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Portfolio (Quarterly) Guide ↗

Retirement Solution LLC

· CIK 0001914606
13F Portfolio $511M AUM 75 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 75 New
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CDNS CADENCE DESIGN SYSTEM INC Technology 3,595.0 $1.3M 0.26% NEW $375.28 -15.8%
22 BERKSHIRE HATHAWAY INC DEL 2,386.0 $1.2M 0.23% NEW $500.45
23 GOOGL ALPHABET INC Communication Services 2,969.0 $1.1M 0.21% NEW $357.39 -2.6%
24 VTI VANGUARD INDEX FDS 2,600.0 $962K 0.19% NEW $370.08 +1.9%
25 IWF ISHARES TR 7,464.0 $927K 0.18% NEW $124.17 -2.5%
26 HRL HORMEL FOODS CORP Consumer Defensive 32,140.0 $798K 0.16% NEW $24.82 -2.9%
27 NVDA NVIDIA CORPORATION Technology 3,961.0 $793K 0.15% NEW $200.09 +4.2%
28 VUG VANGUARD INDEX FDS 8,997.0 $775K 0.15% NEW $86.14 +0.9%
29 TSLA TESLA INC Consumer Cyclical 1,806.0 $760K 0.15% NEW $420.70 -17.1%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 2,479.0 $697K 0.14% NEW $281.18 -17.8%
31 XLK SELECT SECTOR SPDR TR 3,567.0 $680K 0.13% NEW $190.53 -5.5%
32 GOOG ALPHABET INC 1,839.0 $650K 0.13% NEW $353.28
33 DIA STATE STR SPDR DOW JONES IND Financial Services 1,229.0 $642K 0.12% NEW $522.26 +2.2%
34 VGT VANGUARD WORLD FD 5,344.0 $639K 0.12% NEW $119.52 -2.6%
35 GLW CORNING INC Technology 2,482.0 $634K 0.12% NEW $255.41 -43.0%
36 LLY ELI LILLY & CO Healthcare 509.0 $610K 0.12% NEW $1198.40 +4.1%
37 MPLX MPLX LP Energy 10,101.0 $569K 0.11% NEW $56.33 +3.8%
38 XOM EXXON MOBIL CORP Energy 3,780.0 $517K 0.10% NEW $136.71 +20.0%
39 VIAV VIAVI SOLUTIONS INC Technology 10,400.0 $497K 0.10% NEW $47.75 -22.6%
40 AVGO BROADCOM INC Technology 1,107.0 $418K 0.08% NEW $377.68 -5.0%
Page 2 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.3%
Financial Services 16.6%
Consumer Cyclical 12.1%
Consumer Defensive 5.5%
Utilities 4.5%
Communication Services 2.2%
Energy 1.9%
Industrials 1.4%
Healthcare 1.4%