13F Filings History of Wealthspire Retirement, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$1,644,787,089
Signature - Title
Brian J. Yu - Chief Compliance Officer
Location
Aliso Viejo, CA
Summary
This page shows a list of all the recent 13F filings made by Wealthspire Retirement, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthspire Retirement, LLC reported 305 stock holdings with total value $1,644,787,089 as of Q4 2025. Top holdings included IVV, SHV, AGG, IDEV, and VONG.

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Holdings Value
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