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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 19 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OMF ONEMAIN HLDGS INC Financial Services 74.0 $5K 0.00% +5.0 +7.2% $60.97 +3.1%
362 OKTA OKTA INC Technology 33.0 $5K 0.00% NEW $136.45 +21.8%
363 UAL UNITED AIRLS HLDGS INC Industrials 33.0 $4K 0.00% +8.0 +32.0% $136.00 -18.7%
364 WEC WEC ENERGY GROUP INC Utilities 38.0 $4K 0.00% -2.0 -5.0% $117.32 -9.5%
365 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 14.0 $4K 0.00% +1.0 +7.7% $317.57 -12.0%
366 PGR PROGRESSIVE CORP Financial Services 20.0 $4K 0.00% -5.0 -20.0% $221.75 -1.4%
367 DASH DOORDASH INC Communication Services 24.0 $4K 0.00% -3.0 -11.1% $184.54 +28.3%
368 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 11.0 $4K 0.00% $401.91 -3.1%
369 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 275.0 $4K 0.00% -172.0 -38.5% $16.03 +12.5%
370 OPLN OPENLANE INC Consumer Cyclical 106.0 $4K 0.00% $41.25 -14.9%
371 RELX RELX PLC Communication Services 138.0 $4K 0.00% -21.0 -13.2% $31.67 +15.4%
372 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 56.0 $4K 0.00% $77.88 -13.7%
373 FTAI AVIATION LTD 16.0 $4K 0.00% $270.56
374 BYD BOYD GAMING CORP Consumer Cyclical 49.0 $4K 0.00% +3.0 +6.5% $88.06 -9.8%
375 TTEK TETRA TECH INC NEW Industrials 149.0 $4K 0.00% -67.0 -31.0% $28.95 +26.2%
376 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 38.0 $4K 0.00% $112.76 +12.0%
377 EWBC EAST WEST BANCORP INC Financial Services 33.0 $4K 0.00% $129.09 +0.3%
378 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 11.0 $4K 0.00% +8.0 +266.7% $386.82 +2.0%
379 SYY SYSCO CORP Consumer Defensive 51.0 $4K 0.00% -5.0 -8.9% $83.31 -1.6%
380 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 380.0 $4K 0.00% -41.0 -9.7% $11.15 -10.8%
Page 19 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%