Portfolio (Quarterly) Guide ↗

RETIREMENT FINANCIAL SOLUTIONS, LLC

· CIK 0001962532

13F Portfolio $407M AUM 53 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 33 Added 6 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BCI	ABRDN ETFS	—	448,803	$10.9M	3.12%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	1,850	$314K	0.09%	SOLD
3	IBM	INTERNATIONAL BUSINESS MACHS	Technology	1,232	$299K	0.09%	SOLD
4	BP	BP PLC	Energy	4,678	$220K	0.06%	SOLD

Sector Allocation

Financial Services 90.4%

Technology 6.8%

Healthcare 1.5%

Consumer Cyclical 1.3%