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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 18 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ARM ARM HOLDINGS PLC Technology 14.0 $5K 0.00% +2.0 +16.7% $354.57 -32.6%
342 ESGU ISHARES TR 30.0 $5K 0.00% -1.0 -3.2% $165.47 +2.0%
343 ULTA ULTA BEAUTY INC Consumer Cyclical 11.0 $5K 0.00% $451.00 +14.7%
344 RGA REINSURANCE GROUP AMER INC Financial Services 23.0 $5K 0.00% $214.83 +14.3%
345 WSM WILLIAMS SONOMA INC Consumer Cyclical 21.0 $5K 0.00% +4.0 +23.5% $233.14 +0.8%
346 PKG PACKAGING CORP AMER Consumer Cyclical 20.0 $5K 0.00% $243.40 -1.2%
347 UFPI UFP INDUSTRIES INC Basic Materials 52.0 $5K 0.00% -12.0 -18.8% $90.62 -5.1%
348 LH LABCORP HOLDINGS INC Healthcare 17.0 $5K 0.00% $276.82 +21.1%
349 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 38.0 $5K 0.00% -2.0 -5.0% $123.79 +31.1%
350 EIX EDISON INTL Utilities 63.0 $5K 0.00% +43.0 +215.0% $74.46 -5.8%
351 TPR TAPESTRY INC Consumer Cyclical 32.0 $5K 0.00% -5.0 -13.5% $146.41 -14.3%
352 TDY TELEDYNE TECHNOLOGIES INC Technology 7.0 $5K 0.00% $667.00 -6.8%
353 CVS CVS HEALTH CORP Healthcare 45.0 $5K 0.00% +22.0 +95.7% $103.47 -10.1%
354 SYF SYNCHRONY FINANCIAL Financial Services 61.0 $5K 0.00% +14.0 +29.8% $76.07 +2.6%
355 HBAN HUNTINGTON BANCSHARES INC Financial Services 261.0 $5K 0.00% -58.0 -18.2% $17.75 -4.7%
356 BMY BRISTOL-MYERS SQUIBB CO Healthcare 80.0 $5K 0.00% -22.0 -21.6% $57.62 +15.5%
357 BP BP PLC Energy 124.0 $5K 0.00% -20.0 -13.9% $36.95 +14.1%
358 GHC GRAHAM HLDGS CO Consumer Defensive 4.0 $5K 0.00% $1141.50 +1.7%
359 FCX FREEPORT MCMORAN INC Basic Materials 72.0 $5K 0.00% +30.0 +71.4% $62.90 +21.6%
360 VIRT VIRTU FINL INC Financial Services 76.0 $5K 0.00% +6.0 +8.6% $59.58 +11.4%
Page 18 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%