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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 17 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DRI DARDEN RESTAURANTS INC Consumer Cyclical 27.0 $6K 0.00% $207.07 +4.2%
322 GNRC GENERAC HLDGS INC Industrials 19.0 $6K 0.00% $292.84 -37.2%
323 FORTINET INC 36.0 $6K 0.00% +22.0 +157.1% $153.64
324 DAL DELTA AIR LINES INC Industrials 59.0 $6K 0.00% $93.66 -14.5%
325 PLXS PLEXUS CORP Technology 18.0 $5K 0.00% +1.0 +5.9% $300.72 -19.9%
326 A AGILENT TECHNOLOGIES INC Healthcare 41.0 $5K 0.00% +1.0 +2.5% $131.37 +17.1%
327 EBAY EBAY INC. Consumer Cyclical 48.0 $5K 0.00% +3.0 +6.7% $111.75 -5.5%
328 DVN DEVON ENERGY CORP NEW Energy 129.0 $5K 0.00% +51.0 +65.4% $41.33 +14.6%
329 WING WINGSTOP INC Consumer Cyclical 31.0 $5K 0.00% $171.71 -33.9%
330 JHG JANUS HENDERSON GROUP PLC Financial Services 102.0 $5K 0.00% -9.0 -8.1% $51.95 -0.0%
331 MAS MASCO CORP Industrials 64.0 $5K 0.00% $81.20 -9.8%
332 LITE LUMENTUM HLDGS INC Technology 6.0 $5K 0.00% $858.17 +4.3%
333 EA ELECTRONIC ARTS INC Communication Services 25.0 $5K 0.00% $205.04 +2.3%
334 ANNALY CAPITAL MANAGEMENT IN 229.0 $5K 0.00% +20.0 +9.6% $22.36
335 NRG NRG ENERGY INC Utilities 35.0 $5K 0.00% $146.09 -23.9%
336 ANET ARISTA NETWORKS INC Technology 30.0 $5K 0.00% +12.0 +66.7% $169.90 +15.0%
337 SPG SIMON PPTY GROUP INC NEW Real Estate 23.0 $5K 0.00% $220.91 -2.9%
338 BC BRUNSWICK CORP Consumer Cyclical 60.0 $5K 0.00% $83.90 -8.7%
339 WBD WARNER BROS DISCOVERY INC Communication Services 188.0 $5K 0.00% -63.0 -25.1% $26.66 +7.9%
340 MRNA MODERNA INC Healthcare 71.0 $5K 0.00% +7.0 +10.9% $70.04 +97.0%
Page 17 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%