Wealthspire Retirement, LLC
PensionTop Portfolio Positions
111 positions ·
$154,554,200 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 EU
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,200 | 74,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $171,120 | 69,000 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $101,115 | 31,500 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $118,690 | 41,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $52,060 | 38,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $95,480 | 28,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $88,880 | 22,000 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $80,770 | 20,500 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $249,660 | 57,000 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $204,360 | 52,000 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $161,370 | 49,500 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $107,245 | 44,500 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $97,610 | 43,000 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||