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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 20 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BGC BGC GROUP INC Financial Services 396.0 $4K 0.00% $10.69 +13.4%
382 LOGI LOGITECH INTL S A Technology 45.0 $4K 0.00% +3.0 +7.1% $94.04 +4.2%
383 WTRG ESSENTIAL UTILS INC Utilities 110.0 $4K 0.00% -19.0 -14.7% $38.32 +7.3%
384 SOFI SOFI TECHNOLOGIES INC Financial Services 234.0 $4K 0.00% +35.0 +17.6% $17.93 +0.7%
385 FTDR FRONTDOOR INC Consumer Cyclical 54.0 $4K 0.00% +1.0 +1.9% $77.59 +6.8%
386 SSD SIMPSON MFG INC Industrials 20.0 $4K 0.00% $209.35 -13.0%
387 MLI MUELLER INDS INC Industrials 34.0 $4K 0.00% -1.0 -2.9% $122.94 -48.9%
388 TXN TEXAS INSTRS INC Technology 14.0 $4K 0.00% +12.0 +600.0% $298.07 -13.2%
389 RDDT REDDIT INC Communication Services 24.0 $4K 0.00% +2.0 +9.1% $173.58 -11.9%
390 ROKU ROKU INC Communication Services 30.0 $4K 0.00% +1.0 +3.5% $138.17 +14.1%
391 PSTG EVERPURE INC 52.0 $4K 0.00% -1.0 -1.9% $78.81
392 TJX TJX COS INC NEW Consumer Cyclical 27.0 $4K 0.00% -15.0 -35.7% $151.30 -10.7%
393 UNP UNION PAC CORP Industrials 15.0 $4K 0.00% +4.0 +36.4% $272.00 +13.0%
394 ILMN ILLUMINA INC Healthcare 23.0 $4K 0.00% $175.87 +22.6%
395 PUK PRUDENTIAL PLC Financial Services 150.0 $4K 0.00% -96.0 -39.0% $26.81 +3.1%
396 GATX GATX CORP Industrials 23.0 $4K 0.00% $174.30 +1.9%
397 CSL CARLISLE COS INC Industrials 11.0 $4K 0.00% +5.0 +83.3% $362.82 -1.7%
398 XHR XENIA HOTELS & RESORTS INC Real Estate 196.0 $4K 0.00% -1.0 -0.5% $20.36 -4.4%
399 LSCC LATTICE SEMICONDUCTOR CORP Technology 26.0 $4K 0.00% +2.0 +8.3% $152.96 -25.2%
400 BLOCK INC 52.0 $4K 0.00% +8.0 +18.2% $76.00
Page 20 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%