Institutions / Retirement Guys Formula LLC
Retirement Guys Formula LLC
CIK 1933059 · Institution · as of Dec 31, 2025
Portfolio value
$219.32M
Positions
150
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 150 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $9.02M | 4.1% |
| Listed Fds Tr | $7.53M | 3.4% |
| Invesco Qqq Tr | $5.53M | 2.5% |
| Schwab Strategic Tr | $5.27M | 2.4% |
| Apple Inc. | $4.88M | 2.2% |
| SPDR S&P 500 ETF Tr | $4.64M | 2.1% |
| J P Morgan Exchange Traded F | $4.30M | 2.0% |
| Vanguard Index Fds | $4.18M | 1.9% |
| Vanguard Whitehall Fds | $3.93M | 1.8% |
| American Centy ETF Tr | $3.88M | 1.8% |
| J P Morgan Exchange Traded F | $3.69M | 1.7% |
| Goldman Sachs Physical Gold | $3.51M | 1.6% |
| Coca Cola Co | $3.43M | 1.6% |
| Johnson & Johnson | $3.38M | 1.5% |
| J P Morgan Exchange Traded F | $3.38M | 1.5% |
| First Tr Exchange-Traded Fd | $3.09M | 1.4% |
| Vanguard Star Fds | $3.08M | 1.4% |
| First Tr Exchange-Traded Fd | $3.06M | 1.4% |
| Cencora Inc | $3.00M | 1.4% |
| NVIDIA Corp | $2.77M | 1.3% |
| Alphabet Inc. | $2.70M | 1.2% |
| Amazon.com Inc | $2.50M | 1.1% |
| Select Sector SPDR Tr | $2.30M | 1.0% |
| ELI LILLY & Co | $2.28M | 1.0% |
| Microsoft Corp | $2.25M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.