Portfolio (Quarterly) Guide ↗

RETIREMENT FINANCIAL SOLUTIONS, LLC

· CIK 0001962532

13F Portfolio $350M AUM 53 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 22 Added 15 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EPS	WISDOMTREE TR	—	81,652	$5.8M	1.69%	SOLD
2	SHYG	ISHARES TR	—	103,238	$4.4M	1.30%	SOLD
3	IGIB	ISHARES TR	—	81,462	$4.4M	1.28%	SOLD

Sector Allocation

Financial Services 88.9%

Technology 6.5%

Energy 3.2%

Consumer Cyclical 1.3%