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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $181M AUM 811 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 260 Added 256 Reduced 43 Exited
Page 12 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CRTO CRITEO S A Communication Services 56.0 $1K 0.00% +18.0 +47.4% $18.29 -4.5%
222 SFNC SIMMONS FIRST NATL CORP Financial Services 45.0 $1K 0.00% +3.0 +7.1% $22.67 +0.1%
223 MDB MONGODB INC Technology 3.0 $1K 0.00% +1.0 +50.0% $336.00 +32.9%
224 OKLO OKLO INC Utilities 19.0 $995.0 0.00% +4.0 +26.7% $52.37 -23.4%
225 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 13.0 $994.0 0.00% +6.0 +85.7% $76.46 +6.6%
226 PMT PENNYMAC MTG INVT TR Real Estate 87.0 $982.0 0.00% +57.0 +190.0% $11.29 -17.3%
227 XEL XCEL ENERGY INC Utilities 12.0 $964.0 0.00% +1.0 +9.1% $80.33 -4.8%
228 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 11.0 $959.0 0.00% +8.0 +266.7% $87.18 -15.8%
229 D DOMINION ENERGY INC Utilities 14.0 $957.0 0.00% +4.0 +40.0% $68.36 -4.2%
230 DORM DORMAN PRODS INC Consumer Cyclical 7.0 $956.0 0.00% +3.0 +75.0% $136.57 -5.3%
231 CNNE CANNAE HLDGS INC Consumer Cyclical 66.0 $951.0 0.00% +23.0 +53.5% $14.41 +8.5%
232 ES EVERSOURCE ENERGY Utilities 13.0 $940.0 0.00% +6.0 +85.7% $72.31 -2.0%
233 OLED UNIVERSAL DISPLAY CORP Technology 10.0 $882.0 +5.0 +100.0% $88.20 -5.9%
234 GMAB GENMAB A/S Healthcare 32.0 $880.0 +29.0 +966.7% $27.50 +20.8%
235 LIBERTY MEDIA CORP DEL 10.0 $876.0 +1.0 +11.1% $87.60
236 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 18.0 $860.0 +4.0 +28.6% $47.78 -11.1%
237 INGR INGREDION INC Consumer Defensive 9.0 $853.0 +1.0 +12.5% $94.78 +10.4%
238 LYFT LYFT INC Technology 58.0 $848.0 +16.0 +38.1% $14.62 +21.1%
239 DLTR DOLLAR TREE INC Consumer Defensive 7.0 $847.0 +1.0 +16.7% $121.00 +6.0%
240 STRA STRATEGIC ED INC Consumer Defensive 11.0 $843.0 +3.0 +37.5% $76.64 +10.4%
Page 12 of 13  ·  260 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 41.0%
Financial Services 14.0%
Consumer Cyclical 10.9%
Industrials 9.0%
Healthcare 8.0%
Consumer Defensive 5.1%
Communication Services 4.0%
Utilities 2.5%
Basic Materials 2.2%
Energy 2.2%