Wealthspire Retirement, LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$1.6B
Holdings
305
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (305 positions)
| Stock | Value |
|---|---|
GILDGILEAD SCIENCES INC | $1.9M |
NHINATIONAL HEALTH INVS INC | $1.9M |
XBMEXBLACKROCK HEALTH SCIENCES TR | $1.9M |
WELLWELLTOWER INC | $1.9M |
AMGNAMGEN INC | $1.8M |
DFACDIMENSIONAL ETF TRUST | $1.8M |
SPDWSPDR INDEX SHS FDS | $1.8M |
SCHMSCHWAB STRATEGIC TR | $1.8M |
IWFISHARES TR | $1.8M |
VHTVANGUARD WORLD FD | $1.8M |
IAU*ISHARES GOLD TR | $1.7M |
REETISHARES TR | $1.6M |
METAMETA PLATFORMS INC | $1.6M |
PWBINVESCO EXCHANGE TRADED FD T | $1.6M |
SPLVINVESCO EXCH TRADED FD TR II | $1.5M |
SPABSPDR SERIES TRUST | $1.4M |
XLUSELECT SECTOR SPDR TR | $1.4M |
FBTFIRST TR EXCHANGE-TRADED FD | $1.4M |
JNJJOHNSON & JOHNSON | $1.3M |
CGWINVESCO EXCH TRADED FD TR II | $1.3M |
LVLNSPDR SERIES TRUST | $1.3M |
SPEMSPDR INDEX SHS FDS | $1.2M |
VTEBVANGUARD MUN BD FDS | $1.2M |
MINTPIMCO ETF TR | $1.2M |
SCHVSCHWAB STRATEGIC TR | $1.2M |
BSJQINVESCO EXCH TRD SLF IDX FD | $1.1M |
JPMJPMORGAN CHASE & CO. | $1.1M |
EFAISHARES TR | $1.1M |
VYMIVANGUARD WHITEHALL FDS | $1.1M |
SCHOSCHWAB STRATEGIC TR | $1.0M |
XTISHARES TR | $1.0M |
KOCOCA COLA CO | $1.0M |
EAGGISHARES TR | $999K |
SCHRSCHWAB STRATEGIC TR | $998K |
CVXCHEVRON CORP NEW | $986K |
VISVANGUARD WORLD FD | $976K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $970K |
RSPINVESCO EXCHANGE TRADED FD T | $964K |
VCRVANGUARD WORLD FD | $960K |
EEMISHARES TR | $930K |
BCCCGLOBAL X FDS | $918K |
VPUVANGUARD WORLD FD | $897K |
VFHVANGUARD WORLD FD | $894K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $884K |
SHWSHERWIN WILLIAMS CO | $880K |
ABBVABBVIE INC | $872K |
VTIVANGUARD INDEX FDS | $868K |
PGPROCTER AND GAMBLE CO | $863K |
AVGOBROADCOM INC | $831K |
IWNISHARES TR | $828K |
VOXVANGUARD WORLD FD | $816K |
DGRWWISDOMTREE TR | $812K |
SCHZSCHWAB STRATEGIC TR | $805K |
AMLPALPS ETF TR | $794K |
QCOMQUALCOMM INC | $793K |
MUBISHARES TR | $786K |
FEMRFIDELITY COVINGTON TRUST | $783K |
IDV*ISHARES TR | $773K |
INCEFRANKLIN TEMPLETON ETF TR | $770K |
XOMEXXON MOBIL CORP | $757K |
PWVINVESCO EXCHANGE TRADED FD T | $752K |
COSTCOSTCO WHSL CORP NEW | $730K |
IBMINTERNATIONAL BUSINESS MACHS | $712K |
VNQVANGUARD INDEX FDS | $702K |
IUSGISHARES TR | $701K |
FNDCSCHWAB STRATEGIC TR | $687K |
XLESELECT SECTOR SPDR TR | $671K |
PVALPUTNAM ETF TRUST | $665K |
IYHISHARES TR | $663K |
XYLDGLOBAL X FDS | $639K |
USMVISHARES TR | $634K |
CVECENOVUS ENERGY INC | $631K |
AXPAMERICAN EXPRESS CO | $613K |
DFICDIMENSIONAL ETF TRUST | $593K |
IAPRINNOVATOR ETFS TRUST | $591K |
USRTISHARES TR | $587K |
AVUSAMERICAN CENTY ETF TR | $582K |
IWDISHARES TR | $578K |
AVUVAMERICAN CENTY ETF TR | $572K |
PTBDPACER FDS TR | $566K |
GSYINVESCO ACTIVELY MANAGED EXC | $563K |
PTINPACER FDS TR | $560K |
BSJRINVESCO EXCH TRD SLF IDX FD | $557K |
OREALTY INCOME CORP | $555K |
JEPQJ P MORGAN EXCHANGE TRADED F | $549K |
JPIEJ P MORGAN EXCHANGE TRADED F | $546K |
CATCATERPILLAR INC | $545K |
MRKMERCK & CO INC | $543K |
AGFIRST MAJESTIC SILVER CORP | $540K |
MCDMCDONALDS CORP | $537K |
BROBROWN & BROWN INC | $536K |
PLTRPALANTIR TECHNOLOGIES INC | $518K |
RTXRTX CORPORATION | $510K |
FIWFIRST TR EXCHANGE-TRADED FD | $506K |
BSVVANGUARD BD INDEX FDS | $506K |
JAAAJANUS DETROIT STR TR | $501K |
TFLRT ROWE PRICE ETF INC | $493K |
NEENEXTERA ENERGY INC | $488K |
PANWPALO ALTO NETWORKS INC | $486K |
SCHESCHWAB STRATEGIC TR | $482K |