Wealthspire Retirement, LLC - Portfolio Stock Holdings
Wealthspire Retirement, LLC disclosed 333 stock positions in a recent SEC 13F filing. $1,819,943,021 of stock holdings were filed, with the largest holdings including IVV, SHV, and IDEV. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $38,609,440,509 and has 244 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.
Report Period:
June 30, 2026No. of Stocks:
333Est. Stock Holding Value:
$1,819,943,021Top Stock Holdings By Sector
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Portfolio Stock Holdings - Wealthspire Retirement, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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