Wealthspire Retirement, LLC
Top Portfolio Positions
111 positions ·
$154,554,200 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
51,995 | $30,010,474 | 19.42% |
| VRSN |
Verisign Inc/Ca
Technology
|
35,133 | $8,725,631 | 5.65% |
| AAPL |
Apple Inc.
Technology
|
32,515 | $8,251,981 | 5.34% |
| NVDA |
Nvidia Corp
Technology
|
42,324 | $7,381,305 | 4.78% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,903 | $4,770,007 | 3.09% |
| CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
Financial Services
|
210,536 | $4,425,466 | 2.86% |
| MSFT |
Microsoft Corp
Technology
|
11,931 | $4,416,498 | 2.86% |
| BSX |
Boston Scientific Corp
Healthcare
|
65,215 | $4,092,241 | 2.65% |
| GLD |
Spdr Gold Trust
|
9,442 | $4,062,798 | 2.63% |
| SPY |
Spdr S&P 500 Etf Trust
|
6,040 | $3,928,053 | 2.54% |
Portfolio Trend
Holdings in BME
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,998,168 | 51,887 | Shares | Sole | 2026-05-13 | |
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