Wealthspire Retirement, LLC: 13F holdings
CIK 20400842026Q2
| Positions | 321 |
|---|---|
| Reported value | $1.8bn |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 389,343 | $295.2m | 16.2% |
| SHV ISHARES TR | 1,478,117 | $162.9m | 8.9% |
| VGK ISHARES TR | 777,307 | $69.7m | 3.8% |
| ONEQ FIDELITY COMWLTH TR | 452,346 | $46.8m | 2.6% |
| IGIB ISHARES TR | 846,629 | $45.0m | 2.5% |
| VONG VANGUARD SCOTTSDALE FDS | 352,091 | $45.0m | 2.5% |
| AGG ISHARES TR | 435,405 | $42.9m | 2.4% |
| SPYM SPDR SERIES TRUST | 485,208 | $42.6m | 2.3% |
| VEA VANGUARD TAX-MANAGED FDS | 551,337 | $39.3m | 2.2% |
| QQQ INVESCO QQQ TR | 52,154 | $38.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040084")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.