Wealthspire Retirement, LLC - Q12026 Holdings

Wealthspire Retirement, LLC holds 310 stocks with a total portfolio value of $ 1.67B as of Q12026. In Q12026, Wealthspire Retirement, LLC added 19 new positions, increased stakes in 155 stocks, reduced 115 holdings, and fully exited 14 positions. The largest holding is Ishares Tr (IVV), representing 18.15% of the total portfolio.