 33 | IQLT | Ishares Msci International Q | ETF-Other | 0.73% | -0.16% | -2.62% | |
| 34 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.70% | -0.70% | EXIT | |
| 35 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.69% | -0.69% | EXIT | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | -0.01% | +4.44% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.63% | -0.10% | +14.17% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.62% | -0.08% | +11.38% | |
| 39 | IHDG | Wisdomtree International Hed | ETF-Other | 0.55% | -0.02% | +9.39% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | +0.05% | +0.63% | |
| 41 | VRSN | Verisign Inc | Stock-Tech | 0.52% | -0.04% | +0.01% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.04% | -2.62% | |
| 43 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.48% | -0.07% | +2046.38% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | +0.07% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.03% | +1.80% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.43% | -0.04% | +5.34% | |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.43% | +0.03% | -4.20% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.40% | +0.15% | +7.85% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.39% | +0.10% | +14.57% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.39% | -0.04% | +20.89% |
According to official SEC Form 13F filings, Wealthspire Retirement, LLC reported a total U.S. public equity portfolio value of $1.8B across 310 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SHV, IDEV) accounted for 31.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
FLXR
市值: $21.1M
Top Position Liquidated / Trimmed
FPE
前期市值: $12.0M
During Q1 2026, Wealthspire Retirement, LLC's top holdings by market value included IVV (18.1%)、SHV (6.8%)、IDEV (3.8%). The largest single position, IVV, represented 18.1% of total portfolio value.
In Q1 2026, Wealthspire Retirement, LLC made 199 total portfolio adjustments, initiating 18 new buys, adding to 102 positions, trimming 65 holdings, and fully liquidating 14 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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