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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 7 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FCX FREEPORT MCMORAN INC Basic Materials 72.0 $5K 0.00% +30.0 +71.4% $62.90 +21.6%
122 VIRT VIRTU FINL INC Financial Services 76.0 $5K 0.00% +6.0 +8.6% $59.58 +11.4%
123 OMF ONEMAIN HLDGS INC Financial Services 74.0 $5K 0.00% +5.0 +7.2% $60.97 +3.1%
124 UAL UNITED AIRLS HLDGS INC Industrials 33.0 $4K 0.00% +8.0 +32.0% $136.00 -18.7%
125 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 14.0 $4K 0.00% +1.0 +7.7% $317.57 -12.0%
126 BYD BOYD GAMING CORP Consumer Cyclical 49.0 $4K 0.00% +3.0 +6.5% $88.06 -9.8%
127 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 11.0 $4K 0.00% +8.0 +266.7% $386.82 +2.0%
128 LOGI LOGITECH INTL S A Technology 45.0 $4K 0.00% +3.0 +7.1% $94.04 +4.2%
129 SOFI SOFI TECHNOLOGIES INC Financial Services 234.0 $4K 0.00% +35.0 +17.6% $17.93 +0.7%
130 FTDR FRONTDOOR INC Consumer Cyclical 54.0 $4K 0.00% +1.0 +1.9% $77.59 +6.8%
131 TXN TEXAS INSTRS INC Technology 14.0 $4K 0.00% +12.0 +600.0% $298.07 -13.2%
132 RDDT REDDIT INC Communication Services 24.0 $4K 0.00% +2.0 +9.1% $173.58 -11.9%
133 ROKU ROKU INC Communication Services 30.0 $4K 0.00% +1.0 +3.5% $138.17 +14.1%
134 UNP UNION PAC CORP Industrials 15.0 $4K 0.00% +4.0 +36.4% $272.00 +13.0%
135 CSL CARLISLE COS INC Industrials 11.0 $4K 0.00% +5.0 +83.3% $362.82 -1.7%
136 LSCC LATTICE SEMICONDUCTOR CORP Technology 26.0 $4K 0.00% +2.0 +8.3% $152.96 -25.2%
137 BLOCK INC 52.0 $4K 0.00% +8.0 +18.2% $76.00
138 MTH MERITAGE HOMES CORP Consumer Cyclical 46.0 $4K 0.00% +17.0 +58.6% $83.87 -15.3%
139 VST VISTRA CORP Utilities 24.0 $4K 0.00% +19.0 +380.0% $158.67 -13.6%
140 AAL AMERICAN AIRLINES GROUP INC Industrials 210.0 $4K 0.00% +45.0 +27.3% $18.07 -24.5%
Page 7 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%