Notify me when Wealthspire Retirement, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 305 | $1,644,787,089 | +$95,169,456 | -$34,850,502 | +$60,318,954 | IVV, SHV, AGG, IDEV, VONG | 13F-HR | 18 Feb 2026, 16:46 |
| Q3 2025 | 299 | $1,566,329,483 | +$47,345,416 | -$74,312,307 | -$26,966,891 | IVV, SHV, AGG, IDEV, ONEQ | Restatement | 05 Feb 2026, 19:57 |
| Q2 2025 | 296 | $1,513,417,387 | +$242,976,015 | -$78,723,920 | +$164,252,095 | IVV, SHV, AGG, IDEV, ONEQ | 13F-HR | 11 Aug 2025, 18:44 |
| Q1 2025 | 277 | $1,261,538,605 | +$86,898,351 | -$69,149,948 | +$17,748,403 | IVV, SHV, AGG, IDEV, SCHD | 13F-HR | 13 May 2025, 08:26 |
| Q4 2024 | 291 | $1,266,308,128 | +$93,964,976 | -$12,782,473 | +$81,182,503 | IVV, SHV, AGG, IDEV, ONEQ | 13F-HR | 13 Feb 2025, 14:04 |
| Q3 2024 | 284 | $1,235,324,652 | +$29,181,069 | -$47,741,961 | -$18,560,892 | IVV, SHV, AGG, IDEV, SCHD | 13F-HR | 13 Feb 2025, 14:04 |
| Q2 2024 | 277 | $1,193,464,628 | +$41,786,460 | -$21,097,219 | +$20,689,241 | IVV, SHV, AGG, IDEV, SPLG | 13F-HR | 13 Feb 2025, 14:03 |
| Q1 2024 | 279 | $1,160,387,243 | +$573,054,804 | -$37,604,928 | +$535,449,876 | IVV, SHV, AGG, IDEV, SPLG | 13F-HR | 13 Feb 2025, 14:03 |
| Q4 2023 | 244 | $590,269,085 | +$40,439,205 | -$19,524,639 | +$20,914,566 | SPLG, SCHD, VONG, AGG, IDEV | 13F-HR | 13 Feb 2025, 14:03 |
| Q3 2023 | 226 | $522,986,087 | +$59,958,149 | -$37,237,784 | +$22,720,365 | SPLG, VONG, SCHD, AGG, QQQ | 13F-HR | 13 Feb 2025, 14:03 |
| Q2 2023 | 230 | $536,191,170 | +$42,298,230 | -$27,627,093 | +$14,671,137 | SPLG, IDEV, AGG, VONG, SCHD | 13F-HR | 13 Feb 2025, 14:03 |
| Q1 2023 | 243 | $501,499,289 | +$44,927,305 | -$17,336,016 | +$27,591,289 | SPLG, IDEV, AGG, SCHD, VONG | 13F-HR | 13 Feb 2025, 14:03 |
| Q4 2022 | 240 | $454,476,890 | +$101,233,529 | -$77,856,911 | +$23,376,618 | SPLG, IDEV, AGG, SCHD, FBND | 13F-HR | 13 Feb 2025, 14:02 |
| Q3 2022 | 219 | $405,016,255 | +$56,193,059 | -$21,093,967 | +$35,099,092 | SCHX, SCHZ, SCHD, FBND, SPLG | 13F-HR | 13 Feb 2025, 14:02 |
| Q2 2022 | 231 | $393,319,026 | +$45,794,411 | -$20,110,892 | +$25,683,519 | SCHX, SCHZ, SCHD, SCHF, FBND | 13F-HR | 13 Feb 2025, 14:02 |
| Q1 2022 | 223 | $421,185,909 | +$182,230,321 | -$4,068,704 | +$178,161,617 | SCHX, SCHZ, SCHF, VOO, SCHD | 13F-HR | 13 Feb 2025, 14:02 |
| Q4 2021 | 148 | $278,088,870 | +$26,470,480 | -$4,815,301 | +$21,655,179 | SCHX, SCHZ, SCHF, VOO, FBND | 13F-HR | 13 Feb 2025, 14:02 |
| Q3 2021 | 138 | $244,202,283 | +$10,331,086 | -$20,613,903 | -$10,282,817 | SCHX, SCHZ, SCHF, VOO, FBND | 13F-HR | 13 Feb 2025, 14:01 |
| Q2 2021 | 135 | $257,706,579 | +$59,614,646 | -$39,244,985 | +$20,369,661 | SCHX, SCHZ, SCHF, VOO, FBND | 13F-HR | 13 Feb 2025, 14:01 |
| Q1 2021 | 124 | $228,801,552 | +$68,920,434 | -$5,328,879 | +$63,591,555 | SCHX, SCHZ, SCHG, VOO, VYM | 13F-HR | 13 Feb 2025, 14:00 |
| Q4 2020 | 115 | $160,488,174 | +$21,116,342 | -$24,213,166 | -$3,096,824 | SCHX, VOO, SCHF, SCHZ, CWB | 13F-HR | 13 Feb 2025, 14:00 |
| Q3 2020 | 111 | $150,495,561 | +$22,429,732 | -$12,351,811 | +$10,077,921 | SCHX, BSJL, SCHZ, CWB, VOO | 13F-HR | 13 Feb 2025, 14:00 |
| Q2 2020 | 101 | $135,669,448 | +$26,257,574 | -$4,487,232 | +$21,770,342 | SCHX, BSJL, AGG, SCHZ, CWB | 13F-HR | 13 Feb 2025, 14:00 |
| Q1 2020 | 83 | $101,370,481 | +$17,930,692 | -$4,973,802 | +$12,956,890 | SCHX, BSJL, AGG, SCHZ, SCHF | 13F-HR | 13 Feb 2025, 14:00 |
| Q4 2019 | 87 | $106,346,983 | $0 | $0 | $0 | SCHX, AGG, SCHZ, SCHF, CWB | 13F-HR | 13 Feb 2025, 13:59 |