Institutions / Wealthspire Retirement, LLC
Wealthspire Retirement, LLC
CIK 2040084 · Institution · as of Dec 31, 2025
Portfolio value
$1.64B
Positions
305
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$1.64B+5.0%Positions
305+2.0%Top holdings
Dec 31, 2025View all 305 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $276.17M | 16.8% |
| iShares Tr | $156.01M | 9.5% |
| iShares Tr | $70.06M | 4.3% |
| iShares MSCI UAE ETF | $61.18M | 3.7% |
| Vanguard Scottsdale Fds | $40.12M | 2.4% |
| Fidelity Comwlth Tr | $40.08M | 2.4% |
| iShares Tr | $39.68M | 2.4% |
| SPDR Series Trust | $33.18M | 2.0% |
| Vanguard Index Fds | $31.50M | 1.9% |
| Invesco Qqq Tr | $31.22M | 1.9% |
| Vanguard Index Fds | $29.91M | 1.8% |
| Fidelity Merrimack Str Tr | $29.64M | 1.8% |
| iShares Tr | $29.48M | 1.8% |
| iShares Tr | $23.73M | 1.4% |
| SPDR Series Trust | $22.89M | 1.4% |
| Vanguard Tax-Managed Fds | $22.09M | 1.3% |
| Schwab Strategic Tr | $21.21M | 1.3% |
| iShares MSCI UAE ETF | $18.32M | 1.1% |
| iShares Inc | $18.31M | 1.1% |
| iShares Tr | $18.30M | 1.1% |
| Schwab Strategic Tr | $17.93M | 1.1% |
| Vanguard Index Fds | $17.83M | 1.1% |
| Invesco Exchange Traded Fd T | $17.42M | 1.1% |
| Vanguard Scottsdale Fds | $17.21M | 1.0% |
| iShares Tr | $15.63M | 1.0% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Add | 464288679 Common stock | $17.26M | +157K +12.44% | 1,416,321 9.48% of portfolio | medium |
| Q4 2025 as of | Add | 808524771 Common stock | $13.84M | +508K +187.54% | 779,599 1.29% of portfolio | medium |
| Q4 2025 as of | Trim | 808524797 Common stock | $-13.60M | -496K -43.14% | 653,686 1.09% of portfolio | medium |
| Q4 2025 as of | Add | 464287226 Common stock | $10.49M | +105K +17.61% | 701,443 4.26% of portfolio | medium |
| Q4 2025 as of | Add | 46434V860 Common stock | $5.97M | +118K +25.41% | 584,195 1.79% of portfolio | medium |
| Q4 2025 as of | Add | 316188309 Common stock | $3.55M | +77K +13.61% | 643,872 1.80% of portfolio | low |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $2.95M | +36K +5.07% | 741,702 3.72% of portfolio | low |
| Q4 2025 as of | Add | 922908595 Common stock | $2.76M | +9K +92.33% | 19,000 0.35% of portfolio | low |
| Q4 2025 as of | Add | 92206C680 Common stock | $2.35M | +19K +6.21% | 329,560 2.44% of portfolio | low |
| Q4 2025 as of | Add | 464287457 Common stock | $1.96M | +24K +14.34% | 188,743 0.95% of portfolio | low |