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Wealthspire Retirement, LLC

Q4 2025 13F Holdings

  • Location
    aliso viejo, CA
  • Num holdings

    305

  • Value ($000)

    $1,644,787

  • Date Filed
    02/18/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$276.17M
17 %

403,209

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$156.01M
10 %

1,416,321

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$70.06M
4 %

701,443

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$61.18M
4 %

741,702

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$40.12M
2 %

329,560

O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$40.08M
2 %

438,514

I
IGIB

ISHARES TR

ISHS 5-10YR INVT
464288638
$39.68M
2 %

736,401

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$33.18M
2 %

413,637

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$31.5M
2 %

108,537

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$31.22M
2 %

50,819

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