Retireful
Latest statistics and disclosures from Retireful's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, VDE, VPU, XLU, SPY, and represent 19.35% of Retireful's stock portfolio.
- Added to shares of these 10 stocks: VDE, VPU, VV, WWD, TW, XPO, HON, USFR, VRT, GEV.
- Started 36 new stock positions in VPU, AOM, BSV, SCHG, IWD, LITE, VDE, LNG, LVHI, INCM.
- Reduced shares in these 10 stocks: RSP, XLC, , VNQ, SPY, , AVGO, GOOGL, APP, UAL.
- Sold out of its positions in AMZN, AAPL, APP, AVGO, COF, Ceridian Hcm Hldg, EXE, CSCO, C, CTSH.
- Retireful was a net seller of stock by $-12M.
- Retireful has $71M in assets under management (AUM), dropping by -10.97%.
- Central Index Key (CIK): 0001919176
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Portfolio Holdings for Retireful
Retireful holds 84 positions in its portfolio as reported in the March 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) | 6.2 | $4.4M | -47% | 23k | 191.92 |
|
| Vanguard World Energy Etf (VDE) | 3.8 | $2.7M | NEW | 16k | 173.04 |
|
| Vanguard World Utilities Etf (VPU) | 3.2 | $2.3M | NEW | 11k | 198.14 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 3.1 | $2.2M | 48k | 45.89 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.1 | $2.2M | -46% | 3.3k | 650.34 |
|
| Western Digital (WDC) | 3.0 | $2.2M | -5% | 8.0k | 270.49 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 3.0 | $2.1M | NEW | 7.0k | 298.85 |
|
| Vanguard World Inf Tech Etf (VGT) | 2.9 | $2.1M | +7% | 2.9k | 697.72 |
|
| Corning Incorporated (GLW) | 2.7 | $1.9M | +5% | 14k | 135.97 |
|
| Micron Technology (MU) | 2.5 | $1.8M | +78% | 5.3k | 337.84 |
|
| Baker Hughes Company Cl A (BKR) | 2.4 | $1.7M | +75% | 28k | 61.05 |
|
| Tapestry (TPR) | 2.1 | $1.5M | +8% | 11k | 141.11 |
|
| Southern Copper Corporation (SCCO) | 2.1 | $1.5M | +5% | 8.7k | 172.06 |
|
| Caterpillar (CAT) | 2.0 | $1.4M | +5% | 2.0k | 708.46 |
|
| Comfort Systems USA (FIX) | 2.0 | $1.4M | +8% | 1.0k | 1378.99 |
|
| Spdr Series Trust State Street Spd (BIL) | 1.8 | $1.3M | -5% | 14k | 91.64 |
|
| Applied Materials (AMAT) | 1.8 | $1.3M | +8% | 3.7k | 341.79 |
|
| American Electric Power Company (AEP) | 1.7 | $1.2M | +64% | 9.3k | 131.08 |
|
| Woodward Governor Company (WWD) | 1.7 | $1.2M | NEW | 3.3k | 357.92 |
|
| Tradeweb Mkts Cl A (TW) | 1.6 | $1.2M | NEW | 9.9k | 117.66 |
|
| Xpo Logistics Inc equity (XPO) | 1.6 | $1.1M | NEW | 5.7k | 194.55 |
|
| Honeywell International (HON) | 1.5 | $1.1M | NEW | 4.9k | 226.03 |
|
| Wal-Mart Stores (WMT) | 1.5 | $1.1M | +8% | 8.7k | 124.28 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.5 | $1.0M | NEW | 21k | 50.34 |
|
| Curtiss-Wright (CW) | 1.4 | $1.0M | +8% | 1.5k | 681.12 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.4 | $972k | NEW | 3.9k | 250.58 |
|
| Ge Vernova (GEV) | 1.3 | $954k | NEW | 1.1k | 872.90 |
|
| Sandisk Corp (SNDK) | 1.3 | $949k | NEW | 1.5k | 635.34 |
|
| Cheniere Energy Com New (LNG) | 1.3 | $915k | NEW | 3.2k | 283.76 |
|
| MasTec (MTZ) | 1.3 | $910k | NEW | 2.8k | 321.74 |
|
| Ftai Aviation SHS (FTAI) | 1.2 | $882k | NEW | 3.6k | 245.00 |
|
| Nvent Elec SHS (NVT) | 1.2 | $859k | NEW | 7.3k | 118.28 |
|
| Entergy Corporation (ETR) | 1.2 | $838k | +8% | 7.5k | 112.36 |
|
| Dell Technologies CL C (DELL) | 1.2 | $834k | NEW | 5.1k | 164.13 |
|
| Lumentum Hldgs (LITE) | 1.2 | $829k | NEW | 1.2k | 702.76 |
|
| Teledyne Technologies Incorporated (TDY) | 1.2 | $820k | NEW | 1.4k | 605.01 |
|
| Ciena Corp Com New (CIEN) | 1.2 | $818k | NEW | 2.1k | 388.23 |
|
| Ross Stores (ROST) | 1.1 | $815k | +9% | 3.8k | 216.63 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.0 | $744k | 13k | 55.44 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.0 | $691k | NEW | 16k | 43.26 |
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.9 | $651k | NEW | 14k | 47.37 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.9 | $647k | -6% | 6.1k | 106.68 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $481k | -4% | 9.5k | 50.61 |
|
| Ssga Active Etf Tr State Street Mul (RLY) | 0.6 | $410k | NEW | 11k | 36.15 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.6 | $399k | +6% | 1.0k | 391.76 |
|
| Newmont Mining Corporation (NEM) | 0.6 | $398k | -4% | 3.7k | 108.25 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.5 | $384k | -10% | 4.2k | 91.52 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $382k | -4% | 5.1k | 75.19 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $381k | NEW | 3.5k | 109.20 |
|
| Cummins (CMI) | 0.5 | $379k | -4% | 704.00 | 538.02 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $378k | NEW | 1.4k | 271.00 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $373k | -4% | 417.00 | 895.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $370k | -78% | 1.3k | 287.56 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $369k | -4% | 750.00 | 491.53 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $364k | NEW | 4.6k | 78.41 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $363k | +4% | 1.7k | 213.66 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.5 | $362k | NEW | 9.0k | 40.35 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $361k | NEW | 12k | 30.35 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $361k | NEW | 1.7k | 217.22 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $361k | +13% | 939.00 | 384.42 |
|
| Spdr Series Trust State Street Spd (LGLV) | 0.5 | $361k | NEW | 2.0k | 182.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $361k | -4% | 846.00 | 426.40 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $360k | NEW | 16k | 22.91 |
|
| Ssga Active Etf Tr State Street Glo (GAL) | 0.5 | $353k | -6% | 7.1k | 49.50 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $348k | -8% | 3.1k | 110.36 |
|
| Kla Corp Com New (KLAC) | 0.5 | $337k | -4% | 229.00 | 1472.41 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $327k | NEW | 13k | 25.64 |
|
| Franklin Templeton Etf Tr Income Focus Etf (INCM) | 0.5 | $321k | NEW | 11k | 28.75 |
|
| Freeport Mcmoran CL B (FCX) | 0.5 | $321k | +5% | 5.5k | 58.78 |
|
| Viatris (VTRS) | 0.4 | $317k | +6% | 23k | 13.51 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.4 | $303k | NEW | 6.4k | 47.08 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $289k | -68% | 1.7k | 174.40 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $287k | NEW | 1.7k | 169.66 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $285k | NEW | 3.1k | 92.74 |
|
| Analog Devices (ADI) | 0.4 | $274k | -4% | 862.00 | 318.14 |
|
| Key (KEY) | 0.4 | $273k | +5% | 14k | 20.05 |
|
| Goldman Sachs (GS) | 0.4 | $272k | NEW | 321.00 | 845.99 |
|
| General Motors Company (GM) | 0.4 | $272k | -73% | 3.6k | 74.50 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $271k | -4% | 1.4k | 192.90 |
|
| Cardinal Health (CAH) | 0.4 | $264k | -4% | 1.3k | 211.31 |
|
| Barrick Mng Corp Com Shs (B) | 0.4 | $264k | +5% | 6.5k | 40.79 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.4 | $262k | -76% | 1.6k | 166.07 |
|
| AmerisourceBergen (COR) | 0.3 | $224k | -4% | 712.00 | 314.14 |
|
| Advanced Micro Devices (AMD) | 0.3 | $215k | -79% | 1.1k | 203.43 |
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Past Filings by Retireful
SEC 13F filings are viewable for Retireful going back to 2022
- 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
- Retireful 2022 Q3 filed Oct. 14, 2022