Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741

13F Portfolio $159M AUM 822 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 108 New 324 Added 272 Reduced 42 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	SRPT	SAREPTA THERAPEUTICS INC	Healthcare	5	$108.0	—	SOLD
42	ATKR	ATKORE INC	Industrials	1	$64.0	—	SOLD

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Sector Allocation

Technology 36.9%

Financial Services 15.3%

Consumer Cyclical 11.8%

Healthcare 8.4%

Industrials 7.8%

Communication Services 6.0%

Consumer Defensive 5.7%

Energy 3.2%

Basic Materials 2.0%

Utilities 1.7%