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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 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BA BOEING CO Industrials 4.0 $866.0 NEW $216.50 -3.1%
22 Q QNITY ELECTRONICS INC Technology 5.0 $817.0 NEW $163.40 -26.4%
23 OC OWENS CORNING NEW Industrials 5.0 $795.0 NEW $159.00 -10.0%
24 KKR KKR & CO INC 8.0 $735.0 NEW $91.88
25 VRSK VERISK ANALYTICS INC Industrials 2.0 $360.0 NEW $180.00 +6.5%
26 VERSIGENT PLC 6.0 $253.0 NEW $42.17
27 JJSF J & J SNACK FOODS CORP Consumer Defensive 3.0 $221.0 NEW $73.67 +21.2%
28 GRFS GRIFOLS S A Healthcare 21.0 $149.0 NEW $7.10 +8.4%
29 PL PLANET LABS PBC Industrials 4.0 $133.0 NEW $33.25 -39.9%
30 GPC GENUINE PARTS CO Consumer Cyclical 1.0 $118.0 NEW $118.00 +16.5%
31 LENNAR CORP 1.0 $89.0 NEW $89.00
32 NKE NIKE INC Consumer Cyclical 2.0 $83.0 NEW $41.50 -4.6%
33 MDLZ MONDELEZ INTL INC Consumer Defensive 1.0 $63.0 NEW $63.00 -1.0%
34 IHI ISHARES TR $17.0 NEW
35 VNOM VIPER ENERGY INC Energy $5.0 NEW
36 SCHE SCHWAB STRATEGIC TR $5.0 NEW
37 PDBC INVESCO ACTVELY MNGD ETC FD $4.0 NEW
38 KHC KRAFT HEINZ CO Consumer Defensive $2.0 NEW
39 KIM KIMCO REALTY CORP Real Estate $1.0 NEW
40 KFRC KFORCE INC Industrials $1.0 NEW
Page 2 of 2  ·  40 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%