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Wealthspire Retirement - Q4 2025 13F Filings

WE

Wealthspire Retirement, LLC

CIK: 0002040084
Address: California Aliso Viejo 120 Vantis Suite 400
$1.64 B
Portfolio Value
305
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IDEV Ishares Core Msci Dev Mkts
+$61.18 M
2. IGIB Ishares 5-10 Year Investment Grade Corporate Bond Etf
+$39.68 M
3. FNDX Schwab Fundamental Us Large Company Etf
+$19.8 M
4. FPE First Trust Preferred Securities & Income Etf
+$11.96 M
5. IHDG Wisdomtree International Hed
+$8.5 M

Top Sells

Q4 2025
1. IVV Ishares Core S&P 500 Etf
−$268.92 M
2. SHV Ishares Short Treasury Bond Etf
−$119.36 M
3. ONEQ Fidelity Nasdaq Composite Index Etf
−$42.93 M
4. AGG Ishares Core Us Aggregate Bond Etf
−$32.91 M
5. TFLO Ishares Treasury Floating Rate Bond Etf
−$23.36 M

Asset Allocation

Stocks/ETFs
-18.67%
$1.64 B 99.97%
Options
$0 0.00%
Debt
$0 0.00%
Other
-99.72%
$432,344 0.03%

Sector Allocation (Stocks)

Wealthspire Retirement Q4 2025 Filing Summary

Wealthspire Retirement, LLC filed its 13F report for Q4 2025 on February 18, 2026. The portfolio totaled 1.64 B reflecting a -24.50% change from the prior quarter, spanning 305 assets. The top 10 holdings comprised 47.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 49 new positions and 32 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Wealthspire Retirement’s Q4 2025 Filing

Wealthspire Retirement submitted their Form 13F-HR for the Q4 2025 period on 02/18/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Wealthspire Retirement reported a managed portfolio value of 1.64 B, consisting of 305 individual positions.

This page displays the raw filing documents. To see which stocks Wealthspire Retirement bought or sold during Q4 2025, please visit Wealthspire Retirement's Portfolio Analysis page.