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Wealthspire Retirement, LLC

Q1 2026 13F Holdings

  • Location
    aliso viejo, CA
  • Num holdings

    310

  • Value ($000)

    $1,666,973

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0002040084
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$302.55M
18 %

463,174

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$114.22M
7 %

1,034,731

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$63.74M
4 %

762,690

I
IGIB

ISHARES TR

ISHS 5-10YR INVT
464288638
$45.95M
3 %

863,357

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$42.06M
3 %

423,670

O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$39.76M
2 %

468,223

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$37.22M
2 %

339,365

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$34.74M
2 %

453,841

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$33.4M
2 %

116,309

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$32.68M
2 %

166,576

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