Institutions / Retirement Financial Solutions, LLC
Retirement Financial Solutions, LLC
CIK 1962532 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$341.61M
Positions
47
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$341.61M+6.9%Positions
47+4.4%Top holdings
Dec 31, 2025View all 47 โ
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $37.24M | 10.9% |
| American Centy ETF Tr | $21.73M | 6.4% |
| American Centy ETF Tr | $21.72M | 6.4% |
| SPDR Series Trust | $21.65M | 6.3% |
| SPDR Series Trust | $21.54M | 6.3% |
| Vanguard Scottsdale Fds | $17.60M | 5.2% |
| Invesco Exch Traded Fd Tr II | $17.54M | 5.1% |
| iShares Tr | $17.36M | 5.1% |
| SPDR Dow Jones Indl Average | $17.02M | 5.0% |
| Invesco Exch Traded Fd Tr II | $16.36M | 4.8% |
| Vanguard Intl Equity Index F | $15.74M | 4.6% |
| Schwab Strategic Tr | $13.37M | 3.9% |
| Vanguard World Fd | $11.57M | 3.4% |
| Invesco Exchange Traded Fd T | $11.15M | 3.3% |
| American Centy ETF Tr | $11.02M | 3.2% |
| Invesco Actively Managed Exc | $9.33M | 2.7% |
| SPDR Series Trust | $5.84M | 1.7% |
| Invesco Exch Traded Fd Tr II | $5.81M | 1.7% |
| Vanguard Scottsdale Fds | $5.81M | 1.7% |
| WisdomTree Tr | $5.79M | 1.7% |
| SPDR Series Trust | $5.71M | 1.7% |
| iShares Tr | $4.43M | 1.3% |
| iShares Tr | $4.39M | 1.3% |
| Vanguard World Fd | $4.35M | 1.3% |
| Vanguard Index Fds | $2.10M | 0.6% |
Activity
Dec 31, 2025View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | 025072885 Common stock | $37.24M | +333K | 333,192 10.90% of portfolio | medium |
| Q3 2025 as of | New | 78464A847 Common stock | $21.29M | +372K | 372,319 6.23% of portfolio | medium |
| Q3 2025 as of | New | 025072323 Common stock | $21.26M | +371K | 371,434 6.22% of portfolio | medium |
| Q3 2025 as of | New | 025072877 Common stock | $21.00M | +211K | 210,977 6.15% of portfolio | medium |
| Q3 2025 as of | Trim | 922908629 Common stock | $-20.98M | -71K -97.93% | 1,508 0.13% of portfolio | medium |
| Q3 2025 as of | Trim | 78468R853 Common stock | $-20.16M | -435K -98.44% | 6,903 0.09% of portfolio | medium |
| Q3 2025 as of | Trim | 922908611 Common stock | $-20.11M | -96K -97.98% | 1,983 0.12% of portfolio | medium |
| Q4 2025 as of | Trim | 78464A854 Common stock | $-19.34M | -241K -47.18% | 269,851 6.34% of portfolio | medium |
| Q3 2025 as of | New | 46138G631 Common stock | $16.02M | +448K | 447,691 4.69% of portfolio | medium |
| Q3 2025 as of | New | 922042858 Common stock | $15.81M | +292K | 291,772 4.63% of portfolio | medium |