StockDriftsStockDriftsTop 50 Wealthspire Retirement LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.19% | 389.3K | $295.2M | -15.94%(-73.83K) | $533.82(+45.92%) | 2026-06-30 | |
| SHV | ISHARES TR | 8.93% | 1.48M | $162.9M | +42.85%(+443.39K) | $110.37(-0.12%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.82% | 777.3K | $69.7M | +1.92%(+14.62K) | $62.65(+49.09%) | 2026-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 2.57% | 452.3K | $46.8M | -3.39%(-15.88K) | $63.57(+65.22%) | 2026-06-30 | |
| IGIB | ISHARES TR | 2.47% | 846.6K | $45.0M | -1.94%(-16.73K) | $53.09(-1.89%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.47% | 352.1K | $45.0M | +3.75%(+12.73K) | $67.85(+90.56%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.35% | 435.4K | $42.9M | +2.77%(+11.73K) | $98.51(-1.12%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.34% | 485.2K | $42.6M | +6.91%(+31.37K) | $52.88(+72.56%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.15% | 551.3K | $39.3M | +49.87%(+183.45K) | $53.19(+39.14%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.11% | 52.2K | $38.4M | +0.31%(+159) | $339.52(+115.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.98% | +44.20% | +6.02% | +33.98% |
| Top 20 Holdings Unweighted | +13.01% | +44.35% | +5.67% | +31.73% |
Wealthspire Retirement LLC reports $1.82B in US-listed equity holdings across 321 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.2%), SHV (8.9%) and IDEV (3.8%). The top 20 holdings account for 60.6% of reported assets. Its disclosed equity book has returned +44.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wealthspire Retirement LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wealthspire Retirement LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040084). View Wealthspire Retirement LLC’s 13F filings on SEC