Wealthspire Retirement, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.2B
Holdings
299
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (299 positions)
| Stock | Value |
|---|---|
SCHPSCHWAB STRATEGIC TR | $1.9M |
PYLDPIMCO ETF TR | $1.9M |
SCHMSCHWAB STRATEGIC TR | $1.9M |
MINTPIMCO ETF TR | $1.8M |
SPDWSPDR INDEX SHS FDS | $1.8M |
VBKVANGUARD INDEX FDS | $1.8M |
DFACDIMENSIONAL ETF TRUST | $1.8M |
NHINATIONAL HEALTH INVS INC | $1.7M |
FLOTISHARES TR | $1.7M |
IWFISHARES TR | $1.7M |
REETISHARES TR | $1.6M |
XBMEXBLACKROCK HEALTH SCIENCES TR | $1.6M |
WELLWELLTOWER INC | $1.6M |
NEMNEWMONT CORP | $1.5M |
PWBINVESCO EXCHANGE TRADED FD T | $1.5M |
XLVSELECT SECTOR SPDR TR | $1.4M |
CVXCHEVRON CORP NEW | $1.4M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $1.4M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
SPABSPDR SERIES TRUST | $1.4M |
GOVIINVESCO EXCH TRADED FD TR II | $1.4M |
GOOGLALPHABET INC | $1.4M |
LVLNSPDR SERIES TRUST | $1.3M |
FNDXSCHWAB STRATEGIC TR | $1.3M |
SCHVSCHWAB STRATEGIC TR | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
FDLFIRST TR EXCHANGE-TRADED FD | $1.1M |
JPMJPMORGAN CHASE & CO. | $1.1M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
BSJPINVESCO EXCH TRD SLF IDX FD | $1.1M |
BSJQINVESCO EXCH TRD SLF IDX FD | $1.1M |
KOCOCA COLA CO | $1.1M |
SCHZSCHWAB STRATEGIC TR | $1.0M |
AVGOBROADCOM INC | $1.0M |
PGPROCTER AND GAMBLE CO | $1.0M |
MSIMOTOROLA SOLUTIONS INC | $1.0M |
EFAISHARES TR | $1.0M |
SCHRSCHWAB STRATEGIC TR | $1.0M |
SPEMSPDR INDEX SHS FDS | $994K |
VTEBVANGUARD MUN BD FDS | $985K |
SCHOSCHWAB STRATEGIC TR | $985K |
XTISHARES TR | $975K |
BSCQINVESCO EXCH TRD SLF IDX FD | $950K |
METAMETA PLATFORMS INC | $947K |
BSCPINVESCO EXCH TRD SLF IDX FD | $944K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $934K |
BCCCGLOBAL X FDS | $934K |
VISVANGUARD WORLD FD | $915K |
RSPINVESCO EXCHANGE TRADED FD T | $914K |
WFCWELLS FARGO CO NEW | $905K |
QCOMQUALCOMM INC | $875K |
VCRVANGUARD WORLD FD | $872K |
VPUVANGUARD WORLD FD | $852K |
VFHVANGUARD WORLD FD | $850K |
PPAINVESCO EXCHANGE TRADED FD T | $845K |
ZIONZIONS BANCORPORATION N A | $844K |
BSCSINVESCO EXCH TRD SLF IDX FD | $816K |
XLUSELECT SECTOR SPDR TR | $815K |
VYMIVANGUARD WHITEHALL FDS | $804K |
AMLPALPS ETF TR | $799K |
EEMISHARES TR | $784K |
IMCBISHARES TR | $782K |
BSCRINVESCO EXCH TRD SLF IDX FD | $780K |
JAAAJANUS DETROIT STR TR | $774K |
DNPDNP SELECT INCOME FD INC | $765K |
ABBVABBVIE INC | $751K |
BROBROWN & BROWN INC | $743K |
MUBISHARES TR | $741K |
IWNISHARES TR | $727K |
VOXVANGUARD WORLD FD | $719K |
PWVINVESCO EXCHANGE TRADED FD T | $703K |
INCEFRANKLIN TEMPLETON ETF TR | $683K |
IUSGISHARES TR | $678K |
VNQVANGUARD INDEX FDS | $673K |
SCHESCHWAB STRATEGIC TR | $671K |
IDV*ISHARES TR | $666K |
FEMRFIDELITY COVINGTON TRUST | $650K |
XLESELECT SECTOR SPDR TR | $646K |
GSYINVESCO ACTIVELY MANAGED EXC | $640K |
USMVISHARES TR | $631K |
DGRWWISDOMTREE TR | $631K |
JEPQJ P MORGAN EXCHANGE TRADED F | $619K |
DONSPDR DOW JONES INDL AVERAGE | $611K |
TAT&T INC | $606K |
FNDCSCHWAB STRATEGIC TR | $602K |
IAPRINNOVATOR ETFS TRUST | $594K |
HONHONEYWELL INTL INC | $578K |
IYHISHARES TR | $576K |
VXFVANGUARD INDEX FDS | $574K |
MRKMERCK & CO INC | $572K |
IUSVISHARES TR | $570K |
SLVISHARES SILVER TR | $565K |
OREALTY INCOME CORP | $563K |
DFICDIMENSIONAL ETF TRUST | $560K |
PANWPALO ALTO NETWORKS INC | $558K |
AVUSAMERICAN CENTY ETF TR | $557K |
PLTRPALANTIR TECHNOLOGIES INC | $557K |
FIWFIRST TR EXCHANGE-TRADED FD | $551K |
JPIEJ P MORGAN EXCHANGE TRADED F | $547K |
AXPAMERICAN EXPRESS CO | $545K |