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Golden Reserve Retirement

Latest statistics and disclosures from Golden Reserve Retirement's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, SCHG, QQQ, SCHD, SCHA, and represent 98.54% of Golden Reserve Retirement's stock portfolio.
Added to shares of these 10 stocks: VTI (+$16M), SCHG (+$15M), SCHD (+$8.0M), QQQ (+$6.9M), SCHA (+$5.3M), AAPL, NVDA, SIXF, JULU, DECT.
Started 10 new stock positions in GOOGL, DECW, BILZ, DECT, JEPI, AAPL, DECU, SIXF, JULU, BIL.
Reduced shares in these 10 stocks: AVGO, VOO, CVS, AMZN, , BND, OCTT, SIXD, VUG, MSFT.
Sold out of its positions in OCTT, SIXD, AVGO, CVS, SPY, BND, VOO, VUG.
Golden Reserve Retirement was a net buyer of stock by $49M.
Golden Reserve Retirement has $385M in assets under management (AUM), dropping by 23.66%.
Central Index Key (CIK): 0002066488

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Portfolio Holdings for Golden Reserve Retirement

Golden Reserve Retirement holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	30.1	$116M	+16%	353k	328.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	29.7	$115M	+15%	3.6M	31.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	15.1	$58M	+13%	97k	600.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	13.9	$54M	+17%	2.0M	27.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	9.7	$37M	+16%	1.3M	27.91	View chart
NVIDIA Corporation (NVDA)	0.2	$809k	+154%	4.1k	195.92	View chart
Apple (AAPL)	0.1	$549k	NEW	2.0k	274.96	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.1	$517k	+96%	13k	39.78	View chart
Aim Etf Products Trust Allianzim U S La (SIXF)	0.1	$479k	NEW	15k	31.10	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.1	$424k	NEW	15k	29.26	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$399k	NEW	11k	35.46	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.1	$334k	NEW	12k	26.88	View chart
Microsoft Corporation (MSFT)	0.1	$326k	-36%	491.00	663.53	View chart
Amazon (AMZN)	0.1	$324k	-53%	1.2k	272.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$324k	NEW	1.2k	263.19	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$278k	NEW	3.0k	91.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$230k		5.9k	39.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$219k	NEW	3.8k	57.10	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.1	$210k	NEW	6.4k	32.99	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.1	$206k	NEW	2.0k	101.19	View chart

Past Filings by Golden Reserve Retirement

SEC 13F filings are viewable for Golden Reserve Retirement going back to 2025

Golden Reserve Retirement 2025 Q3 filed Nov. 4, 2025
Golden Reserve Retirement 2025 Q2 filed July 23, 2025
Golden Reserve Retirement 2025 Q1 filed May 8, 2025

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