Wealthspire Retirement, LLC
Wealthspire Retirement, LLC reported 321 holdings worth US$1.82B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Wealthspire Retirement, LLC reported 321 holdings worth US$1.82B as of Jun 30, 2026. Largest: Apple Inc, Verisign, Inc. and Nvidia Corporation. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 321
- Value as reported
- US$1.82B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 33,554 | US$9.9M | 0.54% |
| Verisign, Inc. | 35,134 | US$8.84M | 0.48% |
| Nvidia Corporation | 42,792 | US$8.63M | 0.47% |
| Alphabet Inc (google) Class C | 15,694 | US$5.61M | 0.31% |
| Amazon.com, Inc. | 22,394 | US$5.37M | 0.29% |
| Microsoft Corp. | 12,500 | US$4.66M | 0.26% |
| Eli Lilly And Company | 3,801 | US$4.49M | 0.25% |
| Tesla, Inc. | 8,747 | US$3.61M | 0.20% |
| Boston Scientific Corporation | 63,869 | US$2.75M | 0.15% |
| Home Depot, Inc. (the) | 7,113 | US$2.51M | 0.14% |
| Welltower Inc. | 9,965 | US$2.26M | 0.12% |
| Walmart Inc. | 19,789 | US$2.24M | 0.12% |
| Amgen Inc. | 5,922 | US$2.12M | 0.12% |
| Gilead Sciences, Inc. | 16,083 | US$2.11M | 0.12% |
| Newmont Corporation | 21,596 | US$2.02M | 0.11% |
| National Health Investors, Inc. | 24,350 | US$1.86M | 0.10% |
| Johnson & Johnson | 6,399 | US$1.63M | 0.09% |
| Dell Technologies Inc. | 3,056 | US$1.32M | 0.07% |
| Broadcom Inc. | 3,201 | US$1.22M | 0.07% |
| Coca-cola Company (the) | 14,989 | US$1.22M | 0.07% |
| Jp Morgan Chase & Co. | 3,457 | US$1.13M | 0.06% |
| Meta Platforms, Inc. | 1,917 | US$1.08M | 0.06% |
| Chevron Corporation | 6,488 | US$1.08M | 0.06% |
| Berkshire Hathaway Inc. | 1,873 | US$937K | 0.05% |
| Abbvie Inc. | 3,720 | US$936K | 0.05% |
| Exxon Mobil Corporation | 6,814 | US$932K | 0.05% |
| Palo Alto Networks, Inc. | 2,588 | US$883K | 0.05% |
| Qualcomm Incorporated | 4,519 | US$835K | 0.05% |
| Costco Wholesale Corporation | 856 | US$800K | 0.04% |
| Caterpillar, Inc. | 727 | US$774K | 0.04% |
| Cisco Systems, Inc. | 6,458 | US$759K | 0.04% |
| Sherwin-williams Company (the) | 2,214 | US$741K | 0.04% |
| Procter & Gamble Company (the) | 4,491 | US$659K | 0.04% |
| Merck & Company, Inc. | 4,976 | US$639K | 0.04% |
| Cenovus Energy Inc. | 25,037 | US$621K | 0.03% |
| American Express Company | 1,672 | US$566K | 0.03% |
| Advanced Micro Devices Inc | 961 | US$558K | 0.03% |
| Realty Income Corporation | 8,896 | US$551K | 0.03% |
| Nextera Energy, Inc. | 5,935 | US$521K | 0.03% |
| Amphenol Corporation | 2,897 | US$511K | 0.03% |
| Rtx Corporation | 2,669 | US$506K | 0.03% |
| U.s. Bancorp | 8,380 | US$506K | 0.03% |
| Zions Bancorporation N.a. | 6,570 | US$470K | 0.03% |
| Boeing Company (the) | 2,147 | US$465K | 0.03% |
| Unitedhealth Group Incorporated | 1,113 | US$462K | 0.03% |
| Vertiv Holdings, Llc | 1,380 | US$462K | 0.03% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 944 | US$451K | 0.02% |
| Philip Morris International Inc | 2,459 | US$445K | 0.02% |
| Altria Group, Inc. | 6,149 | US$442K | 0.02% |
| Waste Management, Inc. | 1,935 | US$431K | 0.02% |
| Brown & Brown, Inc. | 6,698 | US$430K | 0.02% |
| Truist Financial Corporation | 8,412 | US$419K | 0.02% |
| Intel Corporation | 2,998 | US$419K | 0.02% |
| First Majestic Silver Corp. | 24,538 | US$416K | 0.02% |
| Bank Of America Corporation | 7,179 | US$409K | 0.02% |
| International Business Machines Corporation | 1,437 | US$404K | 0.02% |
| Palantir Technologies Inc. | 3,448 | US$402K | 0.02% |
| Southern Company (the) | 4,185 | US$401K | 0.02% |
| Micron Technology, Inc. | 322 | US$371K | 0.02% |
| At&t Inc. | 17,292 | US$358K | 0.02% |
| Visa Inc. | 988 | US$339K | 0.02% |
| Mcdonald's Corporation | 1,231 | US$333K | 0.02% |
| Verizon Communications Inc. | 7,692 | US$326K | 0.02% |
| Hecla Mining Company | 20,774 | US$321K | 0.02% |
| Mercadolibre, Inc. | 184 | US$312K | 0.02% |
| Goldman Sachs Group, Inc. (the) | 302 | US$305K | 0.02% |
| Lowe's Companies, Inc. | 1,340 | US$295K | 0.02% |
| Applied Materials, Inc. | 402 | US$291K | 0.02% |
| Shopify Inc. | 2,501 | US$286K | 0.02% |
| Isoenergy Ltd. | 27,809 | US$277K | 0.02% |
| Ge Vernova Inc. | 233 | US$274K | 0.02% |
| Mckesson Corporation | 353 | US$267K | 0.01% |
| Uber Technologies, Inc. | 3,679 | US$265K | 0.01% |
| Denison Mines Corp. | 85,500 | US$262K | 0.01% |
| Aecom | 3,700 | US$258K | 0.01% |
| Ebay Inc. | 2,284 | US$255K | 0.01% |
| Ge Aerospace | 664 | US$248K | 0.01% |
| Kkr & Co. Inc. | 2,613 | US$240K | 0.01% |
| Target Corporation | 1,833 | US$239K | 0.01% |
| Aegon Ltd. | 27,938 | US$236K | 0.01% |
| Oracle Corporation | 1,603 | US$235K | 0.01% |
| Abbott Laboratories | 2,449 | US$222K | 0.01% |
| Donaldson Company, Inc. | 2,405 | US$216K | 0.01% |
| Walt Disney Company (the) | 2,229 | US$215K | 0.01% |
| Akamai Technologies, Inc. | 1,804 | US$213K | 0.01% |
| Novo Nordisk A/s Class B | 4,419 | US$212K | 0.01% |
| Formfactor, Inc. | 1,319 | US$211K | 0.01% |
| Coeur Mining, Inc. | 12,470 | US$204K | 0.01% |
| 3m Company | 1,247 | US$202K | 0.01% |
| Nexgen Energy Ltd. | 20,570 | US$193K | 0.01% |
| Sibanye Stillwater Limited | 20,518 | US$174K | <0.01% |
| Medical Properties Trust, Inc. | 36,707 | US$170K | <0.01% |
| Energy Fuels Inc. | 10,507 | US$152K | <0.01% |
| Orchid Island Capital, Inc. | 16,686 | US$116K | <0.01% |
| Encore Energy Corp. | 73,520 | US$96,312 | <0.01% |
| Sabre Corporation | 17,690 | US$36,973 | <0.01% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Every holding of Wealthspire Retirement, LLC
Source
View original at SEC
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