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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, ONEQ, IGIB, and represent 33.98% of Wealthspire Retirement's stock portfolio.
Added to shares of these 10 stocks: SHV (+$49M), VO (+$28M), MGK (+$14M), VEA (+$13M), FPE (+$11M), VUG (+$8.9M), VGT (+$6.7M), FNDX, SPYM, VEU.
Started 24 new stock positions in NVO, FPE, MU, GEV, CGBL, FFEB, ARKK, MMM, AMD, QQQM. JCPB, INMU, SPCK, XLY, INTC, IVW, AMAT, FBT, BSJT, HONA, CGW, FORM, FESM, POWA.
Reduced shares in these 10 stocks: IVV (-$56M), , SDVD (-$11M), IJH, IJR, SCHD, IQLT, VTV, ONEQ, MINT.
Sold out of its positions in COP, FDL, SDVD, FAUG, Honeywell International, IOCT, GOVI, KRO, MLM, PAAS. PFE, FEZ, CRM.
Wealthspire Retirement was a net buyer of stock by $57M.
Wealthspire Retirement has $1.8B in assets under management (AUM), dropping by 9.38%.
Central Index Key (CIK): 0002040084

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Portfolio Holdings for Wealthspire Retirement

Wealthspire Retirement holds 321 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	16.2	$295M	-15%	389k	758.23	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	8.9	$163M	+42%	1.5M	110.21	View chart
Ishares Tr Core Msci Intl (IDEV)	3.8	$70M		777k	89.67	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.6	$47M	-3%	452k	103.40	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.5	$45M		847k	53.17	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.5	$45M	+3%	352k	127.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.4	$43M	+2%	435k	98.59	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.3	$43M	+6%	485k	87.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$39M	+49%	551k	71.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$38M		52k	736.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$37M	+293%	458k	80.57	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.9	$35M	+16%	1.1M	31.10	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$34M	-6%	155k	217.93	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$32M	+3%	703k	45.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$28M	-12%	364k	75.69	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	1.4	$26M	-2%	867k	30.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$22M	-12%	153k	146.26	View chart
Tcw Etf Trust Flexible Income (FLXR)	1.2	$22M	+3%	554k	39.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$21M	-4%	71k	303.12	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	1.2	$21M		601k	35.08	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$21M	-3%	259k	79.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$21M		124k	165.41	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.1	$20M	-4%	356k	55.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$20M	+5%	250k	79.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$19M	+6%	225k	82.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.0	$18M	+8%	162k	112.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$17M	+371%	197k	87.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$17M	+8%	351k	48.43	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.9	$17M	-3%	308k	54.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$16M		266k	59.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$15M	+2%	22k	686.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$13M	-17%	400k	31.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$12M	+7%	212k	56.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$11M	NEW	635k	17.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$11M	+514%	124k	86.14	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$11M	-20%	211k	49.55	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$10M	+36%	121k	83.75	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$9.9M	-4%	487k	20.37	View chart
Apple (AAPL)	0.5	$9.9M	+3%	34k	295.14	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.5	$9.7M	-11%	64k	152.18	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.5	$9.7M	-3%	184k	52.38	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$9.1M		101k	90.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$8.9M	+11%	24k	365.70	View chart
Verisign (VRSN)	0.5	$8.8M		35k	251.56	View chart
NVIDIA Corporation (NVDA)	0.5	$8.6M		43k	201.58	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.5	$8.4M		220k	38.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$7.7M	+688%	65k	119.52	View chart
RBB F/m Us Treasury (TBIL)	0.4	$7.5M	-6%	151k	49.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$7.3M	+14%	46k	158.03	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$7.1M	-6%	87k	82.27	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$6.4M	-2%	56k	113.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$6.4M		58k	108.89	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.3	$6.3M		114k	55.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$6.0M	-5%	177k	33.84	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$5.8M		26k	225.49	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$5.7M	+8%	56k	101.83	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$5.5M		108k	51.29	View chart
Amazon (AMZN)	0.3	$5.4M	-2%	22k	239.63	View chart
BlackRock Enhanced Capital and Income (CII)	0.3	$5.4M	-2%	205k	26.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$5.3M		148k	36.13	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$5.3M	+15%	104k	50.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$5.2M	-3%	55k	94.94	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$5.2M	-2%	77k	67.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$4.9M	-16%	168k	29.45	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.3	$4.8M		42k	114.31	View chart
Microsoft Corporation (MSFT)	0.3	$4.7M	+4%	13k	373.01	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$4.6M	+2%	6.2k	747.56	View chart
Eli Lilly & Co. (LLY)	0.2	$4.5M		3.8k	1182.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.1M	-8%	33k	124.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.9M	+3%	46k	85.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.8M	+4%	16k	236.62	View chart
Blackrock Util & Infrastrctu (BUI)	0.2	$3.7M	+3%	129k	29.01	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$3.7M	+15%	138k	26.50	View chart
Aon Shs Cl A (AON)	0.2	$3.6M		11k	331.69	View chart
Tesla Motors (TSLA)	0.2	$3.6M	+15%	8.7k	412.51	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.6M		43k	82.65	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$3.5M		18k	190.52	View chart
Blackrock Science & Technolo SHS (BST)	0.2	$3.4M	+3%	67k	50.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.4M	-3%	9.1k	368.40	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$3.3M	+3%	64k	51.05	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.2	$3.2M	-3%	50k	64.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.1M		8.7k	353.31	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$3.0M		32k	93.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.9M		99k	28.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.8M	-10%	102k	27.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.8M		12k	243.00	View chart
Boston Scientific Corporation (BSX)	0.2	$2.7M	-2%	64k	43.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$2.7M	+9%	29k	93.85	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.7M	+2%	144k	18.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.6M	+2%	31k	84.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.5M	+10%	7.1k	357.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.5M		10k	250.59	View chart
Home Depot (HD)	0.1	$2.5M		7.1k	352.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.4M	-17%	33k	73.41	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$2.3M	-2%	88k	26.52	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$2.3M		15k	158.66	View chart
Welltower Inc Com reit (WELL)	0.1	$2.3M		10k	226.98	View chart
Wal-Mart Stores (WMT)	0.1	$2.2M	+2%	20k	113.26	View chart
Blackrock Health Sciences Trust (BME)	0.1	$2.2M		51k	42.95	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.2M		43k	50.65	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.1	$2.1M	-7%	54k	39.31	View chart
Amgen (AMGN)	0.1	$2.1M	+3%	5.9k	358.62	View chart
Gilead Sciences (GILD)	0.1	$2.1M		16k	131.31	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.1M	-3%	34k	61.23	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$2.1M		12k	168.46	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$2.1M		46k	44.59	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.0M	-5%	55k	36.87	View chart
Newmont Mining Corporation (NEM)	0.1	$2.0M		22k	93.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.0M	+16%	40k	50.58	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$2.0M		40k	50.39	View chart
National Health Investors (NHI)	0.1	$1.9M	-3%	24k	76.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.8M	+298%	15k	124.17	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.8M		6.1k	299.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.8M	+8%	24k	75.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M	+60%	8.1k	212.83	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.7M	+7%	32k	52.75	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.7M	NEW	6.7k	247.89	View chart
Johnson & Johnson (JNJ)	0.1	$1.6M		6.4k	253.96	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M	-46%	16k	100.81	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$1.6M	+27%	31k	50.95	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$1.5M		34k	45.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.5M		20k	74.90	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.5M	-9%	53k	27.62	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$1.4M		56k	25.52	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.4M		27k	51.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$1.3M	NEW	20k	65.73	View chart
Dell Technologies CL C (DELL)	0.1	$1.3M		3.1k	431.45	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.1	$1.3M	+2%	41k	30.53	View chart
Broadcom (AVGO)	0.1	$1.2M	+24%	3.2k	381.91	View chart
Coca-Cola Company (KO)	0.1	$1.2M		15k	81.27	View chart
Vanguard World Industrial Etf (VIS)	0.1	$1.2M		3.3k	360.39	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.2M	+31%	17k	66.45	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M		3.5k	327.30	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.1M	-3%	11k	98.20	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.1	$1.1M		14k	82.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M		16k	68.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.1M		44k	24.66	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.1M	-10%	31k	34.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	-6%	11k	103.88	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	-8%	1.9k	563.20	View chart
Chevron Corporation (CVX)	0.1	$1.1M		6.5k	165.75	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.1M	-3%	18k	58.92	View chart
Morgan Stanley Etf Trust Eat Inc Opp Etf (XAGG)	0.1	$1.0M	+141%	20k	49.99	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.0M		42k	24.14	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.0M		5.2k	195.72	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$995k	+2%	2.5k	396.59	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$983k		21k	47.03	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$948k	-10%	27k	34.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$937k		1.9k	500.39	View chart
Abbvie (ABBV)	0.1	$936k		3.7k	251.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$932k	+13%	6.8k	136.72	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.1	$913k	+4%	14k	66.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$913k	+15%	7.3k	124.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$906k		4.1k	221.19	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$900k		22k	40.09	View chart
Vanguard World Financials Etf (VFH)	0.0	$890k		6.8k	131.61	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$889k	+45%	40k	22.35	View chart
Palo Alto Networks (PANW)	0.0	$883k		2.6k	341.02	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$878k		17k	51.85	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$856k		11k	75.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$848k	-12%	2.3k	371.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$836k	-2%	8.7k	95.62	View chart
Qualcomm (QCOM)	0.0	$835k	-8%	4.5k	184.79	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$802k	+13%	17k	48.56	View chart
Costco Wholesale Corporation (COST)	0.0	$800k		856.00	935.02	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$794k	-2%	19k	41.43	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$789k		15k	53.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$787k	+2%	8.2k	96.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$777k	-28%	34k	22.96	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$777k		7.2k	107.62	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$776k		4.2k	183.96	View chart
Caterpillar (CAT)	0.0	$774k	-23%	727.00	1064.62	View chart
Cisco Systems (CSCO)	0.0	$759k	+7%	6.5k	117.47	View chart
Sherwin-Williams Company (SHW)	0.0	$741k		2.2k	334.85	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$713k	+37%	15k	49.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$660k		18k	37.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$659k		2.7k	242.45	View chart
Procter & Gamble Company (PG)	0.0	$659k	-26%	4.5k	146.63	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	0.0	$656k	+11%	13k	50.41	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$654k		16k	40.79	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$649k		6.7k	96.46	View chart
Merck & Co (MRK)	0.0	$639k	-2%	5.0k	128.50	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.0	$628k	+90%	29k	21.75	View chart
Cenovus Energy (CVE)	0.0	$621k		25k	24.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$618k	+20%	7.5k	82.33	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$610k		9.9k	61.46	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$603k		9.0k	67.01	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.0	$597k	NEW	25k	24.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$586k	-25%	3.1k	188.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$584k	NEW	2.0k	295.58	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$577k	-11%	25k	23.13	View chart
Pacer Fds Tr Trendpilot Intl (PTIN)	0.0	$577k		16k	36.67	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$566k	-9%	4.4k	128.07	View chart
American Express Company (AXP)	0.0	$566k		1.7k	338.25	View chart
Advanced Micro Devices (AMD)	0.0	$558k	NEW	961.00	580.89	View chart
Realty Income (O)	0.0	$551k		8.9k	61.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$526k	+64%	14k	36.84	View chart
Nextera Energy (NEE)	0.0	$521k		5.9k	87.77	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$512k		4.7k	109.52	View chart
Amphenol Corp Cl A (APH)	0.0	$511k	-6%	2.9k	176.32	View chart
Raytheon Technologies Corp (RTX)	0.0	$506k	-4%	2.7k	189.75	View chart
Us Bancorp Com New (USB)	0.0	$506k		8.4k	60.40	View chart
Vanguard World Energy Etf (VDE)	0.0	$505k	-2%	3.4k	150.14	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$490k		2.9k	171.90	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.0	$478k		9.5k	50.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$471k	-2%	24k	19.55	View chart
Zions Bancorporation (ZION)	0.0	$470k		6.6k	71.55	View chart
Boeing Company (BA)	0.0	$465k	+3%	2.1k	216.47	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$465k		23k	20.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$465k		4.2k	110.31	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$464k		4.8k	96.57	View chart
UnitedHealth (UNH)	0.0	$463k		1.1k	415.51	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$462k		1.4k	334.82	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.0	$457k		24k	19.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$456k	-9%	9.0k	50.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$451k	+52%	944.00	477.57	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$445k		13k	33.21	View chart
Philip Morris International (PM)	0.0	$445k	+2%	2.5k	180.93	View chart
Altria (MO)	0.0	$442k	+15%	6.1k	71.95	View chart
Waste Management (WM)	0.0	$431k	+18%	1.9k	222.90	View chart
Brown & Brown (BRO)	0.0	$430k		6.7k	64.15	View chart
Vanguard World Materials Etf (VAW)	0.0	$428k		1.9k	228.84	View chart
Truist Financial Corp equities (TFC)	0.0	$419k		8.4k	49.81	View chart
Intel Corporation (INTC)	0.0	$419k	NEW	3.0k	139.61	View chart
First Majestic Silver Corp (AG)	0.0	$416k	-2%	25k	16.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$414k		7.1k	58.49	View chart
Bank of America Corporation (BAC)	0.0	$409k	+17%	7.2k	56.98	View chart
International Business Machines (IBM)	0.0	$404k	-33%	1.4k	281.18	View chart
Palantir Technologies Cl A (PLTR)	0.0	$402k	+13%	3.4k	116.67	View chart
Southern Company (SO)	0.0	$401k	+9%	4.2k	95.71	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$394k		9.9k	39.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$387k	+42%	2.0k	197.55	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$385k	-3%	1.3k	306.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$383k		3.6k	106.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$381k		1.3k	300.56	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.0	$375k		16k	24.00	View chart
Micron Technology (MU)	0.0	$371k	NEW	322.00	1153.44	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$371k	-25%	8.1k	46.05	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$366k		4.0k	92.21	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$361k	+2%	7.6k	47.71	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$361k		18k	19.64	View chart
At&t (T)	0.0	$358k	+11%	17k	20.70	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$350k		6.5k	53.61	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$349k	+473%	4.2k	82.62	View chart
Visa Com Cl A (V)	0.0	$339k	-6%	988.00	342.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$338k	-30%	9.3k	36.26	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.0	$336k		3.8k	88.65	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$335k	+2%	6.7k	50.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$334k	-31%	4.3k	77.91	View chart
McDonald's Corporation (MCD)	0.0	$333k		1.2k	270.32	View chart
Verizon Communications (VZ)	0.0	$326k	+7%	7.7k	42.34	View chart
Hecla Mining Company (HL)	0.0	$321k		21k	15.43	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.0	$316k		8.1k	39.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$315k	+5%	4.1k	76.55	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.0	$313k		7.5k	41.83	View chart
MercadoLibre (MELI)	0.0	$312k		184.00	1697.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$308k		7.9k	39.08	View chart
Goldman Sachs (GS)	0.0	$305k	+12%	302.00	1010.69	View chart
Lowe's Companies (LOW)	0.0	$295k		1.3k	220.46	View chart
Pacer Fds Tr Trendpilot Eur (PTEU)	0.0	$295k		8.9k	33.31	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.0	$294k		5.1k	58.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$294k	+5%	3.8k	76.70	View chart
Applied Materials (AMAT)	0.0	$291k	NEW	402.00	723.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$286k		2.5k	114.18	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$284k		6.0k	46.99	View chart
Isoenergy Com New (ISOU)	0.0	$277k		28k	9.97	View chart
Ge Vernova (GEV)	0.0	$274k	NEW	233.00	1175.10	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$274k	-20%	2.5k	110.14	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$273k		4.7k	57.64	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.0	$272k	NEW	5.6k	48.29	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$269k	+2%	2.5k	107.82	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$269k	NEW	7.1k	37.96	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$268k	+50%	28k	9.57	View chart
McKesson Corporation (MCK)	0.0	$267k	+13%	353.00	755.60	View chart
Honeywell Aerospace (HONA)	0.0	$266k	NEW	1.2k	221.08	View chart
Uber Technologies (UBER)	0.0	$266k		3.7k	72.16	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	0.0	$264k	+2%	7.4k	35.89	View chart
Denison Mines Corp (DNN)	0.0	$262k	-5%	86k	3.06	View chart
AECOM Technology Corporation (ACM)	0.0	$258k		3.7k	69.80	View chart
eBay (EBAY)	0.0	$255k		2.3k	111.74	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.0	$253k	NEW	12k	21.13	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$250k		1.1k	219.28	View chart
Ge Aerospace Com New (GE)	0.0	$248k	-35%	664.00	373.63	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$244k		2.1k	117.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$243k	+15%	5.2k	46.81	View chart
Collaborative Investmnt Ser Spa New Iss Etf (SPCK)	0.0	$242k	NEW	1.4k	170.86	View chart
Kkr & Co (KKR)	0.0	$240k		2.6k	91.78	View chart
Target Corporation (TGT)	0.0	$239k	-5%	1.8k	130.61	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$238k		5.4k	43.75	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$236k		28k	8.44	View chart
Oracle Corporation (ORCL)	0.0	$235k	+15%	1.6k	146.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$231k	NEW	1.7k	137.56	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$228k		3.0k	75.64	View chart
Abbott Laboratories (ABT)	0.0	$222k	-5%	2.4k	90.74	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$218k	NEW	4.7k	46.94	View chart
Donaldson Company (DCI)	0.0	$216k		2.4k	89.78	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$215k	NEW	1.8k	117.29	View chart
Walt Disney Company (DIS)	0.0	$215k	+5%	2.2k	96.27	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$214k		7.1k	30.17	View chart
Akamai Technologies (AKAM)	0.0	$213k		1.8k	118.21	View chart
Novo-nordisk A S Adr (NVO)	0.0	$212k	NEW	4.4k	47.94	View chart
Linde SHS (LIN)	0.0	$211k	-4%	407.00	518.44	View chart
FormFactor (FORM)	0.0	$211k	NEW	1.3k	159.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$210k		1.7k	124.44	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$210k	-53%	8.9k	23.44	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$206k	NEW	2.6k	80.83	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$206k	-7%	6.0k	34.16	View chart
Invesco Exch Trd Slf Idx Bloo Pri Pwr Etf (POWA)	0.0	$204k	NEW	2.3k	88.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$204k	NEW	3.3k	60.98	View chart
Coeur Mng Com New (CDE)	0.0	$204k	+18%	13k	16.32	View chart
Medtronic SHS (MDT)	0.0	$203k	+7%	2.6k	78.24	View chart
3M Company (MMM)	0.0	$202k	NEW	1.2k	161.90	View chart
Nexgen Energy (NXE)	0.0	$193k		21k	9.39	View chart
DNP Select Income Fund (DNP)	0.0	$179k	-48%	17k	10.79	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.0	$174k		21k	8.49	View chart
Medical Properties Trust (MPT)	0.0	$170k	-8%	37k	4.62	View chart
Energy Fuels Com New (UUUU)	0.0	$152k	-8%	11k	14.50	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$134k	-37%	27k	4.99	View chart
Orchid Is Cap Com New (ORC)	0.0	$116k		17k	6.97	View chart
Encore Energy Corp Com New (EU)	0.0	$96k		74k	1.31	View chart
Sabre (SABR)	0.0	$37k		18k	2.09	View chart

Past Filings by Wealthspire Retirement

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

Wealthspire Retirement 2026 Q2 filed Aug. 12, 2026
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

View all past filings

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