§ 13F · FUND PROFILE
Wealthspire Retirement, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $1566.3T (13F)Positions · 299Turnover · — · Q3Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 400K | $268.0T | 17.1% | — |
| 2 | SHV | ISHARES TR | 1.26M | $139.2T | 8.9% | — |
| 3 | AGG | ISHARES TR | 596K | $59.8T | 3.8% | — |
| 4 | IDEV | ISHARES TR | 706K | $56.6T | 3.6% | — |
| 5 | ONEQ | FIDELITY COMWLTH TR | 454K | $40.5T | 2.6% | — |
| 6 | IGIB | ISHARES TR | 703K | $38.0T | 2.4% | — |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | 310K | $37.4T | 2.4% | — |
| 8 | QQQ | INVESCO QQQ TR | 54K | $32.4T | 2.1% | — |
| 9 | SPYM | SPDR SERIES TRUST | 410K | $32.1T | 2.0% | — |
| 10 | VO | VANGUARD INDEX FDS | 108K | $31.8T | 2.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPIRE SIGNAL
AC read
Wealthspire Retirement, LLC is a Income / Defensive fund managing $1566329.5 trillion in assets. The fund runs a broad portfolio of 299 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed