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Portfolio (Quarterly) Guide ↗

RETIREMENT GUYS FORMULA LLC

· CIK 0001933059
13F Portfolio $266M AUM 158 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 158 New
Page 4 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DTM DT MIDSTREAM INC Energy 11,007.0 $1.6M 0.61% NEW $146.74 -11.7%
62 DFLV DIMENSIONAL ETF TRUST 40,272.0 $1.6M 0.60% NEW $39.54 +6.3%
63 VUG VANGUARD INDEX FDS 18,447.0 $1.6M 0.60% NEW $86.14 +2.7%
64 DFAS DIMENSIONAL ETF TRUST 18,912.0 $1.6M 0.59% NEW $82.34 -0.2%
65 AEP AMERICAN ELEC PWR CO INC Utilities 11,276.0 $1.5M 0.58% NEW $136.81 -9.0%
66 SO SOUTHERN CO Utilities 15,947.0 $1.5M 0.57% NEW $95.71 -7.9%
67 DUK DUKE ENERGY CORP NEW Utilities 11,905.0 $1.5M 0.57% NEW $126.59 -5.0%
68 DGRW WISDOMTREE TR 15,738.0 $1.5M 0.57% NEW $95.62 +4.3%
69 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 37,757.0 $1.5M 0.56% NEW $39.57 +10.5%
70 NVS NOVARTIS AG Healthcare 9,489.0 $1.5M 0.56% NEW $156.72 +2.1%
71 NEE NEXTERA ENERGY INC Utilities 16,756.0 $1.5M 0.55% NEW $87.77 -4.9%
72 VWO VANGUARD INTL EQUITY INDEX F 25,108.0 $1.5M 0.55% NEW $58.51 +5.0%
73 CL COLGATE PALMOLIVE CO Consumer Defensive 15,747.0 $1.4M 0.54% NEW $91.68 -3.2%
74 ENTERGY CORP NEW 12,556.0 $1.4M 0.54% NEW $114.86
75 WM WASTE MGMT INC DEL Industrials 6,177.0 $1.4M 0.52% NEW $222.87 -1.7%
76 FEZ SPDR INDEX SHS FDS 19,797.0 $1.4M 0.51% NEW $68.68 +2.9%
77 BTI BRITISH AMERN TOB PLC Consumer Defensive 21,910.0 $1.4M 0.51% NEW $61.76 -10.4%
78 NATH NATHANS FAMOUS INC Consumer Cyclical 13,315.0 $1.4M 0.51% NEW $101.60 -2.9%
79 SIXJ AIM ETF PRODUCTS TRUST 36,974.0 $1.3M 0.51% NEW $36.48 +2.4%
80 ANGL VANECK ETF TRUST 45,885.0 $1.3M 0.51% NEW $29.24 -1.5%
Page 4 of 8  ·  158 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 23.2%
Healthcare 16.1%
Financial Services 13.9%
Consumer Defensive 11.5%
Consumer Cyclical 9.6%
Utilities 8.7%
Industrials 8.6%
Communication Services 3.6%
Energy 3.3%
Basic Materials 1.3%