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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 8 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BRC BRADY CORP Industrials 41.0 $4K 0.00% +5.0 +13.9% $91.59 +1.8%
142 KFY KORN FERRY Industrials 56.0 $4K 0.00% +10.0 +21.7% $66.59 +29.6%
143 TGT TARGET CORP Consumer Defensive 28.0 $4K 0.00% +5.0 +21.7% $130.64 +24.9%
144 TROW PRICE T ROWE GROUP INC Financial Services 32.0 $4K 0.00% +25.0 +357.1% $113.72 -2.2%
145 FFBC 1ST FINL BANCORP Financial Services 107.0 $4K 0.00% +6.0 +5.9% $33.83 -3.0%
146 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 106.0 $4K 0.00% +25.0 +30.9% $33.89 +7.5%
147 AFRM AFFIRM HLDGS INC Technology 44.0 $4K 0.00% +9.0 +25.7% $81.57 -4.7%
148 UNM UNUM GROUP Financial Services 40.0 $4K 0.00% +6.0 +17.6% $89.40 +4.1%
149 DT DYNATRACE INC Technology 81.0 $4K 0.00% +20.0 +32.8% $43.91 +22.2%
150 EPR EPR PPTYS Real Estate 59.0 $3K 0.00% +24.0 +68.6% $58.02 +2.6%
151 SMURFIT WESTROCK PLC 72.0 $3K 0.00% +41.0 +132.3% $46.26
152 STWD STARWOOD PPTY TR INC Real Estate 203.0 $3K 0.00% +69.0 +51.5% $16.36 -3.4%
153 O REALTY INCOME CORP Real Estate 53.0 $3K 0.00% +29.0 +120.8% $61.96 +0.0%
154 UPS UNITED PARCEL SVCS INC Industrials 30.0 $3K 0.00% +11.0 +57.9% $107.50 -2.0%
155 DKNG DRAFTKINGS INC NEW Consumer Cyclical 124.0 $3K 0.00% +66.0 +113.8% $25.27 -0.0%
156 DIOD DIODES INC Technology 28.0 $3K 0.00% +5.0 +21.7% $109.46 -19.6%
157 PRGS PROGRESS SOFTWARE CORP Technology 90.0 $3K 0.00% +77.0 +592.3% $33.59 +33.3%
158 INCY INCYTE CORP Healthcare 26.0 $3K 0.00% +8.0 +44.4% $113.38 +9.7%
159 FUL FULLER H B CO Basic Materials 50.0 $3K 0.00% +21.0 +72.4% $58.30 -3.3%
160 OWL BLUE OWL CAPITAL INC Financial Services 333.0 $3K 0.00% +143.0 +75.3% $8.75 +37.4%
Page 8 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%