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Portfolio (Quarterly) Guide ↗

Retirement Wealth Solutions LLC

· CIK 0002044741
13F Portfolio $159M AUM 822 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 324 Added 272 Reduced 42 Exited
Page 18 of 42  ·  822 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LH LABCORP HOLDINGS INC Healthcare 17.0 $4K 0.00% $263.06 -1.8%
342 ADI ANALOG DEVICES INC Technology 14.0 $4K 0.00% NEW $318.14 +30.6%
343 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 38.0 $4K 0.00% $117.08 -2.3%
344 ANNALY CAPITAL MANAGEMENT IN 209.0 $4K 0.00% +29.0 +16.1% $21.15
345 ESGU ISHARES TR 31.0 $4K 0.00% $140.55 +16.5%
346 ENS ENERSYS Industrials 25.0 $4K 0.00% +13.0 +108.3% $173.72 +35.2%
347 BC BRUNSWICK CORP Consumer Cyclical 60.0 $4K 0.00% -15.0 -20.0% $72.37 +15.7%
348 PKG PACKAGING CORP AMER Consumer Cyclical 20.0 $4K 0.00% +2.0 +11.1% $215.60 +0.9%
349 MDT MEDTRONIC PLC Healthcare 49.0 $4K 0.00% -66.0 -57.4% $86.65 -12.0%
350 TDY TELEDYNE TECHNOLOGIES INC Technology 7.0 $4K 0.00% $605.14 +1.4%
351 GHC GRAHAM HLDGS CO Consumer Defensive 4.0 $4K 0.00% +2.0 +100.0% $1057.50 +4.3%
352 SPG SIMON PPTY GROUP INC NEW Real Estate 23.0 $4K 0.00% +6.0 +35.3% $183.74 +12.9%
353 LITE LUMENTUM HLDGS INC Technology 6.0 $4K 0.00% NEW $702.83 +29.7%
354 LGND LIGAND PHARMACEUTICALS INC Healthcare 21.0 $4K 0.00% -36.0 -63.2% $199.67 +17.1%
355 EXC EXELON CORP Utilities 85.0 $4K 0.00% +16.0 +23.2% $49.02 -5.9%
356 BKR BAKER HUGHES COMPANY Energy 68.0 $4K 0.00% +11.0 +19.3% $61.06 +3.6%
357 THC TENET HEALTHCARE CORP Healthcare 22.0 $4K 0.00% -1.0 -4.3% $188.73 -4.1%
358 MKSI MKS INC. Technology 18.0 $4K 0.00% -2.0 -10.0% $229.83 +41.7%
359 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 128.0 $4K 0.00% $32.02 +2.1%
360 EBAY EBAY INC. Consumer Cyclical 45.0 $4K 0.00% +36.0 +400.0% $91.02 +22.7%
Page 18 of 42  ·  822 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 36.9%
Financial Services 15.3%
Consumer Cyclical 11.8%
Healthcare 8.4%
Industrials 7.8%
Communication Services 6.0%
Consumer Defensive 5.7%
Energy 3.2%
Basic Materials 2.0%
Utilities 1.7%