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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 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 323.0 $140K 0.08% -3.0 -0.9% $433.59 -30.4%
22 BINC BLACKROCK ETF TRUST II 2,282.0 $119K 0.07% -8K -77.3% $52.34 -0.7%
23 MCD MCDONALDS CORP Consumer Cyclical 381.0 $103K 0.06% -33.0 -8.0% $270.57 -2.1%
24 ORCL ORACLE CORP Technology 677.0 $99K 0.06% -11.0 -1.6% $146.64 +2.8%
25 META META PLATFORMS INC Communication Services 174.0 $98K 0.05% -8.0 -4.4% $563.29 +2.6%
26 TSLA TESLA INC Consumer Cyclical 230.0 $97K 0.05% -7.0 -3.0% $420.60 -17.1%
27 CAT CATERPILLAR INC Industrials 89.0 $94K 0.05% -6.0 -6.3% $1060.44 -24.5%
28 BMO BANK MONTREAL MEDIUM Financial Services 487.0 $86K 0.05% -22.0 -4.3% $176.70 -2.7%
29 AMD ADVANCED MICRO DEVICES INC Technology 143.0 $83K 0.05% -6.0 -4.0% $580.92 -19.9%
30 MRK MERCK & CO INC Healthcare 576.0 $74K 0.04% -42.0 -6.8% $128.54 +15.3%
31 ASML ASML HLDG NV Technology 29.0 $58K 0.03% -2.0 -6.5% $1989.45 -14.7%
32 CMI CUMMINS INC Industrials 65.0 $46K 0.03% -2.0 -3.0% $708.00 -20.2%
33 ASX ASE TECHNOLOGY HLDG CO LTD Technology 975.0 $44K 0.02% -259.0 -21.0% $45.12 -16.3%
34 AMGN AMGEN INC Healthcare 116.0 $42K 0.02% -2.0 -1.7% $362.12 +19.4%
35 MLM MARTIN MARIETTA MATLS INC Basic Materials 45.0 $26K 0.01% -1.0 -2.2% $582.67 -8.9%
36 SAN BANCO SANTANDER SA Financial Services 1,836.0 $25K 0.01% -326.0 -15.1% $13.80 +6.3%
37 IXUS ISHARES TR 254.0 $24K 0.01% -143.0 -36.0% $95.39 +2.4%
38 SHEL SHELL PLC Energy 303.0 $24K 0.01% -10.0 -3.2% $77.59 +17.2%
39 CVX CHEVRON CORPORATION Energy 131.0 $22K 0.01% -42.0 -24.3% $165.48 +22.0%
40 IDXX IDEXX LABS INC Healthcare 35.0 $18K 0.01% -1.0 -2.8% $526.46 +5.4%
Page 2 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%