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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $158M AUM 760 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 760 New
Page 13 of 38  ·  760 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SF STIFEL FINL CORP Financial Services 67.0 $8K 0.01% NEW $125.60 -42.2%
242 TMO THERMO FISHER SCIENTIFIC INC Healthcare 14.0 $8K 0.01% NEW $579.50 -22.7%
243 NEM NEWMONT CORP Basic Materials 81.0 $8K 0.01% NEW $99.85 +11.8%
244 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 176.0 $8K 0.01% NEW $45.57 +50.5%
245 MS MORGAN STANLEY Financial Services 45.0 $8K 0.01% NEW $177.53 +13.6%
246 SOFI SOFI TECHNOLOGIES INC Financial Services 304.0 $8K 0.01% NEW $26.18 -39.0%
247 OPLN OPENLANE INC Consumer Cyclical 265.0 $8K 0.01% NEW $29.78 +20.0%
248 GEV GE VERNOVA INC Utilities 12.0 $8K 0.01% NEW $653.83 +63.7%
249 SNY SANOFI SA Healthcare 161.0 $8K 0.01% NEW $48.47 -8.9%
250 XLRE SELECT SECTOR SPDR TR 193.0 $8K 0.01% NEW $40.35 +10.8%
251 WWD WOODWARD INC Industrials 26.0 $8K 0.01% NEW $299.04 +17.5%
252 RJF RAYMOND JAMES FINL INC Financial Services 48.0 $8K 0.01% NEW $160.96 -5.5%
253 UFPI UFP INDUSTRIES INC Basic Materials 84.0 $8K 0.01% NEW $90.81 -10.3%
254 ILTB ISHARES TR 153.0 $8K 0.01% NEW $49.70 -1.8%
255 ADP AUTOMATIC DATA PROCESSING IN Industrials 29.0 $7K 0.01% NEW $257.24 -15.1%
256 YUM YUM BRANDS INC Consumer Cyclical 49.0 $7K 0.01% NEW $151.29 +2.6%
257 CENCORA INC 22.0 $7K 0.01% NEW $333.86
258 KEYS KEYSIGHT TECHNOLOGIES INC Technology 36.0 $7K 0.01% NEW $203.19 +75.1%
259 INSM INSMED INC Healthcare 42.0 $7K 0.01% NEW $174.05 -37.4%
260 COHR COHERENT CORP Technology 39.0 $7K 0.01% NEW $184.59 +106.6%
Page 13 of 38  ·  760 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 38.4%
Financial Services 20.5%
Consumer Cyclical 10.4%
Healthcare 8.3%
Industrials 6.4%
Communication Services 5.2%
Consumer Defensive 5.2%
Energy 1.9%
Basic Materials 1.6%
Utilities 1.2%