account_balance

Investment manager · 13F filer · SEC CIK 2040084

Wealthspire Retirement, LLC

Reported value$1.88Bas of Sep 30, 2026

Positions330 24 new, 15 sold out

Top 10 weight45.2%IVV alone is 16%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

15.9%

SHViShares Tr

8.8%

IDEViShares Tr

3.8%Added +4%

ONEQFidelity Comwlth Tr

2.6%

VONGVanguard Scottsdale FDS

2.5%+4%

SPYMSPDR Series Trust

2.5%+8%

IGIBiShares Tr

2.4%Added +7%

AGGiShares Tr

2.4%Added +9%

VEAVanguard Tax-Managed FDS

2.2%+4%

QQQInvesco QQQ Tr

2.1%+3%

VOVanguard Index FDS

2.0%+4%

FNDXSchwab Strategic Tr

1.9%+5%

IVViShares Tr

15.9%

SHViShares Tr

8.8%

IDEViShares Tr

3.8%

ONEQFidelity Comwlth Tr

2.6%

VONG2.5%

SPYM2.5%

IGIB2.4%

AGG2.4%

VEA2.2%

QQQ2.1%

VO2.0%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 15.9% Held

SHV iShares Tr 8.8% Held

IDEV iShares Tr 3.8% Added +4%

ONEQ Fidelity Comwlth Tr 2.6% Held

VONG Vanguard Scottsdale FDS 2.5% Added +4%

SPYM SPDR Series Trust 2.5% Added +8%

IGIB iShares Tr 2.4% Added +7%

AGG iShares Tr 2.4% Added +9%

VEA Vanguard Tax-Managed FDS 2.2% Added +4%

QQQ Invesco QQQ Tr 2.1% Added +3%

VO Vanguard Index FDS 2.0% Added +4%

FNDX Schwab Strategic Tr 1.9% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 12, 2026 filing

add_circleNew

EXR $21.3M
XBIL $1.64M
DYNF $773K
BAI $598K

arrow_upwardAdded

JAAA +1212%
SPY +16%
VYM +12%
SPHQ +10%

arrow_downwardTrimmed

SCHX −18%
IQLT −12%
NVDA −5%
VEU −3%

remove_circleSold out

SPYD $361K
HL $321K
AMAT $291K
HONA $266K

Wealthspire Retirement, LLC

Where the money is

Biggest moves since Jun 30, 2026

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