Wealthspire Retirement, LLC
Wealthspire Retirement, LLC reported 321 positions worth $1.82B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IVV (16.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $295.2M | 16.19% | 389,343 | — | — | |
| ▸ 2 | SHV | SH | $162.9M | 8.93% | 1,478,117 | — | — | |
| ▸ 3 | IDEV | SH | $69.7M | 3.82% | 777,307 | — | — | |
| ▸ 4 | ONEQ | SH | $46.8M | 2.56% | 452,346 | — | — | |
| ▸ 5 | IGIB | SH | $45.0M | 2.47% | 846,629 | — | — | |
| ▸ 6 | VONG | SH | $45.0M | 2.47% | 352,091 | — | — | |
| ▸ 7 | AGG | SH | $42.9M | 2.35% | 435,405 | — | — | |
| ▸ 8 | SPYM | SH | $42.6M | 2.34% | 485,208 | — | — | |
| ▸ 9 | VEA | SH | $39.3M | 2.15% | 551,337 | — | — | |
| ▸ 10 | QQQ | SH | $38.4M | 2.11% | 52,154 | — | — |
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Frequently Asked Questions
What stocks does Wealthspire Retirement, LLC hold as of Q2 2026?
Wealthspire Retirement, LLC reported 321 positions worth $1.82B in its Q2 2026 13F filing. Largest positions: IVV (16.2%), SHV (8.9%), IDEV (3.8%), ONEQ (2.6%) and IGIB (2.5%).
What did Wealthspire Retirement, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealthspire Retirement, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.