Wealthspire Retirement, LLC - Q42025 Holdings

Wealthspire Retirement, LLC holds 305 stocks with a total portfolio value of $ 1.64B as of Q42025. In Q42025, Wealthspire Retirement, LLC added 19 new positions, increased stakes in 160 stocks, reduced 98 holdings, and fully exited 13 positions. The largest holding is Ishares Tr (IVV), representing 16.79% of the total portfolio.