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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	INSP	INSPIRE MED SYS INC	Healthcare	2	$104.0	—	SOLD
42	TTD	THE TRADE DESK INC	Technology	2	$46.0	—	SOLD
43	—	SEALED AIR CORP NEW	—	—	$1.0	—	SOLD

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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%