Wealthspire Retirement, LLC
All 13F Filings
- Location
- Aliso Viejo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,823,355
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 321 | 1,823,355 | 13F-HR | Wealthspire Retirement, LLC |
| Q1 2026 | 5/13/2026 | 310 | 1,666,973 | 13F-HR | Wealthspire Retirement, LLC |
| Q4 2025 | 2/18/2026 | 305 | 1,644,787 | 13F-HR | Wealthspire Retirement, LLC |
| Q3 2025 | 2/6/2026 | 299 | 1,566,329 | 13F-HR/A - RESTATEMENT | Wealthspire Retirement, LLC |
| Q3 2025 | 11/14/2025 | 301 | 2,178,421 | 13F-HR | NFP Retirement, Inc. |
| Q2 2025 | 8/12/2025 | 298 | 1,513,664 | 13F-HR | NFP Retirement, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 214 K | 11.8% | 8.921 K | 0 | 8.921 K |
| ETFs | 1.6 M | 88.0% | 146.8 K | 0 | 146.8 K |
| Debt | 3.605 K | 0.2% | 0 | 51 | -51 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
1,823,355
Holdings
321
QoQ value change ($000)
156,382
(9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.