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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 3 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USFD US FOODS HLDG CORP Consumer Defensive 175.0 $18K 0.01% -10.0 -5.4% $102.25 +4.9%
42 PLTR PALANTIR TECHNOLOGIES INC Technology 143.0 $17K 0.01% -41.0 -22.3% $116.67 +59.7%
43 TM TOYOTA MOTOR CORP Consumer Cyclical 99.0 $17K 0.01% -17.0 -14.7% $168.42 +15.5%
44 AJG GALLAGHER ARTHUR J & CO Financial Services 72.0 $17K 0.01% -31.0 -30.1% $230.28 +16.2%
45 CG CARLYLE GROUP INC Financial Services 368.0 $16K 0.01% -36.0 -8.9% $42.17 +16.4%
46 UBER UBER TECHNOLOGIES INC Technology 210.0 $15K 0.01% -4.0 -1.9% $72.16 +9.2%
47 LHX L3HARRIS TECHNOLOGIES INC Industrials 52.0 $15K 0.01% -1.0 -1.9% $290.60 -9.6%
48 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 146.0 $15K 0.01% -70.0 -32.4% $99.75 +9.4%
49 T AT&T INC Communication Services 686.0 $14K 0.01% -212.0 -23.6% $20.69 +25.7%
50 CRM SALESFORCE INC Technology 88.0 $14K 0.01% -16.0 -15.4% $156.34 +63.7%
51 GILD GILEAD SCIENCES INC Healthcare 106.0 $13K 0.01% -4.0 -3.6% $126.47 +15.2%
52 V VISA INC Financial Services 38.0 $13K 0.01% -26.0 -40.6% $343.11 +11.2%
53 VZ VERIZON COMMUNICATIONS INC Communication Services 291.0 $12K 0.01% -84.0 -22.4% $42.40 +18.2%
54 BCPC BALCHEM CORP Basic Materials 69.0 $12K 0.01% -7.0 -9.2% $168.78 +5.7%
55 AEIS ADVANCED ENERGY INDS Industrials 31.0 $12K 0.01% -2.0 -6.1% $372.87 -26.8%
56 SONY SONY GROUP CORP Technology 482.0 $10K 0.01% -51.0 -9.6% $20.06 +23.9%
57 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 149.0 $9K 0.01% -20.0 -11.8% $60.22 +23.5%
58 SAP SAP SE Technology 58.0 $9K 0.01% -10.0 -14.7% $154.12 +43.7%
59 CIEN CIENA CORP Technology 18.0 $9K 0.01% -7.0 -28.0% $490.61 -22.9%
60 XPO XPO INC Industrials 42.0 $9K 0.01% -1.0 -2.3% $205.31 -8.2%
Page 3 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%