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 |
|---|---|
XYLDGLOBAL X FDS | $537K |
IWDISHARES TR | $531K |
BSVVANGUARD BD INDEX FDS | $526K |
BABOEING CO | $525K |
BONDPIMCO ETF TR | $522K |
OCTHINNOVATOR ETFS TRUST | $521K |
VDEVANGUARD WORLD FD | $520K |
VTIPVANGUARD MALVERN FDS | $516K |
ACNACCENTURE PLC IRELAND | $501K |
MCDMCDONALDS CORP | $500K |
UNHUNITEDHEALTH GROUP INC | $500K |
BSJRINVESCO EXCH TRD SLF IDX FD | $491K |
DFASDIMENSIONAL ETF TRUST | $485K |
MLB1MERCADOLIBRE INC | $484K |
SOSOUTHERN CO | $471K |
DELLDELL TECHNOLOGIES INC | $468K |
4I1PHILIP MORRIS INTL INC | $466K |
IOCTINNOVATOR ETFS TRUST | $452K |
BACBANK AMERICA CORP | $448K |
CVECENOVUS ENERGY INC | $447K |
RTXRTX CORPORATION | $443K |
WMWASTE MGMT INC DEL | $439K |
ORCLORACLE CORP | $435K |
CSCOCISCO SYS INC | $428K |
NEENEXTERA ENERGY INC | $428K |
BILSPDR SERIES TRUST | $428K |
SHOPSHOPIFY INC | $425K |
ACMAECOM | $418K |
ITMVANECK ETF TRUST | $409K |
CATCATERPILLAR INC | $397K |
IWRISHARES TR | $391K |
TFCTRUIST FINL CORP | $383K |
XLFSELECT SECTOR SPDR TR | $370K |
KKRKKR & CO INC | $366K |
FSCOFS CREDIT OPPORTUNITIES CORP | $363K |
VAWVANGUARD WORLD FD | $361K |
USBUS BANCORP DEL | $360K |
KAPRINNOVATOR ETFS TRUST | $358K |
VVISA INC | $357K |
FNOVFIRST TR EXCHNG TRADED FD VI | $355K |
AVUVAMERICAN CENTY ETF TR | $348K |
BACVERIZON COMMUNICATIONS INC | $344K |
APHAMPHENOL CORP NEW | $336K |
ABTABBOTT LABS | $335K |
SUBISHARES TR | $320K |
MPTMEDICAL PPTYS TRUST INC | $310K |
NVONOVO-NORDISK A S | $308K |
VOTVANGUARD INDEX FDS | $306K |
CRMSALESFORCE INC | $300K |
UBERUBER TECHNOLOGIES INC | $296K |
GEGE AEROSPACE | $293K |
MOALTRIA GROUP INC | $287K |
IUSBISHARES TR | $285K |
MMM3M CO | $284K |
PYPRINCIPAL EXCHANGE TRADED FD | $282K |
TQQQPROSHARES TR | $282K |
LOWLOWES COS INC | $276K |
ROPROPER TECHNOLOGIES INC | $275K |
CMFISHARES TR | $272K |
PYPLPAYPAL HLDGS INC | $269K |
DOCHEALTHPEAK PROPERTIES INC | $268K |
ADBEADOBE INC | $267K |
UNPUNION PAC CORP | $266K |
AGFIRST MAJESTIC SILVER CORP | $265K |
IWPISHARES TR | $262K |
SPHYSPDR SERIES TRUST | $257K |
VOOGVANGUARD ADMIRAL FDS INC | $254K |
BIVVANGUARD BD INDEX FDS | $253K |
DFEMDIMENSIONAL ETF TRUST | $249K |
IWMISHARES TR | $241K |
USRTISHARES TR | $241K |
SYKSTRYKER CORPORATION | $231K |
DYHTARGET CORP | $229K |
CITHE CIGNA GROUP | $228K |
DISDISNEY WALT CO | $225K |
MCKMCKESSON CORP | $224K |
FSKFS KKR CAP CORP | $224K |
IWSISHARES TR | $224K |
FFORD MTR CO | $224K |
DHRDANAHER CORPORATION | $219K |
DWXSPDR INDEX SHS FDS | $215K |
IWOISHARES TR | $210K |
FDXFEDEX CORP | $207K |
LINLINDE PLC | $206K |
EOCTINNOVATOR ETFS TRUST | $203K |
AEGAEGON LTD | $202K |
HLHECLA MNG CO | $165K |
DMLDENISON MINES CORP | $151K |
DOMODOMO INC | $140K |
ISOISOENERGY LTD | $136K |
ORCORCHID IS CAP INC | $122K |
SBSWSIBANYE STILLWATER LTD | $119K |
EUENCORE ENERGY CORP | $119K |
BTEBAYTEX ENERGY CORP | $107K |
LFVNLIFEVANTAGE CORP | $98K |
EFRENERGY FUELS INC | $69K |
SABRSABRE CORP | $58K |
RIGTRANSOCEAN LTD | $32K |
BORRBORR DRILLING LTD | $23K |
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