Wealthspire Retirement, LLC
All 13F Filings
- Location
- Aliso Viejo, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,644,787
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 985.9 K | 61.0% | 65.73 K | 0 | 65.73 K |
| ETFs | 626 K | 38.8% | 6.465 K | 0 | 6.465 K |
| Debt | 3.427 K | 0.2% | 357 | 0 | 357 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
1,644,787
Holdings
305
QoQ value change ($000)
78,458
(5.0%)
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.