Long-term investor
Wealthspire Retirement, LLC @wealthspireretirementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002040084).
Record
- Tracked since 2025-06-30 (434 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months +12.8% · 1 year +14.0% · all +14.0%
- Max drawdown -1.7% · Sharpe 0.87 · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 16.2% · long · since 2025-06-30
- SHV · 8.9% · long · since 2025-06-30
- IDEV · 3.8% · long · since 2025-06-30
- ONEQ · 2.6% · long · since 2025-06-30
- IGIB · 2.5% · long · since 2025-06-30
- VONG · 2.5% · long · since 2025-06-30
- AGG · 2.4% · long · since 2025-06-30
- SPYM · 2.3% · long · since 2025-06-30
- VEA · 2.2% · long · since 2025-06-30
- 46090E103 · 2.1% · long · since 2025-06-30
- VO · 2.0% · long · since 2025-06-30
- FNDX · 1.9% · long · since 2025-06-30