Retireful
Latest statistics and disclosures from Retireful's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GBIL, BIL, JPST, USFR, and represent 23.79% of Retireful's stock portfolio.
- Added to shares of these 10 stocks: JPST, VCR, VV, SCHX, VFH, BOND, AGG, IUSB, APP, BIV.
- Started 50 new stock positions in VCR, BX, BKR, VV, TROW, TMO, ZM, MSI, NOC, IUSB.
- Reduced shares in these 10 stocks: FCOR, IBTH, IBTI, , ISHG, , , , SPY, ICVT.
- Sold out of its positions in ABBV, AXP, COR, APH, AAPL, AMAT, TEAM, AXON, WRB, COF.
- Retireful was a net seller of stock by $-48M.
- Retireful has $104M in assets under management (AUM), dropping by -28.69%.
- Central Index Key (CIK): 0001919176
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Portfolio Holdings for Retireful
Retireful holds 93 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 | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.9 | $11M | -16% | 17k | 666.18 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 3.8 | $3.9M | -13% | 39k | 100.23 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 3.4 | $3.6M | -26% | 39k | 91.75 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.2 | $3.4M | +505% | 66k | 50.73 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 2.4 | $2.5M | -13% | 50k | 50.27 |
|
| Vanguard World Consum Dis Etf (VCR) | 2.2 | $2.2M | NEW | 5.7k | 396.15 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 2.2 | $2.2M | NEW | 7.3k | 307.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.1 | $2.2M | NEW | 83k | 26.34 |
|
| Vanguard World Inf Tech Etf (VGT) | 2.1 | $2.2M | +3% | 2.9k | 746.63 |
|
| Vanguard World Financials Etf (VFH) | 2.1 | $2.2M | NEW | 17k | 131.24 |
|
| Select Sector Spdr Tr Communication (XLC) | 2.1 | $2.1M | +3% | 18k | 118.37 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.0 | $2.0M | -13% | 20k | 103.36 |
|
| Arista Networks Com Shs (ANET) | 1.6 | $1.7M | +12% | 11k | 145.71 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 1.5 | $1.5M | -13% | 17k | 90.50 |
|
| Ubiquiti (UI) | 1.5 | $1.5M | -8% | 2.3k | 660.58 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.4 | $1.5M | NEW | 16k | 93.35 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.4M | -17% | 5.9k | 243.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $1.4M | NEW | 14k | 100.25 |
|
| Broadcom (AVGO) | 1.4 | $1.4M | -45% | 4.3k | 329.91 |
|
| Ge Vernova (GEV) | 1.4 | $1.4M | -16% | 2.3k | 614.90 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.3 | $1.4M | +182% | 14k | 99.11 |
|
| Ishares Tr Core Total Usd (IUSB) | 1.3 | $1.4M | NEW | 30k | 46.71 |
|
| Applovin Corp Com Cl A (APP) | 1.3 | $1.4M | NEW | 1.9k | 718.54 |
|
| Cloudflare Cl A Com (NET) | 1.3 | $1.3M | -8% | 6.3k | 214.59 |
|
| Pure Storage Cl A (PSTG) | 1.3 | $1.3M | -8% | 16k | 83.81 |
|
| Hldgs (UAL) | 1.3 | $1.3M | +16% | 14k | 96.50 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $1.3M | -13% | 13k | 100.70 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.2 | $1.3M | -6% | 13k | 95.14 |
|
| Tko Group Holdings Cl A (TKO) | 1.2 | $1.2M | +20% | 6.2k | 201.96 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.2 | $1.2M | NEW | 16k | 78.09 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.2 | $1.2M | NEW | 18k | 67.26 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.2 | $1.2M | +50% | 18k | 66.93 |
|
| Expedia Group Com New (EXPE) | 1.2 | $1.2M | +19% | 5.7k | 213.75 |
|
| Tapestry (TPR) | 1.1 | $1.1M | -18% | 10k | 113.22 |
|
| Corning Incorporated (GLW) | 1.1 | $1.1M | NEW | 13k | 82.03 |
|
| Baker Hughes Company Cl A (BKR) | 1.1 | $1.1M | NEW | 22k | 48.72 |
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 1.0 | $1.0M | NEW | 21k | 49.12 |
|
| Western Digital (WDC) | 1.0 | $1.0M | NEW | 8.6k | 120.06 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $1.0M | NEW | 13k | 78.91 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $992k | -4% | 5.3k | 186.58 |
|
| Pulte (PHM) | 1.0 | $989k | NEW | 7.5k | 132.13 |
|
| Meta Platforms Cl A (META) | 0.9 | $901k | -34% | 1.2k | 734.38 |
|
| Williams-Sonoma (WSM) | 0.8 | $878k | -8% | 4.5k | 195.45 |
|
| F5 Networks (FFIV) | 0.8 | $861k | -8% | 2.7k | 323.19 |
|
| Toll Brothers (TOL) | 0.8 | $828k | NEW | 6.0k | 138.14 |
|
| Northrop Grumman Corporation (NOC) | 0.8 | $794k | NEW | 1.3k | 609.32 |
|
| Comfort Systems USA (FIX) | 0.8 | $793k | -29% | 961.00 | 825.18 |
|
| Citigroup Com New (C) | 0.8 | $785k | NEW | 7.7k | 101.50 |
|
| Fastenal Company (FAST) | 0.7 | $769k | NEW | 16k | 49.04 |
|
| Curtiss-Wright (CW) | 0.7 | $743k | -8% | 1.4k | 542.94 |
|
| Carlyle Group (CG) | 0.7 | $734k | NEW | 12k | 62.70 |
|
| T. Rowe Price (TROW) | 0.7 | $714k | NEW | 7.0k | 102.64 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $711k | NEW | 4.2k | 170.85 |
|
| Oracle Corporation (ORCL) | 0.7 | $704k | +133% | 2.5k | 281.24 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.7 | $692k | NEW | 5.2k | 132.40 |
|
| United Rentals (URI) | 0.7 | $680k | NEW | 712.00 | 954.66 |
|
| Ceridian Hcm Hldg (DAY) | 0.6 | $666k | NEW | 9.7k | 68.89 |
|
| Block Cl A (XYZ) | 0.6 | $657k | NEW | 9.1k | 72.27 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.6 | $657k | -8% | 38k | 17.16 |
|
| Flex Ord (FLEX) | 0.6 | $655k | NEW | 11k | 57.97 |
|
| Advanced Micro Devices (AMD) | 0.6 | $649k | NEW | 4.0k | 161.79 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.6 | $618k | NEW | 11k | 56.75 |
|
| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 0.6 | $583k | NEW | 30k | 19.29 |
|
| Northern Trust Corporation (NTRS) | 0.6 | $581k | NEW | 4.3k | 134.60 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.5 | $558k | NEW | 19k | 28.91 |
|
| Micron Technology (MU) | 0.5 | $501k | -56% | 3.0k | 167.32 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $416k | -8% | 888.00 | 468.41 |
|
| Vanguard Wellington Us Minimum (VFMV) | 0.4 | $401k | -13% | 3.1k | 131.31 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.4 | $393k | -18% | 3.4k | 114.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $384k | -23% | 573.00 | 669.30 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $382k | NEW | 787.00 | 485.02 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.4 | $375k | -26% | 3.6k | 104.51 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $375k | -26% | 12k | 31.91 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $374k | -26% | 3.1k | 121.06 |
|
| Garmin SHS (GRMN) | 0.3 | $355k | NEW | 1.4k | 246.22 |
|
| Hubbell (HUBB) | 0.3 | $347k | NEW | 806.00 | 430.31 |
|
| Doordash Cl A (DASH) | 0.3 | $344k | NEW | 1.3k | 271.99 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $331k | NEW | 437.00 | 758.15 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $326k | NEW | 3.9k | 84.31 |
|
| Beone Medicines Sponsored Ads (ONC) | 0.3 | $321k | NEW | 941.00 | 340.70 |
|
| Iqvia Holdings (IQV) | 0.3 | $316k | NEW | 1.7k | 189.94 |
|
| IDEXX Laboratories (IDXX) | 0.3 | $314k | -8% | 491.00 | 638.89 |
|
| Cummins (CMI) | 0.3 | $312k | NEW | 739.00 | 422.37 |
|
| D.R. Horton (DHI) | 0.3 | $303k | NEW | 1.8k | 169.47 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.3 | $302k | NEW | 662.00 | 456.00 |
|
| Fifth Third Ban (FITB) | 0.3 | $298k | NEW | 6.7k | 44.55 |
|
| Zoom Communications Cl A (ZM) | 0.3 | $296k | NEW | 3.6k | 82.50 |
|
| Home Depot (HD) | 0.3 | $293k | NEW | 722.00 | 405.19 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $292k | NEW | 638.00 | 457.29 |
|
| Guidewire Software (GWRE) | 0.3 | $289k | NEW | 1.3k | 229.86 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.3 | $289k | -41% | 4.3k | 67.90 |
|
| Reddit Cl A (RDDT) | 0.3 | $265k | NEW | 1.2k | 229.99 |
|
| Amazon (AMZN) | 0.2 | $231k | -67% | 1.1k | 219.57 |
|
Past Filings by Retireful
SEC 13F filings are viewable for Retireful going back to 2022
- Retireful 2025 Q3 filed Oct. 17, 2025
- Retireful 2025 Q2 filed July 15, 2025
- Retireful 2025 Q1 filed April 10, 2025
- Retireful 2024 Q4 filed Jan. 15, 2025
- Retireful 2024 Q3 filed Nov. 8, 2024
- Retireful 2024 Q2 filed Aug. 1, 2024
- Retireful 2024 Q1 filed April 23, 2024
- Retireful 2023 Q4 filed Jan. 25, 2024
- Retireful 2023 Q3 restated filed Oct. 19, 2023
- Retireful 2023 Q3 filed Oct. 5, 2023
- Retireful 2023 Q2 filed July 11, 2023
- Retireful 2023 Q1 filed April 13, 2023
- Retireful 2022 Q4 filed Jan. 13, 2023
- Retireful 2022 Q3 filed Oct. 14, 2022
- Retireful 2022 Q2 filed July 22, 2022
- Retireful 2022 Q1 restated filed July 20, 2022