Retireful
Latest statistics and disclosures from Retireful's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, SPY, GLW, WDC, AMD, and represent 24.25% of Retireful's stock portfolio.
- Added to shares of these 10 stocks: RSP, SPY, ALAB, INTC, XLV, AMD, XLY, VGT, FLEX, MRVL.
- Started 37 new stock positions in COHR, INKM, MGV, STRL, TXN, NTAP, HUM, XLB, ANET, PYLD.
- Reduced shares in these 10 stocks: MU, , , VV, WDC, TPR, , BKR, AMAT, AEP.
- Sold out of its positions in AEP, COR, AMAT, B, CHRW, CAH, LNG, CIEN, CW, ETR.
- Retireful was a net buyer of stock by $21M.
- Retireful has $108M in assets under management (AUM), dropping by 51.40%.
- Central Index Key (CIK): 0001919176
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Portfolio Holdings for Retireful
Retireful holds 81 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.1 | $9.8M | +102% | 46k | 212.77 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.5 | $6.0M | +138% | 8.0k | 746.77 |
|
| Corning Incorporated (GLW) | 3.6 | $3.8M | +7% | 15k | 255.43 |
|
| Western Digital (WDC) | 3.0 | $3.3M | -36% | 5.1k | 638.72 |
|
| Advanced Micro Devices (AMD) | 3.0 | $3.2M | +418% | 5.5k | 580.91 |
|
| Micron Technology (MU) | 2.8 | $3.0M | -50% | 2.6k | 1154.29 |
|
| Astera Labs (ALAB) | 2.8 | $3.0M | NEW | 6.2k | 483.02 |
|
| Vanguard World Inf Tech Etf (VGT) | 2.7 | $2.9M | +727% | 24k | 119.52 |
|
| Intel Corporation (INTC) | 2.5 | $2.7M | NEW | 19k | 139.63 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 2.5 | $2.7M | NEW | 17k | 158.66 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 2.4 | $2.6M | NEW | 22k | 117.28 |
|
| Sandisk Corp (SNDK) | 2.4 | $2.6M | -24% | 1.1k | 2273.73 |
|
| Dell Technologies CL C (DELL) | 2.2 | $2.3M | +6% | 5.4k | 431.46 |
|
| Caterpillar (CAT) | 2.2 | $2.3M | +7% | 2.2k | 1064.90 |
|
| Comfort Systems USA (FIX) | 2.1 | $2.2M | +8% | 1.1k | 1981.95 |
|
| Flex Ord (FLEX) | 2.0 | $2.2M | NEW | 14k | 162.07 |
|
| Marvell Technology (MRVL) | 2.0 | $2.1M | NEW | 7.1k | 297.89 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 1.9 | $2.1M | NEW | 41k | 50.83 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 1.9 | $2.1M | -6% | 46k | 45.34 |
|
| Cisco Systems (CSCO) | 1.7 | $1.9M | NEW | 16k | 117.46 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.7 | $1.9M | +43% | 5.6k | 334.82 |
|
| Nvent Elec SHS (NVT) | 1.7 | $1.8M | +47% | 11k | 169.61 |
|
| MasTec (MTZ) | 1.7 | $1.8M | +51% | 4.3k | 416.06 |
|
| Arista Networks Com Shs (ANET) | 1.5 | $1.6M | NEW | 9.7k | 169.88 |
|
| Datadog Cl A Com (DDOG) | 1.4 | $1.5M | NEW | 5.9k | 260.36 |
|
| Texas Instruments Incorporated (TXN) | 1.4 | $1.5M | NEW | 5.1k | 298.07 |
|
| MKS Instruments (MKSI) | 1.4 | $1.5M | NEW | 3.3k | 444.80 |
|
| Hldgs (UAL) | 1.4 | $1.5M | NEW | 11k | 135.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $1.5M | NEW | 1.9k | 763.14 |
|
| Coherent Corp (COHR) | 1.3 | $1.4M | NEW | 3.7k | 394.47 |
|
| Ge Vernova (GEV) | 1.3 | $1.4M | +8% | 1.2k | 1174.86 |
|
| F5 Networks (FFIV) | 1.3 | $1.3M | NEW | 3.2k | 415.96 |
|
| J.B. Hunt Transport Services (JBHT) | 1.2 | $1.3M | NEW | 4.6k | 289.43 |
|
| NetApp (NTAP) | 1.2 | $1.3M | NEW | 8.3k | 154.76 |
|
| Humana (HUM) | 1.2 | $1.2M | NEW | 3.1k | 397.22 |
|
| Sterling Construction Company (STRL) | 1.1 | $1.2M | NEW | 1.5k | 839.36 |
|
| Jabil Circuit (JBL) | 1.1 | $1.2M | NEW | 3.0k | 385.48 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.0 | $1.0M | +4% | 1.1k | 965.00 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.8 | $885k | -14% | 18k | 50.35 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.8 | $845k | +2% | 14k | 61.33 |
|
| Lam Research Corp Com New (LRCX) | 0.7 | $774k | +5% | 1.8k | 433.33 |
|
| Kla Corp Com New (KLAC) | 0.7 | $724k | +948% | 2.4k | 301.71 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.6 | $692k | -46% | 7.6k | 91.64 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.6 | $636k | NEW | 9.1k | 69.50 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.6 | $618k | NEW | 18k | 34.81 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.5 | $554k | NEW | 11k | 50.66 |
|
| Cummins (CMI) | 0.5 | $527k | +4% | 739.00 | 713.21 |
|
| Collaborative Investmnt Ser Rareview Govt Mo | 0.5 | $507k | NEW | 5.1k | 100.34 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $505k | +4% | 10k | 50.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $483k | +4% | 1.4k | 357.37 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $481k | +4% | 5.3k | 90.10 |
|
| Palo Alto Networks (PANW) | 0.4 | $460k | NEW | 1.3k | 341.02 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $441k | +319% | 3.6k | 124.17 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $415k | 1.7k | 249.46 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $414k | +400% | 4.7k | 88.18 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $412k | 12k | 34.63 |
|
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.4 | $405k | -48% | 8.2k | 49.24 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $395k | 1.4k | 283.83 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.4 | $395k | 3.5k | 113.19 |
|
|
| Viatris (VTRS) | 0.4 | $391k | +4% | 25k | 15.88 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.4 | $390k | NEW | 29k | 13.28 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.3 | $376k | -16% | 3.5k | 107.82 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.3 | $374k | 9.0k | 41.70 |
|
|
| Spdr Series Trust St Str R1k Lowv (LGLV) | 0.3 | $369k | 2.0k | 186.85 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $360k | +4% | 5.7k | 62.89 |
|
| Analog Devices (ADI) | 0.3 | $359k | +4% | 905.00 | 397.17 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $348k | +4% | 1.7k | 200.09 |
|
| Quanta Services (PWR) | 0.3 | $344k | NEW | 478.00 | 720.04 |
|
| Goldman Sachs (GS) | 0.3 | $341k | +4% | 337.00 | 1011.37 |
|
| Ssga Active Etf Tr St Str Real Etf (RLY) | 0.3 | $335k | -14% | 9.7k | 34.51 |
|
| Key (KEY) | 0.3 | $330k | +4% | 14k | 23.05 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $328k | NEW | 5.8k | 56.16 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $325k | NEW | 2.0k | 163.45 |
|
| Ssga Active Etf Tr St Str Incom Etf (INKM) | 0.3 | $309k | NEW | 9.0k | 34.33 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $299k | NEW | 5.6k | 53.17 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.3 | $285k | NEW | 7.5k | 37.96 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $269k | NEW | 6.2k | 43.48 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $260k | NEW | 9.8k | 26.52 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.2 | $241k | NEW | 2.1k | 113.68 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $238k | -84% | 4.3k | 55.50 |
|
| Amazon (AMZN) | 0.2 | $215k | NEW | 900.00 | 238.34 |
|
Past Filings by Retireful
SEC 13F filings are viewable for Retireful going back to 2022
- 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
- Retireful 2022 Q4 filed Jan. 13, 2023