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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 12 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SM SM ENERGY COMPANY Energy 22.0 $575.0 -1.0 -4.3% $26.14 +40.1%
222 AXON AXON ENTERPRISE INC Industrials 1.0 $561.0 -2.0 -66.7% $561.00 +7.1%
223 SHAK SHAKE SHACK INC Consumer Cyclical 10.0 $561.0 -1.0 -9.1% $56.10 +24.6%
224 NICE NICE LTD Technology 6.0 $546.0 -14.0 -70.0% $91.00 +19.6%
225 HSY HERSHEY CO Consumer Defensive 3.0 $527.0 -3.0 -50.0% $175.67 +1.9%
226 G GENPACT LIMITED Technology 19.0 $523.0 -6.0 -24.0% $27.53 +38.1%
227 EXLS EXLSERVICE HLDGS INC Technology 20.0 $518.0 -71.0 -78.0% $25.90 +48.3%
228 CTAS CINTAS CORP Industrials 3.0 $511.0 -2.0 -40.0% $170.33 +19.9%
229 HPQ HP INC Technology 22.0 $483.0 -12.0 -35.3% $21.95 +39.0%
230 BDX BECTON DICKINSON & CO Healthcare 3.0 $454.0 -1.0 -25.0% $151.33 +25.2%
231 KR KROGER CO Consumer Defensive 8.0 $445.0 -3.0 -27.3% $55.62 +3.8%
232 CME CME GROUP INC Financial Services 2.0 $442.0 -3.0 -60.0% $221.00 +29.3%
233 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 8.0 $422.0 -29.0 -78.4% $52.75 +20.7%
234 CELH CELSIUS HLDGS INC Consumer Defensive 13.0 $381.0 -4.0 -23.5% $29.31 +12.5%
235 BRX BRIXMOR PPTY GROUP INC Real Estate 12.0 $379.0 -26.0 -68.4% $31.58 -7.6%
236 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 6.0 $365.0 -3.0 -33.3% $60.83 +23.7%
237 RTO RENTOKIL INITIAL PLC Industrials 12.0 $344.0 -10.0 -45.5% $28.67 -17.9%
238 KMB KIMBERLY-CLARK CORP Consumer Defensive 3.0 $330.0 -2.0 -40.0% $110.00 -0.4%
239 EFX EQUIFAX INC Industrials 2.0 $318.0 -1.0 -33.3% $159.00 +22.2%
240 TSN TYSON FOODS INC Consumer Defensive 5.0 $287.0 -5.0 -50.0% $57.40 -3.5%
Page 12 of 13  ·  256 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%