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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 21 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MTH MERITAGE HOMES CORP Consumer Cyclical 46.0 $4K 0.00% +17.0 +58.6% $83.87 -15.3%
402 ESQ ESQUIRE FINL HLDGS INC Financial Services 32.0 $4K 0.00% $119.12 -5.7%
403 VST VISTRA CORP Utilities 24.0 $4K 0.00% +19.0 +380.0% $158.67 -13.6%
404 SLGN SILGAN HLDGS INC Consumer Cyclical 82.0 $4K 0.00% $46.39 -9.2%
405 AAL AMERICAN AIRLINES GROUP INC Industrials 210.0 $4K 0.00% +45.0 +27.3% $18.07 -24.5%
406 BRC BRADY CORP Industrials 41.0 $4K 0.00% +5.0 +13.9% $91.59 +1.8%
407 THC TENET HEALTHCARE CORP Healthcare 20.0 $4K 0.00% -2.0 -9.1% $187.10 +42.6%
408 KFY KORN FERRY Industrials 56.0 $4K 0.00% +10.0 +21.7% $66.59 +29.6%
409 TGT TARGET CORP Consumer Defensive 28.0 $4K 0.00% +5.0 +21.7% $130.64 +24.9%
410 TROW PRICE T ROWE GROUP INC Financial Services 32.0 $4K 0.00% +25.0 +357.1% $113.72 -2.2%
411 TKR TIMKEN CO Industrials 25.0 $4K 0.00% $145.32 -16.9%
412 FFBC 1ST FINL BANCORP Financial Services 107.0 $4K 0.00% +6.0 +5.9% $33.83 -3.0%
413 HLN HALEON PLC Healthcare 385.0 $4K 0.00% -8.0 -2.0% $9.33 +8.3%
414 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 106.0 $4K 0.00% +25.0 +30.9% $33.89 +7.5%
415 AFRM AFFIRM HLDGS INC Technology 44.0 $4K 0.00% +9.0 +25.7% $81.57 -4.7%
416 UNM UNUM GROUP Financial Services 40.0 $4K 0.00% +6.0 +17.6% $89.40 +4.1%
417 DT DYNATRACE INC Technology 81.0 $4K 0.00% +20.0 +32.8% $43.91 +22.2%
418 HCA HCA HEALTHCARE INC Healthcare 9.0 $4K 0.00% -9.0 -50.0% $390.00 +7.1%
419 ASTS AST SPACEMOBILE INC Technology 39.0 $3K 0.00% -2.0 -4.9% $88.87 -34.7%
420 EPR EPR PPTYS Real Estate 59.0 $3K 0.00% +24.0 +68.6% $58.02 +2.6%
Page 21 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%