Retirement Wealth Solutions
Latest statistics and disclosures from Retirement Wealth Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, IVV, VWO, DYNF, and represent 42.85% of Retirement Wealth Solutions's stock portfolio.
- Added to shares of these 10 stocks: IVE, IEMG, IVV, MTUM, TFI, IVW, THRO, AGG, BNDX, DYNF.
- Started 45 new stock positions in GPK, NICE, CELH, LCII, The Magnum Ice Cream C F, FOUR, Ishares Tr edge us fixd inm, HUM, BBIO, RKT.
- Reduced shares in these 10 stocks: QUAL, VEA, TLH, IUSB, EFG, HIMU, STIP, IAU, VOO, NFLX.
- Sold out of its positions in ASO, AMH, AMT, COLD, BALL, OZK, BAX, BNTX, BXP, BMY.
- Retirement Wealth Solutions was a net buyer of stock by $3.4M.
- Retirement Wealth Solutions has $158M in assets under management (AUM), dropping by 4.00%.
- Central Index Key (CIK): 0002044741
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Portfolio Holdings for Retirement Wealth Solutions
Retirement Wealth Solutions holds 760 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Retirement Wealth Solutions has 760 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Retirement Wealth Solutions Dec. 31, 2025 positions
- Download the Retirement Wealth Solutions December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 16.4 | $26M | 41k | 627.13 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.7 | $15M | 246k | 62.47 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.7 | $14M | +5% | 20k | 684.94 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.1 | $6.5M | 121k | 53.76 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.9 | $6.2M | +2% | 103k | 60.81 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.9 | $6.2M | +2% | 128k | 48.32 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.5 | $5.6M | +2% | 71k | 78.81 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.4 | $5.4M | +36% | 26k | 212.07 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.3 | $5.2M | +5% | 42k | 123.26 |
|
| Ishares Core Msci Emkt (IEMG) | 3.0 | $4.7M | +23% | 70k | 67.22 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.8 | $4.5M | 63k | 71.41 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 2.4 | $3.8M | +2% | 11k | 342.98 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.3 | $3.6M | 17k | 209.12 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 1.8 | $2.8M | -6% | 61k | 46.54 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.7 | $2.6M | +11% | 68k | 38.56 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $2.6M | -34% | 13k | 198.62 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $2.6M | 54k | 47.08 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $2.5M | 32k | 77.88 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $2.5M | +9% | 25k | 99.88 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.5 | $2.4M | 35k | 69.52 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $1.8M | 17k | 107.11 |
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|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.1 | $1.7M | 52k | 33.30 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $1.6M | -13% | 16k | 101.67 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $1.5M | +56% | 6.1k | 250.30 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.5M | +5% | 16k | 89.46 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.3M | 2.6k | 483.68 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.2M | +3% | 5.7k | 214.69 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.2M | +4% | 18k | 66.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.2M | 2.3k | 502.65 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.1M | +15% | 5.7k | 199.68 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $1.0M | -7% | 13k | 81.17 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $967k | -14% | 8.5k | 113.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $872k | +5% | 2.6k | 335.27 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $811k | 8.5k | 95.22 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $768k | 4.1k | 186.49 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $672k | +3% | 9.1k | 74.07 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.4 | $648k | 13k | 50.01 |
|
|
| Apple (AAPL) | 0.4 | $626k | 2.3k | 271.81 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $598k | 11k | 52.77 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.4 | $592k | 5.8k | 101.56 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $582k | +7% | 7.7k | 75.44 |
|
| Amazon (AMZN) | 0.3 | $449k | 1.9k | 230.82 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $359k | 9.6k | 37.40 |
|
|
| Spdr Series Trust State Street Spd (TFI) | 0.2 | $329k | NEW | 7.2k | 45.71 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $301k | 4.1k | 72.68 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $278k | +3% | 1.1k | 246.23 |
|
| Fidelity National Information Services (FIS) | 0.2 | $277k | 4.2k | 66.47 |
|
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.1 | $211k | -37% | 4.3k | 48.68 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $200k | +15% | 2.1k | 94.16 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $199k | +12% | 185.00 | 1074.69 |
|
| Broadcom (AVGO) | 0.1 | $193k | 558.00 | 346.27 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $181k | 1.9k | 96.30 |
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| Home Depot (HD) | 0.1 | $175k | 509.00 | 344.42 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $175k | 4.2k | 41.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $158k | 826.00 | 191.08 |
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| McDonald's Corporation (MCD) | 0.1 | $147k | 479.00 | 305.79 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $143k | +60% | 492.00 | 290.36 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $141k | 1.1k | 129.79 |
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|
| Meta Platforms Cl A (META) | 0.1 | $126k | -16% | 191.00 | 660.09 |
|
| Cisco Systems (CSCO) | 0.1 | $124k | 1.6k | 77.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $119k | 381.00 | 313.23 |
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| Oracle Corporation (ORCL) | 0.1 | $117k | -14% | 598.00 | 194.99 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $116k | 204.00 | 570.18 |
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| Johnson & Johnson (JNJ) | 0.1 | $108k | 523.00 | 207.05 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $103k | 2.1k | 50.30 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $101k | 314.00 | 321.92 |
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| United Rentals (URI) | 0.1 | $98k | -3% | 121.00 | 809.32 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $98k | +58% | 311.00 | 313.39 |
|
| Tesla Motors (TSLA) | 0.1 | $97k | 216.00 | 449.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $94k | 364.00 | 257.90 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $92k | 1.8k | 49.90 |
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| Applied Materials (AMAT) | 0.1 | $89k | +2% | 346.00 | 256.84 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $85k | +2% | 3.7k | 23.03 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $77k | 159.00 | 486.96 |
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| Wal-Mart Stores (WMT) | 0.0 | $76k | 678.00 | 111.40 |
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| Philip Morris International (PM) | 0.0 | $75k | 467.00 | 160.43 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $74k | 1.2k | 59.54 |
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| Ishares Tr Systematic Bd Et | 0.0 | $74k | NEW | 819.00 | 89.76 |
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| Merck & Co (MRK) | 0.0 | $72k | 679.00 | 105.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $71k | 94.00 | 753.79 |
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| Pepsi (PEP) | 0.0 | $70k | 487.00 | 143.44 |
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| Procter & Gamble Company (PG) | 0.0 | $69k | -12% | 482.00 | 143.26 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $67k | 450.00 | 148.69 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $65k | 74.00 | 878.97 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $63k | 701.00 | 89.98 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $63k | 1.3k | 46.59 |
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| Intuit (INTU) | 0.0 | $60k | 90.00 | 664.43 |
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| Carlyle Group (CG) | 0.0 | $59k | 995.00 | 59.08 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $58k | 341.00 | 171.21 |
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| Qualcomm (QCOM) | 0.0 | $58k | 340.00 | 171.05 |
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| IDEXX Laboratories (IDXX) | 0.0 | $58k | 85.00 | 676.54 |
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| O'reilly Automotive (ORLY) | 0.0 | $58k | 630.00 | 91.21 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $57k | 729.00 | 77.90 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $56k | 461.00 | 121.48 |
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| Caterpillar (CAT) | 0.0 | $55k | 97.00 | 570.40 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $54k | 1.7k | 32.57 |
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| Walt Disney Company (DIS) | 0.0 | $54k | 471.00 | 113.78 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $52k | 431.00 | 120.46 |
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| Bank of America Corporation (BAC) | 0.0 | $52k | 942.00 | 55.00 |
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| Blackrock (BLK) | 0.0 | $51k | 47.00 | 1073.96 |
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| Zacks Trust Earngs Constant (ZECP) | 0.0 | $47k | +5% | 1.4k | 34.76 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $47k | -8% | 54.00 | 866.96 |
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| Abbvie (ABBV) | 0.0 | $46k | 200.00 | 228.18 |
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| UnitedHealth (UNH) | 0.0 | $43k | 130.00 | 330.63 |
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| Servicenow (NOW) | 0.0 | $43k | +366% | 280.00 | 153.19 |
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| Coca-Cola Company (KO) | 0.0 | $43k | 613.00 | 69.96 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $38k | 277.00 | 137.87 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $38k | 813.00 | 46.86 |
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| Verizon Communications (VZ) | 0.0 | $38k | -8% | 932.00 | 40.75 |
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| Uber Technologies (UBER) | 0.0 | $37k | 456.00 | 81.71 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $37k | 115.00 | 323.02 |
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| Bwx Technologies (BWXT) | 0.0 | $37k | 214.00 | 173.03 |
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| Spdr Series Trust State Street Spd (SPLG) | 0.0 | $35k | 440.00 | 80.22 |
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| Advanced Micro Devices (AMD) | 0.0 | $34k | 158.00 | 214.16 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $34k | +2% | 397.00 | 84.57 |
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| salesforce (CRM) | 0.0 | $33k | 126.00 | 264.44 |
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| Martin Marietta Materials (MLM) | 0.0 | $33k | 53.00 | 627.87 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $33k | -6% | 419.00 | 78.67 |
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| Linde SHS (LIN) | 0.0 | $32k | -6% | 76.00 | 426.39 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $32k | 571.00 | 56.60 |
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| Prudential Financial (PRU) | 0.0 | $32k | -4% | 285.00 | 113.02 |
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| Cummins (CMI) | 0.0 | $32k | 62.00 | 513.69 |
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| MetLife (MET) | 0.0 | $32k | 399.00 | 78.97 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $31k | 174.00 | 177.75 |
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| Intel Corporation (INTC) | 0.0 | $30k | 824.00 | 36.90 |
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| Ensign (ENSG) | 0.0 | $30k | 171.00 | 174.33 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $30k | 146.00 | 203.71 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $29k | +8% | 27.00 | 1069.89 |
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| Wells Fargo & Company (WFC) | 0.0 | $29k | 308.00 | 93.20 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $28k | 244.00 | 115.90 |
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| Fifth Third Ban (FITB) | 0.0 | $27k | -3% | 580.00 | 46.78 |
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| Live Nation Entertainment (LYV) | 0.0 | $27k | -23% | 189.00 | 142.50 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $27k | 127.00 | 211.80 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $27k | 103.00 | 259.17 |
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| General Dynamics Corporation (GD) | 0.0 | $27k | 79.00 | 336.80 |
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| Southern Company (SO) | 0.0 | $26k | 299.00 | 87.15 |
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| Encompass Health Corp (EHC) | 0.0 | $26k | 245.00 | 106.35 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $26k | 2.2k | 11.73 |
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| Air Lease Corp Cl A (AL) | 0.0 | $25k | 394.00 | 64.16 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $25k | 300.00 | 82.77 |
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| Altria (MO) | 0.0 | $25k | -12% | 429.00 | 57.62 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $25k | 1.5k | 16.10 |
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| Kinder Morgan (KMI) | 0.0 | $24k | 878.00 | 27.49 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $24k | +38% | 262.00 | 91.93 |
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| International Business Machines (IBM) | 0.0 | $24k | 81.00 | 296.72 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $23k | 109.00 | 214.06 |
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| Valmont Industries (VMI) | 0.0 | $23k | 57.00 | 402.33 |
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| ConocoPhillips (COP) | 0.0 | $23k | 245.00 | 93.56 |
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| Monster Beverage Corp (MNST) | 0.0 | $23k | 298.00 | 76.67 |
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| At&t (T) | 0.0 | $23k | 919.00 | 24.85 |
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| Zacks Trust Quality Internat | 0.0 | $23k | +16% | 850.00 | 26.52 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $22k | 186.00 | 119.75 |
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| CSX Corporation (CSX) | 0.0 | $22k | 598.00 | 36.27 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $22k | +27% | 220.00 | 98.49 |
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| Shell Spon Ads (SHEL) | 0.0 | $21k | -9% | 283.00 | 73.53 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $21k | -13% | 92.00 | 223.24 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $20k | 224.00 | 90.51 |
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| Materion Corporation (MTRN) | 0.0 | $20k | 162.00 | 124.10 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $20k | 168.00 | 119.64 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $20k | 206.00 | 94.71 |
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| Apollo Global Mgmt (APO) | 0.0 | $19k | 133.00 | 144.55 |
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| Standex Int'l (SXI) | 0.0 | $19k | 88.00 | 216.17 |
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| Micron Technology (MU) | 0.0 | $19k | +407% | 66.00 | 285.42 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $18k | +21% | 616.00 | 29.89 |
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| Zacks Trust Small/mid Cap (SMIZ) | 0.0 | $18k | +6% | 496.00 | 36.99 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $18k | +53% | 785.00 | 23.31 |
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| Us Bancorp Del Com New (USB) | 0.0 | $18k | 341.00 | 53.33 |
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| LeMaitre Vascular (LMAT) | 0.0 | $18k | 223.00 | 81.26 |
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| PNC Financial Services (PNC) | 0.0 | $18k | 86.00 | 207.55 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $18k | 133.00 | 134.09 |
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| PriceSmart (PSMT) | 0.0 | $18k | 145.00 | 122.68 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $17k | 98.00 | 175.58 |
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| Citigroup Com New (C) | 0.0 | $17k | 147.00 | 116.69 |
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| Littelfuse (LFUS) | 0.0 | $17k | 66.00 | 253.64 |
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| L3harris Technologies (LHX) | 0.0 | $16k | 56.00 | 293.57 |
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| Cigna Corp (CI) | 0.0 | $16k | -6% | 58.00 | 277.24 |
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| Norfolk Southern (NSC) | 0.0 | $16k | 55.00 | 288.73 |
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| CRA International (CRAI) | 0.0 | $16k | 79.00 | 200.92 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $16k | -11% | 23.00 | 673.83 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $15k | -10% | 599.00 | 25.60 |
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| Iradimed (IRMD) | 0.0 | $15k | 157.00 | 97.28 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $15k | 24.00 | 618.38 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $15k | 31.00 | 476.87 |
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| Public Service Enterprise (PEG) | 0.0 | $15k | 184.00 | 80.19 |
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| Natwest Group Spons Adr (NWG) | 0.0 | $15k | 842.00 | 17.50 |
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| Copart (CPRT) | 0.0 | $15k | -11% | 375.00 | 39.15 |
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| Citizens Financial (CFG) | 0.0 | $15k | 251.00 | 58.49 |
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| WESCO International (WCC) | 0.0 | $15k | 60.00 | 244.65 |
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| Chevron Corporation (CVX) | 0.0 | $15k | +31% | 95.00 | 152.92 |
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| American Electric Power Company (AEP) | 0.0 | $14k | 119.00 | 115.31 |
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| Chesapeake Utilities Corporation (CPK) | 0.0 | $14k | 109.00 | 125.28 |
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| Clear Secure Com Cl A (YOU) | 0.0 | $14k | 386.00 | 35.08 |
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| Constellation Energy (CEG) | 0.0 | $13k | +31% | 38.00 | 353.29 |
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| Deutsche Bank A G Namen Akt (DB) | 0.0 | $13k | +80% | 345.00 | 38.56 |
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| Travel Leisure Ord (TNL) | 0.0 | $13k | 187.00 | 70.37 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $13k | 156.00 | 83.75 |
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| Technipfmc (FTI) | 0.0 | $13k | 292.00 | 44.56 |
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| Gilead Sciences (GILD) | 0.0 | $13k | 106.00 | 122.63 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $13k | -15% | 102.00 | 126.96 |
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| Patrick Industries (PATK) | 0.0 | $13k | 119.00 | 108.44 |
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| Clorox Company (CLX) | 0.0 | $13k | 127.00 | 100.83 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $13k | -87% | 125.00 | 102.39 |
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| Abbott Laboratories (ABT) | 0.0 | $13k | 102.00 | 125.43 |
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| Enbridge (ENB) | 0.0 | $13k | -7% | 266.00 | 47.83 |
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| Us Foods Hldg Corp call (USFD) | 0.0 | $13k | -15% | 167.00 | 75.32 |
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| Barclays Adr (BCS) | 0.0 | $13k | +44% | 493.00 | 25.45 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $12k | 116.00 | 107.10 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $12k | +30% | 775.00 | 15.86 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $12k | -10% | 270.00 | 44.76 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $12k | 135.00 | 89.42 |
|
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $12k | -16% | 210.00 | 56.99 |
|
| Home BancShares (HOMB) | 0.0 | $12k | -12% | 431.00 | 27.77 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $12k | 86.00 | 136.00 |
|
|
| Tetra Tech (TTEK) | 0.0 | $11k | -4% | 332.00 | 33.53 |
|
| Medtronic SHS (MDT) | 0.0 | $11k | 115.00 | 96.06 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $11k | -19% | 182.00 | 60.37 |
|
| Cohen & Steers (CNS) | 0.0 | $11k | -7% | 175.00 | 62.77 |
|
| Ubs Group SHS (UBS) | 0.0 | $11k | -3% | 235.00 | 46.31 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $11k | 57.00 | 189.07 |
|
|
| Wingstop (WING) | 0.0 | $11k | 45.00 | 236.76 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $11k | -3% | 27.00 | 392.04 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $10k | 45.00 | 223.58 |
|
|
| Lithia Motors (LAD) | 0.0 | $10k | 30.00 | 332.33 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $10k | -57% | 41.00 | 242.93 |
|
| Carvana Cl A (CVNA) | 0.0 | $9.7k | +64% | 23.00 | 422.04 |
|
| Balchem Corporation (BCPC) | 0.0 | $9.6k | 63.00 | 152.54 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $9.6k | -8% | 553.00 | 17.36 |
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $9.5k | 174.00 | 54.51 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $9.5k | NEW | 20.00 | 473.30 |
|
| Prologis (PLD) | 0.0 | $9.4k | +2% | 73.00 | 128.45 |
|
| Esab Corporation (ESAB) | 0.0 | $9.2k | 82.00 | 111.73 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $9.1k | +35% | 27.00 | 336.48 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $9.0k | +494% | 113.00 | 80.04 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $9.0k | 21.00 | 430.10 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $9.0k | 49.00 | 184.20 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $9.0k | 56.00 | 160.80 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $9.0k | -14% | 176.00 | 50.88 |
|
| Unilever Spon Adr New | 0.0 | $8.9k | NEW | 136.00 | 65.40 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $8.7k | +91% | 214.00 | 40.42 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $8.6k | +3% | 1.6k | 5.30 |
|
| Stifel Financial (SF) | 0.0 | $8.4k | -12% | 67.00 | 125.60 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $8.1k | NEW | 14.00 | 579.50 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $8.1k | +37% | 81.00 | 99.85 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $8.0k | +935% | 176.00 | 45.57 |
|
| Morgan Stanley Com New (MS) | 0.0 | $8.0k | 45.00 | 177.53 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $8.0k | +8% | 304.00 | 26.18 |
|
| KAR Auction Services (KAR) | 0.0 | $7.9k | -5% | 265.00 | 29.78 |
|
| Ge Vernova (GEV) | 0.0 | $7.8k | -53% | 12.00 | 653.83 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $7.8k | +80% | 161.00 | 48.47 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $7.8k | 193.00 | 40.35 |
|
Past Filings by Retirement Wealth Solutions
SEC 13F filings are viewable for Retirement Wealth Solutions going back to 2024
- Retirement Wealth Solutions 2025 Q4 filed Jan. 7, 2026
- Retirement Wealth Solutions 2025 Q3 filed Oct. 8, 2025
- Retirement Wealth Solutions 2025 Q2 filed July 7, 2025
- Retirement Wealth Solutions 2025 Q1 filed April 8, 2025
- Retirement Wealth Solutions 2024 Q4 filed Jan. 15, 2025