Wealthspire Retirement, LLC
•CIK: 2040084•Filing: Q4 2025
**Wealthspire Retirement, LLC** manages $1.6B across a diversified portfolio of 305 positions. The fund exhibits a significant allocation to core market indices, notably holding IVV at $276.2M and SHV at $156.0M. Further concentration is visible in fixed income and broad market exposure, with AGG at $70.1M and IDEV at $61.2M. This structure suggests a disciplined, large-cap equity and fixed-income tilt within its retirement mandate.
Total AUM
$1.6B
QoQ Performance
-24.2%
Positions
158
Top 10 Concentration
48.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SHV
IVV16.8%
SHV9.5%
AGG4.3%
IDEV3.7%
VONG2.4%
ONEQ2.4%
IGIB2.4%
SPYM2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.6%
ETF18.2%
Technology1.9%
Consumer0.9%
Healthcare0.7%
Financial0.4%
Industrial0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+102 more exited positions
Changes from Q3 2025
NEW10 new positions
↑84 increased
↓102 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024