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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 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 14 $791.0 SOLD
22 BIIB BIOGEN INC Healthcare 4 $734.0 SOLD
23 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2 $655.0 SOLD
24 ZTS ZOETIS INC Healthcare 5 $592.0 SOLD
25 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2 $581.0 SOLD
26 DE DEERE & CO Industrials 1 $564.0 SOLD
27 SSNC SS&C TECH HLDGS Technology 8 $541.0 SOLD
28 WDS WOODSIDE ENERGY GROUP LTD Energy 22 $526.0 SOLD
29 ABR ARBOR REALTY TRUST INC Real Estate 56 $432.0 SOLD
30 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6 $424.0 SOLD
31 BKE BUCKLE INC Consumer Cyclical 8 $403.0 SOLD
32 FOXA FOX CORP Communication Services 6 $351.0 SOLD
33 VTR VENTAS INC Real Estate 4 $328.0 SOLD
34 RYN RAYONIER INC Real Estate 12 $248.0 SOLD
35 GXO GXO LOGISTICS INCORPORATED Industrials 4 $208.0 SOLD
36 TEAM ATLASSIAN CORPORATION Technology 3 $205.0 SOLD
37 PHG KONINKLIJKE PHILIPS N V Healthcare 6 $165.0 SOLD
38 IT GARTNER INC Technology 1 $159.0 SOLD
39 DUK DUKE ENERGY CORP NEW Utilities 1 $131.0 SOLD
40 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 7 $105.0 SOLD
Page 2 of 3  ·  43 positions
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%