Wealthspire Retirement, LLC
CIK 2040084
13F filing for Q2 2026・No. 1,750
- Holdings
- US$1.82B
- Quarter change
- +US$156.38M
- Entries
- 321
- Net bought (estimate)
- −US$3.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 24
- Sold out 13
- Cut 122
- Added 152
- Corporate actions 2
- Unchanged 23
Largest holdings
321 stocks worth US$1.82B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 389,343 | US$295.21M | 16.19% |
| ISHARES TRTRUST ISHARE 0-1 | Added | 1,478,117 | US$162.9M | 8.93% |
| ISHARES TRCORE MSCI INTL | Added | 777,307 | US$69.7M | 3.82% |
| FIDELITY COMWLTH TRNASDAQ COMPSIT | Cut | 452,346 | US$46.77M | 2.57% |
| ISHARES TRISHS 5-10YR INVT | Cut | 846,629 | US$45.02M | 2.47% |
| VANGUARD SCOTTSDALE FDSVNG RUS1000GRW | Added | 352,091 | US$45M | 2.47% |
| ISHARES TRCORE US AGGBD ET | Added | 435,405 | US$42.93M | 2.35% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 485,208 | US$42.64M | 2.34% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 551,337 | US$39.28M | 2.15% |
| QQQInvesco QQQUNIT SER 1 | Added | 52,154 | US$38.41M | 2.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.