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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 7 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DECK DECKERS OUTDOOR CORP Consumer Cyclical 27.0 $3K 0.00% -2.0 -6.9% $99.30 -11.6%
122 F FORD MTR CO Consumer Cyclical 192.0 $3K 0.00% -65.0 -25.3% $13.92 -0.3%
123 IVZ INVESCO LTD Financial Services 100.0 $3K 0.00% -5.0 -4.8% $26.39 +24.5%
124 FELE FRANKLIN ELEC INC Industrials 24.0 $3K 0.00% -5.0 -17.2% $107.21 -6.2%
125 NOC NORTHROP GRUMMAN CORP Industrials 5.0 $3K 0.00% -5.0 -50.0% $509.40 +7.1%
126 SKYW SKYWEST INC Industrials 25.0 $2K 0.00% -6.0 -19.4% $99.36 -0.5%
127 BLD TOPBUILD COR Industrials 7.0 $2K 0.00% -1.0 -12.5% $354.57 -0.0%
128 EXPAND ENERGY CORPORATION 26.0 $2K 0.00% -18.0 -40.9% $91.19
129 COIN COINBASE GLOBAL INC Financial Services 16.0 $2K 0.00% -12.0 -42.9% $146.25 +22.1%
130 KNSL KINSALE CAP GROUP INC Financial Services 7.0 $2K 0.00% -8.0 -53.3% $333.29 +14.2%
131 BPOP POPULAR INC Financial Services 14.0 $2K 0.00% -1.0 -6.7% $164.21 +3.4%
132 RITM RITHM CAPITAL CORP Real Estate 242.0 $2K 0.00% -28.0 -10.4% $9.39 +7.3%
133 CCI CROWN CASTLE INC Real Estate 30.0 $2K 0.00% -1.0 -3.2% $75.43 +0.9%
134 EW EDWARDS LIFESCIENCES CORP Healthcare 25.0 $2K 0.00% -4.0 -13.8% $90.48 -0.3%
135 ZD ZIFF DAVIS INC Communication Services 43.0 $2K 0.00% -7.0 -14.0% $52.37 +6.6%
136 CEG CONSTELLATION ENERGY CORP Utilities 9.0 $2K 0.00% -18.0 -66.7% $248.44 +11.4%
137 TOST TOAST INC Technology 79.0 $2K 0.00% -12.0 -13.2% $27.82 +26.3%
138 TEX TEREX CORP NEW Industrials 30.0 $2K 0.00% -4.0 -11.8% $72.40 -12.0%
139 GRMN GARMIN LTD Technology 9.0 $2K 0.00% -1.0 -10.0% $237.56 +20.1%
140 PCG PG&E CORP Utilities 126.0 $2K 0.00% -12.0 -8.7% $16.83 -1.3%
Page 7 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%