Retireful
Latest statistics and disclosures from Retireful's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VV, VGT, DELL, MU, and represent 19.35% of Retireful's stock portfolio.
- Added to shares of these 10 stocks: VV (+$5.9M), XLK, SCHX, VHT, XLC, P, GSEW, ILMN, AAPL, PSX.
- Started 44 new stock positions in WAB, ZS, XLC, PFM, VHT, ILMN, WELL, FDVV, BBY, VV.
- Reduced shares in these 10 stocks: RSP (-$6.7M), GLW, AMD, ALAB, INTC, , , FIX, , .
- Sold out of its positions in AMD, ALAB, BKR, CGDV, COHR, FIX, GLW, CMI, DDOG, GEV.
- Retireful was a net buyer of stock by $12M.
- Retireful has $116M in assets under management (AUM), dropping by 8.04%.
- Central Index Key (CIK): 0001919176
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Portfolio Holdings for Retireful
Retireful holds 86 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.6 | $6.6M | +7% | 8.6k | 762.63 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 5.1 | $5.9M | NEW | 17k | 351.85 |
|
| Vanguard World Inf Tech Etf (VGT) | 2.9 | $3.4M | +11% | 27k | 125.67 |
|
| Dell Technologies CL C (DELL) | 2.9 | $3.4M | +15% | 6.3k | 537.95 |
|
| Micron Technology (MU) | 2.8 | $3.2M | +15% | 3.0k | 1065.11 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.7 | $3.2M | NEW | 16k | 195.75 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.6 | $3.0M | NEW | 100k | 30.00 |
|
| Vanguard World Health Car Etf (VHT) | 2.5 | $2.9M | NEW | 9.2k | 316.08 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 2.5 | $2.9M | NEW | 26k | 110.97 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.4 | $2.8M | -70% | 14k | 208.02 |
|
| NetApp (NTAP) | 2.3 | $2.7M | +54% | 13k | 210.08 |
|
| Western Digital (WDC) | 2.3 | $2.7M | +15% | 5.9k | 454.46 |
|
| Everpure Cl A (P) | 2.3 | $2.6M | NEW | 20k | 130.78 |
|
| Palo Alto Networks (PANW) | 2.2 | $2.5M | +375% | 6.4k | 397.31 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 2.2 | $2.5M | NEW | 27k | 93.08 |
|
| Illumina (ILMN) | 2.1 | $2.5M | NEW | 9.0k | 273.68 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.0 | $2.4M | +361% | 8.9k | 264.75 |
|
| Arista Networks Com Shs (ANET) | 2.0 | $2.3M | +15% | 11k | 203.59 |
|
| Sandisk Corp (SNDK) | 2.0 | $2.3M | +16% | 1.3k | 1739.89 |
|
| Marvell Technology (MRVL) | 1.9 | $2.2M | +15% | 8.2k | 264.21 |
|
| Apple (AAPL) | 1.8 | $2.1M | NEW | 6.2k | 333.02 |
|
| Phillips 66 (PSX) | 1.8 | $2.0M | NEW | 8.0k | 255.31 |
|
| Okta Cl A (OKTA) | 1.7 | $2.0M | NEW | 9.5k | 209.11 |
|
| Freeport Mcmoran CL B (FCX) | 1.7 | $2.0M | +392% | 28k | 70.00 |
|
| Hf Sinclair Corp (DINO) | 1.7 | $1.9M | NEW | 18k | 107.32 |
|
| Cloudflare Cl A Com (NET) | 1.6 | $1.8M | NEW | 5.3k | 347.28 |
|
| Garmin SHS (GRMN) | 1.5 | $1.7M | NEW | 6.0k | 286.84 |
|
| Snowflake Com Shs (SNOW) | 1.5 | $1.7M | NEW | 5.0k | 339.56 |
|
| F5 Networks (FFIV) | 1.4 | $1.7M | +15% | 3.7k | 445.18 |
|
| Humana (HUM) | 1.4 | $1.7M | +37% | 4.3k | 381.57 |
|
| Veeva Sys Cl A Com (VEEV) | 1.4 | $1.6M | NEW | 5.7k | 285.45 |
|
| Best Buy (BBY) | 1.4 | $1.6M | NEW | 18k | 88.24 |
|
| Nvent Elec SHS (NVT) | 1.4 | $1.6M | -7% | 9.8k | 160.37 |
|
| Fortinet (FTNT) | 1.3 | $1.6M | NEW | 8.7k | 178.76 |
|
| Palantir Technologies Cl A (PLTR) | 1.3 | $1.6M | NEW | 8.3k | 187.05 |
|
| Amgen (AMGN) | 1.3 | $1.5M | NEW | 3.6k | 421.51 |
|
| Travelers Companies (TRV) | 1.3 | $1.5M | NEW | 4.2k | 356.51 |
|
| Zscaler Incorporated (ZS) | 1.3 | $1.5M | NEW | 7.4k | 199.42 |
|
| Centene Corporation (CNC) | 1.1 | $1.3M | NEW | 21k | 62.12 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.0 | $1.1M | +14% | 1.2k | 922.34 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.8 | $970k | +92% | 19k | 50.37 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.8 | $959k | +8% | 19k | 50.39 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.8 | $953k | +8% | 15k | 63.61 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.7 | $762k | +116% | 7.5k | 101.18 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.6 | $750k | +8% | 8.2k | 91.64 |
|
| Ishares Tr Core 40 Mode Etf (AOM) | 0.6 | $654k | NEW | 13k | 48.74 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.5 | $590k | +8% | 12k | 49.86 |
|
| Collaborative Investmnt Ser Rareview Govt Mo | 0.5 | $583k | +14% | 5.8k | 100.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $534k | +14% | 1.6k | 344.08 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $516k | +14% | 6.1k | 84.08 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $512k | +14% | 4.1k | 125.26 |
|
| Viatris (VTRS) | 0.4 | $501k | +14% | 28k | 17.72 |
|
| Iqvia Holdings (IQV) | 0.4 | $501k | NEW | 1.9k | 268.85 |
|
| Welltower Inc Com reit (WELL) | 0.4 | $458k | NEW | 2.0k | 230.24 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $456k | +14% | 2.0k | 228.38 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $450k | NEW | 1.1k | 395.42 |
|
| salesforce (CRM) | 0.4 | $440k | NEW | 1.9k | 229.57 |
|
| Wabtec Corporation (WAB) | 0.4 | $435k | NEW | 1.5k | 287.18 |
|
| Caterpillar (CAT) | 0.4 | $431k | -75% | 532.00 | 810.79 |
|
| Microsoft Corporation (MSFT) | 0.4 | $425k | NEW | 829.00 | 512.90 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $414k | NEW | 3.2k | 128.93 |
|
| Analog Devices (ADI) | 0.4 | $413k | +14% | 1.0k | 396.71 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $404k | NEW | 5.5k | 73.80 |
|
| Sei Exchange Traded Funds Qim Us Large Cap (SEIM) | 0.3 | $397k | NEW | 7.4k | 53.77 |
|
| Agnico (AEM) | 0.3 | $393k | NEW | 2.1k | 183.27 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $393k | NEW | 3.6k | 110.32 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $381k | NEW | 6.3k | 60.73 |
|
| Atlassian Corporation Cl A (TEAM) | 0.3 | $376k | NEW | 2.1k | 179.29 |
|
| Spdr Series Trust St Str R1k Lowv (LGLV) | 0.3 | $366k | +6% | 2.1k | 174.31 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.3 | $359k | NEW | 3.7k | 97.27 |
|
| Flex Ord (FLEX) | 0.3 | $359k | -75% | 3.3k | 109.99 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.3 | $351k | -43% | 5.1k | 68.52 |
|
| Vanguard World Mrngstr Val Etf (MGV) | 0.3 | $347k | +8% | 2.2k | 161.09 |
|
| Goldman Sachs (GS) | 0.3 | $347k | +14% | 385.00 | 900.36 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $343k | +8% | 6.3k | 54.10 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $339k | NEW | 3.4k | 100.68 |
|
| Cisco Systems (CSCO) | 0.3 | $328k | -80% | 3.0k | 107.63 |
|
| Ssga Active Etf Tr St Str Incom Etf (INKM) | 0.3 | $321k | +8% | 9.7k | 33.01 |
|
| Bank of America Corporation (BAC) | 0.3 | $308k | NEW | 5.7k | 54.43 |
|
| Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) | 0.3 | $308k | NEW | 6.9k | 44.64 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.3 | $298k | +8% | 8.1k | 36.75 |
|
| Vanguard World Mrngstr Mega Cap (MGK) | 0.3 | $296k | -31% | 3.2k | 92.65 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.2 | $281k | NEW | 5.9k | 47.28 |
|
| Amazon (AMZN) | 0.2 | $258k | +15% | 1.0k | 249.15 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.2 | $256k | NEW | 4.7k | 54.88 |
|
| Vanguard World Mrngstr Cap Etf (MGC) | 0.2 | $253k | NEW | 895.00 | 282.31 |
|
Past Filings by Retireful
SEC 13F filings are viewable for Retireful going back to 2022
- Retireful 2026 Q3 filed Oct. 9, 2026
- Retireful 2026 Q2 filed July 22, 2026
- Retireful 2026 Q1 filed April 15, 2026
- Retireful 2025 Q4 filed Jan. 15, 2026
- 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