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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 14 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NTRA NATERA INC Healthcare 29.0 $8K 0.00% $271.48 +20.2%
262 YUM YUM BRANDS INC Consumer Cyclical 49.0 $8K 0.00% $159.88 -3.8%
263 NFLX NETFLIX INC. Communication Services 108.0 $8K 0.00% -246.0 -69.5% $71.41 +14.4%
264 HOMB HOME BANCSHARES INC Financial Services 269.0 $8K 0.00% $28.56 +3.7%
265 LKFN LAKELAND FINL CORP Financial Services 124.0 $8K 0.00% +1.0 +0.8% $61.57 -3.2%
266 ALL ALLSTATE CORP Financial Services 32.0 $8K 0.00% +24.0 +300.0% $237.97 +9.5%
267 CVNA CARVANA CO Consumer Cyclical 115.0 $8K 0.00% +95.0 +475.0% $65.83 +12.5%
268 MKSI MKS INC. Technology 17.0 $8K 0.00% -1.0 -5.6% $444.82 -42.5%
269 CBRE CBRE GROUP INC Real Estate 56.0 $8K 0.00% $134.70 +12.0%
270 RS RELIANCE INC Basic Materials 20.0 $7K 0.00% +1.0 +5.3% $373.60 +3.7%
271 HST HOST HOTELS & RESORTS INC Real Estate 314.0 $7K 0.00% +29.0 +10.2% $23.75 -6.2%
272 MFG MIZUHO FINANCIAL GROUP INC Financial Services 777.0 $7K 0.00% +32.0 +4.3% $9.58 +11.1%
273 UNILEVER PLC 123.0 $7K 0.00% -6.0 -4.7% $60.12
274 INTU INTUIT Technology 28.0 $7K 0.00% -29.0 -50.9% $264.00 +35.6%
275 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 313.0 $7K 0.00% +58.0 +22.8% $23.58 +9.9%
276 RJF RAYMOND JAMES FINL INC Financial Services 48.0 $7K 0.00% -1.0 -2.0% $153.33 +17.0%
277 AGNC AGNC INVT CORP Real Estate 667.0 $7K 0.00% +275.0 +70.2% $10.90 -0.0%
278 E ENI SPA Energy 155.0 $7K 0.00% -33.0 -17.6% $46.86 +12.7%
279 MCHI ISHARES TR 140.0 $7K 0.00% NEW $51.03 +8.2%
280 NEM NEWMONT CORP Basic Materials 76.0 $7K 0.00% +3.0 +4.1% $93.41 +37.0%
Page 14 of 41  ·  811 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%