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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 13 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DUOL DUOLINGO INC Technology 7.0 $806.0 +3.0 +75.0% $115.14 +27.7%
242 CDNS CADENCE DESIGN SYSTEM INC Technology 2.0 $751.0 +1.0 +100.0% $375.50 -9.4%
243 WAL WESTERN ALLIANCE BANCORP Financial Services 9.0 $740.0 +1.0 +12.5% $82.22 -4.5%
244 FOUR SHIFT4 PMTS INC Technology 15.0 $730.0 +10.0 +200.0% $48.67 -9.7%
245 BBWI BATH & BODY WORKS INC Consumer Cyclical 31.0 $718.0 +10.0 +47.6% $23.16 -17.0%
246 BLDR BUILDERS FIRSTSOURCE INC Industrials 8.0 $716.0 +5.0 +166.7% $89.50 -24.3%
247 FERG FERGUSON ENTERPRISES INC Industrials 3.0 $712.0 +1.0 +50.0% $237.33 -3.7%
248 QBTS D-WAVE QUANTUM INC Technology 29.0 $696.0 +14.0 +93.3% $24.00 -29.1%
249 GIS GENERAL MILLS INC Consumer Defensive 19.0 $662.0 +15.0 +375.0% $34.84 +19.3%
250 LEN LENNAR CORP Consumer Cyclical 7.0 $634.0 +3.0 +75.0% $90.57 -4.7%
251 AVB AVALONBAY CMNTYS INC Real Estate 3.0 $567.0 +2.0 +200.0% $189.00 -2.6%
252 VTS VITESSE ENERGY INC Energy 35.0 $552.0 +26.0 +288.9% $15.77 +9.0%
253 AZTA AZENTA INC Healthcare 19.0 $485.0 +16.0 +533.3% $25.53 +29.1%
254 QS QUANTUMSCAPE CORP Consumer Cyclical 63.0 $477.0 +45.0 +250.0% $7.57 -25.9%
255 LW LAMB WESTON HLDGS INC Consumer Defensive 9.0 $389.0 +5.0 +125.0% $43.22 +27.2%
256 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 5.0 $385.0 +1.0 +25.0% $77.00 -5.9%
257 EXPI AGNT INC Real Estate 65.0 $354.0 +53.0 +441.7% $5.45 -13.1%
258 BBY BEST BUY INC Consumer Cyclical 4.0 $304.0 +2.0 +100.0% $76.00 +8.5%
259 THO THOR INDS INC Consumer Cyclical 4.0 $301.0 +1.0 +33.3% $75.25 +2.4%
260 PPL PPL CORP Utilities 7.0 $255.0 +1.0 +16.7% $36.43 -6.1%
Page 13 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%