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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 15 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ENTG ENTEGRIS INC Technology 39.0 $7K 0.00% -2.0 -4.9% $181.95 -25.8%
282 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13.0 $7K 0.00% $541.85 -4.9%
283 VLO VALERO ENERGY CORP Energy 27.0 $7K 0.00% +2.0 +8.0% $260.44 +35.3%
284 HMC HONDA MOTOR CO LTD Consumer Cyclical 259.0 $7K 0.00% +221.0 +581.6% $27.11 +17.5%
285 RVMD REVOLUTION MEDICINES INC Healthcare 37.0 $7K 0.00% +6.0 +19.4% $187.30 +11.0%
286 HOOD ROBINHOOD MKTS INC Financial Services 69.0 $7K 0.00% +26.0 +60.5% $100.29 +4.0%
287 NUE NUCOR CORP Basic Materials 31.0 $7K 0.00% $222.77 +12.4%
288 SNDK SANDISK CORP Technology 3.0 $7K 0.00% -20.0 -87.0% $2274.00 -34.7%
289 RNR RENAISSANCERE HLDGS LTD Financial Services 22.0 $7K 0.00% +1.0 +4.8% $310.00 +6.7%
290 JLL JONES LANG LASALLE INC Real Estate 22.0 $7K 0.00% -3.0 -12.0% $309.95 +22.0%
291 SNY SANOFI SA Healthcare 159.0 $7K 0.00% -10.0 -5.9% $42.66 +5.1%
292 LGND LIGAND PHARMACEUTICALS INC Healthcare 21.0 $7K 0.00% $316.10 -11.3%
293 TWLO TWILIO INC Communication Services 32.0 $7K 0.00% +1.0 +3.2% $206.34 +15.2%
294 ENS ENERSYS Industrials 28.0 $7K 0.00% +3.0 +12.0% $233.82 -20.7%
295 SF STIFEL FINL CORP Financial Services 94.0 $7K 0.00% -10.0 -9.6% $69.56 +16.9%
296 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 24.0 $7K 0.00% +4.0 +20.0% $271.96 -14.4%
297 ARGX ARGENX SE Healthcare 7.0 $6K 0.00% $927.86 +10.3%
298 MMM 3M CO Industrials 40.0 $6K 0.00% $161.93 +7.7%
299 ONB OLD NATL BANCORP IND Financial Services 248.0 $6K 0.00% +20.0 +8.8% $25.90 -0.2%
300 CARNIVAL CORP LTD 224.0 $6K 0.00% NEW $28.57
Page 15 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%