Holdings
Wealthspire Retirement, LLC
As of Jun 30, 2026, Wealthspire Retirement, LLC reported 96 positions worth US$107M. Largest: Apple Inc, Verisign, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 33,554 | US$9.9M | +1,039 | Jun 30, 2026 |
| Verisign, Inc. | 35,134 | US$8.84M | +1 | Jun 30, 2026 |
| Nvidia Corporation | 42,792 | US$8.63M | +468 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,694 | US$5.61M | +582 | Jun 30, 2026 |
| Amazon.com, Inc. | 22,394 | US$5.37M | −509 | Jun 30, 2026 |
| Microsoft Corp. | 12,500 | US$4.66M | +569 | Jun 30, 2026 |
| Eli Lilly And Company | 3,801 | US$4.49M | +36 | Jun 30, 2026 |
| Tesla, Inc. | 8,747 | US$3.61M | +1,192 | Jun 30, 2026 |
| Boston Scientific Corporation | 63,869 | US$2.75M | −1,346 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 7,113 | US$2.51M | −18 | Jun 30, 2026 |