13F filer

Wealthspire Retirement

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 2040084 SEC filings ↗

13F Value

$1.82B

Positions

321

Top Position

IVV16.2%

Top 5

34.0%

Latest filing changes

vs Mar 31, 2026

1 SHV iShares 0-1 Year Treasury Bond ETF +42.9%+$48.9M

2 VEA Vanguard Developed Markets Index Fund — ETF Shares +49.9%+$13.1M

3 FNDX Schwab Fundamental U.S. Large Company ETF +16.3%+$4.8M

4 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +6.9%+$2.8M

5 VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares +36.9%+$2.7M

Holdings321

#
1	IVV iShares Core S&P 500 ETF	16.2%	$295.2M	-15.9%	389.3K	18.1%	ETF
2	SHV iShares 0-1 Year Treasury Bond ETF	8.9%	$162.9M	+42.9%	1.48M	6.9%	ETF
3	IDEV iShares Core MSCI International Developed Markets ETF	3.8%	$69.7M	+1.9%	777.3K	3.8%	ETF
4	ONEQ Fidelity Nasdaq Composite Index ETF	2.6%	$46.8M	-3.4%	452.3K	2.4%	ETF
5	IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	2.5%	$45.0M	-1.9%	846.6K	2.8%	ETF
6	VONG Vanguard Russell 1000 Growth Index Fund — ETF Shares	2.5%	$45.0M	+3.7%	352.1K	2.2%	ETF
7	AGG iShares Core U.S. Aggregate Bond ETF	2.4%	$42.9M	+2.8%	435.4K	2.5%	ETF
8	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.3%	$42.6M	+6.9%	485.2K	2.1%	ETF
9	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.2%	$39.3M	+49.9%	551.3K	1.4%	ETF
10	QQQ Invesco QQQ Trust, Series 1	2.1%	$38.4M	+0.3%	52.2K	1.8%	ETF
11	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	2.0%	$36.9M	-1.5%	458.2K	2.0%	ETF
12	FNDX Schwab Fundamental U.S. Large Company ETF	1.9%	$34.5M	+16.3%	1.11M	1.6%	ETF
13	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.9%	$33.8M	-6.8%	155.2K	2.0%	ETF
14	FBND Fidelity Total Bond ETF	1.8%	$32.0M	+3.6%	702.5K	1.9%	ETF
15	IJH iShares Core S&P Mid-Cap ETF	1.5%	$27.5M	-12.9%	363.6K	1.7%	ETF
16	SPSB State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	1.4%	$26.0M	-2.8%	867.4K	1.6%	ETF
17	IJR iShares Core S&P Small-Cap ETF	1.2%	$22.4M	-12.7%	153.3K	1.3%	ETF
18	FLXR Tcw ETF Trust — Flexible Income	1.2%	$21.6M	+3.3%	553.7K	1.3%	ETF
19	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.2%	$21.4M	-4.7%	70.6K	1.2%	ETF
20	HFSI Hartford Strategic Income ETF	1.2%	$21.1M	-0.0%	600.9K	1.3%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing13

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.