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NFP Retirement

Latest statistics and disclosures from Wealthspire Retirement's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SHV, IDEV, IGIB, AGG, and represent 34.10% of Wealthspire Retirement's stock portfolio.
Added to shares of these 10 stocks: IVV (+$39M), FLXR (+$21M), HFSI (+$21M), SDVD (+$11M), TBIL (+$7.7M), IGIB (+$6.8M), FNDX, SPSB, IJH, SPYM.
Started 19 new stock positions in FLXR, XAGG, HFSI, HMOP, COP, TGT, SDVD, PFE, KRO, PXF. BDJ, GOVI, AKAM, TSM, SABR, FDL, LIN, PIEQ, EBAY.
Reduced shares in these 10 stocks: SHV (-$42M), AGG (-$28M), TFLO (-$25M), , SCHD (-$5.1M), , CGW, BUFB, SCHX, SLV.
Sold out of its positions in ARKK, AMD, CBXY, CGBL, DHR, FBT, FPE, DOC, CGW, POWA. NVO, PYPL, XLY, MMM.
Wealthspire Retirement was a net buyer of stock by $50M.
Wealthspire Retirement has $1.7B in assets under management (AUM), dropping by 1.35%.
Central Index Key (CIK): 0002040084

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Portfolio Holdings for Wealthspire Retirement

Wealthspire Retirement holds 310 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	18.1	$303M	+14%	463k	653.21	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	6.9	$114M	-26%	1.0M	110.39	View chart
Ishares Tr Core Msci Intl (IDEV)	3.8	$64M	+2%	763k	83.57	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.8	$46M	+17%	863k	53.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.5	$42M	-39%	424k	99.27	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.4	$40M	+6%	468k	84.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.2	$37M	+2%	339k	109.69	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$35M	+9%	454k	76.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$33M	+7%	116k	287.18	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$33M	+6%	167k	196.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$31M	+5%	678k	45.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$30M	+2%	52k	577.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$28M	+16%	418k	67.53	View chart
Spdr Series Trust State Street Spd (SPSB)	1.6	$27M	+17%	892k	30.07	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.6	$27M	+22%	955k	27.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$24M	+4%	368k	64.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$22M	+15%	176k	124.31	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.3	$21M	NEW	536k	39.27	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	1.3	$21M	NEW	601k	34.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$19M	+7%	74k	261.92	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$19M		268k	69.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$19M	+9%	236k	79.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$18M		125k	142.43	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$18M	+12%	212k	82.57	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.0	$17M		374k	45.87	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$16M	+17%	324k	48.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$16M	+5%	150k	103.37	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$15M	+11%	42k	367.44	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.9	$15M		318k	47.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$15M	-25%	487k	30.68	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$14M	+9%	266k	54.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$13M		21k	597.54	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.7	$12M	-2%	265k	46.23	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.7	$12M	+14%	189k	62.08	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.7	$11M	NEW	645k	17.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$11M	+4%	197k	56.68	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$10M	+14%	71k	145.94	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.6	$10M	+11%	508k	20.41	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.6	$9.2M	+9%	191k	48.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$8.8M		20k	436.80	View chart
Verisign (VRSN)	0.5	$8.7M		35k	248.36	View chart
Apple (AAPL)	0.5	$8.3M	-2%	33k	253.79	View chart
RBB F/m Us Treasury (TBIL)	0.5	$8.1M	+2046%	162k	49.86	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$7.6M		101k	75.19	View chart
NVIDIA Corporation (NVDA)	0.4	$7.4M		42k	174.40	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$7.2M	+5%	92k	78.41	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$7.2M	-4%	222k	32.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$6.6M	+7%	88k	75.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$6.6M	+14%	22k	302.25	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$6.5M	+20%	59k	110.36	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$6.3M	+8%	57k	109.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$5.9M	+26%	40k	148.10	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.3	$5.8M		114k	51.09	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$5.8M		26k	224.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$5.7M	-2%	8.2k	697.73	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$5.5M		108k	51.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$5.4M	-3%	187k	29.13	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$5.4M		52k	103.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$5.1M	-10%	200k	25.64	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$5.0M	-2%	58k	86.64	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$4.9M	+15%	79k	61.89	View chart
Amazon (AMZN)	0.3	$4.8M	+4%	23k	208.28	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$4.6M	-84%	90k	50.63	View chart
BlackRock Enhanced Capital and Income (CII)	0.3	$4.4M		211k	21.02	View chart
Microsoft Corporation (MSFT)	0.3	$4.4M		12k	370.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$4.4M	+2%	150k	29.08	View chart
Spdr Series Trust State Street Spd (RWR)	0.3	$4.2M	+9%	42k	100.97	View chart
Boston Scientific Corporation (BSX)	0.2	$4.1M		65k	62.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$4.1M	-6%	9.4k	430.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.0M	+16%	36k	111.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$3.9M		6.0k	650.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.6M	+2%	43k	82.75	View chart
Aon Shs Cl A (AON)	0.2	$3.5M	-2%	11k	322.78	View chart
Eli Lilly & Co. (LLY)	0.2	$3.5M		3.8k	919.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.4M		45k	77.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.3M	+11%	16k	215.06	View chart
Blackrock Util & Infrastrctu (BUI)	0.2	$3.3M		124k	26.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$3.2M	+11%	119k	26.61	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$3.2M	+8%	62k	50.95	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.2	$3.1M	+18%	52k	59.75	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$3.0M		32k	93.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$3.0M	+153%	29k	100.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$2.9M		40k	73.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.8M	+5%	114k	24.75	View chart
Tesla Motors (TSLA)	0.2	$2.8M	+8%	7.6k	371.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.7M	+11%	31k	86.69	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$2.5M	+12%	27k	95.44	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.5M		100k	25.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.5M	-2%	8.7k	286.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.5M	-2%	11k	217.26	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.5M	+3%	19k	132.90	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.4M	+5%	140k	17.15	View chart
Wal-Mart Stores (WMT)	0.1	$2.4M		19k	124.28	View chart
Newmont Mining Corporation (NEM)	0.1	$2.4M	-7%	22k	108.25	View chart
Blackrock Science & Technolo SHS (BST)	0.1	$2.4M	+6%	65k	36.35	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$2.3M	+5%	90k	26.20	View chart
Home Depot (HD)	0.1	$2.3M		7.1k	328.88	View chart
Gilead Sciences (GILD)	0.1	$2.2M		16k	139.37	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$2.1M		15k	146.61	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.1M	+2%	43k	49.99	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.1	$2.1M	-23%	58k	35.91	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.1M	-19%	30k	68.14	View chart
National Health Investors (NHI)	0.1	$2.0M		25k	80.86	View chart
Amgen (AMGN)	0.1	$2.0M		5.7k	351.87	View chart
Blackrock Health Sciences Trust (BME)	0.1	$2.0M	+12%	52k	38.51	View chart
Welltower Inc Com reit (WELL)	0.1	$2.0M		10k	197.71	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.9M		36k	54.55	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.9M	+6%	22k	88.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.8M	-3%	6.4k	287.55	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$1.8M		40k	45.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.8M		10k	181.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.8M		58k	30.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.8M		46k	38.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	+39%	34k	49.89	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.6M		6.0k	272.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.6M		3.7k	426.35	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.6M	+3%	34k	45.89	View chart
Johnson & Johnson (JNJ)	0.1	$1.6M		6.4k	244.43	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$1.5M		12k	125.93	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.5M	-4%	20k	73.14	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.5M	-8%	59k	25.15	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$1.4M		56k	25.62	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.4M	NEW	6.8k	201.40	View chart
Chevron Corporation (CVX)	0.1	$1.4M		6.5k	206.89	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$1.3M	NEW	21k	63.94	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$1.3M	+2%	27k	46.91	View chart
Spdr Series Trust State Street Spd (PSK)	0.1	$1.2M		41k	30.84	View chart
Meta Platforms Cl A (META)	0.1	$1.2M	-11%	2.1k	572.26	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$1.1M	+65%	24k	46.40	View chart
Coca-Cola Company (KO)	0.1	$1.1M		15k	76.05	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.1M		12k	94.24	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$1.1M		48k	23.18	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.1M	+10%	44k	24.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M		11k	97.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.1M	-10%	35k	30.50	View chart
Vanguard World Industrial Etf (VIS)	0.1	$1.0M		3.3k	312.24	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.0M	-4%	6.0k	169.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.0M	-2%	42k	24.27	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.0M	+5%	5.1k	198.14	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.0M		3.4k	294.15	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$993k		21k	47.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$967k		5.0k	191.92	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$936k	-4%	18k	50.81	View chart
Ishares Tr Future Exponenti (XT)	0.1	$917k	-9%	14k	68.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$916k	-5%	16k	56.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$908k		1.9k	479.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$907k		15k	61.26	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$904k		17k	52.64	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$899k		31k	29.49	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$878k		2.4k	359.05	View chart
Procter & Gamble Company (PG)	0.1	$877k		6.1k	144.45	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.1	$849k	+4%	13k	64.65	View chart
Costco Wholesale Corporation (COST)	0.1	$849k		852.00	995.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$839k		2.6k	320.79	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$835k		20k	42.56	View chart
Vanguard World Financials Etf (VFH)	0.0	$812k		6.7k	120.81	View chart
Abbvie (ABBV)	0.0	$812k	-2%	3.7k	217.49	View chart
Broadcom (AVGO)	0.0	$798k	+7%	2.6k	309.57	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$789k		9.0k	87.84	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$789k		11k	69.71	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$782k	+28%	13k	59.19	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$777k		22k	34.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$775k	-10%	4.1k	189.57	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$764k	-2%	7.2k	106.15	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$760k		4.2k	179.82	View chart
Sherwin-Williams Company (SHW)	0.0	$721k	-17%	2.2k	320.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$708k		8.0k	88.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$700k	+12%	6.3k	110.48	View chart
Caterpillar (CAT)	0.0	$677k		956.00	708.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$675k	-5%	15k	46.36	View chart
Cenovus Energy (CVE)	0.0	$663k	-33%	25k	26.53	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$654k	-18%	28k	23.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$648k		4.2k	155.12	View chart
Qualcomm (QCOM)	0.0	$634k	+6%	4.9k	128.78	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$624k		6.7k	92.74	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$623k		16k	39.13	View chart
Merck & Co (MRK)	0.0	$614k		5.1k	120.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$613k		17k	35.53	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$610k	+10%	27k	22.36	View chart
Vanguard World Energy Etf (VDE)	0.0	$597k		3.4k	173.04	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.0	$590k	+22%	12k	50.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$584k		2.7k	213.66	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$555k	-11%	9.0k	61.64	View chart
Nextera Energy (NEE)	0.0	$555k		6.0k	92.87	View chart
Honeywell International (HON)	0.0	$554k		2.4k	226.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$546k	+3%	9.8k	55.52	View chart
First Majestic Silver Corp (AG)	0.0	$543k	-22%	25k	21.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$541k	-6%	4.9k	111.18	View chart
Raytheon Technologies Corp (RTX)	0.0	$539k		2.8k	192.90	View chart
Realty Income (O)	0.0	$536k	-11%	8.8k	61.18	View chart
International Business Machines (IBM)	0.0	$528k	-9%	2.2k	242.40	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.0	$505k	-12%	16k	32.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$505k		10k	50.37	View chart
American Express Company (AXP)	0.0	$501k		1.7k	302.48	View chart
Dell Technologies CL C (DELL)	0.0	$500k	-19%	3.0k	164.12	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$498k	-8%	11k	46.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$489k	-2%	6.2k	78.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$482k		25k	19.53	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$482k		4.7k	103.13	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.0	$478k	-14%	9.5k	50.12	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$472k		2.8k	165.71	View chart
Cisco Systems (CSCO)	0.0	$467k		6.0k	77.59	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$465k	+14%	23k	20.42	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.0	$453k	-18%	24k	18.98	View chart
Pan American Silver Corp Can (PAAS)	0.0	$452k	+32%	8.3k	54.63	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$449k	+34%	11k	42.54	View chart
At&t (T)	0.0	$448k		16k	28.99	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$444k	+21%	19k	23.32	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$443k		6.2k	71.13	View chart
Palantir Technologies Cl A (PLTR)	0.0	$443k	+3%	3.0k	146.28	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$443k	-8%	13k	32.95	View chart
Brown & Brown (BRO)	0.0	$436k		6.7k	65.21	View chart
Us Bancorp Com New (USB)	0.0	$433k	-4%	8.3k	52.01	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$431k	-28%	14k	31.67	View chart
Vanguard World Materials Etf (VAW)	0.0	$421k		1.9k	225.33	View chart
Morgan Stanley Etf Trust Eaton Vance Inco (XAGG)	0.0	$419k	NEW	8.4k	49.66	View chart
Boeing Company (BA)	0.0	$415k		2.1k	199.03	View chart
Palo Alto Networks (PANW)	0.0	$413k	-2%	2.6k	160.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$409k	-2%	4.2k	97.23	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$401k		4.8k	83.44	View chart
Philip Morris International (PM)	0.0	$398k		2.4k	165.36	View chart
Amphenol Corp Cl A (APH)	0.0	$391k		3.1k	126.35	View chart
Hecla Mining Company (HL)	0.0	$387k	+27%	21k	18.63	View chart
Truist Financial Corp equities (TFC)	0.0	$384k	-3%	8.4k	45.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$380k	+18%	3.6k	106.50	View chart
McDonald's Corporation (MCD)	0.0	$379k	-30%	1.2k	310.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$378k		7.1k	53.40	View chart
Zions Bancorporation (ZION)	0.0	$376k		6.5k	57.62	View chart
Waste Management (WM)	0.0	$376k		1.6k	229.85	View chart
Southern Company (SO)	0.0	$370k	-20%	3.8k	96.53	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$366k	-13%	4.0k	92.28	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.0	$363k	-22%	15k	23.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$360k	-2%	18k	19.62	View chart
Verizon Communications (VZ)	0.0	$360k	+3%	7.2k	50.20	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$358k	-10%	9.9k	36.25	View chart
Altria (MO)	0.0	$353k	+5%	5.3k	65.99	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$345k		1.4k	250.58	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$338k	+3%	1.7k	198.29	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$337k		1.3k	257.35	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$337k	+45%	7.4k	45.52	View chart
DNP Select Income Fund (DNP)	0.0	$329k		32k	10.30	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.0	$328k	+19%	15k	21.68	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$327k	-10%	6.6k	49.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$325k		6.5k	49.95	View chart
Visa Com Cl A (V)	0.0	$321k	+7%	1.1k	302.37	View chart
Denison Mines Corp (DNN)	0.0	$320k		91k	3.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$318k		3.1k	102.26	View chart
MercadoLibre (MELI)	0.0	$318k		184.00	1729.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$314k	-5%	1.3k	247.93	View chart
AECOM Technology Corporation (ACM)	0.0	$314k		3.7k	84.82	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$312k	NEW	8.1k	38.74	View chart
Lowe's Companies (LOW)	0.0	$311k		1.3k	236.20	View chart
UnitedHealth (UNH)	0.0	$304k		1.1k	270.58	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$300k		736.00	407.96	View chart
Bank of America Corporation (BAC)	0.0	$297k		6.1k	48.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$296k	+37%	8.7k	33.97	View chart
Isoenergy Com New (ISOU)	0.0	$293k	+19%	28k	10.54	View chart
Ge Aerospace Com New (GE)	0.0	$293k	-14%	1.0k	283.66	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$291k		2.5k	118.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$291k	+6%	3.9k	74.35	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$281k		3.6k	77.17	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$280k		6.0k	46.43	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$272k	-10%	3.7k	72.96	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$271k		7.8k	34.55	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$271k	-12%	7.4k	36.57	View chart
McKesson Corporation (MCK)	0.0	$269k		311.00	865.36	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$269k		4.7k	56.86	View chart
Abbott Laboratories (ABT)	0.0	$266k	+5%	2.6k	102.67	View chart
Uber Technologies (UBER)	0.0	$265k		3.7k	71.93	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$263k	-13%	5.0k	52.46	View chart
Pacer Fds Tr Trendpilot Eur (PTEU)	0.0	$260k	-14%	8.7k	29.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$254k	-24%	1.4k	184.34	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.0	$253k	+24%	21k	12.32	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$249k	+7%	7.0k	35.44	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	0.0	$245k	NEW	7.2k	33.96	View chart
Kkr & Co (KKR)	0.0	$243k		2.6k	92.50	View chart
Nexgen Energy (NXE)	0.0	$238k	+32%	21k	11.60	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$237k	-33%	6.8k	35.05	View chart
Target Corporation (TGT)	0.0	$234k	NEW	1.9k	121.21	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$231k	+2%	1.1k	203.72	View chart
Goldman Sachs (GS)	0.0	$227k		268.00	845.99	View chart
salesforce (CRM)	0.0	$225k	+3%	1.2k	186.64	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$223k	+2%	2.4k	91.52	View chart
Pfizer (PFE)	0.0	$222k	NEW	7.9k	28.08	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$219k	-14%	43k	5.10	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$211k	NEW	3.0k	69.90	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$211k		4.5k	46.95	View chart
Linde SHS (LIN)	0.0	$210k	NEW	424.00	495.23	View chart
Energy Fuels Com New (UUUU)	0.0	$210k	-14%	12k	18.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$209k	NEW	618.00	337.95	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$209k		2.1k	100.61	View chart
Medtronic SHS (MDT)	0.0	$209k		2.4k	86.66	View chart
ConocoPhillips (COP)	0.0	$208k	NEW	1.6k	131.99	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$208k	-9%	6.5k	31.95	View chart
Martin Marietta Materials (MLM)	0.0	$208k		353.00	588.68	View chart
Akamai Technologies (AKAM)	0.0	$207k	NEW	1.8k	114.85	View chart
eBay (EBAY)	0.0	$206k	NEW	2.3k	91.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$205k		4.0k	51.78	View chart
Oracle Corporation (ORCL)	0.0	$205k		1.4k	147.15	View chart
Walt Disney Company (DIS)	0.0	$204k	-6%	2.1k	96.40	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$203k		5.4k	37.49	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$203k		28k	7.26	View chart
Donaldson Company (DCI)	0.0	$201k		2.4k	84.87	View chart
Coeur Mng Com New (CDE)	0.0	$198k		11k	18.77	View chart
Medical Properties Trust (MPT)	0.0	$185k		40k	4.63	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$160k	NEW	19k	8.62	View chart
Encore Energy Corp Com New (EU)	0.0	$133k	+7%	74k	1.80	View chart
Orchid Is Cap Com New (ORC)	0.0	$117k		17k	7.03	View chart
Kronos Worldwide (KRO)	0.0	$66k	NEW	10k	6.57	View chart
Sabre (SABR)	0.0	$25k	NEW	18k	1.45	View chart

Past Filings by Wealthspire Retirement

SEC 13F filings are viewable for Wealthspire Retirement going back to 2024

Wealthspire Retirement 2026 Q1 filed May 13, 2026
Wealthspire Retirement 2025 Q4 filed Feb. 18, 2026
Wealthspire Retirement 2025 Q3 restated filed Feb. 6, 2026
NFP Retirement 2025 Q3 filed Nov. 14, 2025
NFP Retirement 2025 Q2 filed Aug. 12, 2025
NFP Retirement 2025 Q1 filed May 13, 2025
NFP Retirement 2019 Q4 filed Feb. 13, 2025
NFP Retirement 2020 Q1 filed Feb. 13, 2025
NFP Retirement 2020 Q2 filed Feb. 13, 2025
NFP Retirement 2020 Q3 filed Feb. 13, 2025
NFP Retirement 2020 Q4 filed Feb. 13, 2025
NFP Retirement 2021 Q1 filed Feb. 13, 2025
NFP Retirement 2021 Q2 filed Feb. 13, 2025
NFP Retirement 2021 Q3 filed Feb. 13, 2025
NFP Retirement 2021 Q4 filed Feb. 13, 2025
NFP Retirement 2022 Q1 filed Feb. 13, 2025

View all past filings

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