Wealthspire Retirement, LLC - Portfolio overview

Wealthspire Retirement, LLC has 345 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 17.60%
2. SHV - ISHARES TR, 6.65%
3. IDEV - ISHARES TR, 3.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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