Wealthspire Retirement, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.5T
Holdings
296
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (296 positions)
| Stock | Value |
|---|---|
VTIPVANGUARD MALVERN FDS | $515.7M |
ACNACCENTURE PLC IRELAND | $500.6M |
MCDMCDONALDS CORP | $500.1M |
UNHUNITEDHEALTH GROUP INC | $499.7M |
BSJRINVESCO EXCH TRD SLF IDX FD | $491.1M |
DFASDIMENSIONAL ETF TRUST | $485.3M |
MLB1MERCADOLIBRE INC | $483.5M |
ZIONZIONS BANCORPORATION N A | $472.2M |
SOSOUTHERN CO | $471.2M |
DELLDELL TECHNOLOGIES INC | $467.7M |
4I1PHILIP MORRIS INTL INC | $466.1M |
IOCTINNOVATOR ETFS TRUST | $452.3M |
BACBANK AMERICA CORP | $447.9M |
CVECENOVUS ENERGY INC | $447.4M |
RTXRTX CORPORATION | $442.6M |
WMWASTE MGMT INC DEL | $438.7M |
ORCLORACLE CORP | $434.6M |
CSCOCISCO SYS INC | $428.4M |
NEENEXTERA ENERGY INC | $428.3M |
BILSPDR SERIES TRUST | $428.1M |
SHOPSHOPIFY INC | $424.7M |
ACMAECOM | $417.6M |
ITMVANECK ETF TRUST | $408.9M |
BSCSINVESCO EXCH TRD SLF IDX FD | $407.4M |
PPAINVESCO EXCHANGE TRADED FD T | $402.2M |
CATCATERPILLAR INC | $396.7M |
BSCRINVESCO EXCH TRD SLF IDX FD | $394.4M |
IWRISHARES TR | $390.7M |
TFCTRUIST FINL CORP | $383.3M |
IMCBISHARES TR | $382.6M |
XLFSELECT SECTOR SPDR TR | $369.6M |
KKRKKR & CO INC | $365.6M |
FSCOFS CREDIT OPPORTUNITIES CORP | $362.5M |
VAWVANGUARD WORLD FD | $361.3M |
USBUS BANCORP DEL | $360.3M |
KAPRINNOVATOR ETFS TRUST | $357.8M |
VVISA INC | $356.7M |
FNOVFIRST TR EXCHNG TRADED FD VI | $355.0M |
AVUVAMERICAN CENTY ETF TR | $347.9M |
BACVERIZON COMMUNICATIONS INC | $343.6M |
APHAMPHENOL CORP NEW | $336.1M |
ABTABBOTT LABS | $334.9M |
SUBISHARES TR | $319.6M |
MPTMEDICAL PPTYS TRUST INC | $310.5M |
NVONOVO-NORDISK A S | $307.8M |
VOTVANGUARD INDEX FDS | $306.3M |
CRMSALESFORCE INC | $300.0M |
UBERUBER TECHNOLOGIES INC | $296.0M |
GEGE AEROSPACE | $292.9M |
MOALTRIA GROUP INC | $286.7M |
IUSBISHARES TR | $284.7M |
MMM3M CO | $283.8M |
PYPRINCIPAL EXCHANGE TRADED FD | $281.7M |
TQQQPROSHARES TR | $281.6M |
LOWLOWES COS INC | $275.8M |
ROPROPER TECHNOLOGIES INC | $274.9M |
CMFISHARES TR | $271.7M |
PYPLPAYPAL HLDGS INC | $269.3M |
DOCHEALTHPEAK PROPERTIES INC | $267.8M |
ADBEADOBE INC | $266.9M |
JULDINNOVATOR ETFS TRUST | $266.2M |
UNPUNION PAC CORP | $266.0M |
AGFIRST MAJESTIC SILVER CORP | $264.6M |
IWPISHARES TR | $262.2M |
SPHYSPDR SERIES TRUST | $256.6M |
VOOGVANGUARD ADMIRAL FDS INC | $253.7M |
BIVVANGUARD BD INDEX FDS | $252.6M |
IWMISHARES TR | $241.3M |
USRTISHARES TR | $240.9M |
SYKSTRYKER CORPORATION | $231.3M |
DYHTARGET CORP | $229.1M |
CITHE CIGNA GROUP | $228.2M |
DISDISNEY WALT CO | $225.5M |
MCKMCKESSON CORP | $224.2M |
FSKFS KKR CAP CORP | $224.0M |
IWSISHARES TR | $224.0M |
FFORD MTR CO | $223.7M |
DHRDANAHER CORPORATION | $218.7M |
DWXSPDR INDEX SHS FDS | $215.2M |
IWOISHARES TR | $210.4M |
FDXFEDEX CORP | $206.9M |
LINLINDE PLC | $206.2M |
EOCTINNOVATOR ETFS TRUST | $203.1M |
AEGAEGON LTD | $202.3M |
HLHECLA MNG CO | $164.7M |
DMLDENISON MINES CORP | $151.1M |
DOMODOMO INC | $139.7M |
ISOISOENERGY LTD | $135.7M |
ORCORCHID IS CAP INC | $121.5M |
SBSWSIBANYE STILLWATER LTD | $119.1M |
EUENCORE ENERGY CORP | $118.7M |
BTEBAYTEX ENERGY CORP | $107.4M |
EFRENERGY FUELS INC | $69.0M |
SABRSABRE CORP | $57.7M |
RIGTRANSOCEAN LTD | $32.4M |
BORRBORR DRILLING LTD | $22.9M |
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